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Global coal markets are experiencing a bearish trend, with South African, Indonesian, and Australian prices continuing to decline due to oversupply and weak demand. China’s coal prices have dropped to multi-year lows, impacted by high inventories and limited consumption. India’s market remains steady with strong domestic supply and high inventories, while U.S. and Russian coal prices are stable, though Russian […]
A recent study by the U.S. DOE (Department of Energy) suggests that the unconstrained expansion of U.S. LNG will increase gas demand in key LNG importing countries by displacing other fuels such as coal, oil and renewables. But the authors of this report (OIES) argue that this is most unlikely to be the case especially in countries such as China […]
Despite record growth in renewable energy capacity, coal continues to play a critical role in meeting rising energy demand, particularly in developing countries. China and India dominate global coal consumption, significantly shaping market dynamics. In 2024, China’s demand is expected to increase by 1% to 4.9 Bt, driven primarily by the power sector, which alone burns one-third of the world’s […]
Coal-fired power stations required to help maintain a stable energy supply during the transition (as the contribution from renewables increased). Heavy energy users, such as manufacturing industry, need to adapt to a renewables-centred market, which may involve energy storage options to optimise costs and minimise disruptions. UK consumers have borne a significant share of the costs associated with the transition […]
International thermal coal prices are in a tailspin, weighed down by sluggish demand and a flood of supply. Major importers are sitting on mountains of stock, while key suppliers have ample cargoes gathering dust, eager to find takers. The appetite for long-term contracts is waning, with buyers now chasing spot cargoes to cash in on hefty discounts. Meanwhile, the freight […]
Global thermal coal market review and outlook – 2025 covers a number of key themes including global overview of key supply and demand hubs, API 2 & API 4 price outlooks, and thermal coal demand projections for China, India, southeast Asia and others The report also looks at the role of small module reactors in Asia and impact on demand, […]
This new report from National Renewable Energy Laboratory offers a comprehensive analysis of the U.S. electricity sector’s future through 2050. It writes that coal without CCS retires significantly by 2032, dropping to less than 1 GW in most scenarios. Their outlook for fossil fuels include: Coal without CCS retires significantly by 2032, dropping to less than 1 GW in most […]
NERC’s 2024 Long-Term Reliability Assessment found that roughly half of the country is at risk of electricity supply shortfalls. The increasing risk stems from the fact that electricity supply is not keeping up with demand. One of the simplest ways to reduce this risk is to stop retiring coal plants and other dispatchable electricity sources. The increasing risk shown in […]
International thermal coal prices continued to hover in the red zone throughout the week, with little movement in the market. Stock levels among major importers remained elevated, and even disruptions in supply due to heavy rains in Indonesia couldn’t spark a price rebound. The depreciation of currencies in China and India further weighed down on seaborne coal production, adding to […]
