Met coal in transition: U.S. exports, policy shifts, and global market risks

This report reviews the evolving role of U.S. metallurgical (met) coal in global steelmaking supply chains. With U.S. domestic consumption in long-term decline, nearly three-quarters of production is now exported, making the U.S. the world’s second-largest supplier after Australia. Export flows are increasingly concentrated toward Asia—particularly India and China—while European demand contracts. Recent U.S. policy developments, including the Department of […]