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China coal imports are increasingly dominated by Indonesian and Mongolian supply, while shipments from Russia and Australia have fallen both month-on-month and year-on-year. Russia is now lobbying Beijing to remove import duties on its coal, as Australian and Indonesian suppliers enjoy a tariff-free advantage under China’s free trade agreements. China’s coal import structure continues to evolve as policy, pricing, and […]
Despite record renewable additions in early 2025, coal fired generation remained globally resilient, with only marginal declines and gains in several major markets. Global electricity data for the first half of 2025 shows that coal fired generation remains deeply embedded in power systems, even as renewables achieved record growth. Coal output fell only slightly worldwide, declining less than 1%, and increased in […]
Global coal prices moved lower over the past week, with South African API4 futures falling toward USD 89/t amid muted buying interest and continued pressure from high stocks and mild seasonal demand. European fundamentals also remained soft, with weaker power prices and robust gas inventories limiting coal burn. In Asia, China maintained stable port inventories and moderate consumption levels, leading […]
India remains one of the world’s largest importers of metallurgical coal, with domestic production unable to meet the needs of its expanding steel industry. As a result, India relies heavily on Australian coal exports, which supply most of its high-quality met coal. However, Australia’s long-term export outlook is weakening due to reduced investment, regulatory uncertainty, and declining mine approvals. Forecasts […]
Indonesian coal exports are entering a structurally weaker phase as China, the country’s largest buyer, cuts thermal coal imports and shifts further toward domestic production and non-fossil power. Export volumes to China peaked in 2023–24 but have since declined, and the report shows that ASEAN markets—despite strong long-term energy demand—cannot fully replace Chinese import capacity. India continues to import significant […]
Australian coal price forecasts show only modest movements across thermal and metallurgical benchmarks, with most contributors expecting broadly stable price trajectories through 2026–2029. The bulletin also gathers medium-term AUD:USD expectations, which cluster around a gradually firmer Australian dollar. Australian coal price forecasts compiled in this bulletin show relatively modest shifts across key export benchmarks, with most contributors expecting broadly stable […]
Global coal prices moved in different directions this week as regional fundamentals diverged across major markets. European API2 futures firmed on colder weather and stronger utility coal burn, while South African API4 prices climbed on tight December availability and winter restocking. Thermal coal showed mixed movements: China’s high inventories kept domestic and import demand soft, India’s consumption stayed subdued with […]
This Hunter Valley coal report explains how the ACCC checks that ARTC’s access charges and cost recovery on the Hunter Valley rail network are fair and within agreed limits . In simple terms, it’s about stopping overcharging and making sure miners get the rail capacity they’ve paid for in the world’s biggest coal export supply chain. The Hunter Valley coal […]
India petcoke imports rose in Jan–Oct 2025, with volumes edging higher year-on-year as cement and gasification demand stayed firm and buyers leaned on US and Middle Eastern supply. Prices for key CFR India grades are now above 2024 averages but still below the 2022 peak, while domestic production and overall demand keep the India petcoke market relatively well supplied. India’s […]