America's Energy News
Terry L. Headley, MBAAmerica’s Energy News is a plainspoken, fact-driven Substack covering the policies, markets, politics, and people shaping America’s energy future. The site focuses on coal, natural gas, electric reliability, grid policy, critical minerals, power generati
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 371 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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americascoal.substack.comLatest Issues
The Reliability Gap: Reconstructing Lazard’s LCOE+ v19.0 Data to Price Real Backup Capacity, Technology by Technology
By T.L. Headley, MBA,
President, The Hedley Company
Founder and Senior Vice President, The Seneca Center for Energy & Critical Minerals Policy
I. Executive Summary
Lazard’s 2026 Levelized Cost of Energy+ report (Version 19.0, rel...
GRIDWATCH: JULY PROVES ONCE AGAIN THAT AMERICAN NEEDS DISPATCHABLE POWER
Demand │ Generation Mix │ Market Prices │ Reliability
Demand │ Generation Mix │ Market Prices │ Reliability
Replacement or Addition? Following the money through West Virginia’s new power-plant buildout
Three major power announcements arrived within days of one another, each exposing a different side of the same shift in West Virginia’s electricity economy. The public record shows why regulators should examine not only whether the new plan...
GAS CURRENTS: U.S. Natural Gas at a Crossroads: Record Production Collides With a Global LNG Supply Crisis
VOL. 1, NO. 31 │ WEEK ENDING AUGUST 2, 2026 | DATA THROUGH AUGUST 1, 2026
FAST FACTS
EXECUTIVE SUMMARY
CHARLESTON, W.Va. — U.S. natural gas markets enter the week of August 3, 2026, caught between the most extraordinary global LNG...
COAL CURRENTS Coal Production Slide Deepens as PJM Sounds Historic Reliability Alarm
WEEKLY INTELLIGENCE FOR THE U.S. COAL INDUSTRY
VOL. 2, NO. 31 | WEEK ENDING AUGUST 2, 2026 | DATA: WEEK 30 (JULY 25, 2026)
TABLE OF CONTENTS
FAST FACTS
EXECUTIVE SUMMARY
CHARLESTON, W.Va. — The summer num...
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