AI load revives U.S. coal

A new Jefferies analysis says datacenter electricity demand is rising so fast that U.S. coal generation is up ~20% year‑to‑date, with output expected to remain elevated through 2027 due to favorable coal‑versus‑gas pricing. Operators are racing to connect capacity in 2026–2028, stressing grids and extending coal plants’ lives. — This links AI growth directly to a fossil rebound, challenging climate plans and forcing choices on grid expansion, firm clean power, and datacenter siting.