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The DOE mandates to retain retiring fossil power plants could cost U.S. electricity consumers between $3.1 billion and $5.9 billion per year, depending on how many plants are mandated to remain open. These costs will be broadly distributed across ratepayers in all regions except the Northeastern U.S., with electricity costs increasing by tens if not hundreds of millions of dollars […]
The global coal market moved into a quieter phase last week, with demand showing signs of cooling after recent strength. On the buyer side, utilities and industrial users slowed purchases as inventories remained comfortable, seasonal power needs eased, and blending with domestic material reduced reliance on imports. Spot buying interest was limited, with many consumers already covered for near-term requirements. […]
Despite the rapid expansion of clean energy, coal remains deeply embedded in the power system, with little public discussion of its phase-down or eventual exit. The core tension of 2025 is increasingly evident: coal’s share in power generation has fallen to record lows, yet new coal power capacity additions are on track to reach decade highs. Clean energy is growing […]
Coal remains a cornerstone commodity for U.S. inland waterways, with 56 million tons shipped from the Ohio River system in 2022. The bulk of this tonnage — over 80% — moves within the Ohio River, while significant volumes also reach the Gulf via the Lower Mississippi. Despite declines from historical peaks, inland waterways continue to serve as a critical, cost-effective […]
According to GEM’s latest coal mine data, global coal production capacity has reached at least 8.9 billion tonnes, sufficient to support the record-high output of 8.77 billion tonnes in 2024. Nevertheless, at least 2,270 Mtpa of additional coal mining capacity remains under various stages of development, with a strong focus on the Asia-Pacific region. Developers are pursuing 850 new mines, […]
The global thermal coal market remained mixed this week, shaped by weak seasonal demand, logistical disruptions, and shifting regional dynamics. Supply constraints, including heavy rains and weather-related delays, tightened availability in some regions, while rising freight costs continued to pressure buyers. Demand from key markets such as India stayed muted due to the monsoon season, high inventories, and increased use […]
The global thermal coal market in early August 2025 is being shaped by a mix of supply uncertainties, weather disruptions, regulatory pressures, and shifting demand patterns. Asia remains the key demand driver, with China’s domestic market rallying on the back of extreme weather, logistical slowdowns, and regulatory interventions. Heavy rainfall in coal-producing provinces has reduced output at open-pit mines, while […]
Domestic thermal coal demand surged in the first half of 2025, driven by higher natural gas prices, colder weather, and rising power consumption—especially in the commercial and residential sectors. While U.S. coal generation is up over 15% year-on-year, seaborne markets are softening amid oversupply, cost pressures, and trade uncertainties. Regulatory rollbacks under the Trump administration and delayed coal unit retirements […]
The thermal coal market remained regionally bifurcated over the past week, with Asia maintaining its upward momentum while Europe experienced persistent softness. Chinese demand played a pivotal role in supporting Asian prices as utilities and traders intensified spot inquiries amid rising domestic prices, logistical disruptions from typhoons, and regulatory crackdowns on overproduction. Interest surged particularly for Indonesian and Australian coal, […]