The Top 10 Energy Prognostications for 2026 – Year of the Horse
10. Permian Gas Prices Stay Depressed Until the Late-2026 Pipeline Egress Overbuild. With Permian natural gas production continuing to grow and pipeline egress
10. Permian Gas Prices Stay Depressed Until the Late-2026 Pipeline Egress Overbuild. With Permian natural gas production continuing to grow and pipeline egress
Coal production. We forecast coal production to increase in 2025 and then decrease slightly 2026. Coal production is expected to remain over 500 million short tons (MMst) in 2026, about 15
Now, according to our new research, in 2024, coal costs are even higher, 28 percent higher in fact, almost double the rate of inflation in the same time period. It''s clear –
In its latest annual Levelised Cost of Electricity report, BNEF says the global benchmark cost for stand-alone battery storage projects fell by a third in 2024 to $US104 per
We expect supply reductions among other metallurgic coal exporters next year will help support prices and an increase in U.S.
If battery energy storage costs fall 15% every year on an average, it would enable India to potentially limit its coal capacity to the 14th National Electricity Plan projection of 260
The EIA''s projection for the all-time low in US Coal production in 2024, with a 15.9% decrease, indicates the ongoing impact of reduced
Watch coal market developments as prices fall amid record-high output. Explore the dynamics of coal prices, consumption, and production in 2024, and the future outlook in
This updated analysis on coal costs shows that in 2024, coal power was 28 percent more expensive than in 2021, costing consumers $6.2 billion more to generate power via coal than it
BNEF''s Levelized Cost of Electricity report indicates that the global benchmark cost for battery storage projects fell by a third in 2024 to $104 per megawatt-hour (MWh), as a glut
The potential shift in coal import dynamics, particularly from Russia, could create a more complex and competitive market
Clean energy resources like solar, wind, and energy storage continue to fall in cost, while the cost of maintaining and fueling aging coal plants continues to rise. Against this backdrop, many
We expect this trend to reverse in 2026, as domestic coal consumption falls by 5%, due to lower coal consumption in the U.S. electric power sector, while exports rise 1%.
Cost metrics Costs Levelized cost: With increasingly widespread implementation of renewable energy sources, costs have declined, most notably for energy generated by solar panels. [3][4]
Watch coal market developments as prices fall amid record-high output. Explore the dynamics of coal prices, consumption, and
In Spring 2025, coal markets exhibited greater stability, with more muted movements compared to the volatility of previous years. Thermal coal prices declined due to ongoing stock surpluses in
We expect this trend to reverse in 2026, as domestic coal consumption falls by 5%, due to lower coal consumption in the U.S.
Economic Indicators: Indicators such as GDP growth, industrial production, and energy consumption can influence investor
EIA reports U.S. electricity generation from renewable energy exceeded coal for the first time in April 2019, and forecasts coal
Gas generation, which surpassed coal as the dominant fuel in 2016 and now delivers more than 40% of the country''s power, continues
It, however, does not take into account costs and benefits at an energy system level: such as price reductions due to low-carbon
Between 2021 and 2024 the cost to generate coal-fired electricity across the United States has skyrocketed 28%, according to new Energy Innovation analysis – nearly twice the
US domestic coal market prices staged a modest rally in April, even as natural gas prices eased. Natural gas prices remain strong for this time of year, however, and combined with reduced
According to the latest data from the Energy Information Administration (EIA), the planned retirement of coal-fired power plants is
The increasingly constrained global supplies of fossil fuels like oil, coal, and natural gas will affect prices and create economic and social
Cost metrics Costs Levelized cost: With increasingly widespread implementation of renewable energy sources, costs have declined, most
levelized costs of coal and natural gas power did not mirror the cost trajectory of renewable energy. Coal power has oscillated around $111/MWh since 2009 and was $117/MWh in
By the end of 2026, based on current announcements from utilities, coal capacity will fall to 159 gigawatts (GW), down from 318GW in 2011. It is set to fall to just 116GW by 2030. And coal
Between 2021 and 2024 the cost to generate coal-fired electricity across the United States has skyrocketed 28%, according to
Economic Indicators: Indicators such as GDP growth, industrial production, and energy consumption can influence investor perceptions of future coal demand and prices.
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