The Coal Hub

Indonesian coal exports face renewed El Niño risk as supply buffers weaken

Editor
May 19, 2026

Russian coal exports to China fall as Mongolia gains market share

Editor
May 19, 2026

Russian coal producers face deeper pressure from new RZD tariff hikes

Editor
May 19, 2026

PREMIUM CONTENT

Coal power dependence in Southeast Asia may prove difficult to unwind

Coal power dependence in Southeast Asia may prove difficult to unwind despite accelerating transition ambitions, as governments across the region continue to prioritise energy security, grid reliability and affordable electricity supply amid rising power demand and volatile gas markets. The report argues that while renewable energy deployment is accelerating across Southeast Asia, coal-fired generation remains deeply embedded in regional power […]

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Chart showing 2026 global LNG supply variation, including Qatar and UAE capacity losses, new projects and supply balance scenarios

Coal power generation returns as LNG crisis tightens global gas markets

Coal power generation is re-emerging as a short-term energy security solution in parts of Europe and Asia as LNG market disruptions linked to the Strait of Hormuz crisis tighten global gas supplies and drive renewed price volatility, according to a new report. Coal power generation is re-emerging as a short-term response to tightening LNG markets after the Strait of Hormuz […]

Chart showing China’s steelmaking capacity by status and technology type, with operating capacity dominated by coal-based BOF technology

Steel industry keeps betting on metallurgical coal despite green steel push

Coal-based blast furnace projects continue to outpace retirements globally, highlighting the steel sector’s ongoing dependence on metallurgical coal even as policymakers and producers accelerate efforts to develop lower-emissions steelmaking technologies. Global Energy Monitor reports that 319 mtpa of blast furnace capacity is under development, while less than 10% of the operating fleet has announced retirement plans. By 2035, net blast […]

Multi-line time-series chart (2004–2026) showing each marginal fuel category's share: Gas, Wind, Coal, Oil, Uranium, Municipal Waste, Landfill Gas, Interface, Emergency DR, Other. Coal starts high and declines over time while Gas rises, Wind increases later, and the remaining categories stay small with minor fluctuations.

AI-driven power demand boosts coal power generation economics in US capacity markets

Surging electricity demand from data centres is tightening US power markets and sharply improving coal plant economics, with PJM reporting that theoretical net revenues for new coal generation rose 199% year-on-year in Q1 2026 amid mounting reliability concerns. Coal power generation economics strengthened sharply in PJM during Q1 2026 as data centre load growth tightened supply-demand balances and lifted power […]