Updated
Updated · Visual Capitalist · Aug 11
U.S. Coal Consumption Jumps 10% in 2025, Leading Global Increase by 0.80 EJ
Updated
Updated · Visual Capitalist · Aug 11

U.S. Coal Consumption Jumps 10% in 2025, Leading Global Increase by 0.80 EJ

3 articles · Updated · Visual Capitalist · Aug 11

Summary

  • U.S. coal consumption rose by 0.80 exajoules to 8.73 EJ in 2025, the largest increase of any country and a sharp reversal from a 3.4% decline in 2024.
  • Colder winter weather lifted natural gas demand and prices, making coal-fired power more economical; U.S. coal generation increased by 93.2 TWh while gas-fired generation fell by 61.8 TWh.
  • Indonesia posted the second-largest increase at 0.43 EJ to 5.15 EJ, while China—the biggest coal consumer—held flat at 92.24 EJ and cut imports by 10%.
  • Five countries—China, India, the U.S., Indonesia and Japan—accounted for 80% of global coal consumption in 2025, underscoring how demand is concentrating in a handful of major economies.
  • Europe moved the other way, with coal demand down 3.1% and supply down 6.3% as plant retirements and renewable expansion extended its long-term decline.

Insights

With global coal use hitting record highs in 2025, what hidden industrial demands are keeping this legacy fuel alive?
Could the sudden surge in power demand from data centers permanently halt the long-expected decline of coal generation?
As China builds more coal plants but generates less coal power, are these new facilities destined to become massive stranded assets?