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Graph showing decline in Australian black coal-fired electricity generation during Q1 2026

Australian coal generation declines as batteries reshape power market dynamics

Australian coal generation fell 4.4% year-on-year in the first quarter of 2026, as rising battery storage and renewable capacity continued to reshape electricity market dynamics in one of the world’s largest coal-exporting economies. Australian coal-fired generation dropped to a new Q1 low in 2026, averaging 13,102 MW, down 4.4% from the same period last year, according to the Australian Energy […]

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Bar chart showing slowing growth in India electricity generation and rising renewable power contribution in Q4 2025–26.

India coal generation falls as renewable generation rises

India coal generation fell by 1% in Q4 2025–26 even as electricity demand rose by about 3%. Renewable generation expanded strongly, led by solar, wind and large hydro, but curtailment remained a major grid-flexibility challenge. India coal generation declined in Q4 2025–26 despite rising power demand, as renewable output grew strongly across the quarter. CREA’s snapshot shows coal and lignite […]

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Vertical bar chart of coal consumption (Mt/yr) by cement companies: Anhui Conch ~20, CNBM ~17, UltraTech ~5, Holcim ~2, Heidelberg Materials ~5, Cemex ~1.

Coal in cement and concrete: global fuel use and decarbonisation pathways

Coal in cement and concrete remains a major source of industrial fuel demand, with the global cement sector using about 284 Mt of coal in 2024. The report highlights where coal dependence is concentrated and how lower clinker content, alternative fuels and calcined clay can reduce emissions. Coal in cement and concrete remains central to global clinker production, with the […]

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Chart of API2 Rotterdam Coal Futures over 1 year; last price 111.900, latest update May 8, 2026 at 3:58 PM GMT, shows price trend around 90–130 with a May spike.

Global coal prices firm as Asian restocking and supply tightness support market

Global coal prices remained broadly firm during the week as Asian restocking demand, tighter Indonesian supply and South African logistics constraints supported sentiment. API2 stayed largely stable, while API4 and most seaborne thermal coal grades moved higher. Global coal prices showed a firm undertone this week as stronger Asian summer restocking demand and supply-side constraints supported seaborne thermal coal markets. […]

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