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Tag: China coal demand

Chart showing China thermal power generation trends from 2021 to 2026, with 2026 levels remaining elevated in early 2026 amid stronger reliance on coal-fired power generation.

China coal demand gains as Hormuz crisis reinforces energy security concerns

  • May 12, 2026
Monthly stacked bar chart of global seaborne coal exports by origin (Indonesia, Australia, Russia, South Africa, United States, Other) May 2025–May 2026.

Global coal market repriced on security as China demand strengthens

  • May 6, 2026
China power generation by fuel showing coal dominance in electricity mix

Strait of Hormuz disruption highlights coal’s role in China’s energy security

  • March 9, 2026

China coal demand unlikely to surge despite AI boom

  • March 2, 2026
China coal demand trends and implications for Indonesian coal exports

China coal demand faces structural headwinds from weaker steel and construction sectors

  • February 2, 2026
China coal demand by industry year-on-year change showing power, steel, chemical and construction sectors in 2024 and 2025

China coal demand set to rebound in 2026 as power growth offsets renewable gains

  • January 19, 2026
China coal power project development and retirements highlighting resilient coal capacity

China coal demand remains resilient amid China’s energy transition

  • January 19, 2026
China power demand growth trajectory through 2026 supporting coal demand outlook

China coal demand set to rebound in 2026 as power demand growth accelerates

  • January 19, 2026
API4 futures chart showing recent movements in global coal prices.

Global coal prices drift lower as API4 weakens and demand softens

  • December 9, 2025
Indonesia’s thermal coal exports by country, highlighting shifting demand for Indonesian coal exports.

Indonesian coal exports face structural risks as China cuts demand and ASEAN growth plateaus

  • December 9, 2025
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Recent Analysis

Kazakh coal transit through Russian ports rises 34% in H1 2026

Russian coal exports face 12 million tonne risk from Black Sea attacks

Global coal prices rise amid geopolitical tensions and stronger summer demand

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