PREMIUM CONTENT

U.S. coal exports strengthen as domestic coal generation declines
U.S. coal exports are proving resilient in 2026 even as coal-fired generation continues to decline at home. Stronger metallurgical coal shipments and improving international demand have lifted the export outlook, while higher global coal prices and gas-to-coal switching in Europe and Asia are providing additional support to steam coal trade. Total exports increased 32% year-on-year in June, prompting the EIA to […]
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Australian resources investment faces mounting policy and cost pressures
Australian resources investment has weakened significantly over the past decade despite strong commodity demand, with a new report examining how energy costs, taxation, regulation, approval delays and policy uncertainty are affecting the attractiveness of major resource projects. The analysis spans the wider mining and resources sector, while highlighting issues directly relevant to Australian coal producers, including coal royalties, energy policy […]
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India coal imports fall 8.54% YoY in July as thermal coal and petcoke decline
India coal imports and coke shipments totalled 20.141 MMT in July 2026, down 8.54% year on year from 22.021 MMT. Thermal coal imports declined 4.18% to 11.433 MMT, while petcoke recorded the steepest fall, plunging 64.55% to 0.551 MMT. The broader January–July picture also remained weaker, with total coal and coke imports reaching 148.236 MMT, 8.44% below the same period […]
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Global coal prices weaken as geopolitical risk fades and Asian demand stays mixed
Global coal prices remained broadly bearish as easing geopolitical tensions reduced the energy risk premium and pressured European and South African benchmarks. Chinese demand improved late in the week on stronger heat-related power consumption, while India’s peak monsoon continued to suppress thermal coal imports. Against this backdrop, Australian export prices also softened as weak Indian and mixed Chinese buying limited […]
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MARKET INSIGHTS

Seaborne coal market divergence supports trade and shipping demand
Global seaborne coal trade is showing an increasingly clear divide between thermal and metallurgical coal, with regional demand patterns supporting

Russian coal exports to South Korea nearly doubled in H1 2026
Russian coal exports gained strong momentum in South Korea in H1 2026, supported by rising power demand, LNG supply risks

Thermal coal prices in Turkey rise as Black Sea exports halt
Thermal coal prices in Turkey resumed their upward trend in mid-August following a 15–20% spike in quotations in late July.
UPCOMING EVENTS
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