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Infographic showing Indonesia’s plan to place coal exports under state control from June 1, highlighting coal mine cost structures, export declines and risks for low-margin producers.

Indonesian coal exports face new uncertainty under state export control plan

Chart showing Indonesian thermal coal exports from 2022 to 2026, highlighting weaker export buffers ahead of a forecast El Niño event in mid-2026.

Indonesian coal exports face renewed El Niño risk as supply buffers weaken

Coal barge passing a Chinese city skyline at night

Russian coal exports to China fall as Mongolia gains market share

Coal rail wagons carrying Russian coal through a forested area

Russian coal producers face deeper pressure from new RZD tariff hikes

Cargo ship sailing across calm ocean at sunset with a golden horizon.

Global coal prices diverge as China and metallurgical coal strengthen

Heavy mining trucks operating at a Russian coal mine during the Russian coal industry crisis in 2026

Russian coal industry losses surge 3-fold in Jan-Feb 2026

Coal stockpiles and loading equipment at a coal terminal during nighttime operations amid changing global coal prices

Global coal prices diverge as European market weakens and metallurgical coal strengthens

Stacked bar chart showing projected net electricity generation by source for 2025, 2026, 2030, and 2035, with segments for coal, LNG, petroleum, hydrogen, ammonia, hydro, wind, solar, biomass, geothermal, battery, nuclear, and unknown sources; totals around 900 TWh per year and increasing renewables share.

Japan coal demand remains resilient as coal-fired power retains major role in 2030 energy mix

Monthly stacked bar chart of global seaborne coal exports by origin (Indonesia, Australia, Russia, South Africa, United States, Other) May 2025–May 2026.

Global coal market repriced on security as China demand strengthens

Line chart of Indonesia's monthly thermal coal exports (Mt) showing actual exports as a dark blue line with fluctuations; orange shaded window marks the 2023 stress period, and a pale red curved line projects a thinner buffer into 2026. Annotations note Jun–Sep 2023 at -8.1% YoY (full-year +12.9%), 2024 monthly average around 45.4 Mt, and Q1 2026 at -27% vs Q1 2024 with baseline softening; El Niño Watch 2026 Jun–Sep forecast window is indicated, with a red shaded area toward mid-2026 indicating risk. Source details at bottom.

Indonesia thermal coal bullish into H2 2026 as El Niño tightens supply

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