Russian coal exports to China through railway border crossings fell sharply during the first half of 2026 amid weak demand and transport constraints. In January-June 2026, Russian railway coal exports to China via border crossings dropped to 5.8 mio t (-2.4 mio t or -29.5% vs. Jan-Jun 2025). The main reasons for the decline in […]
Russian coal exports through northwest and southern ports face further pressure after the government rejected additional railway tariff incentives. Russian coal industry, which is going through a protracted systemic crisis, has lost one of the key support measures it had been counting on to stabilize export flows. In late June, Deputy Prime Minister Vitaly Savelyev […]
Global coal prices declined over the past week amid weaker demand, cooler weather and rising inventories across several major markets. A decline in quotations was observed in the coal market over the past week: indices in Europe corrected lower; coal in China became cheaper; in Australia, prices dropped for both thermal and metallurgical material. In […]
Russian coal exports just hit their highest month since 2014. Every 2026 forecast said this shouldn’t be happening. DBX flow data shows Russian seaborne coal exports reached 19.4 Mt in June, up 22% year on year – against a consensus that has called for flat-to-declining exports all year. Break it down by port and the […]
PJM electricity generation during the first major U.S. heat wave of summer 2026 relied overwhelmingly on dispatchable power sources, with coal and natural gas providing the additional generation needed as electricity demand surged to near-record levels. The first major heat wave of the 2026 U.S. summer pushed electricity demand across the PJM Interconnection close to […]
Russian coal faces mounting pressure as refinery disruptions, diesel supply risks and rising fuel costs add another challenge to an industry already struggling with falling output, higher logistics costs and weak profitability. Russia’s oil products market continued to face pressure in 2025–2026, caused by the aftermath of damage to refining facilities from Ukrainian drone attacks […]
Global coal prices showed mixed dynamics over the past week, with European indices continuing to recover, Chinese coal prices softening, Indonesian coal facing weak demand, and Australian thermal coal moving lower. Mixed dynamics persisted in the coal market over the past week: indices in Europe edged higher; coal in China became cheaper; in Australia, thermal […]
Pakistan coal demand could remain supported as LNG supply constraints continue to reshape the country’s power mix. The latest analysis shows coal-fired generation increasing to offset lower LNG availability, highlighting coal’s continuing role in maintaining electricity security during periods of fuel supply uncertainty. Recent geopolitical tensions in the Middle East have once again highlighted the […]
Russian coal exports are gaining support from South Korean demand as the country increases coal and nuclear power generation. In January–May 2026, South Korea doubled its coal imports from Russia to 10.2 mio t (+5.0 mio t or +96.2% vs. Jan–May 2025). South Korea’s total coal imports in January–May 2026 surged to 46.8 mio t […]