Global coal power generation projected to rise 1.4% in 2026 amid Strait of Hormuz disruptions

The IEA reports a projected 1.4% increase in global coal-fired electricity generation for 2026, driven by energy security concerns following persistent blockades of the Strait of Hormuz. The disruption of 20% of global LNG transit due to US-Iran tensions is forcing economies to revert to coal despite concurrent growth in renewable energy capacity.