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Coal price forecasts rise across key benchmarks
Coal price forecasts have strengthened across several key benchmarks, with market expectations for 2026 moving higher for both thermal and metallurgical coal. The latest quarterly consensus data also provides a view of how prices could develop through 2030 and over the longer term. The forecasts bring together estimates from research databases, economic commentators and broking houses and show both the […]
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Greater use of coal power could lower Australian electricity costs
Greater use of coal power could lower Australian electricity costs, according to new modelling of the country’s future generation mix. The analysis finds that allowing more fossil-fuel generation can reduce power system costs, although this comes with a trade-off in the wider cost of achieving economy-wide net zero. Why we chose this report: The report provides an important perspective on […]
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Iowa coal generation rises 65% at largest utility as power demand grows
Iowa coal generation is showing renewed strength despite the state’s rapid expansion of wind and solar power, with coal output at its largest utility rising 65% between 2020 and 2025. The increase comes as Iowa faces substantial electricity demand growth, driven partly by expanding data centre load and broader electrification. The latest generation figures show that expanding renewable capacity has not […]
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U.S. power generation policy shifts towards reliable capacity
U.S. power generation policy is moving towards more active government support for reliable, domestically controlled electricity capacity. This report examines the expanding federal role in nuclear energy, including research funding, loans, regulatory reform, fuel-supply support and direct investment in private companies. Why we chose this report Although this report focuses on nuclear energy rather than coal, it provides valuable insight
MARKET INSIGHTS

Promresurs acquires Severstal and Raspadskaya coal assets in Tuva
Tuva coal assets changed ownership as Novosibirsk-based Promresurs acquired holdings previously linked to Severstal and Raspadskaya. The Novosibirsk-based company Promresurs

Global coal prices rise as Europe and Asia-Pacific markets strengthen
Global coal prices continued to rise over the past week as supply risks, expensive LNG and stronger Asia-Pacific demand supported

Russian coal exports to Turkey fall 25% in Jan-Jul 2026
Russian coal exports to Turkey declined sharply in Jan-Jul 2026 as shipping disruption, weak profitability and tighter logistics weighed on
UPCOMING EVENTS
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Coal Production

Second Severomuysky Tunnel to boost Eastern range capacity by 1.5 times

Coal transshipment to be banned in Nakhodka and Vladivostok from 2027

Coal Demand

Seaborne thermal coal trade expected to ease through 2028

Russian coal exports to India fall 2% in H1 2026






