
president Donald Trump He wants to revive the troubled coal industry in the United States by publishing factories to operate the data centers adopted by major technology companies to train artificial intelligence.
Trump released Executive order In April, its cabinet was directed to find regions in the United States where coal -operating infrastructure is available to support artificial intelligence data centers and determine whether the infrastructure can be expanded to meet the growing demand for electricity from the technology sector in the country.
Trump has repeatedly promoted coal as an energy source for data centers. The President told the World Economic Forum in January that he would agree to power plants for artificial intelligence through the emergency advertisement, and called on technology companies to use coal as a source of backup copies.
“They can feed him with anything they want, and they may have charcoal as a backup – good and clean charcoal,” the president said.
Trump pushes coal spreading the goals of environmental technology companies. In the short term, the strengths of the industry may be inadvertently for the duration of the life of the current coal factories.
Coal produces more carbon dioxide emissions per kilowatt hour from any other energy source in the United States except for oil, according to Energy Information Management. The technology industry has invested billions of dollars to expand renewable energy and is increasingly turning into nuclear energy as a way to meet the growing demand for electricity while trying to reduce carbon dioxide emissions that feed climate change.
For coal miners, Trump’s payment is a potential life artery. The industry has decreased with the retirement of coal factories in the United States Electricity generation He came from burning coal in 2023, Decrease from 51 % in 2001, According to environmental impact assessment data.
Pepodi energy “Coal factories can withstand a heavier load of demands to meet the United States generation, including several years of the growth of the data center,” said CEO James Grish, who attended the Trump executive at the White House. Pepodi is One of the largest charcoal producers In the United States
Grish said that coal factories should intensify the amount of strength they send. The CEO of analysts in the company’s profit call said on May 6, compared to a historic average of 72 %, said the CEO of analysts in the company’s profit call on May 6, compared to a historical average of 72 %, said the CEO of analysts in the company’s profit call on May 6, compared to a historical average of 72 %, that the coal fleet in the country sends about 42 % of the limit of the limit Al -Aqsa is currently, compared to a historical average of 72 %.
“We believe that all the generators that are powered by coal need to postpone the retirement of the American coal factory because the situation on the ground may change clearly,” said Ghaish. “We believe that generators should not retire from the recently reinforced coal factories.”
The technology sector reaction
There is an increasing recognition of the technology industry that fossil fuel will be needed to help meet the demand for electricity from artificial intelligence. But the focus on natural gas, which emanates from half of the carbon dioxide for coal per kilowatt hour of strength, according to the environmental measurement.
“To obtain the energy we need for the network, it will take everything less than the above for a period of time,” Kevin Miller, Vice President of International Data Centers, said during a discussion at the Technology and Oil Executive Directors Conference at Oklahoma City last month.
“We are not surprised by the fact that we will need to add some thermal generation to meet the needs in the short term,” said Miller.
“The thermal generation is the word gas blog. Sahlstrom previously led the Amazon Energy, Water and Sustainability Teams.
Executive managers in Amazonand Nafidia The person will not adhere to the use of coal, and most of them are to evade the question when asking it during the committee at the Oklahoma City conference.
“It is not a simple answer,” said Miller from Amazon. “It is a mixture where the energy is available, what are the other alternatives.”
Nafidia Josh Parker, the company’s company’s sustainability manager, said he is able to be uncomfortable about the type of energy used due to the position occupied by the chips maker in the artificial intelligence chain. “Fortunately, we leave most of these decisions even our customers.”
The co -founder of the anthropologist Jacques Clark said that there is a wider set of options available than coal. “Certainly we’ll look at it, but I don’t know if I say it’s on the top of our list.”
Salstrom said Trump’s executive matter appears to be a “dog whistle” for coal mining ingredients. The CEO of the channel said that
Sahlsrom said that coal is displaced by renewable energy sources, natural and nuclear gas, as coal stations are increasingly difficult economies. “Coal has found somewhat without a job,” he said.
“I do not see an hyperactivity community that comes out and signs long -term obligations for new coal plants,” said the former CEO of Amazon. (Technology companies that rise from artificial intelligence are referred to as “Easter”.
“I will be shocked if you see something like this,” Sahlsrom said.
Coal retirement strain network
But the retirement of the charcoal factory creates real Network challenge With an increase in the demand for electricity due to data centers, the broader reset and electricity to the economy.
The largest network in the country, PJM interconnected, predicted The demand for electricity can rise 40 % by 2039. In 2023, PJM warned that 40 GB of current power generation, most of them are coal. At the risk of retirement by 2030Which represents about 21 % of the installed capacity of the PJM.
Data centers will temporarily prolong the demand for coal with the stampede of the auxiliary tools to maintain the reliability of the network, which delays its targets to remove carbon, according to the MOODY report issued last October. The facilities have already postponed the retirement of coal factories, which total about 39 GB of power, according to the data of the National Mining Association.
“If we want to grow electricity production in America over the next five or ten years, we (we have to stop closing coal factories,” Energy Minister Chris Wright told CNBC.Money“last month.
But natural gas and renewable energy are the future, as Sahlsrom said. Sahlstrom said that about 60 % of emissions of energy sector emissions over the past twenty years are the result of coal that pulls the gas, with the rest of the renewable energy sources.
“This is a very strong mixture, and it is difficult for me to see people back by putting more charcoal in this mixture, especially if you are a super customer who has clear carbon targets,” he said.
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