India coal demand is strengthening, but imports have yet to fully respond, creating a growing imbalance that could trigger a step-change in seaborne coal flows. Recent data indicates that import flows began to recover into March 2026 after several months of subdued activity, suggesting that the current period of weak seaborne demand may be coming […]
U.S. coal production remained above last year’s pace on a cumulative basis, even as weekly output softened in the latest EIA release. For the reporting week, total U.S. coal production came in at 10.168 million short tons, down from 10.289 million the previous week and below the 11.429 million recorded in the comparable week a […]
Gas-to-coal switching is accelerating in key power markets as rising gas prices linked to Middle East tensions push utilities toward cheaper coal-fired generation. According to recent analysis from Rystad Energy, higher gas prices are already triggering gas-to-coal switching across import-dependent regions, particularly in Asia and Europe. As utilities prioritise affordability and security of supply, coal-fired […]
Italy coal phase-out plans are under scrutiny as a proposed delay to 2038 risks increasing system costs without delivering meaningful price relief. A proposed extension of Italy’s coal phase-out to 2038 is raising concerns over cost, policy alignment and market relevance. The amendment, introduced within the Energy Bills Decree currently under approval, comes at a […]
Ust-Luga coal exports are facing growing indirect risks after repeated drone attacks on the port. The port of Ust-Luga on the Gulf of Finland has come under four drone attacks over the past week — on March 25, 27, 29 and 31. Local governor confirmed damage at the port but said the consequences had been […]
The Russian coal industry is facing mounting financial pressure in 2026 as losses deepen and more companies approach shutdown. Net losses of Russian coal companies in January 2026, according to preliminary data, amounted to 0.3 bln USD, which is 5 times higher than the January 2025 figure (62 mio USD). The share of unprofitable companies […]
Global coal prices moved higher this week as European, Chinese, Australian, and metallurgical coal indices strengthened amid energy market volatility and firmer demand. The coal market saw an upturn: indices in Europe bounced higher; in China, coal became more expensive; in Australia, thermal and metallurgical quotations strengthened. European thermal coal indices bounced back above 112 […]
Russian coal exports to China fell sharply in January-February 2026. In January-February 2026, Russian coal supplies to China dropped to 10.8 mio t (-1.8 mio t or -14.3% vs. Jan-Feb 2025), according to the General Administration of Customs of China (GACC). The decrease in Russian coal supplies resulted from serious logistical issues, high railway tariffs, […]
Russian coal industry losses are expected to deepen further in 2026 as market and cost pressures intensify. The Ministry of Energy forecasts that losses of Russian coal companies may reach 7 bln USD in 2026, up 27% from last year. In 2025, net losses amounted to 5.4 bln USD, which is 3.5 times higher than […]