2026.01.14 | Will AI Energy Demand Revive Fossil Fuels or Accelerate Peak Coal?

As AI data centers like Project Jade demand power equivalent to ten nuclear plants, the "social contract of power" is being completely rewritten by Big Tech and federal regulators. We explore Microsoft's pivotal shift toward premium tariffs to fund new infrastructure and how recent EPA rules are incentivizing a new wave of thermal capacity. You will learn why the world may have finally hit peak coal despite skyrocketing energy needs and how distributed generation is being used to bypass current utility-scale gridlock. This episode provides the essential market insights needed to understand how shifting financial models and regulations are redefining the future of global energy.