Coal
Energy
Geopolitics
Asia’s Coal Surge: Iran War Erases Three Years of Climate Progress
Gulf conflict forces India, Japan, and Southeast Asia back to thermal generation as LNG prices spike 143%, validating energy security over decarbonization timelines.
Energy
Markets
Coal Country’s Second Act: Abandoned Mines Become Grid Batteries
As lithium supply chains tighten and renewable integration strains the US grid, underground gravity batteries and compressed-air systems turn stranded industrial assets into domestic energy storage infrastructure.
Energy
Geopolitics
China’s Emissions Fall as Solar Surge Breaks Carbon-Growth Link
Historic decoupling sees CO2 drop 1% while electricity demand rises 5%, powered by 277 GW of new solar in 2024—more than rest of world combined.