Our country is facing an energy crisis. No, not because of new demand from data centers or AI. Instead, it’s because utilities in nearly every state, due to government imposed “renewable” mandates, self-imposed mandates, and the supercharging of the Green New Scam under the so-called “Inflation Reduction Act,” have been shutting down vital coal resources and building out almost exclusively intermittent and costly resources like solar, wind, and battery storage.
A new report from McKinsey & Company, the “Global Energy Perspective,” lays bare what many of us – dismissed as “climate deniers” – have been asserting all along: Coal, oil and natural gas will continue to be the dominant sources of global energy well past 2050.
The McKinsey outlook for 2025 sharply adjusts prior projections. Last year, the management consultant’s models had coal demand falling 40% by 2035. Today, McKinsey projects an uptick of 1% over the same period. The dramatic reversal is driven by record commissioning of coal-fired power plants in China, unexpected increases in global electricity use, and the lack of viable alternatives for industries like steel, chemicals and heavy manufacturing.
The report states that the three fossil fuels will still supply up to 55% of global energy in 2050, a forecast that looks low to me. Today’s share for hydrocarbons is more than 60% for electricity generation and more than 80% for primary energy consumption.
In any case, McKinsey’s report confirms what seasoned energy analysts and pragmatic policymakers have long maintained: The energy transition will not be swift, simple, or governed solely by climate targets. In fact, this energy transition will not happen at all without large scale deployment of nuclear, geothermal or other technological innovations that prove practical.
In places such as India, Southeast Asia and sub-Saharan Africa, the top energy priorities are access, affordability and reliability, which together add up to national security. Planners are acutely aware of a trap: Sole reliance on weather-dependent power risks blackouts, industrial disruption, economic decline and civil unrest.
That is why many developing nations are embracing a dual track: continued investment in conventional generation (coal, gas, nuclear) while developing alternative technologies. McKinsey says this in consultancy lingo: “Countries and regions will follow distinct trajectories based on local economic conditions, resource endowment, and the realities facing particular industries.”
In countries like India, Indonesia and Nigeria, the scale of electrification and industrial expansion is enormous. These countries cannot afford to wait decades for perfect solutions. They need “reliable and good enough for now.” That means conventional fuels will be retained.
McKinsey’s analysis also underscores what physics and engineering dictate: Intermittent and weather-dependent sources, such as wind and solar, require vast land areas, backup batteries and generation and power-grid investments, none of which come cheaply nor quickly.
The technologies of wind and solar branded as renewable should instead be called economy killers. They make for expensive and unstable electrical systems that have brought energy-rich nations like Germany to their knees. After spending billions of dollars on unreliable wind turbines and solar panels and demolishing nuclear plants and coal plants, the country is struggling with high prices and economic stagnation.
The Germans now have a word for their self-inflicted crisis: Dunkelflaute. It means “dark doldrums”—a period of cold, sunless, windless days when their “green” grid fails. During a Dunkelflaute in November 2024, fossil fuels were called on to provide 70% of Germany’s electricity.
If “renewables” were truly capable, planners would shut down fossil fuel generation. But that is not the case. While wind and solar are pursued in some places, coal and natural gas remain much sought-after fuels. In the first half of 2025 alone, China commissioned about 21 gigawatts (GW) of new coal-fired capacity, which is more than any other country and the largest increase since 2016.
Further, China has approved construction of 25 GW of new coal plants in the first half of 2025. As of July, China’s mainland has nearly 1,200 coal plants, far outstripping the rest of the world.
McKinsey points to a dramatic surge in electricity demand driven by data centers, which is estimated to be about 17 % annually from 2022 to 2030 in the 38 OECD countries. This kind of growth in electricity use simply cannot be met by wind and solar.
When analysts, journalists and engineers point out these realities, they’re branded as “shills” for the fossil fuel industry. However, it is not public relations to point out the physics and economics that make up the math for meeting the world’s energy needs. Dismissing such facts is to deny that reliable energy remains the bedrock of modern civilization.
The cost of foolish “green” policies is being paid in lost jobs, ruined businesses, disrupted lives and impoverishment that could have been avoided by wiser choices.
For those who have repeated energy realities for years, the vindication is bittersweet. The satisfaction of being right is tempered by the knowledge that many have suffered because reality has been ignored.
Vijay Jayaraj is a contributor to The Daily Caller News Foundation andScience and Research Associate at the CO2 Coalition, Fairfax, Va. He holds an M.S. in environmental sciences from the University of East Anglia and a postgraduate degree in energy management from Robert Gordon University, both in the U.K., and a bachelor’s in engineering from Anna University, India.
Two months ago, Arizona’s monopoly utilities and their political allies were patting themselves on the back about the expansion and development of a couple of new natural gas projects that they claim will help the Grand Canyon state keep up with growing energy demand.
On the surface, an announcement of new projects like the Transwestern Expansion should have been great news for Arizona ratepayers. Our state is in desperate need of more reliable, dispatchable power; especially after years of reckless green new deal investments that have raised costs and reduced reliability.
But sadly, it turns out that SRP’s enthusiasm for gas isn’t about expanding baseload power on the grid after all. The new gas capacity is instead being used to replace existing coal power generation that SRP has pledged to shut down in Arizona. All to meet ridiculous self-imposed carbon reduction goals and climate commitments that should have been junked a long time ago…
The Green New Scam got its start in Arizona two decades ago when a 5-0 Republican Commission (including then Republican Kris Mayes) adopted the Renewable Energy Standard and Tarriff Rules, or the REST Rules. Among other things, most significantly it ushered in the first “renewable” mandates in our state, forcing utilities to obtain at least 15% of their power from “renewables.” Ratepayers have been paying the costs (over $2 billion) ever since.
The REST Rules had a target date: 2025. Well, it’s now 2025, and the utilities have not only met that mandate, but they have also voluntarily exceeded it. Now our current 5-0 Republican Commission has started the process of repealing them.
Repealing the REST Rules is important, but the targets have already been met, and the price has already been paid. Substantively, the repeal won’t really affect ratepayers all that much. Why? Because mandate or no mandate, our utilities are completely committed to going “Net Zero” by 2050, and so far, they’ve been allowed to do it…
A rising array of threats to the public and environment stemming from the boom in “green” energy technologies and the batteries they use means the time for virtue signaling by regulators and policymakers must come to an end.
In every boom time involving any type of energy source, governments at all levels inevitably find themselves behind the curve when it comes to developing an effective set of regulations designed to minimize impacts on the public and environment.
In the early years of the 21st century, Americans witnessed this phenomenon play out when it came to the oil and gas Shale Revolution, which saw its first success in the Barnett Shale region, which happened to lie in the midst of the Dallas/Fort Worth Metroplex in north Texas. For the first time in decades, oil and gas companies found themselves struggling to drill wells and install pipelines in and adjacent to highly populated areas, leading to an array of conflicts and tensions with the public that the pre-existing regulatory structure had not been designed to resolve.
More recent years have given rise to the same societal dynamics related to boom times for the wind and solar industries. In state after state, governments have found their legacy regulations lacking when dealing with public concerns over major projects condemning large swaths of arable lands and wildlife habitats, the dumping of aged-out solar panels and wind blades in public landfills, traffic, and other impacts. Even today, 25 years into this heavily subsidized renewable energy expansion, few if any states have implemented proper regulations governing the dismantling and disposal of these often-gigantic industrial projects.
Similar concerns are now rising related to the dangers posed by lithium-ion batteries, whose use is rapidly expanding across the U.S. to power electric vehicles and provide backup for intermittent power generation provided by wind and solar. The major threat from these rechargeable batteries is their tendency to overheat and spontaneously combust under certain conditions. The problem has resulted in a proliferation of photos and videos of burning passenger and school buses, major conflagrations in large battery storage facilities, and of burned-up commercial freight ships foundering and sinking into oceans around the world.
The AP reported on Oct. 4 on rising opposition from local communities to a proposed installation of large stationary backup battery projects in or adjacent to their cities and towns. The report focused on Long Island, which could become home to an array of such installations to provide back up to multiple offshore wind projects in the coming years.
Industry proponents say the installations are perfectly safe, just as the makers of electric buses have assured city councils and school boards in recent years, only to see some of those buses erupt in flames while on their routes or in crowded bus barns with predictable results. But Michael McGinty, mayor of Island Park, is reluctant to assume the risk. “We’re not guinea pigs for anybody … we are not going to experiment, we’re not going to take risk,” he said.
An Oct. 11 report by The Epoch Times details rising concerns over the risks to airlines and travelers posed by lithium-ion batteries brought on board. The Federal Aviation Administration (FAA) reported 89 incidents during 2024 in which “lithium batteries emitted smoke, fire, or extreme heat on board planes, and up until the end of August 2025, there have been a further 61.” This troubling fact led the FAA to update its guidance on proper care and storage of such batteries on airlines in September.
In January, an Air Busan passenger jet carrying 170 passengers and six crew members was completely destroyed by a battery-caused fire on a runway in Busan, South Korea. Luckily, everyone on board was evacuated and survived, though three suffered serious injuries.
These and other significant, rising concerns surrounding wind, solar, and the batteries they use show that what proponents like to call “green” energy is neither as friendly to the environment nor as safe and benign as advertised. They also point to the very real need for public officials prone to signaling their green virtues to gullible voters to take these issues seriously and develop regulations needed to protect the public and the environment. Doing anything else is simple malpractice.
David Blackmon is a contributor to The Daily Caller News Foundation, an energy writer, and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.
