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Global coal prices weakened during the week as subdued seaborne trading reinforced a cautious market outlook. Comfortable stock levels, seasonal demand pressures and buyers’ preference for domestically produced coal reduced support across most international benchmarks. Movements in global coal prices were led by European API2 July futures, which fell by $8.60 week on week to $113.90 despite stronger gas prices, […]
Australian coal markets are expected to remain supported in the near term, with thermal coal benefiting from countries seeking alternatives to LNG following disruptions to Middle East energy supplies, while metallurgical coal prices are forecast to remain broadly stable. Although Australia’s thermal and metallurgical coal exports are expected to ease over the longer term, both commodities are forecast to remain major […]
Rising LNG prices are expected to accelerate gas-to-coal switching across parts of Asia in 2026, according to the latest Gas Market Report. Tighter LNG supplies and higher import costs are encouraging greater coal-fired generation in several markets, highlighting how fuel security concerns continue to reshape power sector economics. Asian spot LNG prices averaged USD 17.5/MBtu during the second quarter, 45% higher year on […]
Indonesia coal demand could receive a significant boost from the country’s rapidly expanding aluminium industry, with almost 10 GW of captive coal-fired power capacity linked to planned alumina refineries and aluminium smelters, according to the latest analysis. The report suggests coal will remain the dominant energy source supporting Indonesia’s downstream aluminium ambitions, despite growing interest in lower-carbon alternatives. Around 1.8 GW […]
The upcoming review of the EU Emissions Trading System could reshape carbon price expectations across Europe’s power sector, influencing the competitiveness of gas-fired generation—and, by extension, coal-fired power—at a time when policymakers are under growing pressure to balance industrial competitiveness with decarbonisation. The review will examine how rapidly the emissions cap should decline, whether international carbon credits and removals should provide greater […]
Indonesia coal exports could face significant changes under a proposed government initiative to centralise exports of selected natural resources through a state-owned enterprise. This analysis examines the rationale behind the proposal, the practical challenges of implementation and why the policy has already begun to generate uncertainty across the coal industry. The proposed mechanism was initially expected to cover coal, ferro-alloys and […]
Coal retirements present a complex challenge for countries seeking to decarburise their power systems without compromising energy security. Using Malaysia as a case study, this report explores how renewables, storage, coal flexibility, site repurposing and transitional gas can be combined to phase down coal while avoiding long-term dependence on imported LNG. The report highlights Malaysia’s target to fully transition away from […]
US coal distribution reached an estimated 100.5 million short tons during the first quarter of 2026, according to this quarterly statistical report. The publication provides detailed domestic coal distribution data by origin state, destination state, transport mode and consuming sector, offering a valuable reference for analysing U.S. coal supply chains. Most of the volume moved to the electric power sector, underlining the continued […]
Power generation costs remain one of the most important drivers of coal demand. Although this report focuses on renewable energy technologies, it provides valuable insight into the economics of the generation sources that increasingly compete with coal in electricity markets, helping readers better understand the changing competitive landscape for coal-fired power. IRENA’s analysis shows that most new utility-scale renewable projects […]