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
26 February 2026
OPEC, upstream investors and refiners all face strategic shifts now the Asian behemoth is no longer the main engine of global oil demand growth
25 February 2026
Tech giants rather than oil majors could soon upend hydrocarbon markets, starting with North America
25 February 2026
Capex is concentrated in gas processing and LNG in the US, while in Canada the reverse is true
25 February 2026
The surge in demand for fuel and petrochemical products in Asia has led to significant expansion in refining and petrochemicals capacities, with India and China leading the way






