Coal Market Intelligence & Reports

China coal policy keeps energy security at centre of five-year plan

David Callanan
September 22, 2026

India faces difficult choices over new power generation capacity

David Callanan
September 22, 2026

Global coal demand holds firm as energy security concerns grow

David Callanan
September 22, 2026

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Stacked area chart of generator outages (MW) over time (Jan 20–Feb 10, 2026) by entity (FRCC, ISO-NE, VACAR, TVA, NYISO, SPP, ERCOT, MISO, PJM); shows rising outages peaking around late January and fluctuating at 40–60k MW range afterward.

US coal generation rises sharply during winter storms

September 22, 2026

US coal generation increased sharply when winter storms pushed electricity demand to its peak. During Winter Storm Fern, coal output reached 128 GW, compared with 88 GW in a typical winter hour; it reached 129 GW during Storm Gianna. The figures highlight how the remaining coal fleet responds when the US grid comes under pressure. Why we chose this report: […]

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Global useful energy demand by source showing electricity overtaking oil and coal demand trends

Electricity growth places global coal demand at a turning point

September 22, 2026

Global coal demand is approaching a potential turning point as AI, data centres and wider electrification accelerate electricity consumption. The report projects global data-centre electricity demand reaching approximately 1,800 TWh by 2035, while individual facilities could require as much as 3,000 MW of capacity. Meeting growth on this scale will place increasing pressure on generation fleets, grids and investment planning. […]

API2 Rotterdam coal futures fall to 6.50 per tonne for October 2026

Global coal prices diverge as weaker demand meets persistent supply tightness

September 21, 2026

Global coal prices moved in different directions as weaker demand pressured European, South African and Australian markets, while supply constraints continued to support Indonesian, US and parts of the Russian coal trade. European forward prices eased as gas weakened and a milder winter outlook reduced near-term support, while South African prices retreated further as buyers resisted elevated offers. Chinese buyers […]

India petcoke imports fall to 0.63 MMT in August 2026

India petcoke imports plunge 64% YoY in August 2026

September 18, 2026

India petcoke imports stood at 0.63 MMT in August 2026, up 10.9% month on month from 0.57 MMT in July, but down a sharp 64.1% year on year from 1.76 MMT in August 2025. Cumulative January–August imports reached just over 6.0 MMT, a 43.5% decline from the same period last year. The downturn was driven largely by weaker fuel-grade demand, […]