Geopolitics Alpha

The Last Coal Plants Still Running In America

Published . Updated .

The Last Coal Plants Still Running In America

US coal plants still produce about 17% of America's electricity. These are the plants and states that still mine coal, and why some closures are delayed.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XME SPDR S&P Metals & Mining ETF-11.3% 30d

    SPDR S&P Metals & Mining ETF: it holds coal and metals producers. Linked by “coal” (coal) in this story.

  • XLU Utilities Select Sector SPDR+1.8% 30d

    Utilities Select Sector SPDR: it holds power utilities. Linked by “electricity” (power and utilities) in this story.

  • BTU Peabody Energy-18.8% 30d

    Peabody Energy (bituminous coal and lignite surface mining): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story.

  • CNR Core Natural Resources-4.3% 30d

    Core Natural Resources (silver ores): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story.

  • ED Consolidated Edison+1.9% 11d

    Consolidated Edison (electric and other services combined): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story.

  • AREC American Resources-40.0% 30d

    American Resources (silver ores): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story.

  • NEE NextEra Energy+2.6% 30d

    NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.

  • DUK Duke Energy+7.5% 30d

    Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XME-1.86%+3.58%baseafter closeafter closeafter closeafter close
XLUNo price data for this ticker———————
BTU+0.63%+1.44%baseafter closeafter closeafter closeafter close
CNR+1.84%+1.68%baseafter closeafter closeafter closeafter close
ED-1.05%-2.13%baseafter closeafter closeafter closeafter close
AREC-10.61%-1.22%baseafter closeafter closeafter closeafter close
NEENo price data for this ticker———————
DUKNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

The Last Coal Plants Still Running In America WorldAtlas

Source: WorldAtlas

Spdr Series Trust (XME)

In the last 4 similar stories, Spdr Series Trust (XME) moved an average of +4.92% the next day. The best was +5.54% and the worst was +4.31%, from 2 prices.

CompanyWhenAverageLargest gainLargest dropPrices
Spdr Series Trust (XME)the next day+4.92%+5.54%+4.31%2
Spdr Series Trust (XME)three days later+3.39%+4.88%+1.90%2
Peabody Energy (BTU)the next day-5.17%-5.17%-5.17%1
Peabody Energy (BTU)three days later-6.17%-6.17%-6.17%1
Consolidated Edison (ED)the next day+0.39%+0.39%+0.39%1

The price since 31 Oct 2026: Spdr Series Trust (XME) versus the S&P 500

CompanyWhenMoveStatus
American Resources (AREC)three days earlier-1.22%final price
American Resources (AREC)five days earlier-10.61%final price
Peabody Energy (BTU)three days earlier+1.44%final price
Peabody Energy (BTU)five days earlier+0.63%final price
Core Natural Resources (CNR)three days earlier+1.68%final price
Core Natural Resources (CNR)five days earlier+1.84%final price
Consolidated Edison (ED)three days earlier-2.13%final price
Consolidated Edison (ED)five days earlier-1.05%final price
Spdr Series Trust (XME)three days earlier+3.58%final price
Spdr Series Trust (XME)five days earlier-1.86%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Spdr Series Trust (XME)

Companies tied to this story

  • XME Spdr Series Trust

    Spdr Series Trust (XME) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “The Last Coal Plants Still Running In America.” Reason on file: SPDR S&P Metals & Mining ETF: it holds coal and metals producers. Linked by “coal” (coal) in this story

  • BTU Peabody Energy

    Peabody Energy (BTU) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “The Last Coal Plants Still Running In America.” Reason on file: Peabody Energy (bituminous coal and lignite surface mining): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story

  • CNR Core Natural Resources

    Core Natural Resources (CNR) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “The Last Coal Plants Still Running In America.” Reason on file: Core Natural Resources (silver ores): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story

  • ED Consolidated Edison

    For “The Last Coal Plants Still Running In America,” Consolidated Edison (ED) is linked, with no stored direction, medium confidence. Reason on file: Consolidated Edison (electric and other services combined): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story

  • AREC American Resources

    For “The Last Coal Plants Still Running In America,” American Resources (AREC) is linked, with no stored direction, medium confidence. Reason on file: American Resources (silver ores): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story

How “The Last Coal Plants Still Running In America” reaches Spdr Series Trust (XME)

On 31 Oct 2026, “The Last Coal Plants Still Running In America” is the story that connects Spdr Series Trust (XME) to this story.

What ties Spdr Series Trust (XME) to the headline is this: SPDR S&P Metals & Mining ETF: it holds coal and metals producers. Linked by “coal” (coal) in this story

Peabody Energy (BTU) is here too. Its reason reads: Peabody Energy (bituminous coal and lignite surface mining): coal producers move with coal demand and prices. Linked by “coal” (coal) in this story

Price levels for Spdr Series Trust (XME)

BTU traded between 21.87 and 27.07 across 20 sessions. The latest close on file is 22.18. CNR traded between 85.81 and 92.83 across 20 sessions. The latest close on file is 86.91. XME traded between 95.15 and 109.02 across 20 sessions. The latest close on file is 97.82.

A simple score for Spdr Series Trust (XME)

40 out of 100

“The Last Coal Plants Still Running In America” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.