PREMIUM CONTENT

US coal fleet modernization gains momentum as reliability concerns grow
US coal fleet modernization is attracting renewed attention as utilities and policymakers respond to rising electricity demand, growing data-centre activity and concerns over grid reliability. New analysis highlights how retrofits, efficiency upgrades and digital technologies are being used to extend the operating life of existing coal-fired power plants while supporting dependable generation capacity. US coal fleet modernization is becoming a […]
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New analysis highlights financial and market risks facing Whitehaven Coal
Whitehaven Coal’s debt structure, thermal coal market exposure and future emissions liabilities are under renewed scrutiny following the publication of a new analysis by IEEFA. The report argues that rising costs, softer long-term pricing assumptions and increasing regulatory obligations could place additional pressure on margins across parts of the company’s thermal coal portfolio. Whitehaven Coal is facing increased financial and […]
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Southeast Asia coal demand remains resilient despite energy transition plans
Coal demand remains a defining feature of Southeast Asia’s energy landscape despite ambitious plans to expand renewable energy and reduce emissions. A new outlook highlights the region’s continued reliance on coal-fired power generation, with coal supplying around half of electricity generation while remaining closely linked to energy security and affordability concerns. Coal demand remains a defining feature of Southeast Asia’s […]
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AI power demand continues to reshape the future energy supply debate
AI power demand is increasingly influencing discussions around future energy supply as utilities, policymakers and energy companies assess how best to meet rapidly growing electricity needs. New industry research highlights rising concerns over grid reliability, generation capacity and infrastructure development as data-centre expansion accelerates across major economies. AI power demand is reshaping the future energy supply debate as utilities, policymakers […]
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MARKET INSIGHTS

Colombian coal faces structural challenges despite political shift
Colombian coal remains under pressure despite the election of a more market-friendly government. New analysis suggests that while recent policy

Coal demand proves resilient as energy security concerns reshape power markets
Coal demand is showing renewed resilience as energy security concerns and disruptions to natural gas markets influence fuel choices across

Kuzbass coal production down 5.0% in Jan-May 2026
Kuzbass coal production declined in January-May 2026 amid rising losses and logistics pressure. Under the Ministry of Coal Industry of
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