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RZD freight tariff hike intensifies pressure on Russia’s struggling coal industry

Losses of Russian coal companies reach $1.5 billion in January-May 2026

Global coal prices correct as European markets fluctuate and Australian coal weakens
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API2 Rotterdam coal futures rise to 2 per tonne for August 2026

Global coal prices split as European winter demand firms and Asian buying softens

August 3, 2026

Global coal prices showed mixed movements as European winter procurement supported API2 futures, while API4 and several Asian benchmarks weakened. Heatwaves improved Chinese demand late in the week, but India’s monsoon continued to limit imports, while petcoke and Russian coal remained firm. Australian, Indonesian and South African coal markets remained under pressure as cautious Asian buying, comfortable inventories and limited […]

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Stacked bar chart of US thermal coal exports by coast from 2023 to 2030. Blue bars (Atlantic/Gulf Coast) form the lower portion with a darker blue segment on top (Pacific Coast). Total exports stay in the mid‑30s to mid‑40s million tonnes each year, with Atlantic/Gulf Coast consistently larger than the Pacific Coast.

US coal exports could grow with new ports, rail investment and regulatory reform, report says

August 3, 2026

US coal exports could increase significantly through new port infrastructure, expanded rail capacity and regulatory reforms that improve the competitiveness of American coal in global markets, according to a new report. The analysis says export growth is currently constrained by limited West Coast terminal capacity, high logistics costs and a complex permitting and regulatory environment. The outlook for US coal […]

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India coking coal production from FY2018 with projections to FY2035

India coking coal production expansion highlights need for methane abatement

August 3, 2026

India coking coal production is set to increase significantly to support the country’s expanding steel sector, with new analysis highlighting the importance of integrating methane abatement into mine planning as production shifts towards deeper underground reserves. Domestic output is targeted to more than double to 140 million tonnes by FY2029–2030, while projections indicate it could reach 160 million tonnes by […]

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US coal units built by decade showing capacity and average unit size

US coal fleet should remain in service into the 2040s, report says

August 3, 2026

The US coal fleet should remain in service into the 2040s to help meet rising electricity demand, strengthen grid reliability and support growing power requirements from artificial intelligence, data centres and advanced manufacturing, according to a new report. The analysis argues that retaining existing coal plants is one of the most cost-effective ways to preserve dispatchable capacity while new generation […]

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