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Archives: Reports & Presentations

Bar chart showing the top five U.S. coal origin states and destination states in the fourth quarter of 2025, with Wyoming leading origins and Texas leading destinations.

U.S. coal distribution eases in Q4 2025 despite annual growth

  • April 7, 2026
Bar chart showing that during Winter Storm Fern, most incremental electricity demand was met by dispatchable generation, led by natural gas and coal.

Winter Storm Fern coal generation shows why dispatchable power remains essential

  • April 7, 2026
Chart showing India’s 2024 energy imports from the Middle East, highlighting high exposure in natural gas, natural gas liquids and propane

India turns to coal as gas supply risks mount amid Gulf tensions

  • March 30, 2026
Bar chart showing Scope 1, fugitive and Scope 2 emissions across mining and metals commodities in 2024, with thermal coal and metallurgical coal among the largest sources of coal emissions.

Coal emissions from mining dominate sector footprint as demand persists

  • March 30, 2026
EU ETS coal power generation and carbon pricing impact

EU ETS changes could reshape coal’s role in power generation

  • March 30, 2026
API2 Rotterdam Coal Futures chart showing April 2026 coal futures at 122.70–122.75, down week over week as global coal prices softened amid weaker gas prices and subdued demand.

Global coal prices soften in thermal markets as coking coal and petcoke stay firm

  • March 30, 2026
Australia coal infrastructure map showing key freight rail routes, road corridors and intermodal links supporting bulk commodity supply chains

Australia flags major freight and port upgrades to support bulk commodities

  • March 30, 2026
Global coal prices chart showing USGC petcoke trading at a premium to USA NAPP thermal coal in India during February and March 2026.

Global coal prices shape India’s coal and coke imports as February volumes hit a six-month low

  • March 30, 2026
One-year API2 Rotterdam Coal Futures chart for the April 2026 contract showing prices rising to $128.8 on 20 March 2026 after a sharp late-week rally.

Global coal prices climb as Middle East tensions lift API2, API4 and petcoke

  • March 23, 2026
Line chart showing monthly oil and coal prices from 2003 to 2012 in nominal U.S. dollars. Four series are plotted: China Qinhuangdao 5500 kcal/kg coal (red), Australia 6667 kcal/kg coal (yellow with markers), NYMEX Central Appalachian coal futures (black dotted), and Dubai oil (black solid). All series generally rise together, with a sharp spike around 2008, a steep drop in 2009, partial recovery through 2011, and declines by 2012.

European electricity prices and fossil fuel shocks since the 1970s

  • March 23, 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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Russian coal industry crisis intensifies, with losses in Q1 2025 exceeding 875 mio USD

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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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