I came across the following interesting chart showing the sources of power generation in the OECD countries of North America:

Source: International Energy Outlook 2011, U.S. Energy Information Administration

Coal is the major source of electricity generation in the U.S.. Accounting for about 50% of the fuel source in 2008, it is projected to decline by 2035 but still accounting for about 40% of the fuel used for power generation. This percentage is much higher than in Canada, Mexico and Chile. Canada produces much of the electricity from hydro power and Mexico and Chile use natural gas as the main fuel source.

Related ETFs:

Market Vectors-Coal ETF (KOL)
Utilities Select Sector SPDR Fund (XLU)

Disclosure: No Positions