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Archives: Reports & Presentations

China coal-fired power utilisation declining as role shifts from baseload to flexibility

China shifts coal-fired power from baseload to flexibility

  • February 16, 2026
Electricity generation by source in Asia Pacific showing coal, gas, renewables and nuclear trends from 2019 to 2030

Global electricity demand growth: peak coal does not mean irrelevant coal

  • February 9, 2026
API2 Rotterdam coal futures showing firm global coal prices despite weaker gas markets

Global coal prices firm as supply tightness offsets uneven demand

  • February 9, 2026
Historical costs of energy supply technologies relevant to the European power market, including coal, gas, wind, solar and batteries

European power market highlights continued need for dispatchable generation

  • February 9, 2026
Annual commissioning of China coal power units by capacity band, 2015–2025

China coal power investment shifts as system flexibility and security priorities evolve

  • February 9, 2026
Coal consumption growth rates across APEC economies and globally, 2020–2024

APEC coal demand remains resilient amid diverging regional energy transitions

  • February 9, 2026
Data centres and coal linked by rising US data-centre electricity use and capacity projections

Data centres and coal: AI demand could slow the decline of US coal

  • February 2, 2026
China coal demand trends and implications for Indonesian coal exports

China coal demand faces structural headwinds from weaker steel and construction sectors

  • February 2, 2026
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
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Recent Post
Bulk carrier vessel being loaded with coal at a Russian Baltic port terminal during sunset

Kazakh coal transshipment via Russian ports increased significantly in Q1 2026

April 20, 2026
Large mining truck transporting coal at an open-pit mine in Kuzbass, Russia

Coal production in Kuzbass down 7.5% in Q1 2026

April 20, 2026
Freight train carrying thermal coal across arid landscape illustrating global coal prices and supply chain logistics

Global coal prices decline in Europe and Australia while China market strengthens

April 20, 2026
Bar chart showing US weekly coal production for April 11, 2026 compared with the previous week and the same week last year

US coal production weekly update | Week ending April 11

April 20, 2026
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Recent Analysis

Kazakh coal transshipment via Russian ports increased significantly in Q1 2026

Coal production in Kuzbass down 7.5% in Q1 2026

Global coal prices decline in Europe and Australia while China market strengthens

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