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Archives: Reports & Presentations

Stacked bar chart showing India’s petcoke imports by origin from 2020 to 2025, with annual totals rising from 9.8 million tons to 13.6 million tons.

India petcoke imports rise modestly as prices firm in 2025

  • December 1, 2025
Bar chart comparing Indonesian coal and Chinese coal firms’ cash margins in Q1 2025, showing Indonesian margins significantly lower.

Indonesian coal faces structural risks as China cuts imports and margins shrink

  • December 1, 2025
Table showing the economic impact of coal through coal-fired power plant jobs in Alaska, listing 238 positions across major facilities

Economic impact of coal in Alaska: essential for affordable energy

  • December 1, 2025
Indonesian HBA thermal coal prices by month, 2016–2022.

Indonesia’s thermal coal benchmark hits 6 month low

  • December 1, 2025
PJM marginal fuel mix showing long-term decline of coal and rise of gas from 2004 to 2025

Coal props up PJM reliability as data centre power demand drives up costs

  • November 25, 2025
API4 Richards Bay coal futures chart showing 1-year price decline toward USD 88/t in late November 2025.

Global coal prices show mixed momentum across Atlantic and Pacific markets

  • November 25, 2025
Chart showing productive capacity of US coal mines from 2014–2024, with underground, surface, and total capacity all declining over time.

US coal production hits new lows with steep cuts in Western states

  • November 25, 2025
Stacked area chart showing Indonesia’s electricity production from 2015–2024, highlighting coal’s dominant share and minimal growth in solar and wind.

Indonesian coal sector faces oversupply and ageing power fleet risks

  • November 25, 2025
Line chart showing US coal exports rising from 2000–2024 while imports steadily decline to near zero.

US coal dynamics reflect long-term shifts in consumption and generation

  • November 25, 2025
Diagram showing early retirement pathways for the Sahiwal coal plant in Pakistan, including buyout options, staggered payments, and coal-to-clean reinvestment.

Repurposing Pakistan coal assets: strategic options for a modern power system

  • November 18, 2025
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Recent Post
Asian metallurgical coal export destinations showing South China, Japan and India as the largest markets by share of shipments

South Asian coal demand supports stronger seaborne flows

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China coal market and metallurgical coal trade at a bulk export terminal with stockpiles, conveyor systems and a bulk carrier vessel

Met coal market volatility rises as China supply concerns unsettle trade

June 15, 2026
APAC thermal coal consumption forecast showing a war-driven spike in coal demand in 2026 as LNG shortages increase coal-fired power generation across Asia.

Asian coal demand rises as LNG shortages force utilities back to coal

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Black-and-white image of coal handling equipment loading coal onto a stockpile.

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Recent Analysis

South Asian coal demand supports stronger seaborne flows

Met coal market volatility rises as China supply concerns unsettle trade

Asian coal demand rises as LNG shortages force utilities back to coal

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