Coal power revival: a show of strategic flexibility amid push to widen U.S. AI lead over China

On April 8, 2025, Donald Trump signed an executive order to restore coal-fired generation, which provides for the review and reversal of any policies of the previous administration aimed at the US abandonment of coal-fired electricity generation.

Trump’s order signals that the United States, despite decades of environmental dogmatism, is returning to the archetype of energy mobilization, where the criterion for efficiency is not the source of generation, but the state’s ability to guarantee instant availability of electricity in the face of explosive demand in the AI sector.

In this context, coal-fired generation becomes a functional tool for quickly launching backup capacities to maintain infrastructure stability at the intersection of the defense industry, the digital economy, and massive AI processing, rather than a relapse into the past.

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