US coal-fired generation could benefit from prolonged energy market disruption

Infographic showing how Strait of Hormuz disruption raises energy costs, from supply shock to higher power prices, with charts and icons.

US coal-fired generation could receive an unexpected boost if energy market disruption linked to the Strait of Hormuz persists. This new analysis suggests higher natural gas and diesel prices would improve coal’s competitiveness in U.S. power markets, slowing plant retirements and increasing coal-fired generation in regions where fuel security remains a priority. The report argues that prolonged disruption to oil […]

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