The Future of Energy

Editor
March 21, 2018

GLOBAL POWER DEMAND GROWTH, 2012-40

NEW NORMAL: GROWING RENEWABLES

FOSSIL FUELS: SHIFTING BATTLEGROUNDS

US NET COAL CAPACITY ADDITIONS 2013-40 (GW)

CHINA NET COAL CAPACITY ADDITIONS 2013-40 (GW)

INDIA NET COAL CAPACITY ADDITIONS 2013-40 (GW)

INDIA WILL NOT BAIL OUT SEABORNE COAL

Stacked bar chart of China coal imports by country, showing Russian volumes declining while Indonesia and Australia remain dominant suppliers.

China coal imports shift as Russian volumes fall and Indonesian supply grows

December 9, 2025

US electricity generation changes in H1 2025 showing coal fired generation increasing as gas output declines.

Coal fired generation remains globally resilient despite renewables’ growing market share

December 9, 2025

API4 futures chart showing recent movements in global coal prices.

Global coal prices drift lower as API4 weakens and demand softens

December 9, 2025

Australia’s monthly met coal exports by destination, highlighting India’s reliance on Australian coal exports.

India’s met coal dependence grows as Australian coal exports face rising risks

December 9, 2025

Indonesia’s thermal coal exports by country, highlighting shifting demand for Indonesian coal exports.

Indonesian coal exports face structural risks as China cuts demand and ASEAN growth plateaus

December 9, 2025

Forecast range, average and median prices for Australian coal benchmarks from 2025 to 2029 shown in a line and shaded range chart

Australian coal price forecasts signal a steady medium-term outlook

December 2, 2025

Russian coal exports to South Korea drop 28% in October 2025

December 9, 2025

Railway line in winter conditions used for Russian coal exports to China.

Russian coal exports by rail to China plunge 38% in November 2025

December 9, 2025

Bulk carrier at sea under cloudy skies, illustrating seaborne trade that influences global coal prices.

Global coal prices diverge as European indices strengthen and Asian markets soften

December 9, 2025

Seasonal tonne-miles chart showing the decline in China coal imports in 2025.

China coal imports slide in 2025, reshaping demand for Capesize and Panamax vessels

December 5, 2025

Ukraine’s coal imports up 10% in Jan-Feb 2021

March 19, 2021

World coal market: brief overview

March 25, 2022

China: output from Shanxi region up 1.4%

May 25, 2018

Germany: lignite & coal plants out of the money

June 19, 2020

The Future of Energy

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