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Global electricity demand is set to grow strongly through the end of the decade, driven by electrification, industrial activity and rising consumption in emerging markets. While renewables and nuclear account for a growing share of new capacity, rapid demand growth increases pressure on power system reliability, reinforcing the need for dispatchable generation during periods of system stress. New analysis just […]
Global coal prices remain firm, supported by coal-specific supply tightness and lingering strength across energy markets, even as demand signals remain uneven. Limited spot availability and disciplined exports are helping to stabilise benchmarks despite weaker gas pricing in Europe. The latest price action highlights coal’s continued sensitivity to broader energy market dynamics. Global coal prices continued to firm this week, […]
While the primary focus of this report is Europe’s energy transition, it nevertheless highlights how the European power market continues to rely on dispatchable generation during periods of system stress. Grid constraints, intermittency and peak demand events mean firm capacity remains essential to market stability. In this context, coal — though reduced — continues to play a residual but important […]
While the primary focus of this report is China’s energy transition and power sector reform, it nevertheless provides useful insight into how China coal continues to function within the country’s electricity system. The analysis highlights slowing new coal power investment alongside a growing emphasis on flexibility, system security and capacity adequacy as power demand and renewables penetration increase. This report […]
While APEC economies continue to accelerate investment in renewables and low-carbon technologies, this report highlights how APEC coal demand remains resilient across several markets. Population growth, rising electricity consumption and energy security considerations continue to underpin coal use, particularly in emerging economies, even as the pace and shape of transition differs widely across the region. The analysis shows that coal […]
Data centres and coal are becoming increasingly linked as AI-driven electricity demand accelerates across the US. The report finds that, under current policies, much of the incremental load from data centres is likely to be met by existing fossil generation — including coal — rather than new renewables. In practice, the AI boom could slow coal’s decline and keep older […]
China coal demand faces structural headwinds as weaker steel and construction activity weigh on industrial consumption. While power-sector coal use remains relatively resilient, softer heavy-industry conditions point to a structurally weaker demand outlook. At the same time, Indonesia is likely to remain the main beneficiary if Chinese coal imports rebound, given its continued dominance of China’s thermal coal supply. The […]
This report warns that the speed of coal plant retirements is outstripping the deployment of firm replacement capacity, heightening reliability risks across parts of the US power system. While retirements support decarbonisation goals, they are reducing dispatchable baseload and system stability services that the grid still relies on during extreme conditions. The key takeaway is that the pace and sequencing […]
Global coal prices firmed at the end of January, with European API2 futures rebounding above the $100/t threshold after a volatile start to the year. Trading activity picked up into the front of the curve, suggesting renewed near-term buying interest despite still-fragile fundamentals. The move highlights how weather, gas prices, and power demand continue to drive short-term price swings. Global […]