Measured Depth

Measured Depth

Which coal plants actually retire in 2026?

A unit-by-unit assessment reveals most of the scheduled retirements won't happen this year

Jan 20, 2026
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In Part 1, I argued that coal retirements are no longer primarily an economic decision, but a reliability one. Whether a plant can retire now depends less on its average utilization and more on whether the system can replace its output during winter peaks, when gas generators compete with LDCs and LNG for both volume and deliverability.

Applying that fra…

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