Net losses of Russian coal companies in January-March 2026, according to preliminary data, amounted to 1.1 bln USD, up 0.2 bln USD or 20% y-o-y. The share of unprofitable companies reached 63%, compared to 61% a year earlier. 62 enterprises remain in the red zone, of which 20 have already stopped mining, while the rest […]
Global coal prices moved higher over the past week as supply disruptions, stronger Asian demand, and rising energy prices supported the market. Over the past week, coal market upward movement gained traction: European indices spiked; coal prices kept climbing up in China; in Australia, thermal coal quotations strengthened significantly, as did metallurgical coal. In the […]
Indonesian coal demand has surged to a record monthly high even as the government attempts to curb domestic coal production. New data suggests growing demand from smelters, power generation and downstream processing industries is tightening the domestic market and reshaping coal flows across the country Indonesia is recording its highest-ever monthly coal discharge volume, highlighting […]
Colombian coal exports could be influenced by the outcome of this week’s presidential election, with industry participants closely watching whether the next government adopts a more investment-friendly approach or continues the energy transition policies of recent years. Colombia’s coal industry is approaching a pivotal political moment as the country heads to presidential elections that could […]
US coal production remained largely unchanged in the week ended May 23, 2026, with output slightly above the previous week but marginally below levels recorded a year earlier. Year-to-date production continues to track close to 2025 levels despite ongoing market uncertainty. Estimated US coal production totalled approximately 9.6 million short tons (MMst) in the week […]
Global coal prices continued to rise over the past week across Europe, China, Indonesia, and Australia. Over the past week, the upward trend in the coal market continued: indices rose in Europe; coal became more expensive in China, following the May 22 tragedy; in Australia, prices strengthened for both thermal and metallurgical material. In the […]
Russian coal exports to China by rail dropped sharply in January–April 2026 amid weaker demand and rail capacity limits. In January-April 2026, Russian railway coal exports to China via border crossings dropped to 3.9 mio t (-1.5 mio t or -27.8% vs. Jan-Apr 2025). The main reasons for the decline in exports to China via […]
The sharp rise in global coal prices, triggered by the Iran-U.S. conflict failed to lift Russian coal exports into profitable territory, as the positive effect was wiped out by the strengthening ruble and annually rising RZD’s railway tariffs, as well as higher freight rates (due to the situation in the Persian Gulf), increased production costs, […]
Russian coal exports to South Korea surged in January–April 2026 as the country increased coal imports amid energy supply risks. In January–April 2026, South Korea more than doubled its coal imports from Russia to 8.3 mio t (+4.3 mio t or +107.5% vs. Jan–Apr 2025). South Korea’s total coal imports in January–April 2026 surged to […]