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India’s steel industry is heavily reliant on Australian metallurgical coal, a key input in steel production. However, growing supply risks, environmental concerns, and financial constraints threaten this dependence. Australia has historically been the largest supplier of met coal to India, but this reliance poses risks. The Australian government has a history of overestimating future met coal exports, raising concerns about […]
Yesterday’s (23rd February) German federal election significantly reshaped the nation’s political landscape, with potential implications for the country’s coal phaseout strategy. The CDU/CSU’s approach to climate policy, particularly regarding the coal phaseout, indicates a potential shift from previous commitments. Germany’s recent challenges with EU carbon allowances reveal critical insights into the intersection of national climate policies and European emissions trading. […]
International thermal coal prices showed a mixed bag of trends this week. Indonesian mid- and low-CV coal prices climbed the ladder, fueled by strong demand from major importers like India and China, particularly for power sector needs. Meanwhile, U.S. and Russian coal prices held steady, while South African and Australian coal prices took a tumble, weighed down by sluggish industrial […]
India’s total coal & coke imports surged by 16.5% month-over-month, primarily driven by increased coking coal imports (+46.6%). Non-coking coal imports grew by 19.7%, maintaining their dominance in industrial usage. Indian coal production reached 104.49 million metric tons (MT), showing 4.42% YoY growth but a 2.52% decline MoM due to seasonal factors. Coal India Limited (CIL) maintained its production leadership, […]
Market forces, such as capital costs and fuel costs, are key determinants of the generation mix, the share of different energy sources used to generate electricity. The U.S. generation mix has been changing since the mid-2000s, resulting in a decreased use of coal and an increased use of natural gas, wind, and solar energy. This change has been driven largely […]
Wyoming is heavily dependent on the extraction of fossil fuels, particularly coal, to support its economy. As the United States seeks to reduce greenhouse gas emissions, the federal government has begun to implement policies designed to support fossil fuel–dependent “energy communities.” This report, based on interviews with experts and policymakers at the local, state, and federal levels, examines whether—and to […]
Aluminum production remains energy-intensive, responsible for approximately 2% of global GHG emissions because of its high reliance on fossil fuels to generate the substantial power required for the smelting process. Today, 66% of the energy consumed by aluminum smelters around the world comes from fossil fuels, primarily coal and natural gas, as illustrated in Figure 7. But there are significant […]
The thermal coal market continues to feel the heat from weak global demand. Major importers, with their inventories well-stocked, are primarily on the lookout for lower CV coal to blend. While some suppliers are caught in a rainstorm of delays, these disruptions haven’t been enough to give prices a boost. Demand is still in the doldrums, with supply holding steady […]
This study highlights extensive potential for leveraging large load flexibility to address the challenges posed by rapid load growth in the US power system. Rapid US load growth – driven by unprecedented electricity demand from data centers, industrial manufacturing, and electrification of transportation and heating – is colliding with barriers to timely resource expansion. Protracted interconnection queues, supply chain constraints, […]
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