Why Coal May Outlast Natural Gas in the Electricity Market

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Why This Matters

A recent article suggests that coal may outlast natural gas in the electricity market as renewables become the dominant technology, potentially leading to a shift in the minimum viable scale for fossil fuels.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Here is the question: what happens when renewables are acknowledged as the superior technology for electric power generation? Basically, we see a process of displacement (one commodity producer, renewables, displacing another, fossil fuels), and that leads us to the issue of minimum viable scale in connection with this postulated energy transition. Basically, minimum viable scale means the minimum throughput needed to keep the system running and economically viable. Imagine a toll road that charges fees to all vehicles to pay…

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Original article published by OilPrice.com on February 17, 2026.
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