PREMIUM CONTENT

Global coal prices fall as API2 drops sharply and thermal coal markets soften
Global coal prices moved lower this week, led by a sharp correction in API2 European coal futures and softer sentiment across major thermal coal markets. Lower gas prices, easing geopolitical risk premium, cautious buying and weaker demand kept pressure on coal benchmarks across Europe, South Africa, Indonesia and Australia. Global coal prices weakened this week as API2 European coal futures […]
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Coal economics in Southeast Asia’s energy crisis
A new Zero Carbon Analytics report examines how the latest oil and gas price shock is affecting power choices across Southeast Asia. It argues that the crisis is renewing focus on coal in the short term, while also intensifying scrutiny of coal economics in Southeast Asia’s energy crisis as governments weigh affordability, fuel security and future power demand. Zero Carbon […]
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Coal in US energy security: future scenarios, risks and opportunities
Coal in US energy security is shifting from a dominant fuel source to a tactical reliability tool as electricity demand rises from AI, data centres and reindustrialisation. The report argues that coal may gain short-term support through delayed retirements and higher utilisation, but its long-term role will likely remain limited as gas, nuclear, storage and transmission expand. Coal in US […]
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U.S. coal outlook 2026 shows lower power burn and stock builds
The U.S. coal outlook 2026 points to weaker coal use in the power sector as electricity generation shifts further toward gas and renewables. EIA expects coal consumption and production to decline this year, while utility coal inventories build during the first half before easing later in the year. The U.S. coal outlook 2026 remains soft as lower coal-fired generation reduces […]
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MARKET INSIGHTS

US coal production weekly update | Week ending April 9
U.S. coal production moved lower in the latest weekly report from the Energy Information Administration, with output declining week over

India coal demand surges as imports approach turning point
India coal demand is strengthening, but imports have yet to fully respond, creating a growing imbalance that could trigger a

US coal production weekly update | Week ending April 2
U.S. coal production remained above last year’s pace on a cumulative basis, even as weekly output softened in the latest
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Coal Production

Italy coal phase-out plans are under scrutiny


Russian coal industry losses may exceed $7bn in 2026
Coal Demand


Russian coal exports to China drop 14.3% in Jan-Feb 2026






