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The Asian coal market received a temporary boost as the Iran conflict raised gas prices and strengthened concerns over energy security. Although several countries increased coal-fired generation and imports, the disruption is not expected to reverse the market’s longer-term decline. Why we chose this report: This report provides a timely assessment of how geopolitical disruption, gas prices and energy-security concerns […]
Coal price forecasts have strengthened across several key benchmarks, with market expectations for 2026 moving higher for both thermal and metallurgical coal. The latest quarterly consensus data also provides a view of how prices could develop through 2030 and over the longer term. The forecasts bring together estimates from research databases, economic commentators and broking houses and show both the […]
Greater use of coal power could lower Australian electricity costs, according to new modelling of the country’s future generation mix. The analysis finds that allowing more fossil-fuel generation can reduce power system costs, although this comes with a trade-off in the wider cost of achieving economy-wide net zero. Why we chose this report: The report provides an important perspective on […]
Iowa coal generation is showing renewed strength despite the state’s rapid expansion of wind and solar power, with coal output at its largest utility rising 65% between 2020 and 2025. The increase comes as Iowa faces substantial electricity demand growth, driven partly by expanding data centre load and broader electrification. The latest generation figures show that expanding renewable capacity has not […]
U.S. power generation policy is moving towards more active government support for reliable, domestically controlled electricity capacity. This report examines the expanding federal role in nuclear energy, including research funding, loans, regulatory reform, fuel-supply support and direct investment in private companies. Why we chose this report Although this report focuses on nuclear energy rather than […]
Declining coal demand is forcing Western Australia to confront how it maintains reliable and economically viable coal supply as power generation progressively shifts away from the fuel. A new assessment of the Collie Basin examines different demand scenarios and structural options for the state’s only coal-producing region. Coal demand in the basin has been declining as renewable generation expands and […]
Global coal prices strengthened as supply disruptions, geopolitical tensions and pre-winter restocking supported major benchmarks. European coal climbed as Middle East tensions lifted energy risk, while South African prices reached their highest levels in nearly three years amid tight replacement cargo availability. Chinese import demand remained firm as mine inspections tightened domestic supply and utilities rebuilt inventories ahead of Golden […]
Coal power purchase agreements play a critical role in determining the economics, utilisation and fuel requirements of India’s 228.6 GW coal-fired fleet. With coal still providing approximately 69% of national electricity generation, potential reforms to these long-term contracts could affect plant dispatch, capacity payments and ultimately India’s demand for thermal coal. Why we selected this report: This is another report […]
Saskatchewan coal plants could remain operational until 2050 under a provincial strategy intended to protect energy security, system reliability and electricity supply as demand grows. The proposed extension of seven generating units totalling 1.61 GW has nevertheless intensified debate over refurbishment costs, regulatory exposure and whether alternative technologies can fully replace the fleet’s energy and reliability contribution. Why we selected […]