Coal Is Getting Even Closer to the End of Its Line

The U.S. is on its way to using less than at any point since the 19th century.

Illustration: George Wylesol for Bloomberg Businessweek
Lock
This article is for subscribers only.

In 2020, Americans used 447 million short tons (to distinguish from metric tons) of coal. That’s enough to fill 4 million railroad cars, which sounds like a lot. But it’s also the country’s lowest annual coal consumption since 1965, and even that barely hints at the historical territory coal may soon explore. A few more years at the downward pace of the past decade, and U.S. coal use will reach levels last seen in the 19th century.

This year coal is getting a respite as a roaring economic recovery boosts electricity demand after last year’s pandemic-induced drop. The U.S. Energy Information Administration is forecasting a 12% increase in coal consumption for the year and a slight increase in 2022. After that, though, it’s hard to see what could stand in the way of a resumption of the decline, which averaged 5% a year in the decade before the pandemic.