"Headlines say the dirtiest fossil fuel is “back in fashion” — but there's much more to the story."

"Coal was on the way out. That’s how it looked last year, anyway, when the International Energy Agency forecast that global demand for the dirtiest fossil fuel had plateaued and was poised to start declining. But this year hasn’t gone as expected. The agency recently projected that coal consumption will climb to a record high of 8.94 billion metric tons in 2026. Headlines have declared that coal is “back in fashion” and making a “comeback.”

So what changed? Blame it on the war in Iran, which choked off a chunk of the world’s oil and gas supply in the Strait of Hormuz and thrust the world into an energy crisis. Many countries turned to coal as a replacement. “The main thing is that coal is going up because gas is going down,” said Daan Walter, who leads strategy research on the future of energy for the think tank Ember.

As for the idea that there’s a revival of coal, energy experts aren’t convinced. “I think it’s important to distinguish between a small short-term bump in coal use and a genuine resurgence of the coal industry,” said Christine Shearer, a coal analyst at Global Energy Monitor, which tracks coal plants and other energy projects. According to some experts, there’s a more convincing case that the crisis will accelerate the adoption of renewables and clean technology.

Nearly every country around the world agreed to “phase down” coal at an international climate conference in Glasgow five years ago. Coal is the dirtiest source of electricity, releasing more carbon and more air pollutants, for every unit of energy generated, than oil or natural gas."

Kate Yoder reports for Grist October 16, 2026. [2]