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Archives: Reports & Presentations

Newcastle benchmark thermal coal price forecasts showing gradual easing after elevated levels

Coal prices to remain elevated before gradual long-term easing

  • February 16, 2026
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
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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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