2026-01-11 16:25:48

Coal's grip on America's energy infrastructure continues to weaken dramatically. Data from Energy Institute, EIA, and JPMAM confirms US coal consumption has hit its lowest levels in decades, reflecting a fundamental shift in how the nation sources power. This isn't just an environmental milestone—it signals broader economic restructuring. The transition away from coal reshapes energy pricing, industrial costs, and even mining sector dynamics globally. For those tracking macro trends and market fundamentals, this energy landscape evolution carries real implications for everything from commodity pricing to operational expenses across industries.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

12 Likes

Reward
12
6
Repost
Share

Comment

0/400

ProveMyZK

· 17h ago

Coal is really going to decline, this time it's for real US coal consumption hits decades-low, a major shift in the energy structure Honestly, this has a significant impact on global commodity pricing The energy transition will happen sooner or later, it depends on who seizes the new opportunity Mining companies need to transform quickly, or they will face tough times ahead

View OriginalReply0

WealthCoffee

· 01-11 16:53

Coal is really doomed, a major reshuffle in the energy structure is underway --- US coal consumption hits decades-low, the industry chain will need to be reshuffled --- So, should we reconsider the investment logic in the energy sector --- Behind the decline of coal, the commodity pricing system is also changing --- Accelerating energy transition, how will industrial costs evolve? Worth paying attention to --- This energy revolution is really impacting the global mining industry --- The decline of US coal is a foregone conclusion, next we’ll see who can take over --- Basically, new energy is eating into the market share of traditional energy sources --- Hey, this means the related upstream industry chain needs to be proactively laid out

View OriginalReply0

NFTPessimist

· 01-11 16:49

The decline of coal is inevitable, but don't tell me it's about environmental protection. Capital shifting to new energy is just a new trick to harvest profits.

View OriginalReply0

NonFungibleDegen

· 01-11 16:47

ngl coal getting absolutely rekt is probably the most bullish macro signal nobody's talking about rn... energy costs about to get interesting ser, this is actual alpha not the usual cope

Reply0

rekt_but_not_broke

· 01-11 16:42

Coal is really doomed. This wave of energy transition is putting huge pressure on mining stocks.

View OriginalReply0

MEVEye

· 01-11 16:28

Coal is really cooling down; the energy structure is about to undergo a major reshuffle. --- US coal consumption hits decades-low, what does it mean? The trend of energy transition is inevitable. --- This is the real macro change, affecting the entire industry chain's cost structure. --- Wait, will this impact mining stocks? We need to see how other regions worldwide move. --- Reshaping energy prices, optimizing industrial costs... others have long seen the arbitrage opportunities behind this. --- In simple terms, the era of new energy has arrived; outdated infrastructure should be upgraded.

View OriginalReply0