U.S. coal outlook 2026 shows lower power burn and stock builds

Line chart showing monthly changes in U.S. coal stocks held by the electric power sector, with inventory builds in early 2026 and smaller draws later in the year.

The U.S. coal outlook 2026 points to weaker coal use in the power sector as electricity generation shifts further toward gas and renewables. EIA expects coal consumption and production to decline this year, while utility coal inventories build during the first half before easing later in the year. The U.S. coal outlook 2026 remains soft as lower coal-fired generation reduces […]

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