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    Home»Business»The nation’s largest public utility is reviving coal amid political pressure and the AI boom
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    The nation’s largest public utility is reviving coal amid political pressure and the AI boom

    The Daily FuseBy The Daily FuseFebruary 26, 2026No Comments6 Mins Read
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    The nation’s largest public utility is reviving coal amid political pressure and the AI boom
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    This protection is made potential via a partnership between Grist and BPR, a public radio station serving western North Carolina.

    The Tennessee Valley Authority’s (TVA’s) quarterly assembly in Hopkinsville, Kentucky, opened with a triumphant video homage to its work throughout Winter Storm Fern. Vitality had come via, but once more, to defeat excessive chilly. The montage credited this to the utility’s “coal workhorses,” then famous that nuclear offered “uninterrupted energy” and “hydro responded immediately.” The listing ended there, regardless of years of guarantees that the company would bolster renewables and battery storage. The message was clear: Photo voltaic had been unceremoniously dropped from the combination, and coal, which the company had been phasing out, was again. 

    What the video hinted at, the board made official. Its seven members unanimously dropped renewable power as a precedence, ended variety packages, and granted two of the company’s four remaining coal plants a reprieve. The choice adopted the seating of 4 members chosen by President Trump, breaking months of paralysis that adopted the termination of three Biden appointees.

    The modifications, made throughout the February 11 board assembly, sign greater than a routine coverage reset for the nation’s largest public energy supplier. They are going to sluggish the TVA’s shift away from fossil fuels simply as electrical energy demand is spiking, elevating questions on future prices, air pollution, and the position of federally-owned utilities within the nation’s power transition.

    For years, TVA planners had mapped out a future with out coal. That’s now on maintain. The Kingston Fossil Plant in Roane County, Tennessee, was scheduled for retirement in 2027, with all 9 of its models slated for demolition and substitute with an “power advanced” of fuel technology and battery storage. All of them will stay on-line alongside the fuel plant, however renewables are now not a part of the image. The board additionally shelved plans to scuttle the Cumberland Fossil Plant in Stewart County, Tennessee, in 2028. 

    These strikes come regardless of the company’s 2025 Integrated Resource Plan, which known as for retiring the 2 amenities due to Kingston’s “excessive value and challenged situation” and Cumberland’s “lack of flexibility.” The Kingston coal plant was additionally the positioning of a devastating 2010 coal ash catastrophe, the most important industrial spill in U.S. historical past.

    The board defended its choice by citing power affordability for the Tennessee Valley. 

    “As energy demand grows, TVA is each choice to bolster our producing fleet to proceed offering inexpensive, dependable electrical energy to our 10 million prospects, create jobs, and assist communities thrive,” company spokesperson Scott Brooks mentioned in an announcement.

    Left unsaid was the truth that a coal-fired energy technology unit on the Cumberland Fossil Plant failed throughout final month’s storm. 

    A lot of TVA’s load progress comes from the rise of artificial intelligence, mentioned CEO Don Moul,  and knowledge facilities account for 18% of its industrial load. Throughout the identical assembly, the board allowed the corporate xAI, owned by Elon Musk, to double the quantity of energy it attracts from the grid. 

    For former board member Michelle Moore, one of many Biden-era appointees President Trump fired in March, the shift aligns squarely with the administration’s priorities. It additionally indicators, she mentioned, that the utility is now not fulfilling its mission to offer inexpensive energy, financial growth, and environmental stewardship throughout the seven-state Tennessee Valley. “The politics in Washington might change,” she mentioned.  “However the TVA’s mission doesn’t.”

    That independence has at occasions put the Tennessee Valley Authority at odds with presidents of each events. The utility resisted Trump administration stress to maintain coal crops open, persevering with to retire amenities primarily based on financial causes. However it additionally fell wanting President Biden’s decarbonization objectives.

    Moore worries abnormal ratepayers are now not an energetic a part of TVA’s decision-making. Usually, a shift as monumental as turning away from renewable power would have been topic to a prolonged assessment with enter from communities all through the area, one thing that merely won’t happen now. “That is yet one more indicator that the general public energy mannequin is being eroded and is in danger,” Moore mentioned.

    Final month, the TVA mentioned it could streamline the way it opinions the ecological impacts of its tasks, permitting some to maneuver forward with far much less, if any, scrutiny. The transfer follows a broader rollback of the Nationwide Environmental Coverage Act underneath President Trump that grants higher discretion over such concerns to entities just like the TVA. For almost 60 years, the legislation required an evaluation of the environmental impacts of federal tasks. “Over the previous a number of years, the TVA board has confronted stress to make selections primarily based on stringent environmental laws,” mentioned board member Wade White.

    The TVA’s willingness to affix the Trump administration’s push to revive the coal industry has rankled locals and environmentalists. Within the first 12 months of his second time period, President Trump lifted Environmental Protection Agency restrictions on the trade, used emergency government orders to maintain ageing coal crops open, expanded mining, and ordered the Pentagon to purchase electrical energy from energy crops that use coal. The president has since acquired an award from trade executives dubbing him the “Undisputed Champion of Clear, Stunning Coal.” 

    From a public well being standpoint, it’s a nightmare. “Coal is without doubt one of the worst issues you may think about for the setting,” mentioned Avner Vengosh, a professor of environmental high quality at Duke College who leads a coal and coal ash analysis group. Mining destroys ecosystems and poisons groundwater, polluting rivers and streams with sulfuric acid. Burning the fossil gas releases fantastic particulate matter, impacting the well being of close by residents. A 2023 examine within the journal Science found that coal crops brought about almost half one million extra deaths between 1999 and 2020, and a Sierra Membership report notes that TVA coal-fired plants were the nation’s deadliest. 

    “Individuals are upset, they really feel like we’re going backwards,” mentioned Amy Kelly, a Sierra Membership marketing campaign supervisor. “The truth that these crops are from the ’50s and ’60s, and we’re simply going to prop them up with Band-Help options to appease the present administration goes to value individuals.” 

    Even some coal plant operators agree. A Colorado utility is suing to close a facility, calling a federal emergency order to maintain it on-line “unconstitutional.” For individuals who stay close to the 2 crops the TVA simply saved, the choice is, in Joe Schiller’s phrases, “a betrayal.” Schiller, a retired school professor, has lived close to the Cumberland plant for 30 years. “It contradicts every part they’ve instructed us in regards to the crops up to now,” he mentioned. Even so, he added, it’s a gorgeous space. Moments earlier than, his spouse had known as him exterior to admire the sandhill cranes flying by.

    “It’s not such as you go searching day-after-day and say, ‘Yep, that Cumberland plant is slowly killing me,’” Schiller mentioned with fun. “Though it in all probability is.”



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