⚡Taylor Kuykendall⛏️
⚡⛏️💡🔋🔌
Energy/Mining Reporter
S&P Global Commodity Insights
Podcast Host
Energy Evolution
Apple: podcasts.apple.com/us/podcast/energy-e…
Spotify: open.spotify.com/show/4ttjcoVpnQNzx8…
taylor.kuykendall@spglobal.com
- New episode of #EnergyEvolution Financing clean energy in a time of volatility podcasts.apple.com/dk/podcast/f... Be sure to subscribe! Also on Spotify: open.spotify.com/show/4ttjcoV...
- A dose of realism for Europe’s CBAM The latest episode of Energy Evolution is out! iTunes: podcasts.apple.com/dk/podcast/a... Spotify: open.spotify.com/episode/0M3H... 🔌💡
- When Trump pulled out of the Paris climate accord in his first term, he touted a new coal mine opening up in Pennsylvania. It was Corsa Coal's Acosta mine: www.cbsnews.com/pittsburgh/n... Last month, the mine was sold cheap in a bankruptcy auction: www.post-gazette.com/business/pow... 🔌💡
- Trump aims to reverse US coal industry's decline with series of executive orders www.spglobal.com/market-intel... 🔌💡
- Some of the miners. Appears we also have American Consolidated Natural Resources. That is the name of what was once Murray Energy, founded by the late Robert Murray, a major supporter of Donald Trump. Murray Energy filed for bankruptcy while Trump was president the first time. 🔌💡
- The miners behind President Trump right now are from Core Natural Resources. As he heaps praise on the coal sector, here's their CEO on how a rule proposed by the Trump administration is already causing coal to lose business to customers, including in Russia: comments.ustr.gov/s/commentdet... 🔌💡
- Notably, Donald Trump made saving coal a top priority of his first term. It didn't work. Between 2016, the year before Trump was inaugurated, and the end of 2020, coal production and employment decreased by 26.5% and 18.2%, respectively. www.spglobal.com/commodity-in... 🔌💡
- The miners behind President Trump right now are from Core Natural Resources. As he heaps praise on the coal sector, here's their CEO on how a rule proposed by the Trump administration is already causing coal to lose business to customers, including in Russia: comments.ustr.gov/s/commentdet... 🔌💡
- China tariff retaliation hits substantial US coal, copper exports: www.spglobal.com/market-intel... 🔌💡
- Trump's proposed fees on Chinese ships a potential 'black swan' event How some miners and metals producers could be among the long list of commodities that may soon find it very difficult to export their products abroad: www.spglobal.com/market-intel...
- New on #EnergyEvolution: Russian gas in Europe: Is there a way back? podcasts.apple.com/us/podcast/r... 🔌💡
- American Consolidated Natural Resources (formerly Murray Energy) says they will have to lay off 3,900 coal miners in West Virginia and Illinois if the Trump administration's proposal on export fees goes through: Read more on the propsal: www.spglobal.com/market-intel...
- US coal sector faces a crisis and is already losing business over a Trump admin proposal: www.spglobal.com/market-intel... "Even if we start today, building out such a fleet will take years. The job losses in coal country, however, will happen in a matter of days," says UMWA's Cecil Roberts. 🔌💡
- Apologies for the buggy link! This should work: www.spglobal.com/market-intel...
- War on coal? US miners warn Trump admin that proposed port fees aimed at China will decimate the sector. The risks aren't hypothetical... Overseas clients the US coal industry increasingly relies on are already turning to other customers: www.spglobal.com/market-intel... 🔌💡
- War on coal? US miners warn Trump admin that proposed port fees aimed at China will decimate the sector. The risks aren't hypothetical... Overseas clients the US coal industry increasingly relies on are already turning to other customers: www.spglobal.com/market-intel... 🔌💡
- Reposted by ⚡Taylor Kuykendall⛏️[Not loaded yet]
- This week on #EnergyEvolution: Europe's Clean Industrial Deal: Will it work? podcasts.apple.com/dk/podcast/e...
- Interestingly, the IEA says the entirety of the global annual increase in coal demand last year can be accounted for by the effect of record-high temperatures pushing up demand for cooling. 🤔 #energysky #greensky
- Globally, coal's growth rate is declining, but coal demand still grew by 1.1% in 2024 in energy terms, according to the IEA. In physical terms, that's about 123 million tonnes. www.iea.org/reports/glob...
- Globally, coal's growth rate is declining, but coal demand still grew by 1.1% in 2024 in energy terms, according to the IEA. In physical terms, that's about 123 million tonnes. www.iea.org/reports/glob...
- New #EnergyEvolution episode! How shifts in the US government are influencing private, public investment: podcasts.apple.com/dk/podcast/c... Featuring former DOE Secretary Ernest Moniz, Vast Energy CEO Craig Wood and Plug Power CSO Sanjay Shrestra (both companies have enjoyed DOE support). 🔌💡
- Reposted by ⚡Taylor Kuykendall⛏️[Not loaded yet]
- West Virginia Coal Association just issued an action alert... It says a policy issued by USTR under the Trump administration, "would cripple American coal exports and threaten thousands of jobs." Alert attached, see my story below for details.
- Not hearing much about it in the news, but Trump's proposed fees on Chinese vessels will have BIG implications for a ton of sectors. One coal shipper said it could end US coal exports, a lifeline for an industry losing its domestic base: www.spglobal.com/market-intel... #energysky
- Hurdles to new copper supply remain high – mining executives www.spglobal.com/market-intel... #criticalminerals
- Coal exes say 'coal is the bridge' for AI demand growth: www.spglobal.com/market-intel... As we've reported, utilities are pumping the brakes on coal retirements already: www.spglobal.com/market-intel...
- Coal execs see the fuel as a "bridge" to meet AI electricity demand growth quickly w/ coal plants not currently used at full capacity: www.spglobal.com/market-intel... Utilities already slowing down coal retirements, as we've previously reported: www.spglobal.com/market-intel... 🔌💡
- Trump administration issues flurry of news about mine permits on federal land: www.spglobal.com/market-intel... #criticalminerals #mining
- New Energy Evolution pod out today: Opportunities and challenges for the US lithium battery supply chain with the CEOs of International Battery Metals and Pure Lithium podcasts.apple.com/dk/podcast/c... #criticalminerals
- Not hearing much about it in the news, but Trump's proposed fees on Chinese vessels will have BIG implications for a ton of sectors. One coal shipper said it could end US coal exports, a lifeline for an industry losing its domestic base: www.spglobal.com/market-intel... #energysky
- Last week, Ivanhoe founder Robert Friedland called for the creation of a sovereign wealth fund in the US to address what he says is critical minerals crisis facing the United States: www.spglobal.com/market-intel... #criticalminerals #energysky
