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Tag: Commodity Insights

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
Thermal-Coal-Price-Forecasts

Long term thermal coal pricing

  • June 26, 2023
COAL-ROYALTIES

Analysis of Queensland’s new coal royalty regime

  • September 23, 2022

Seaborne Thermal Coal: Asian Demand Forecast to 2030

  • October 29, 2020

Market Demand Study: Australian Export Thermal Coal

  • June 26, 2018

Commodity Insights

  • June 18, 2018
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Large coal handling machine working beside coal stockpiles at an export terminal.

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Russian coal exports to South Korea nearly doubled in H1 2026

Thermal coal prices in Turkey rise as Black Sea exports halt

Global coal prices rise as Europe, China and met coal strengthen

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