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Seaborne Coal: A Long Term Bull Market Brewing

February 4, 2021

What is the benefit of new coal-fired power stations in the ‘age of renewables’?

December 10, 2020

Recent Post

China coal power generation compared with gas, wind, hydro, nuclear and biomass in June 2026

China coal power rises for sixth consecutive month

July 21, 2026

Bulk carrier transporting Russian coal to Turkey near the Bosphorus

Russian coal exports to Turkey fall 26.9% in January–May 2026

July 20, 2026

Mining truck operating at a Kuzbass open-pit coal mine

Kuzbass coal production falls 3.6% in H1 2026 despite export growth

July 20, 2026

Open-pit coal mine illustrating financial pressure across the Russian coal industry

Russian coal industry to return $0.7 billion in tax deferrals amid mounting losses

July 20, 2026

Trending Posts

NDRC China power houses’ coal stocks growing steadily

November 26, 2021

Elgacoal

Elgacoal plans to replace Australian coal in Chinese market

June 11, 2021

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

May 6, 2026

Rail-coal-shipments

Rail coal shipments to Russian ports in Jan-Jun 2021-2023

July 8, 2023