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Archives: Reports & Presentations

API2 Rotterdam Coal Futures chart showing July 2026 contract at $126.50, with price rising sharply from early 2026 levels.

Global coal prices stay firm as Asian demand and supply tightness support market sentiment

  • June 1, 2026
Line chart comparing Indian coking coal import prices and the HRC steel wholesale price index from 2005 to 2024.

Indian green steel strategy raises long-term questions for coking coal demand

  • May 26, 2026
Chart showing Newcastle thermal coal forecast range, average and median prices from 2026 to 2030.

Coal price forecasts point to continued market resilience through 2030

  • May 26, 2026
Map of Pennsylvania showing coal ash, industrial waste sources, workforce areas, transport links and environmental concerns related to rare earth element recovery.

Coal ash rare earths opportunity gains momentum in Pennsylvania

  • May 26, 2026
Bar chart showing India’s total coal and coke imports from CY 2021 to CY 2026 Jan-Apr, with imports at 83.051 MMT in CY 2026 Jan-Apr.

Global coal prices stay cautious as India’s coal and coke imports rise in April

  • May 26, 2026
Chart showing API2 Rotterdam Coal Futures for June 2026 at around $125.95, with prices rising sharply from early 2026 levels.

Global coal prices strengthen on firm China demand and export market support

  • May 25, 2026
Chart showing coal-fired power capacity additions across developing Asia from 1990 to 2024 and the relatively young age profile of coal power plants in countries including China, India, Indonesia and Vietnam.

Coal power dependence in Southeast Asia may prove difficult to unwind

  • May 19, 2026
Chart showing 2026 global LNG supply variation, including Qatar and UAE capacity losses, new projects and supply balance scenarios

Coal power generation returns as LNG crisis tightens global gas markets

  • May 18, 2026
Chart showing China’s steelmaking capacity by status and technology type, with operating capacity dominated by coal-based BOF technology

Steel industry keeps betting on metallurgical coal despite green steel push

  • May 18, 2026
Multi-line time-series chart (2004–2026) showing each marginal fuel category's share: Gas, Wind, Coal, Oil, Uranium, Municipal Waste, Landfill Gas, Interface, Emergency DR, Other. Coal starts high and declines over time while Gas rises, Wind increases later, and the remaining categories stay small with minor fluctuations.

AI-driven power demand boosts coal power generation economics in US capacity markets

  • May 18, 2026
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Recent Post
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

June 8, 2026
Black-and-white image of coal handling equipment loading coal onto a stockpile.

Russian coal companies face rising losses in Q1 2026

June 6, 2026
Bulk coal carrier sailing at sea with open cargo holds.

Global coal prices continued to rise over the past week

June 6, 2026
Indonesian coal discharge volumes reached a record 3.2 million tonnes in May 2026, driven by strong domestic demand from industry, smelters and power generation.

Indonesian coal demand hits record high despite production cuts

June 2, 2026
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Recent Analysis

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

Russian coal companies face rising losses in Q1 2026

Global coal prices continued to rise over the past week

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