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Tag: coal exports

Large mining truck operating at a Kuzbass coal mine

Coal production in Kuzbass down 6.6% in Jan-Apr 2026

Infographic showing Indonesia’s plan to place coal exports under state control from June 1, highlighting coal mine cost structures, export declines and risks for low-margin producers.

Indonesian coal exports face new uncertainty under state export control plan

Chart showing Indonesian thermal coal exports from 2022 to 2026, highlighting weaker export buffers ahead of a forecast El Niño event in mid-2026.

Indonesian coal exports face renewed El Niño risk as supply buffers weaken

Coal barge passing a Chinese city skyline at night

Russian coal exports to China fall as Mongolia gains market share

Coal rail wagons carrying Russian coal through a forested area

Russian coal producers face deeper pressure from new RZD tariff hikes

Line chart of Indonesia's monthly thermal coal exports (Mt) showing actual exports as a dark blue line with fluctuations; orange shaded window marks the 2023 stress period, and a pale red curved line projects a thinner buffer into 2026. Annotations note Jun–Sep 2023 at -8.1% YoY (full-year +12.9%), 2024 monthly average around 45.4 Mt, and Q1 2026 at -27% vs Q1 2024 with baseline softening; El Niño Watch 2026 Jun–Sep forecast window is indicated, with a red shaded area toward mid-2026 indicating risk. Source details at bottom.

Indonesia thermal coal bullish into H2 2026 as El Niño tightens supply

Bulk carrier vessel being loaded with coal at a Russian Baltic port terminal during sunset

Kazakh coal transshipment via Russian ports increased significantly in Q1 2026

Yellow haul truck in a large open-pit coal mine in Russia

Losses of Russian coal companies surged 5-fold in January 2026

Freight train carrying coal at a rail yard in China, illustrating Russian coal exports to China and cross-border coal transport logistics.

Russian coal exports to China drop 14.3% in Jan-Feb 2026

Large mining excavator overlooking an open-pit coal mine, illustrating pressure on the Russian coal industry

Russian coal industry losses may exceed $7bn in 2026

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