Load growth has an overlooked answer: reinvesting in the coal sites being retired. Data centers, manufacturing, and electrification are pushing load growth faster than new generation and transmission can keep up. Even as that demand delays some coal retirements, the fleet keeps aging and units keep closing.
After 18 years at the U.S. Department of Energy, including as deputy director of its interagency working group on coal and power plant communities and economic revitalization, I would argue these sites are among the most valuable assets we have to address rising demand.
COMMENTARY
The U.S. Energy Information Administration’s 2025 generator data show more than 630 coal units have retired since 2000, 329 of which had a nameplate capacity of 100 MW or more. Another 467 units (183 GW of nameplate capacity) still operate, many aging toward retirement. Reusing them is not new; from 2011 to 2019, more than 100 coal plants were converted to or replaced by gas. What is new is the premium on speed.
A coal plant comes with existing interconnection, transmission, water, industrial land, transportation access, and a trained workforce. New transmission can take a decade, and a retiring generator’s interconnection rights can often transfer to a replacement resource. Time saved varies by grid operator. Lawrence Berkeley National Laboratory’s analysis finds the wait from request to operation has doubled to more than four years, and swings widely by grid operator. With buyers contracting for power now, that speed is essential.

