Coal Market Intelligence & Reports

China thermal coal imports hinge on winter buying and domestic supply

David Callanan
November 10, 2026

Coal-fired generation faces diverging outlooks in China, India and the US

David Callanan
November 10, 2026

Coal plant retirement in Southeast Asia faces financing and power-system barriers

David Callanan
November 10, 2026

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Asian LNG-to-power project status: completed, cancelled or inactive, and ongoing power plants and import terminals in Bangladesh, the Philippines, Thailand and Vietnam.

Asian LNG-to-power setbacks carry implications for coal demand

November 10, 2026

Asian LNG-to-power projects face mounting cost and financing barriers in the Philippines, Vietnam, Thailand and Bangladesh, with implications for competition between fuels in these coal-consuming markets. Between 2021 and 2026, 49 proposed LNG-fired power plants and 22 import terminals were cancelled or inactive across the four countries. This five-year review focuses on LNG project outcomes, examining fuel-price volatility, gas-turbine shortages, […]

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Coal market outlook chart showing changes in coal consumption and production by region, 2025–2027.

Coal market outlook points to shifting demand and supply risks

November 10, 2026

The coal market outlook points to global consumption rising by 1.2% in 2026 before declining modestly in 2027. Higher natural gas prices are supporting coal use in Asia, while supply constraints and uncertainty over Indonesian exports are influencing market conditions. These findings form the dedicated coal section of a broader commodities report covering energy, agriculture, fertilizers, metals and minerals. The […]

API2 Rotterdam coal futures fall to 3.55 per tonne for December 2026

Global coal prices fall as fading risk premiums weigh on major markets

November 9, 2026

Global coal prices weakened sharply as fading geopolitical risk premiums and lower gas and oil prices pulled European and South African futures lower. December API2 fell to about $133.6/t, while API4 dropped to $124.3/t, with buyers across Asia also remaining cautious as domestic supply improved and high import costs limited fresh demand. Chinese thermal coal buyers stayed cautious as stable […]

Coal shipments: global and regional coal imports and demand growth forecast for 2027

Coal shipments face a weaker outlook as energy supply risks persist

November 3, 2026

Coal shipments are expected to grow by up to 2% in 2026, as tighter gas supplies support demand in several importing markets. Looking ahead, the outlook depends partly on the reopening of the Strait of Hormuz, with a recovery in LNG supply expected to reduce reliance on coal. Between 2026 and 2028, coal shipments are projected to fall by 0–2% […]