6.4.1.2Vertical

Coal-Fired Power Plants

Operators of coal combustion power generation facilities.

Market snapshot

These figures describe Coal & Thermal Power Generation (6.4.1), the segment that Coal-Fired Power Plants sits within — not Coal-Fired Power Plants on its own.

FragmentationConsolidatingEstimate
Federal indicators
Net generation
~737 TWh (16.6% of U.S. generation)
Operating capacity
~188 GW nameplate
Trend
-6.1% CAGR (2018–2025)
Share of U.S. generation
27.5% (2018) → 16.6% (2025)

U.S. Energy Information Administration — Electric Power Operational Data, 2025 (net generation, all sectors). U.S. Energy Information Administration — Form EIA-860M, December 2024 (operating generators). U.S. Energy Information Administration — Electric Power Operational Data, 2018–2025.

Coal generation is combined with natural gas and oil within fossil-fuel generation (NAICS 221112) and is not separately disclosed; coal is in structural decline (~16% of U.S. generation and falling), so the segment is not separately sized here.

Business model & economics

Revenue model

Wholesale power and capacity (declining)

Key economics

Recurring revenue
Moderate

declining baseload generation

EBITDA margin
Pressured; managed wind-down
Capex intensity
High

Characteristics

  • Structural, accelerating decline.
  • Displaced by gas, renewables, and regulation.
  • Managed retirement and site repurposing.

M&A deal context

Deal activityEmerging

Who’s acquiring

  • Utilities managing retirement
  • Site-repurposing developers
  • Reliability-focused operators

What’s driving deals

  • Plant retirement and managed wind-down.
  • Site repurposing (gas, solar, storage).
  • Reliability-driven retirement-timing extensions.

Find Coal-Fired Power Plants acquisition targets

Search Acquisera’s index for companies classified under Coal-Fired Power Plants (6.4.1.2) and build a targeted deal pipeline.

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