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AI-driven power demand boosts coal power generation economics in US capacity markets

Multi-line time-series chart (2004–2026) showing each marginal fuel category's share: Gas, Wind, Coal, Oil, Uranium, Municipal Waste, Landfill Gas, Interface, Emergency DR, Other. Coal starts high and declines over time while Gas rises, Wind increases later, and the remaining categories stay small with minor fluctuations.

Surging electricity demand from data centres is tightening US power markets and sharply improving coal plant economics, with PJM reporting that theoretical net revenues for new coal generation rose 199% year-on-year in Q1 2026 amid mounting reliability concerns. Coal power generation economics strengthened sharply in PJM during Q1 2026 as data centre load growth tightened supply-demand balances and lifted power […]

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