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Archives: Reports & Presentations

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
API2 Rotterdam Coal Futures chart showing June 2026 contract at $115.900 amid rising global coal prices.

Global coal prices rise as energy market volatility and supply concerns support coal futures

  • May 18, 2026
Chart showing China thermal power generation trends from 2021 to 2026, with 2026 levels remaining elevated in early 2026 amid stronger reliance on coal-fired power generation.

China coal demand gains as Hormuz crisis reinforces energy security concerns

  • May 12, 2026
Graph showing decline in Australian black coal-fired electricity generation during Q1 2026

Australian coal generation holds in evolving power market dynamics

  • May 12, 2026
Bar chart showing slowing growth in India electricity generation and rising renewable power contribution in Q4 2025–26.

India coal generation remains dominant despite rapid renewable growth

  • May 12, 2026
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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

June 15, 2026
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

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
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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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