The disappearing case for coal in the US
A large wave of pit retirements may soon be followed by another
Coal supplied half of the total US power generation as recently as 2008, but after a decade of retirements now accounts for just a bit more than a quarter. A long wave of plant closures was driven by a mix of factors including the rise of natural gas, combined wind and solar, some policy tightening and pit depletion. Most observers have long believed that a smaller, leaner coal industry would emerge by now; largely safe, and economically viable. But a string of recent reports suggests that even younger coal plants may succumb to closure. Eric Gimon is a senior fellow at EnergyInnovation.org in San Francisco and is a co-author of The Coal Cost Crossover (March, 2019), which finds that as
Also in this section
23 January 2026
A strategic pivot away from Russian crude in recent weeks tees up the possibility of improved US-India trade relations
23 January 2026
The signing of a deal with a TotalEnergies-led consortium to explore for gas in a block adjoining Israel’s maritime area may breathe new life into the country’s gas ambitions
22 January 2026
As Saudi Arabia pushes mining as a new pillar of its economy, Saudi Aramco is positioning itself at the intersection of hydrocarbons, minerals and industrial policy
22 January 2026
New long-term deal is latest addition to country’s rapidly evolving supply portfolio as it eyes role as regional gas hub






