Washington Pivots to Gas, Coal and Nuclear for AI Baseload Power

Market Intelligence Analysis

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Why This Matters

The US government is shifting its focus towards natural gas, coal, and nuclear power to support AI baseload power, with a capacity auction planned by the PJM Interconnection.

Market Impact

Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

The Trump Administration last week gave the latest and clearest signal yet that it prefers natural gas, coal, and nuclear power to provide the bulk of new generation supporting the data center build-out. Interior Secretary Doug Burgum, Energy Secretary Chris Wright, and the bipartisan group of governors of all 13 states served by PJM Interconnection issued a so-called Statement of Principles urging the biggest U.S. power grid operator to hold a capacity auction, in which leading technology companies have committed to funding this new generation…

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Original article published by OilPrice.com on January 20, 2026.
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