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IEA Says Global Coal Use Sets New 2025 Record as Outlook Shifts to Near-Term Plateau

The agency signals stabilization ahead with power-sector consumption poised to start falling from 2026.

Overview

  • Global coal consumption is estimated at about 8.85 billion tonnes in 2025, up roughly 0.5% to a new high, the IEA reports.
  • Much of the increase comes from the United States, where higher gas prices and policies slowing coal-plant retirements pushed coal use up around 8%.
  • The European Union’s decline slowed sharply to about 3% year over year after weak wind and hydropower output in the first half of 2025 led to greater coal burn.
  • China’s use held broadly steady versus 2024 and accounted for roughly 56% of global demand, with a slight decline by 2030 expected under rapid renewables growth.
  • Two-thirds of coal is burned for electricity, and the IEA projects power-sector demand will begin to decline from 2026 as renewables scale, nuclear expands and LNG supply increases.