Look at Texas, Ohio, and Pennsylvania: ground zero for shale natural gas. (A reminder to the voters in Pennsylvania and Ohio, often considered to be swing states: both Bernie and Hillary want to ban fracking. I assume that would take us back to Angela Merkel and coal.)
I could be wrong, but I assume the "pipeline activity" explains Georgia's huge decline in coal demand, also. California seems to be a bit slow to get the memo despite all the talk. Even Iowa, with all its wind fame, isn't among the top five.
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