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India petcoke imports decline sharply in March 2026 as coal gains competitiveness
India petcoke imports fell to 0.78 MMT in March 2026, marking a 31% YoY decline despite a slight MoM recovery. The drop reflects weak demand, particularly in the cement sector, as coal continues to outperform petcoke on pricing and flexibility. India petcoke imports declined to 0.78 MMT in March 2026, down 31% YoY, highlighting continued weakness in demand fundamentals despite […]
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India coal imports fell in March 2026 as thermal coal demand weakened
India coal imports declined 9% YoY to 20.82 MMT in March 2026, led by weaker thermal coal and petcoke shipments. India coal imports were lower YTD at 61.10 MMT, though coking coal, PCI and metcoke imports increased. India coal imports fell to 20.82 MMT in March 2026, down 9% YoY but up 8.1% MoM. Thermal coal imports dropped 16.7% YoY […]
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Global coal prices fall sharply as easing tensions and weak demand weigh on markets
Global coal prices declined this week as markets corrected following earlier geopolitical-driven gains. Softer natural gas prices and subdued demand across key regions reduced coal competitiveness and pressured prices downward. Global coal prices moved lower this week, led by a sharp correction in European API2 futures as easing geopolitical tensions reduced the risk premium across energy markets. Lower natural gas […]
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Slower energy transition extends thermal generation in European power markets
A slower energy transition could extend the role of thermal generation in European power markets as delayed electrification and weaker renewable build-out keep fossil fuel demand higher for longer. AFRY’s Delayed Transition scenario also suggests structurally higher long-term power prices, supporting existing thermal and renewable assets while creating a more difficult outlook for new low-carbon and flexibility projects. Slower energy […]
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MARKET INSIGHTS

Kazakh coal transshipment via Russian ports increased significantly in Q1 2026
Kazakh coal transshipment via Russian Baltic and Southern ports in January–March 2026 increased to 3.4 mio t (+1.3 mio t

Coal production in Kuzbass down 7.5% in Q1 2026
Kuzbass coal production declined in the first quarter of 2026 amid ongoing industry challenges. Under the Ministry of Coal Industry

Global coal prices decline in Europe and Australia while China market strengthens
Global coal prices showed mixed momentum last week, falling across Europe and Australia while rising in China. Negative sentiment prevailed
UPCOMING EVENTS
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Coal Production

US coal production weekly update | Week ending April 11










