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Tag: Electricity Demand

Projections of total U.S. AI power demand from 2022 to 2030

AI power demand could slow US coal plant retirements

  • August 25, 2026
Share of U.S. electric power generation by fuel source from 1990 to 2025

U.S. coal-fired generation rises 13% as electricity demand increases

  • August 10, 2026
US coal units built by decade showing capacity and average unit size

US coal fleet should remain in service into the 2040s, report says

  • August 3, 2026
Stacked area chart of Germany power generation costs: gas (green) and coal (gray) from Feb 2 to Jul 17, 2026.

Coal-fired generation rises as higher gas prices drive fuel switching

  • August 3, 2026
Map of US coal plants scheduled to retire in 2025 but delayed to a later year, with capacity shown in megawatts.

US coal fleet modernization gains momentum as reliability concerns grow

  • June 23, 2026
Chart showing Southeast Asia coal demand, production and net trade by scenario from 2024 to 2050.

Southeast Asia coal demand remains resilient despite energy transition plans

  • June 23, 2026
Chart showing expected power sources for meeting AI and data-centre demand over the next five to ten years.

AI power demand continues to reshape the future energy supply debate

  • June 23, 2026
Chart showing PJM RPM reserve margins and RTO clearing prices over time.

US power reliability concerns grow as demand outpaces new generation

  • June 23, 2026
Chart showing coal-fired power capacity additions across developing Asia from 1990 to 2024 and the relatively young age profile of coal power plants in countries including China, India, Indonesia and Vietnam.

Coal power dependence in Southeast Asia may prove difficult to unwind

  • May 19, 2026
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.

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

  • May 18, 2026
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Recent Analysis

Russian coal exports to India rise 8.6% in Jan-Aug 2026

Russian coal exports to China fall 5.6% in Jan-Sep 2026

Russian coal industry losses narrow to $2.6 billion in Jan-Aug 2026

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