Raspadskaya coal production has been suspended following a mine fire, raising fresh uncertainty over premium coking coal supply from one of Russia’s key producers. Raspadskaya PJSC has suspended operations at Russia’s largest coking coal mine, following a fire in a dismantling chamber. The incident occurred overnight on September 30, 2026; all 305 miners were evacuated […]
Russian coal industry losses remained substantial in Jan-Jul 2026 as high rail tariffs, interest rates and rising production costs continued to pressure producers. Net losses of Russian coal companies in January-July 2026 amounted to 2.5 bln USD, according to preliminary data, compared to 2.3 bln USD for the same period last year. Thus, the loss […]
Global coal prices showed mixed trends over the past week as European and Chinese markets strengthened, while Australian thermal and metallurgical coal moved in opposite directions. Over the past week, the coal market saw mixed trends. Indices in Europe rose; prices in China strengthened; in Australia, high-CV thermal coal quotations climbed, while metallurgical coal fell. […]
Asia’s coal burn surged by more than 100 TWh since March amid tight LNG supplies and high gas prices, which are supporting gas-to-coal switching dynamics in the power sector. Preliminary data indicates that Asia’s coal burn in the power sector dropped by around 10% yoy through the March-August period, equating to just over 50 TWh […]
Russian coal exports to South Korea increased strongly in January-August 2026 as rising electricity demand, LNG supply risks and greater reliance on coal generation supported imports. Russian coal exports to South Korea up 34.3% in Jan-Aug 2026 In January-August 2026, Russia increased its coal exports to South Korea to 18.0 mio t (+4.6 mio t […]
Russian coal exports to China continued to decline in Jan-Aug 2026 as high logistics costs, sanctions and stronger competition from other suppliers weighed on trade. In January-August 2026, Russian coal supplies to China dropped to 53.1 mio t (-6.5 mio t or -10.9% vs. January-August 2025), according to the General Administration of Customs of China […]
The Russian coal industry is set for a major long-term transformation under a new government program outlining production, export and regional development through 2050. The Russian government has approved a program for the development of the country’s coal industry through 2050. The document outlines four scenarios: stress, conservative, inertial and target, depending on global demand […]
Global coal prices moved mostly lower over the past week as European coal weakened, while China strengthened and Australian markets showed mixed dynamics. Downward dynamics prevailed in the coal market over the past week. Indices in Europe declined; prices in China strengthened; in Australia, thermal coal quotations moved in different directions, premium metallurgical coal fell, […]
China coal prices are rising despite weaker power-sector coal use, as supply constraints persist beneath a substantial inventory cushion. China burned 8.2% less coal for power in August than a year ago. The price went up anyway. Thermal generation fell to ~576.3 TWh. The displacement is structural, not weather: wind +24.7% year on year, solar […]