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US coal units built by decade showing capacity and average unit size

US coal fleet should remain in service into the 2040s, report says

The US coal fleet should remain in service into the 2040s to help meet rising electricity demand, strengthen grid reliability and support growing power requirements from artificial intelligence, data centres and advanced manufacturing, according to a new report. The analysis argues that retaining existing coal plants is one of the most cost-effective ways to preserve dispatchable capacity while new generation […]

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Stacked area chart of Germany power generation costs: gas (green) and coal (gray) from Feb 2 to Jul 17, 2026.

Coal-fired generation rises as higher gas prices drive fuel switching

Coal-fired generation is expected to increase in 2026 as higher natural gas prices encourage fuel switching and rising electricity demand boosts the need for reliable thermal power, according to new forecasts. Global coal-fired output is projected to rise by 1.4% this year after remaining broadly flat in 2025, supported by stronger utilisation in several major markets. The increase in coal-fired […]

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Composite chart of WEFOR values from 2016 to 2025. Dense blue bars show monthly WEFOR percentages around 6–10%, an orange line tracks yearly WEFOR, and a light gray line shows 2016–2024 WEFOR. Inset: 2025 Net Max Capacity Distribution pie chart—Coal 20%, Nuclear 11%, Hydro 11%, Simple Cycle Gas 24%, Combined Cycle 30%, Other 4%.

US power market under pressure from growing demand and reliability risks

The US power market is facing growing reliability challenges as electricity demand continues to rise and the coal fleet experiences higher levels of forced outages, highlighting the increasing pressure on conventional generation. Annual energy demand reached nearly 4.95 million GWh in 2025, while conventional generation’s weighted equivalent forced outage rate increased to 9.2%, above the historical range of 7–8%. Pressure […]

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India electricity generation by source from January 2025 to May 2026

India coal imports fall 7% in June as thermal coal demand softens

India’s coal and coke imports fell 7% year-on-year to 22.36 million metric tonnes (MMT) in June 2026, reflecting softer overall import demand, although coking coal imports continued to outperform on a year-to-date basis amid resilient steel sector requirements. Imports were also 2% lower month-on-month, while cumulative volumes for January–June declined 8% year-on-year to 128.10 MMT. The decline in India coal […]

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