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The global coal mine pipeline expanded by 11% in 2025 despite slowing demand growth, according to a report written from a perspective that openly advocates an accelerated transition away from coal. Its findings nevertheless provide important market intelligence for anyone assessing the industry’s future—which is precisely why the Coal Hub includes analysis from sources representing different perspectives on coal. Why […]
Surging electricity demand from AI and data centres could reshape the outlook for US coal plant retirements, strengthening the case for retaining existing capacity to support grid reliability. Why we selected this report: Written from a perspective strongly favouring dispatchable power, the report highlights how AI, data-centre development and renewed US electricity-demand growth could extend the operating lives of coal-fired plants […]
Coal-fired power generation is set to persist in key BRICS economies, as financing constraints, infrastructure requirements and existing industrial assets complicate a rapid shift away from coal despite strong renewable growth. Why we selected this report: Although examining the broader relationship between energy security and decarbonisation across BRICS, the report highlights an important reality for the coal outlook. China added 78 […]
ASEAN coal-fired capacity is projected to decline by just over 3 GW by 2040, even under a cost-optimised pathway combining rapid renewable expansion with the full implementation of regional grid interconnections. Why we selected this report: Although focused on accelerating renewable development through the ASEAN Power Grid, its modelling contains an important finding for the coal outlook. Coal-fired capacity declines by […]
Global coal prices strengthened as supply disruptions tightened availability across several major origins, while demand signals remained mixed. European and South African benchmarks reached multi-month highs, Chinese thermal coal buying improved as domestic output weakened, and Russian Black Sea trade disruptions continued to reshape sourcing patterns. Indonesian coal prices also firmed as delayed production quota approvals, low river levels and […]
India’s petcoke imports in July 2026 stood at 551,376 MT, down 64.55% YoY and 49.17% MoM, continuing this year’s steep decline. The US remained the top supplier at 375,327 MT (~68% share), though its volumes also fell sharply, followed by Oman, China, and Malaysia. Cement stayed the largest consuming sector at 205,827 MT despite an 81.79% YoY drop, while calcination […]
Global coal prices strengthened as geopolitical supply risks outweighed weak underlying demand, with Russian port disruptions and tighter Indonesian availability supporting alternative origins. Chinese buying improved on record power demand, while Indian demand remained selective despite rising electricity consumption and early post-monsoon restocking. South African prices moved higher as Indian stock-and-sale traders began restocking, while Russian supply disruptions pushed buyers […]
China thermal coal demand continues to be supported by rising electricity consumption, but strong domestic production and rapid renewable growth are limiting the need for additional seaborne supply. Imports are expected to remain below last year’s pace through the second half of 2026, with domestic coal continuing to meet most demand and seaborne purchases providing flexibility for coastal utilities. Settled seaborne […]
U.S. coal exports are proving resilient in 2026 even as coal-fired generation continues to decline at home. Stronger metallurgical coal shipments and improving international demand have lifted the export outlook, while higher global coal prices and gas-to-coal switching in Europe and Asia are providing additional support to steam coal trade. Total exports increased 32% year-on-year in June, prompting the EIA to […]