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Archives: Reports & Presentations

Pace of coal plant retirements versus new capacity additions in the US power system

The pace of coal plant retirements is putting US grid reliability at risk

  • February 2, 2026
Global coal prices shown through the ICE API2 Rotterdam futures one-year price chart

Global coal prices edge higher as API2 regains $100/t

  • February 2, 2026
Tajikistan coal demand in a regional context — extraction, consumption, and net exports in neighbouring countries

Tajikistan coal demand set to rise gradually despite hydropower dominance

  • February 2, 2026

India coal imports remain elevated as power and steel demand stay firm

  • January 27, 2026
API4 Richards Bay coal futures one-year price trend showing recent price stabilisation

Global thermal coal prices firm as gas volatility and supply tightness support markets

  • January 27, 2026
EUA prices versus coal-to-gas substitution price showing reduced coal displacement incentives

Coal-to-gas switching in Europe slows as ETS signals weaken and coal displacement matures

  • January 27, 2026
Global coal demand by region showing diverging consumption trends across major markets

Global coal demand stabilises as power system dynamics replace commodity price signals

  • January 27, 2026
Coal fired generation declines as wind and solar overtake fossil power in the EU electricity mix

European coal fired generation falls to record low as wind and solar overtake fossil power

  • January 27, 2026
China coal demand by industry year-on-year change showing power, steel, chemical and construction sectors in 2024 and 2025

China coal demand set to rebound in 2026 as power growth offsets renewable gains

  • January 19, 2026
Asia-Pacific coal extraction market share changes by producer under energy transition scenarios in 2035

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

  • January 19, 2026
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Recent Analysis

Alaska to build first coal-fired power plant in over a decade with $1bn backing

Russian coal export prices gain new benchmarks on St. Petersburg Exchange

Russian coal industry losses exceed 5 billion USD in 2025

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