Looking at that report, I think the graphs below are the most illuminating - US coal consumption for electricity use is dropping year on year, with the drop in coal burning following the drop in gas prices.
Things like this take a long time to work their way through the system - generating plant typically runs for 30 or 40 years - but it's clearly starting to happen.
![pellets for European power plants pellets for European power plants](/talk/proxy.php?image=http%3A%2F%2Fwww.eia.gov%2Fnaturalgas%2Fannual%2Fimages%2F2011%2Ffig_nga11coppwpM.png&hash=f2dbedf9981705f616b77a41c41673d7)
![pellets for European power plants pellets for European power plants](/talk/proxy.php?image=http%3A%2F%2Fimg13.imageshack.us%2Fimg13%2F2598%2Fxsqi.jpg&hash=2cdb6f99b9bf6d385581351fc32bd745)
Things like this take a long time to work their way through the system - generating plant typically runs for 30 or 40 years - but it's clearly starting to happen.