The Russian coal industry is facing mounting financial pressure in 2026 as losses among coal companies continue to accelerate. Net losses of Russian coal companies in January-February 2026, according to preliminary data, amounted to 0.7 bln USD, which is 3 times higher than the January-February 2025 figure (0.2 bln USD). The share of unprofitable companies […]
Global coal prices showed divergent dynamics across key markets this week. Global coal market saw divergent dynamics: prices fell in Europe; material became more expensive in China; in Australia, thermal coal quotations remained flat, while metallurgical indices strengthened. On the European coal market, prices corrected below 110 USD/t. Pressure came from a sharp decline in […]
Japan coal demand is expected to remain resilient through the next decade, with the latest electricity supply projections indicating coal-fired power could still account for roughly one quarter of Japan’s electricity generation mix in FY2030 despite ongoing decarbonisation efforts. Current projections indicate coal-fired power could still account for around 25.2% of electricity generation in FY2030 […]
The global coal market is being repriced on security rather than economics, as China restocking and disciplined supply across key exporters tighten global fundamentals. Trump’s April invocation of the Defense Production Act formally reclassified U.S. coal infrastructure as a national defense asset. It’s the clearest signal yet that the energy-security era is rewriting the rules […]
Indonesia thermal coal is turning bullish into H2 2026 as a strong El Niño threatens exports, tightens logistics and raises the likelihood of increased import demand from India. The El Niño forecast has firmed: 61% onset by July, 88%+ probability through the second half of 2026. Weather models point to a strong El Niño event, […]
U.S. coal production remained slightly ahead of last year’s pace on a cumulative basis, even as weekly output stayed below the comparable week in 2025. For the reporting week, total U.S. coal production came in at 9.492 million short tons, up from 9.401 million the previous week but below the 10.213 million recorded in the […]
In January–March 2026, Russian coking coal exports to China jumped up to 8.88 mio t (+0.73 mio t, or +9% y-o-y). In March, shipments surged to 3.37 mio t (+0.54 mio t, or +19% y-o-y, and +46.5% versus February 2026), because handling in ports was limited by adverse weather conditions in February, and part of […]
Global coal prices showed mixed movements this week across Europe, China, South Africa, Indonesia, and Australia. The coal market showed mixed dynamics over the week: coal prices in Europe strengthened slightly; prices in China increased; in Australia, high-CV steam coal and metallurgical coal prices softened. In the European coal market, a downward trend prevailed for […]
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. […]