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Indonesian coal exports remain a cornerstone of the global thermal market. After a record 836 Mt of output in 2024 (≈18% above target), exports are expected to supply 30–35% of global coal consumption in 2025, underlining Indonesia’s outsized role. The sector contributes ~3.6% of GDP and has delivered strong corporate profits (USD 31 bn cumulative FY2019–2023 across 28 coal and […]
Australian coal generation remained stable in the third quarter of 2025, continuing to supply just over half of the nation’s electricity. Black-coal output increased slightly, supported by improved availability and fewer outages across Queensland and New South Wales plants. Brown-coal generation declined modestly, reflecting maintenance schedules and seasonal variation. In Queensland, black-coal stations lifted production across all hours of the […]
Global coal prices were mixed in early November 2025, reflecting diverging regional dynamics and shifting demand patterns. European API2 futures edged up to $96.7/t on lower gas prices and colder weather, while South African API4 softened to $86/t as export demand slowed. In Asia, Chinese thermal coal remained firm on winter heating needs, while Indian imports weakened amid robust domestic supply […]
CCS in Australia’s east coast could become a cornerstone of the country’s decarbonisation strategy, helping reduce emissions from heavy industry and metallurgical coal mining. This new analysis assesses the economic potential of large-scale carbon capture and storage across the eastern states and its role in sustaining industrial competitiveness while advancing Australia’s net-zero ambitions. Under the most ambitious “Sequestration Nation” scenario, […]
South African coal remains central to the country’s evolving energy strategy under the new Integrated Resource Plan (IRP) 2025. The roadmap defines how coal will fit into a diversified power mix through to mid-century, with a long-term coal-fired station shutdown schedule and alternative scenarios testing reliability, cost and emissions. A “Delayed Coal Shutdown” case examines how extending certain plants could […]
Pakistan’s coal plants built under the China–Pakistan Economic Corridor (CPEC) are operating well below capacity and placing increasing strain on the country’s power sector finances. A new analysis suggests that repurposing or retiring selected units ahead of schedule could save billions in capacity payments while reducing carbon emissions. Early closure of one large complex could avoid up to 38 million […]
Cross-border CCS in Asia Pacific is emerging as a key pathway to accelerate regional decarbonisation — and could play a vital role in extending the viability of coal-fired generation and industrial assets. With the region expected to account for half of global GDP and energy use by 2050, large-scale carbon capture and storage (CCS) will be essential to balance energy […]
This report examines how sustained $6/MMBtu gas prices could transform global fuel demand. The study finds that an incoming LNG supply wave may push prices lower, triggering a major coal-to-gas switching response—particularly in Asia and Europe. Lower gas prices could displace coal in power generation, boost industrial gas use, and slow the rollout of renewables in some markets. The authors […]
A new briefing estimates that Adani underpaid up to AUD 400 million in coal royalties to the Queensland Government between 2022 and 2025. Using ASIC filings and state production data, the analysis finds Adani sold coal for around $100/t while benchmark prices averaged $280/t, leading to major royalty discrepancies. The report argues that the government’s decision to end legal proceedings […]