--- title: No Country for King Coal — the Changing U.S. Energy Mix description: Coal’s decline contrasts strong growth among non-hydro renewables like wind and solar canonical: https://time.com/3757112/changing-us-energy-mix/ author: TIME article:opinion: false article:content_tier: free article:published_time: 2015-03-24T22:00:22.000Z article:modified_time: 2026-02-22T05:24:38.585Z article:section: World og:title: No Country for King Coal — the Changing U.S. Energy Mix og:description: Coal’s decline contrasts strong growth among non-hydro renewables like wind and solar og:url: https://time.com/3757112/changing-us-energy-mix/ og:site_name: TIME og:image: https://static.time.com/v3/assets/bltea6093859af6183b/blt902fed5e5f718805/69878519e20a873b08a85bd5/107991006-copy.jpg?branch=production&width=750&quality=75&auto=webp&crop=16:9 og:image:width: 1200 og:image:height: 675 og:image:alt: coal-burning-plants og:type: article twitter:card: summary_large_image twitter:title: No Country for King Coal — the Changing U.S. Energy Mix twitter:description: Coal’s decline contrasts strong growth among non-hydro renewables like wind and solar twitter:image: https://static.time.com/v3/assets/bltea6093859af6183b/blt902fed5e5f718805/69878519e20a873b08a85bd5/107991006-copy.jpg?branch=production&width=750&quality=75&auto=webp&crop=16:9 ---  # No Country for King Coal — the Changing U.S. Energy Mix by [Colin Chilcoat / Oilprice.com](/author/oilprice-com/) ## Colin Chilcoat / Oilprice.com Mar 24, 2015 10:00 PM CUT  Smoke Stacks of Coal-Burning Navajo Power Plant Smoke Stacks of Coal-Burning Navajo Power PlantGetty Images by [Colin Chilcoat / Oilprice.com](/author/oilprice-com/) ## Colin Chilcoat / Oilprice.com Mar 24, 2015 10:00 PM CUT As of late last year coal formed the backbone of U.S. electric generation capacity. At a share of roughly [39 percent](http://time.com/wp-content/uploads/2015/03/sec7%5F5.pdf "undefined"), it still does. However, the U.S. energy mix is rapidly changing and coal is past its peak. In 2015, the U.S. is expected to retire nearly 13 gigawatts (GW) of coal-fired generation – [three times more](http://instituteforenergyresearch.org/analysis/eia-13-gigawatts-of-coal-capacity-to-retire-in-2015-due-to-epa-regulation/ "undefined") than last year. An additional 5.2 GW will be retired in 2016\. The Environmental Protection Agency’s Mercury and Air Toxics Standards (MATS) are the primary cause of this year’s large-scale retirements. MATS are slated to enter into force by year’s end, and the retrofits necessary to meet the increased emissions standards are largely, and by design, cost-prohibitive. Most of the closings, more than 8 GW, are centered in the Appalachian region. Hardest hit is Ohio – and some of its largest utilities, AEP and FirstEnergy – where approximately 2.4 GW is [leaving the fold](https://www.google.com/fusiontables/DataSource?docid=17RI776vA0%5FX3n2Cb%5FkY2PxIEssREQPIUpfG3-nGm#rows:id=1 "undefined"). Indiana and Kentucky round out the top three with closings of more than 2 GW and 1 GW respectively. Outside of Appalachia, the U.S.’ largest carbon dioxide [emitter](http://www.eurekalert.org/pub%5Freleases/2007-11/cfgd-crc111207.php "undefined") Southern Company will convert its 1.4 GW Yates plant to natural gas. **Read more:** [**A “Wave of Bankruptcies” About To Hit Coal Industry**](http://oilprice.com/Energy/Coal/A-Wave-of-Bankruptcies-About-To-Hit-Coal-Industry.html "undefined") Coal’s current woes are well [documented](http://oilprice.com/Energy/Coal/A-Wave-of-Bankruptcies-About-To-Hit-Coal-Industry.html "undefined"), but the industry – while dying – is far from dead. Simply put, you cannot replace almost 1.5 trillion kilowatthours of annual electricity generation overnight. For big coal, the looming retirements represent the lowest hanging – and lowest capacity – fruit. By 2040, coal is [expected](http://time.com/wp-content/uploads/2015/03/tbla9.pdf "undefined") to account for approximately 21 percent, or 254.1 gigawatts, of electricity generating capacity – second only to natural gas. Coal’s decline contrasts strong growth elsewhere – namely, among non-hydro renewables like wind and solar. Utilities [expect](http://www.eia.gov/todayinenergy/detail.cfm?id=20292#tabs%5FSpotPriceSlider-1 "undefined") to add over 20 GW of utility-scale generating capacity to the grid in 2015\. Of that total, wind, solar, and natural gas additions will account for 91 percent. **Read more:** [**Is China Exporting Its Pollution?**](http://oilprice.com/The-Environment/Global-Warming/Is-China-Exporting-Its-Pollution.html "undefined") Since 2000, wind has been one of the fastest [growing](http://time.com/wp-content/uploads/2015/03/wv%5Fexecutive%5Fsummary%5Foverview%5Fand%5Fkey%5Fchapter%5Ffindings%5Ffinal.pdf "undefined") sources of new electricity supply and that trend will continue toward 2020\. The industry expects to [expand](http://www.eia.gov/forecasts/steo/report/renew%5Fco2.cfm "undefined") by more than 11 percent, or 9.8 GW, this year. Additions are planned across the nation, but the Plains states – from the Canadian border down to the Gulf – will see the bulk of new capacity. Per tradition, Texas will do it bigger. IKEA’s [Cameron Wind project](http://www.apexwindpower.com/our-business/wind-energy/onshore/cameron-wind/ "undefined") and Capital Dynamics’ [Green Pastures development](http://www.power-technology.com/projects/green-pastures-wind-project-texas/ "undefined") are just a fraction of the [reported](http://awea.files.cms-plus.com/4Q2014%20AWEA%20Market%20Report%20Public%20Version.pdf "undefined") 7.5 GW of wind capacity currently under construction in Texas – already the nation’s largest producer of wind power. Solar installations are largely limited to California, where new additions – 1.2 GW – are expected to account for more than 50 percent of the nationwide total for 2015\. In fact, First Solar’s [Desert Sunlight](http://www.firstsolar.com/en/about-us/projects/desert-sunlight-solar-farm "undefined") solar farm in the Mojave Desert – online as of February –will supply a quarter of this year’s new capacity. However, the real solar surprise comes out of North Carolina. The state, which has renewable portfolio standard policies in place, plans to add 0.4 GW to its approximately 1 GW of [existing](http://www.seia.org/state-solar-policy/north-carolina "undefined") installed capacity. Leading the charge is Duke Energy, the state’s – and nation’s – largest electric power holding company. Duke recently announced [investments](http://cleantechnica.com/2015/02/09/duke-energy-acquiring-majority-stake-rec-solar-investing-225-million-commercial-solar-projects/ "undefined") of up to $225 million into commercial solar projects, which follows its $500 million [commitment](http://cleantechnica.com/2014/09/16/duke-energy-commits-500-million-solar-power-expansion-north-carolina/ "undefined") to North Carolina solar of late last year. **Read more:** [**Renewables Poised For Massive Growth In The Middle East**](http://oilprice.com/Alternative-Energy/Renewable-Energy/Renewables-Poised-For-Massive-Growth-In-The-Middle-East.html "undefined") The projected wind and solar capacity additions provide sufficient evidence that cheap oil – and cheap coal – won’t significantly alter steady renewables growth. Still, far lower utilization rates mean natural gas will replace much of the coal-fired losses in terms of pure generation. In all, natural gas will add 6.3 GW of generating capacity this year. For now, gas is the bridge, but the jury is not out on its ultimate effectiveness. It’s actually quite dirty over its entire lifecycle and recent research [suggests](http://pjm.com/~/media/4CDA71CBEC864593BC11E7F81241E019.ashx "undefined") that a heavy blend of wind and coal may actually result in lower emissions than the current natural gas-based transition. That won’t work however, without steady congressional support for the production tax credit. _This_ [_article_](http://oilprice.com/Energy/Energy-General/No-Country-For-King-Coal-The-Changing-U.S.-Energy-Mix.html "undefined") _originally appeared on_ [_Oilprice.com_](http://www.oilprice.com/ "undefined")_._ _More from Oilprice.com:_ * [Here’s An Unexpected Shift In Global Coal Dynamics](http://oilprice.com/Finance/investing-and-trading-reports/Heres-An-Unexpected-Shift-In-Global-Coal-Dynamics.html "undefined") * [Can Utilities Survive 21st Century Energy Market?](http://oilprice.com/Energy/Energy-General/Can-Utilities-Survive-21st-Century-Energy-Market.html "undefined") * [A New Season Brings Big Changes In Energy](http://oilprice.com/Energy/Energy-General/A-New-Season-Brings-Big-Changes-In-Energy.html "undefined") ```json [{"@context":"https://schema.org","@type":"NewsArticle","@id":"https://time.com/3757112/changing-us-energy-mix/","mainEntityOfPage":{"@type":"WebPage","@id":"https://time.com/3757112/changing-us-energy-mix/"},"headline":"No Country for King Coal — the Changing U.S. Energy Mix","datePublished":"2015-03-24T22:00:22.000Z","dateModified":"2026-02-22T05:24:38.585Z","description":"Coal’s decline contrasts strong growth among non-hydro renewables like wind and solar","url":"https://time.com/3757112/changing-us-energy-mix/","keywords":["energy"],"thumbnailUrl":"https://static.time.com/v3/assets/bltea6093859af6183b/blt902fed5e5f718805/69878519e20a873b08a85bd5/107991006-copy.jpg?branch=production&width=1200&quality=75&auto=webp&crop=1200:675&height=675","author":[{"@type":"Person","name":"Colin Chilcoat / Oilprice.com"}],"articleSection":"World","image":[{"@type":"ImageObject","url":"https://static.time.com/v3/assets/bltea6093859af6183b/blt902fed5e5f718805/69878519e20a873b08a85bd5/107991006-copy.jpg?branch=production&width=1200&quality=75&auto=webp&crop=1200:675&height=675","width":1200,"height":675,"headline":"coal-burning-plants","caption":"coal-burning-plants","creditText":"Getty Images","representativeOfPage":true}],"publisher":{"@type":"Organization","name":"Time","url":"https://time.com/","logo":{"@type":"ImageObject","url":"https://time.com/images/logo.png","width":528,"height":156},"foundingDate":"March 3, 1923","sameAs":["https://www.facebook.com/time","https://www.instagram.com/time/?hl=en","https://twitter.com/time","https://www.pinterest.com/timemagazine"]}},{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"item":{"@id":"/section/world/","name":"World"}},{"@type":"ListItem","position":2,"item":{"@id":"/tag/energy/","name":"energy"}},{"@type":"ListItem","position":3,"item":{"@id":"https://time.com/3757112/changing-us-energy-mix/","name":"No Country for King Coal — the Changing U.S. Energy Mix"}}]}] ```