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Category: Coal Demand

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

Steel plant with smokestacks at night illustrating China’s industrial demand for coking coal imports

Russian coking coal exports to China showed strong growth in Q1 2026

China coal-to-X transformation report showing coal-to-gas projects, gas demand share, and coal-to-chemicals growth statistics

China coal-to-X transformation: how coal is expanding beyond power generation

Bulk carrier vessel being loaded with coal at a Russian Baltic port terminal during sunset

Kazakh coal transshipment via Russian ports increased significantly in Q1 2026

Coal switching measures across Asia as countries increase coal generation, restart plants and lift capacity limits during LNG supply disruption

Coal switching accelerates in Asia as LNG markets tighten

Turkish coal imports in Jan–Feb 2025 and Jan–Feb 2026, showing Russian volumes down to 4.0 mio t and market share down to 65.6%.

Russian coal exports to Turkey down 31% in Jan–Feb 2026

Russian coal train crossing a desert landscape on the route to China

Russian rail coal exports to China via border crossings plunge 22.6% in Q1 2026

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