The Real Competition Behind the U.S Coal Revival

Three years ago, during one of my first roadshows across the U.S., I met with senators, congressional representatives and policy advisers from both sides of the aisle on Capitol Hill.

What struck me most was not the debate about coal.

It was the curiosity.

There was a genuine appetite to understand what was happening in China and India, the world's two largest coal-consuming economies and among its fastest-growing industrial powers. Many policymakers understood the U.S.'s domestic energy challenges. Fewer had a clear picture of how other nations were approaching them.

Those conversations have stayed with me because China and India were already asking a different question.