PREMIUM CONTENT

Iowa coal generation rises 65% at largest utility as power demand grows
Iowa coal generation is showing renewed strength despite the state’s rapid expansion of wind and solar power, with coal output at its largest utility rising 65% between 2020 and 2025. The increase comes as Iowa faces substantial electricity demand growth, driven partly by expanding data centre load and broader electrification. The latest generation figures show that expanding renewable capacity has not […]
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U.S. power generation policy shifts towards reliable capacity
U.S. power generation policy is moving towards more active government support for reliable, domestically controlled electricity capacity. This report examines the expanding federal role in nuclear energy, including research funding, loans, regulatory reform, fuel-supply support and direct investment in private companies. Why we chose this report Although this report focuses on nuclear energy rather than coal, it provides valuable insight

Declining coal demand tests Western Australia’s supply model
Declining coal demand is forcing Western Australia to confront how it maintains reliable and economically viable coal supply as power generation progressively shifts away from the fuel. A new assessment of the Collie Basin examines different demand scenarios and structural options for the state’s only coal-producing region. Coal demand in the basin has been declining as renewable generation expands and […]
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Global coal prices rise as supply disruptions and winter restocking tighten markets
Global coal prices strengthened as supply disruptions, geopolitical tensions and pre-winter restocking supported major benchmarks. European coal climbed as Middle East tensions lifted energy risk, while South African prices reached their highest levels in nearly three years amid tight replacement cargo availability. Chinese import demand remained firm as mine inspections tightened domestic supply and utilities rebuilt inventories ahead of Golden […]
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MARKET INSIGHTS

Russian coal exports to Turkey fall 25% in Jan-Jul 2026
Russian coal exports to Turkey declined sharply in Jan-Jul 2026 as shipping disruption, weak profitability and tighter logistics weighed on

Second Severomuysky Tunnel to boost Eastern range capacity by 1.5 times
Eastern range capacity is set to expand significantly as Russian Railways begins construction of a major new tunnel on the

Global coal prices climb as thermal and met coal strengthen
Global coal prices continued to climb over the past week as Middle East tensions, tighter supply and stronger Asian demand
UPCOMING EVENTS
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Coal Production

Coal transshipment to be banned in Nakhodka and Vladivostok from 2027


Kuzbass coal production falls 2.6% in Jan-Jul 2026
Coal Demand

Seaborne thermal coal trade expected to ease through 2028

Russian coal exports to India fall 2% in H1 2026






