The China coal-to-X transformation is reshaping the country’s energy landscape, moving coal beyond its traditional role in power generation into chemicals and synthetic gas. April 2026 data highlights a structural shift driven by energy security concerns, rising oil prices, and reduced reliance on imports, positioning coal as a key feedstock in China’s evolving energy strategy. […]
Kazakh coal transshipment via Russian Baltic and Southern ports in January–March 2026 increased to 3.4 mio t (+1.3 mio t or +60.2% y-o-y). Transshipment of Kazakh coal through Russian Baltic and Southern ports in January-March 2026 increased to 3.4 mio t (+1.3 mio t or +60.2% y-o-y). The growth stems from agreements reached between Russian […]
Kuzbass coal production declined in the first quarter of 2026 amid ongoing industry challenges. Under the Ministry of Coal Industry of Kuzbass, in January-March 2026, coal mining enterprises in Kuzbass produced 46.6 mio t (-3.8 mio t or -7.5% vs. Jan-Mar 2025). Export supplies from Kuzbass in January-March 2026 totaled 25.6 mio t (-1.7 mio […]
Global coal prices showed mixed momentum last week, falling across Europe and Australia while rising in China. Negative sentiment prevailed in the coal market: prices in Europe fell again; in China, coal became more expensive; in Australia, thermal and metallurgical quotations declined notably. European thermal coal indices continued to slide below 93 USD/t. Price pressure […]
U.S. coal production moved higher in the latest EIA weekly release, with total output reaching 10.019 million short tons in the week ended April 11, 2026, up from 9.765 million short tons a week earlier and above 8.823 million short tons in the comparable week last year. On a year-to-date basis, U.S. coal production stood […]
Hunter Valley coal is entering a period of structural decline as contracted export volumes fall sharply through to 2034, reflecting weakening long-term demand for thermal coal. New analysis shows that producers have already reduced contracted volumes by around 40%, a shift that underscores how global energy transitions, tightening environmental regulations and financial pressures are fundamentally […]
Coal switching is accelerating across Asia as LNG supply disruptions force countries to adjust power generation and gas demand. With reduced LNG flows linked to the Iran conflict, countries across the region are turning to coal as the primary short-term response. Limited fuel-switching options for oil products and the availability of existing coal-fired capacity are […]
Russian coal exports to Turkey dropped to 4.0 mio t in January–February 2026 (-1.8 mio t or -31.0%, vs. Jan–Feb 2025). Meanwhile, Turkey’s total coal imports, including thermal coal, coking coal and anthracite, totaled 6.1 mio t in Jan–Feb 2026 (-1.5 mio t or -19.7% y-o-y). Russia’s share in Turkey’s coal imports decreased by 10.7 […]
In Q1 2026, Russian railway coal exports to China via border crossings fell to 3.0 mio t (-0.9 mio t or -22.6% vs. Q1 2025).The decline was driven by a combination of weaker demand in Chinese northern provinces and persistent logistical bottlenecks on the Eastern Range. Along with the price pressure and subdued demand, Russian […]