Asia-Pacific coal demand faces growing transition risk, but low-cost producers remain resilient

Asia-Pacific coal extraction market share changes by producer under energy transition scenarios in 2035

Asia pacific coal demand is expected to decline over the next decade, but the pace and impact vary widely depending on policy ambition. New modelling shows that while transition risks increase—particularly for higher-cost producers—low-cost exporters are likely to retain or even expand market share as the sector consolidates. Asia pacific coal demand is projected to weaken gradually as decarbonisation policies […]

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