Strengthening United States National Defense With America's Beautiful Clean Coal Power Generation Fleet

Energy & Environment Defense & Security Economy & Labor

In simple terms

This executive order directs the Department of War (DOW) to prioritize coal-fired power generation for military and defense-industrial facilities by entering into long-term Power Purchase Agreements with coal plants. It frames coal as essential to national security and grid resilience, building on prior energy emergency declarations and coal-industry executive orders from 2025.

Federal Register Open PDF 91 FR 7393

Record & deadlines

Feb 11, 2026Signed
Signed by the President
Feb 17, 2026FR published
Published in the Federal Register · 91 FR 7393
Federal Register PDF

Market exposure

Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

Sectors

Oil & gas Steel & aluminum Other industrial

Mechanisms

ProcurementSubsidy / incentive

Role pressure

ProtectiveDomestic producer — Federal PPAs provide revenue certainty and preferential procurement for U.S. coal-fired generators serving defense installations
MixedDownstream manufacturer — Defense-industrial base gains reliability assurances but may face higher energy costs or carbon exposure from coal-dependent grid
AdverseImporter — No explicit restriction but coal preference reduces market opportunity for imported fuels or alternative generation sources

Geographies

Illustrative public companies

Curated watchlist matches by sector/role — incomplete; not a recommendation.

MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumLNGCheniere EnergyCVXChevronCLFCleveland-CliffsCOPConocoPhillipsXOMExxon MobilFCXFreeport-McMoRanGEVGE VernovaHONHoneywellNUENucorSHELShellSPYSPDR S&P 500 ETFTSLATeslaXUnited States Steel

Confidence: medium · Policy alerts

Key directives

Secretary of War shall seek to procure power from U.S. coal generation fleet via long-term Power Purchase Agreements or similar contracts
Priority given to projects enhancing grid reliability, on-site fuel security, and mission assurance for defense/intelligence capabilities
Implementation subject to availability of appropriations

Who is ordered

Related orders

What to expect

Immediate

EO takes effect; policy statement on coal as essential to national security
DOW directed to seek coal power procurement

Near term (90d)

DOW and DOE coordination on Power Purchase Agreement negotiations
Identification of priority coal-fired facilities for defense contracts

Long term

Potential long-term PPAs locking in coal generation for federal installations
Shifts in federal energy procurement away from other sources toward coal

Risks & tensions

Legal uncertainty: 'Department of War' does not exist as a current U.S. cabinet department (renamed Department of Defense in 1947); text may intend Secretary of Defense or reflect archaic/non-standard nomenclature
Conflict with prior administration decarbonization and renewable energy procurement policies
Potential tension with utility economics as coal faces market competition from cheaper alternatives
Appropriations constraint may limit actual implementation despite directive
Environmental and climate commitments undermined by federal coal procurement preference