Trump-era rollbacks and rising load are reshaping the grid outlook. (Rhodium)
Coal capacity is expected to drop 55–75%, but whether gas or renewables replace it depends heavily on fuel prices and technology costs, Rhodium analysts suggested. In the “high” scenario, gas builds push sector emissions up 8% from 2030–40. And without EPA rules and clean energy tax credits, renewable deployment slows sharply after 2030.
