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Archives: Reports & Presentations

Chart showing China thermal power generation trends from 2021 to 2026, with 2026 levels remaining elevated in early 2026 amid stronger reliance on coal-fired power generation.

China coal demand gains as Hormuz crisis reinforces energy security concerns

  • May 12, 2026
Graph showing decline in Australian black coal-fired electricity generation during Q1 2026

Australian coal generation holds in evolving power market dynamics

  • May 12, 2026
Bar chart showing slowing growth in India electricity generation and rising renewable power contribution in Q4 2025–26.

India coal generation remains dominant despite rapid renewable growth

  • May 12, 2026
Vertical bar chart of coal consumption (Mt/yr) by cement companies: Anhui Conch ~20, CNBM ~17, UltraTech ~5, Holcim ~2, Heidelberg Materials ~5, Cemex ~1.

Coal in cement and concrete: global fuel use and decarbonisation pathways

  • May 12, 2026
Chart of API2 Rotterdam Coal Futures over 1 year; last price 111.900, latest update May 8, 2026 at 3:58 PM GMT, shows price trend around 90–130 with a May spike.

Global coal prices firm as Asian restocking and supply tightness support market

  • May 11, 2026
Line chart of API2 Rotterdam Coal Futures showing price trend from July 2025 to May 2026; last price 111.750 as of May 1, 2026.

Global coal prices firm as Asian demand strengthens and supply tightens

  • May 4, 2026
Stacked bar chart showing India energy demand growth by fuel including coal, electricity, biomass, gas and liquids from 2020 to 2070

Long term India coal demand locked in by industrial growth

  • May 4, 2026
Chart showing scarcity revenues and capacity factors for new thermal power plants in Europe under different weather scenarios

European power system adequacy tested as energy mix shifts

  • May 4, 2026
Chart comparing coal mine methane emission estimates across top countries showing large differences between reported and independent data

Global coal mine methane emissions remain high as reporting gaps mask true scale

  • May 4, 2026
Chart showing India’s total coal and coke imports from 2021 to 2026 in million metric tons

India coal imports fall 9% in March 2026 despite monthly recovery

  • May 4, 2026
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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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