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Russian coal exports pause as Middle East tensions and logistics disruptions shake global coal prices

Editor
March 9, 2026

Global coal prices surge as Middle East tensions trigger energy market rally

Editor
March 9, 2026

Kuzbass coal production down 7% in January 2026 as exports decline

Editor
March 2, 2026

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China power generation by fuel showing coal dominance in electricity mix

Strait of Hormuz disruption highlights coal’s role in China’s energy security

The Strait of Hormuz has become a focal point for global energy markets as rising tensions threaten flows of crude oil, LNG and refined products from the Middle East. A new analysis examines how a prolonged disruption could affect China’s energy system, which relies heavily on imports from the region. China sources roughly half of its crude oil and a […]

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Suez Canal Red Sea dry bulk shipping trade share including coal and iron ore

Middle East conflict disrupts dry bulk shipping and global commodity trade

Dry bulk shipping is coming under pressure as tensions in the Middle East disrupt flows through the Strait of Hormuz. Analysis from Kpler shows sharp declines in vessel transits, affecting tankers, LNG carriers and bulk vessels. The disruption could tighten vessel supply and influence freight markets for global commodities, including coal. Dry bulk shipping is being affected by escalating tensions […]

API2 Rotterdam coal futures chart showing recent price surge

Global coal prices surge as geopolitical tensions and gas rally boost demand

Global coal prices rose sharply this week, driven by European fuel switching and strong demand from India. Supply tightness in major exporting regions further supported market strength. This week, global coal prices experienced significant upward pressure as Europe’s gas price rally encouraged utilities to switch from gas to coal. South African and Australian coal surged to multi-month highs, while Indonesian […]

Global coal prices decline as API2 European coal futures fall amid weak seasonal demand

Global coal prices mixed as European weakness offsets supply tightness in Asia

Global coal prices showed a mixed trend in the week to 28 February 2026, with softer European benchmarks contrasting with firmer conditions in Asia due to supply constraints. Weak seasonal demand weighed on prices in Europe and Australia, while Indonesian supply tightness and steady Asian buying supported South African exports. Global coal prices remained uneven across regions in late February […]