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Archives: Reports & Presentations

EU ETS CO₂ price trends shaping coal-fired generation in the European power market

EU ETS sets coal’s role in the European power market

  • January 19, 2026
China coal power project development and retirements highlighting resilient coal capacity

China coal demand remains resilient amid China’s energy transition

  • January 19, 2026
US coal stocks balance supply domestic demand and exports in the power sector

US coal remains part of the power mix despite renewable-led capacity growth

  • January 19, 2026
API4 Richards Bay thermal coal futures price chart showing recent market trends

Thermal coal prices firm as supply tightness offsets uneven demand

  • January 12, 2026
Electricity generation mix showing coal-fired power dominance in China and India

Coal-fired power underpins energy security in China and India despite renewable growth

  • January 12, 2026
Thermal coal prices in Australia and Indonesia from 2019 to 2025

Australian coal exports diverge as metallurgical markets offset thermal weakness

  • January 8, 2026
API4 Richards Bay futures highlight weakness in thermal coal prices

Thermal coal prices weighed down by weak demand and ample inventories

  • January 8, 2026
Indonesian coal demand versus exports in 2025 and 2030 showing rising domestic use and declining export volumes

Indonesian coal exports adjust to shifting global trade flows

  • January 8, 2026
Global coal demand by region, 2000–2030, showing resilient coal demand despite changing power generation mix

Coal demand remains resilient amid shifting power generation mix

  • January 8, 2026
Coal-fired power retained as a security backstop in Europe

Coal-fired power as a security backstop in Europe’s grid

  • December 16, 2025
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Recent Post
Coal handling machine loading and moving coal at an industrial coal terminal.

Global coal prices rise on stronger European, Chinese and Australian markets

May 30, 2026
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

May 30, 2026
Illustration showing coal prices falling while the ruble and rail transport costs rise.

Russian coal exports remain unprofitable despite higher global coal prices

May 30, 2026
Cargo ship sailing near a South Korean port at sunset.

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

May 30, 2026
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Recent Analysis

Global coal prices rise on stronger European, Chinese and Australian markets

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

Russian coal exports remain unprofitable despite higher global coal prices

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