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To win the AI race the U.S. needs an all of the above energy strategy. Rising AI demand may delay some coal plant closures to protect grid reliability and US AI security. Beating China in AI outweighs shutting down a few US coal plants, especially since China, the world’s largest producer, importer, and consumer of coal, consumes more coal than […]
The coal market experienced notable pressure this week as supply outpaced demand, exerting downward pressure on prices. Key buyers such as India and China maintained cautious purchasing strategies, while elevated stock levels further weighed on the market. In Indonesia, heavy rainfall disrupted mining and logistics, while Ramadan festivities limited seller activity. Rising freight rates offset potential cost advantages despite some […]
India’s energy landscape continues to be dominated by coal, which accounts for approximately 59% of the Total Primary Energy Supply (TPES) as of FY23. Despite the growing emphasis on renewable energy, coal is expected to maintain a significant share in the energy mix, projected to contribute around 33% of TPES by 2047. This is driven by the increasing energy demands […]
According to the new IEA Global Energy report, global coal demand grew by 1.1% in 2024 in energy terms, rising by around 67 million tonnes of coal equivalent (Mtce) (or in physical terms by 1.4% or 123 million tonnes). The growth rate has been declining since the strong rebound in 2021 following the end of Covid-19 lockdowns in many countries. […]
The economic, political, and social interests in maintaining the dominance of coal mining and coal-generated power in South Africa are multifaceted. Understanding the coal industry’s foothold in South Africa sheds light on why the entire ecosystem is an attractive target for corruption and coal syndicates. To enable a comprehensive understanding of the coal fired power production ecosystem in South Africa, […]
India’s coal imports declined 18.1% in February, while domestic coal production rose – reshaping India’s energy supply dynamics. The sudden emergence of Singapore, UAE, and Switzerland as coal suppliers suggests trade rerouting due to geopolitical factors. India’s steel trade deficit hit a 5-year high, while cement production is set for double-digit growth through FY27. Policy & Market Risks: The RBI’s […]
The international thermal coal market displayed a mixed trend. South African and Australian coal prices fell to multi-year lows, while US and Russian prices remained stable, and Indonesian coal prices surged. Chinese coal consumption remained limited as oversupply continued to impact procurement. In contrast, India’s coal consumption continued to rise. Supply disruptions caused by heavy rains in Indonesian mines and […]
Dispatchable power has been neglected in Australia. Since 2015, just 2,150 megawatts of new dispatchable capacity in the form of gas and batteries has been added, but 2,400 megawatts have been lost by closing coal plants. That’s a net loss of reliable power, and a complete erosion of the country’s reserve margin excess. We also need to end renewable subsidies, […]
The next five years pose a major risk of supply and demand imbalance, as datacenter buildout is expected to go through major development, while near-term supply response is constrained. Load flexibility and co-location stand out as the few options to help meet rising demand in the short-term. Sustained power growth through 2040 is driven by manufacturing and data centers in […]
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