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coal generation

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jun 4, 2026 by Nick Fulgham · across every show →

Everything said about coal generation, oldest first

Jun 4, 2026 bullish
Prediction Open · timeframe Jun 2031
Fulgham: India's coal generation will peak 3 to 4 times lower than China's
“And that means we think that India is going to top out or peak its coal generation, both in absolute terms and per capita at a level that's three to maybe even four times lower than where China's peak was.”
Nick Fulgham Jun 4, 2026 ▶ 29:24 Surprising trends in global electricity generation
Jun 4, 2026 bullish
Prediction Not checkable as stated
Fulgham: India may meet all new power demand with clean energy by 2030–2035
“Where we could even see as soon as 2030, that structural point where all of the new demand is already met by clean power sources. And that means that not just fossil generation, but also coal generation would not need to grow beyond that. Now it might not be e…”
Nick Fulgham Jun 4, 2026 ▶ 30:03 Surprising trends in global electricity generation
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