The world’s largest coal consumer will not be replacing that domestic resource with imported natural gas, IEEFA said in its report.

An energy market research group estimates 159 GW of coal-fired power production will be online in the U.S. in 2026, down half from a peak of 318 GW in 2011.

IEEFA argues in a new report that blue hydrogen cannot be environmentally friendly or affordable because of its reliance on natural gas and carbon capture.