Let us see if this works.
America had been a net importer of Carbon. Somebody invented Fracking.
America started Fracking like crazy for Oil and Gas.
America started to export LNG.
Suddenly the arse dropped out of the Natural Gas market, there was too much of it coming to market, then the pandemic hit.
Requirement for fuel subsided.
Now the World is warming up from covid, the World needs power, any power.
The Fracking was shut down as uneconomic, so now Methane has gone through the roof, Coal is back in business, everyone wants Coal because it is cheaper than gas.
Then there is not enough Coal and the price of Coal goes through the roof.