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In that context, no other energy sources in the world can stand against the combination of American coal and natural gas. And coming soon, utilities expect Small Modular Reactors starting as soon as 2030.
Congressman Troy Balderson (R-OH) recently introduced "The Affordable, Reliable, Clean Energy Security Act" to ensure U.S. energy dominance and protect baseload generation with coal, natural gas, and nuclear. His ARC bill guarantees America's most important dispatchable electricity sources remain central to the mix – a requirement to provide affordable and reliable energy for American families and businesses, all becoming more essential as the AI and data center build-out is set to explode, in a world where China is deploying domestic, low-cost coal to accomplish the exact same national security imperative. No wonder why President Trump is prioritizing dispatchable power: the data centers driving our digital economy demand constant flows of electricity, namely without interruption to prevent data loss, service disruption, and equipment damage.
Baseload power plants serve on an around-the-clock basis, producing electricity at a consistent rate and thereby maximizing efficiency and minimizing costs. Coal and natural gas are classic baseload fuels characterized by abundance, availability, accessibility and established production, distribution and utilization systems. For example, dispatchable generation from coal and gas can be adjusted by system operators to match supply with electricity needs. Wind and solar, on the other hand, as defined by Rep. Balderson, have "intermittent availability" and are weather dependent sources whose production is contigent on the availability of the resource – the wind and the sun. The physical reality is that the U.S. Department of Energy has long defined wind and solar as, naturally, "non-dispatchable." Moreover, there is solid evidence that once these renewables reach a certain proportion of the grid, reliability is at risk – e.g. the April 2025 widespread power outages in Spain and Portugal.
In an electricity system, "capacity value" refers to the estimated contribution of an energy resource to the system's ability to meet peak demand and maintain reliability. Essentially, can installed capacity be counted on during times of peak demand? How much of a plant's capacity is available when the system needs it most? Rolling and Orr have demonstrated how system planners recognize the capacity value limitations of wind and solar. As our largest power market serving 65 million Americans, PJM Planners, for example, assign an expected capacity value to coal at 80% and gas at about 75% through 2035. In sharp contrast, PJM sees the value of onshore wind declining from 41% in 2027 to only 19% in 2035 and solar never even reaching 10% in the next decade.