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Archives: Reports & Presentations

Chart showing India’s 2024 energy imports from the Middle East, highlighting high exposure in natural gas, natural gas liquids and propane

India turns to coal as gas supply risks mount amid Gulf tensions

  • March 30, 2026
Bar chart showing Scope 1, fugitive and Scope 2 emissions across mining and metals commodities in 2024, with thermal coal and metallurgical coal among the largest sources of coal emissions.

Coal emissions from mining dominate sector footprint as demand persists

  • March 30, 2026
EU ETS coal power generation and carbon pricing impact

EU ETS changes could reshape coal’s role in power generation

  • March 30, 2026
API2 Rotterdam Coal Futures chart showing April 2026 coal futures at 122.70–122.75, down week over week as global coal prices softened amid weaker gas prices and subdued demand.

Global coal prices soften in thermal markets as coking coal and petcoke stay firm

  • March 30, 2026
Australia coal infrastructure map showing key freight rail routes, road corridors and intermodal links supporting bulk commodity supply chains

Australia flags major freight and port upgrades to support bulk commodities

  • March 30, 2026
Global coal prices chart showing USGC petcoke trading at a premium to USA NAPP thermal coal in India during February and March 2026.

Global coal prices shape India’s coal and coke imports as February volumes hit a six-month low

  • March 30, 2026
One-year API2 Rotterdam Coal Futures chart for the April 2026 contract showing prices rising to $128.8 on 20 March 2026 after a sharp late-week rally.

Global coal prices climb as Middle East tensions lift API2, API4 and petcoke

  • March 23, 2026
Line chart showing monthly oil and coal prices from 2003 to 2012 in nominal U.S. dollars. Four series are plotted: China Qinhuangdao 5500 kcal/kg coal (red), Australia 6667 kcal/kg coal (yellow with markers), NYMEX Central Appalachian coal futures (black dotted), and Dubai oil (black solid). All series generally rise together, with a sharp spike around 2008, a steep drop in 2009, partial recovery through 2011, and declines by 2012.

European electricity prices and fossil fuel shocks since the 1970s

  • March 23, 2026
Chart showing approximate cost of fuel and EU ETS allowances in electricity production from coal in Poland, PLN per MWh.

Poland coal-fired generation faces transition delays and grid bottlenecks

  • March 23, 2026
Infographic from the NSW Coal Industry 2026–50 report showing 2025 key statistics including royalties, export revenue, number of mines, direct employment and export value.

NSW coal industry 2026–50 outlines no new greenfield coal mines

  • March 23, 2026
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Recent Post
Coal switching measures across Asia as countries increase coal generation, restart plants and lift capacity limits during LNG supply disruption

Coal switching accelerates in Asia as LNG markets tighten

April 14, 2026
Turkish coal imports in Jan–Feb 2025 and Jan–Feb 2026, showing Russian volumes down to 4.0 mio t and market share down to 65.6%.

Russian coal exports to Turkey down 31% in Jan–Feb 2026

April 14, 2026
Russian coal train crossing a desert landscape on the route to China

Russian rail coal exports to China via border crossings plunge 22.6% in Q1 2026

April 14, 2026
Coal stockpiles and bulk carriers at a coal export terminal

Global coal prices decline as Europe weakens, China stays flat and Australia falls

April 14, 2026
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Recent Analysis

Coal switching accelerates in Asia as LNG markets tighten

Russian coal exports to Turkey down 31% in Jan–Feb 2026

Russian rail coal exports to China via border crossings plunge 22.6% in Q1 2026

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