8th Annual India Coal Conference 2026
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Category: Coal Demand

APAC thermal coal consumption forecast showing a war-driven spike in coal demand in 2026 as LNG shortages increase coal-fired power generation across Asia.

Asian coal demand rises as LNG shortages force utilities back to coal

Coal-filled railway wagons lined up near a Chinese rail terminal at sunset.

Russian coal exports to China by rail plunge 27.8% in Jan–Apr 2026

Cargo ship sailing near a South Korean port at sunset.

Russian coal exports to South Korea double in Jan–Apr 2026

Bulk cargo ship sailing across the sea under a clear blue sky.

Russian coal exports to Turkey down 27% in Q1 2026

Aerial view of coal stockpiles and bulk carriers at a Russian port terminal.

Kazakh coal transshipment via Russian ports up 34.7% in Jan-Apr 2026

Chart showing Indonesian thermal coal exports from 2022 to 2026, highlighting weaker export buffers ahead of a forecast El Niño event in mid-2026.

Indonesian coal exports face renewed El Niño risk as supply buffers weaken

Coal barge passing a Chinese city skyline at night

Russian coal exports to China fall as Mongolia gains market share

Stacked bar chart showing projected net electricity generation by source for 2025, 2026, 2030, and 2035, with segments for coal, LNG, petroleum, hydrogen, ammonia, hydro, wind, solar, biomass, geothermal, battery, nuclear, and unknown sources; totals around 900 TWh per year and increasing renewables share.

Japan coal demand remains resilient as coal-fired power retains major role in 2030 energy mix

Monthly stacked bar chart of global seaborne coal exports by origin (Indonesia, Australia, Russia, South Africa, United States, Other) May 2025–May 2026.

Global coal market repriced on security as China demand strengthens

Line chart of Indonesia's monthly thermal coal exports (Mt) showing actual exports as a dark blue line with fluctuations; orange shaded window marks the 2023 stress period, and a pale red curved line projects a thinner buffer into 2026. Annotations note Jun–Sep 2023 at -8.1% YoY (full-year +12.9%), 2024 monthly average around 45.4 Mt, and Q1 2026 at -27% vs Q1 2024 with baseline softening; El Niño Watch 2026 Jun–Sep forecast window is indicated, with a red shaded area toward mid-2026 indicating risk. Source details at bottom.

Indonesia thermal coal bullish into H2 2026 as El Niño tightens supply

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