WTI Crude--
Brent Crude--
Natural Gas--
ND Rig Count--
WTI Crude--
Brent Crude--
Natural Gas--
ND Rig Count--
Federal Coal Aid Flows to ND Amid Surging Solar, RNG Deals - Bakken Wire
Global Markets

Federal Coal Aid Flows to ND Amid Surging Solar, RNG Deals

As Trump directs DPA funds to coal plants, FERC data shows solar dominating U.S. capacity additions, and landfill gas projects advance in the Southeast.

Bakken Wire Staff·☀️Morning Wire·

The Trump administration is channeling $700 million in federal funds to support the U.S. coal industry, with a portion directed to a plant in North Dakota, according to an OilPrice.com report. The funding, announced Thursday, June 5, includes $425 million distributed under the Defense Production Act to 13 existing coal plants. One beneficiary is located in North Dakota, though the specific facility was not named in the source material. Separate Energy Department grants will also support the construction of two new coal plants in Alaska and West Virginia.

This policy push for coal comes despite new Federal Energy Regulatory Commission data showing solar energy additions were the single largest form of new energy capacity installations for the 28th straight month, starting in September 2023, OilPrice.com reported. In 2025, renewables represented 88 percent of U.S. energy additions, with utility-scale solar alone accounting for 72.6 percent of electricity additions. FERC projects solar installations will grow by 86 gigawatts over the next three years, surpassing coal to become the second-largest energy source nationally by 2029, behind natural gas.

The administration's support for coal is framed as a national security and grid reliability measure, particularly citing rising electricity demand from the artificial intelligence sector. Interior Secretary Doug Burgum has framed winning the AI race as a national security imperative, with coal as essential baseload power. The April 2026 Presidential Determination formally declared coal supply chains and baseload power generation essential to national defense.

Meanwhile, the broader energy landscape continues to diversify. A shortage of gas-fired turbines is slowing gas-fired power additions, "incentivizing investing into renewables and energy storage in its stead," NextEra Energy CEO John Ketchum recently told Reuters, according to OilPrice.com. In the renewable natural gas (RNG) sector, OPAL Fuels and GFL Environmental have agreed on two joint projects to enable RNG production at landfills in Alabama and Georgia, Rigzone reported Saturday.

For Bakken operators, the juxtaposition is stark: federal policy is actively supporting coal generation, including in North Dakota, while market forces and technology advancements continue to propel solar and other renewables. The growth in solar capacity and the expansion of RNG projects underscore a continuing shift in the national energy mix, even as the administration seeks to bolster traditional baseload power. The $700 million coal initiative, invoking a Korean War-era statute, represents one of the most direct federal interventions in the power sector in recent years.

Source

OilPrice.com reports on federal coal funding and FERC solar data (published June 6, 2026); Rigzone report on OPAL Fuels and GFL landfill gas projects (published June 7, 2026).

federal policycoalsolarrenewable energyelectricity gridnorth dakota

Share this article

Related Articles

The Afternoon Take - Energy Market Briefing
Global Markets

Energy Market Briefing

Afternoon Energy Market Briefing | Sunday, August 23, 2026 1. Headlines Oil prices are flat in Sunday trading, with WTI at $87.06 and Brent at $94.39. The Bakken differential to WTI is holding steady at -$3.42. Natural gas is at $2.81. Rig activity in the monitoring area is unchanged, with 34 active rigs. The main reported developments are geopolitical and operational. According to Rigzone, crude prices have been rallying as Asian demand strengthens and the conflict with Iran continues to constrain global supplies. In a related development, the semi-official Iranian Students' News Agency reports that Iran's President Masoud Pezeshkian has urged an end to the war while refusing to call defeat. Elsewhere, ExxonMobil is warning of a looming production decline at Kazakhstan's top oilfield, Tengiz, and is seeking to invest billions to cushion the slide at the nearby Kashagan development. U.S. refiners are also reportedly facing a looming supply drop...

🌅Afternoon Wire·Aug 23
The Midday Take - Energy Market Briefing
Global Markets

Energy Market Briefing

Daily Energy Market Briefing Sunday, August 23, 2026 1. Headlines Oil prices are ticking higher today, with Brent Crude up 0.65% to $94.39 and WTI gaining 0.26% to $87.06. The Bakken differential stands at -$3.42 versus WTI. Headlines are focused on geopolitical tensions and supply constraints. According to Rigzone, crude has extended its rally as Asian demand strengthens while the conflict with Iran continues to constrain global supplies. A separate Rigzone article notes that U.S. refiners are facing a looming supply drop from their biggest foreign crude supplier at a critical time. Other significant reports include a major equipment shortage. OilPrice.com details that lead times for heavy-duty gas turbines from major manufacturers like GE Vernova now stretch to 2031, creating a severe bottleneck for new power generation projects, particularly for the booming data center industry. 2. What's Really Happening The market is holding steady at elevated levels, but today's price...

🔆Midday Wire·Aug 23
The Morning Take - Energy Market Briefing
Global Markets

Energy Market Briefing

Energy Market Briefing for Bakken Wire Sunday, August 23, 2026 1. Headlines Oil prices are higher this morning, with Brent crude leading gains. WTI is up 0.26% to $87.06, while Brent rose 0.65% to $94.39. The price strength is being attributed by financial press to ongoing tensions from the U.S. war with Iran, which are seen as constraining global supplies, and to strengthening Asian demand (Rigzone). The Bakken differential to WTI stands at -$3.42. The North Dakota oil sector shows clear positive momentum from higher prices. According to data released this past Thursday, August 20, the state's oil production averaged 1.153 million barrels per day in June, a 2.5% increase from May and slightly above the state's revenue forecast (Bing News). The active rig count has jumped from 26 in mid-July to 33 as of this past week, with five new operators entering the basin. State officials note the June...

☀️Morning Wire·Aug 23