Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Coal Supply Chains and Baseload Power Generation Capacity

Published: Mon 20th Apr 26

This Presidential Memorandum directs the Secretary of Energy to utilize the authority granted under Section 303 of the Defense Production Act of 1950 to secure and expand coal supply chains and baseload power generation capacity.

The action is predicated on a finding, previously established in Executive Order 14156, that inadequate energy supply poses an unusual and extraordinary threat to the Nation’s economy and national security, asserting that coal infrastructure is crucial for maintaining grid stability, supporting defense operations, and meeting the high energy demands of emerging technologies.

The document explicitly determines that industry cannot meet these needs in a timely manner due to market barriers and consequently waives several DPA requirements to allow for immediate purchases, commitments, and financial support measures.

Arguments For

  • National Security and Defense Readiness: The action asserts that reliable coal supply chains and baseload power generation are indispensable for national defense, supporting defense installations and industrial expansion required for emerging technologies like AI.

  • Grid Resilience: The President finds that coal-fired baseload power provides crucial stability to the power grid, which cannot be immediately replaced by other sources, thus mitigating risks posed by hostile foreign actors.

  • Addressing Market Failures: The determination argues that without Presidential intervention under the Defense Production Act (DPA), private industry cannot address financing constraints, regulatory delays, or high maintenance costs associated with coal infrastructure promptly enough to meet national defense needs.

  • Efficiency and Expediency: The action concludes that using the DPA, including purchases and financial support, is the most cost-effective and expedient method to avert a critical shortfall in industrial resources essential for national defense.

Arguments Against

  • Economic and Environmental Trade-offs: Prioritizing coal infrastructure investment may conflict with existing climate goals or renewable energy mandates, potentially leading to higher long-term environmental costs and obstructing sustainable energy transitions.

  • Legal and Procedural Overreach: The action waiving requirements (Section 303(a)(1)-(a)(6)) of the DPA to expand coal capability may face scrutiny regarding whether the explicit findings of an imminent severe impairment to national defense were sufficiently met to justify such a broad waiver.

  • Market Distortion: Direct government intervention through purchases and financial instruments under the DPA can distort energy markets, potentially leading to subsidized operations that are not economically viable without ongoing federal support.

  • Dependence on Fossil Fuels: Relying on or expanding coal infrastructure entrenches dependence on fossil fuels, potentially leaving the nation vulnerable to future market volatility associated with fuel sourcing and increasing exposure to future regulatory changes concerning carbon emissions.

Presidential Actions

MEMORANDUM FOR THE SECRETARY OF ENERGY

SUBJECT:       Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Coal Supply Chains and Baseload Power Generation Capacity

On January 20, 2025, I issued Executive Order 14156 (Declaring a National Energy Emergency), under the National Emergencies Act.  That order found that America’s inadequate energy production, transportation, refining, and generation capacity constitutes an unusual and extraordinary threat to the Nation’s economy, national security, and foreign policy.  It emphasized that our Nation’s current inadequate and intermittent energy supply leaves us vulnerable to hostile foreign actors and poses an imminent and growing threat to the United States’ prosperity and national security.

Consistent with that declaration, I find that ensuring reliable coal supply chains and baseload power generation capacity is essential to United States national defense.  Coal mining and logistics, terminals, stockpile, and power generation facilities provide indispensable resilience to our power grids that cannot be replaced.  Without sufficient coal-fired baseload power, the United States will lack the stable electricity required to support defense installations, industrial expansion, and the high-energy demands of emerging technologies, such as artificial intelligence.

Therefore, by the authority vested in me as President by the Constitution and the laws of the United States of America, including section 303 of the Defense Production Act of 1950, as amended (the “Act”) (50 U.S.C. 4533), I hereby determine, pursuant to section 303(a)(5) of the Act, that:

(1)  coal supply chains and baseload power generation capacity, including coal mining, rail and barge logistics, export and domestic terminals, generating unit availability and life-extension work, on-site stockpiles, and associated reliability updates, are industrial resources, materials, or critical technology items essential to the national defense;

(2)  without Presidential action under section 303 of the Act, United States industry cannot reasonably be expected to provide these capabilities for the needed industrial resource, material, or critical technology item in a timely manner due to financing constraints, regulatory delays, long-lead maintenance, expensive and bespoke repair cycles, and market barriers; and

(3)  purchases, purchase commitments, financial support for the development of production capabilities, or other action pursuant to section 303 of the Act are the most cost-effective, expedient, and practical alternative methods for meeting this need.

I have declared a national emergency under Executive Order 14156, and I further determine that action to expand coal supply chain capacity and baseload generation availability is necessary to avert an industrial resource or critical technology item shortfall that would severely impair national defense capability.  Therefore, pursuant to section 303(a)(7) of the Act, I waive the requirements of section 303(a)(1)-(a)(6) of the Act for the purpose of expanding such capability.

You are authorized and directed to implement this determination, including making necessary purchases, commitments, and financial instruments to enable these projects, and to publish this determination in the Federal Register.

DONALD J. TRUMP

The post Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Coal Supply Chains and Baseload Power Generation Capacity appeared first on The White House.

Consistent with that declaration, I find that ensuring reliable coal supply chains and baseload power generation capacity is essential to United States national defense.  Coal mining and logistics, terminals, stockpile, and power generation facilities provide indispensable resilience to our power grids that cannot be replaced.  Without sufficient coal-fired baseload power, the United States will lack the stable electricity required to support defense installations, industrial expansion, and the high-energy demands of emerging technologies, such as artificial intelligence.

Therefore, by the authority vested in me as President by the Constitution and the laws of the United States of America, including section 303 of the Defense Production Act of 1950, as amended (the “Act”) (50 U.S.C. 4533), I hereby determine, pursuant to section 303(a)(5) of the Act, that:

(1)  coal supply chains and baseload power generation capacity, including coal mining, rail and barge logistics, export and domestic terminals, generating unit availability and life-extension work, on-site stockpiles, and associated reliability updates, are industrial resources, materials, or critical technology items essential to the national defense;

(2)  without Presidential action under section 303 of the Act, United States industry cannot reasonably be expected to provide these capabilities for the needed industrial resource, material, or critical technology item in a timely manner due to financing constraints, regulatory delays, long-lead maintenance, expensive and bespoke repair cycles, and market barriers; and

(3)  purchases, purchase commitments, financial support for the development of production capabilities, or other action pursuant to section 303 of the Act are the most cost-effective, expedient, and practical alternative methods for meeting this need.

I have declared a national emergency under Executive Order 14156, and I further determine that action to expand coal supply chain capacity and baseload generation availability is necessary to avert an industrial resource or critical technology item shortfall that would severely impair national defense capability.  Therefore, pursuant to section 303(a)(7) of the Act, I waive the requirements of section 303(a)(1)-(a)(6) of the Act for the purpose of expanding such capability.

You are authorized and directed to implement this determination, including making necessary purchases, commitments, and financial instruments to enable these projects, and to publish this determination in the Federal Register.

DONALD J. TRUMP

The post Presidential Determination Pursuant to Section 303 of the Defense Production Act of 1950, as Amended, on Coal Supply Chains and Baseload Power Generation Capacity appeared first on The White House.

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