Coal Market Intelligence & Reports

Global coal prices diverge as weaker demand meets persistent supply tightness

David Callanan
September 21, 2026

India petcoke imports plunge 64% YoY in August 2026

David Callanan
September 18, 2026

India coal imports hit three-and-a-half-year low in August 2026

David Callanan
September 16, 2026

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South Africa power generation mix and coal capacity factors from 2010 to 2025

South African coal still supplies 78% of power as market faces restructuring challenge

September 15, 2026

South African coal remains the backbone of the country’s electricity system, supplying 78% of power generation in 2025 despite accelerating investment in alternative generation. BloombergNEF’s latest assessment highlights the scale of the challenge facing efforts to restructure the power market, with 43GW of coal capacity still installed and some plants potentially operating for longer than originally envisaged. Even under BNEF’s […]

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Infographic bar chart of annual change in electricity generation by energy source for US regions (2027 vs 2025), with color-coded sources and a legend.

U.S. coal generation to fall 8% despite record electricity demand

September 15, 2026

U.S. coal generation is forecast to decline by 8% in 2026, even as electricity consumption rises to a record high. Lower natural gas prices and continued growth in wind and solar generation are limiting coal’s ability to benefit from the country’s accelerating power demand. U.S. electricity consumption is forecast to increase from 4,195 billion kilowatt-hours in 2025 to 4,270 billion […]

Global coal consumption and annual growth by region from 2024 to 2027

Global coal demand to rise 1.2% to record 8.94 billion tonnes

September 14, 2026

Global coal demand is forecast to increase by 1.2% in 2026 to a record 8.94 billion tonnes, reversing earlier expectations of a decline. Higher natural gas prices, geopolitical disruption and weather-related pressures are supporting coal consumption across several major markets. The outlook has changed considerably since the end of 2025. Disruption to energy markets caused by the Middle East conflict […]

API2 Rotterdam coal futures at 9.65 per tonne for October 2026

Global coal prices diverge as supply tightness offsets softer Asian demand

September 14, 2026

Global coal prices moved in different directions as supply disruptions continued to support several markets while Asian demand showed signs of cooling. European coal touched multi-year highs on stronger gas prices and winter procurement before easing late in the week, while South African values slipped as buyers resisted elevated offers. Chinese thermal coal buying became more cautious as domestic prices […]