PREMIUM CONTENT

German coal phase-out faces delays in replacement gas capacity
German coal phase-out plans are increasingly being shaped not by policy, but by the pace at which replacement gas-fired capacity can be built. A new analysis suggests Germany’s transition remains broadly on track, but delays to new gas projects could leave a widening gap between coal retirements and the dispatchable generation needed to maintain security of supply and manage power price […]
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APEC coal demand remains resilient despite accelerating energy transition
APEC coal demand continues to be supported by the region’s growing energy needs, even as investment in renewables and low-carbon technologies accelerates. Coal remains the backbone of the APEC energy mix, while coal and natural gas together continue to dominate electricity generation across many of the world’s fastest-growing economies, underlining the fuel’s enduring importance despite the pace of the energy transition. […]
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Coal power generation benchmark highlights changing economics across the electricity sector
Coal power generation remains central to the global electricity mix, making annual comparisons of generation costs essential reading for thermal coal producers, traders and utilities. Lazard’s latest Levelized Cost of Energy (LCOE+) analysis, regarded as one of the power sector’s leading annual benchmarks, compares the economics of coal, gas, nuclear, wind, solar and energy storage, offering fresh insight into how […]
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Indian coal imports decline as domestic output reduces import demand
Indian coal imports continued to soften in June as rising domestic coal production reduced the country’s reliance on overseas supplies. While import demand remained resilient in sectors including steel and cement, the latest monthly review highlights the growing influence of domestic output, shifting trade flows and changing purchasing patterns across one of the world’s most important coal markets. Total coal and […]
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MARKET INSIGHTS

China coal power rises for sixth consecutive month
China coal power rose for a sixth consecutive month in June as weaker wind generation and continued renewable curtailment created

Russian coal exports to Turkey fall 26.9% in January–May 2026
Russian coal exports to Turkey declined sharply in the first five months of 2026 as unprofitable shipments and rising logistics

Kuzbass coal production falls 3.6% in H1 2026 despite export growth
Kuzbass coal production declined in the first half of 2026 as rising costs, logistics pressures and weak global prices weighed
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