Coal Market Intelligence & Reports

European industrial coal demand faces electrification potential but cost barriers remain

David Callanan
October 27, 2026

Data centre demand could delay US coal plant retirements

David Callanan
October 27, 2026

Global coal project pipeline expands as China and India lead development

David Callanan
October 27, 2026

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Australian coal generation chart showing black coal generation and available capacity in New South Wales and Queensland during third quarters from 2021 to 2026.

Australian coal generation diverges as black coal falls and brown coal rebounds

October 27, 2026

Australian coal generation showed contrasting trends in Q3 2026, with black coal output in the National Electricity Market falling 2.9% year-on-year to its lowest third-quarter average on record. Brown coal generation rose 8.9%, supported by improved plant availability and stronger Victorian demand. Growing solar output and battery participation also reshaped market conditions, helping reduce average wholesale electricity prices by 27% […]

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API2 Rotterdam coal futures ease to 1.95 per tonne for November 2026

Global coal prices turn mixed as buyers resist high offers

October 26, 2026

Global coal prices turned more cautious as tight supply continued to support some markets, but buyer resistance capped gains across several major origins. European coal futures edged lower despite firm gas prices, while South African spot values also eased as buyers resisted elevated offers. At the same time, Russian coal remained supported by tight availability and Indonesian prices stayed firm, […]

India coal imports fall to 18.7 MMT in September 2026

India coal imports fall to 38-month low in September 2026

October 23, 2026

India coal imports and coke shipments fell to 18.7 MMT in September 2026, down 15.2% YoY and 0.8% MoM, marking the lowest monthly level in 38 months. Cumulative January–September imports reached 186.12 MMT, down 8.4% YoY, reflecting subdued overall import demand despite recovery in some categories. Within the total, thermal coal imports edged up 0.9% MoM to 11.15 MMT but […]

Coal demand outlook by region showing quality-adjusted thermal coal demand through 2035.

Coal demand outlook points to a thermal peak before 2030

October 20, 2026

The report examines the wider materials and mining sector, with coal covered alongside steel, copper, gold and other major commodities. The report also examines coal’s changing investment needs and profitability. Despite the projected decline in thermal coal demand, substantial spending will still be needed to sustain production and replace depleting assets, while lower prices have reduced the sector’s share of […]