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Tag: Electricity Demand

Stacked area chart of Germany power generation costs: gas (green) and coal (gray) from Feb 2 to Jul 17, 2026.

Coal-fired generation rises as higher gas prices drive fuel switching

  • August 3, 2026
Map of US coal plants scheduled to retire in 2025 but delayed to a later year, with capacity shown in megawatts.

US coal fleet modernization gains momentum as reliability concerns grow

  • June 23, 2026
Chart showing Southeast Asia coal demand, production and net trade by scenario from 2024 to 2050.

Southeast Asia coal demand remains resilient despite energy transition plans

  • June 23, 2026
Chart showing expected power sources for meeting AI and data-centre demand over the next five to ten years.

AI power demand continues to reshape the future energy supply debate

  • June 23, 2026
Chart showing PJM RPM reserve margins and RTO clearing prices over time.

US power reliability concerns grow as demand outpaces new generation

  • June 23, 2026
Chart showing coal-fired power capacity additions across developing Asia from 1990 to 2024 and the relatively young age profile of coal power plants in countries including China, India, Indonesia and Vietnam.

Coal power dependence in Southeast Asia may prove difficult to unwind

  • May 19, 2026
Multi-line time-series chart (2004–2026) showing each marginal fuel category's share: Gas, Wind, Coal, Oil, Uranium, Municipal Waste, Landfill Gas, Interface, Emergency DR, Other. Coal starts high and declines over time while Gas rises, Wind increases later, and the remaining categories stay small with minor fluctuations.

AI-driven power demand boosts coal power generation economics in US capacity markets

  • May 18, 2026
Coal fired power generation changes by country in 2025 showing declines in China and India and increase in the United States

Coal fired power under pressure from renewables as demand persists in Asia

  • April 28, 2026
Line chart showing annual US electric power coal consumption declining from around 1 billion short tons in the early 2000s to about 400 million short tons by 2024.

US coal plays strategic role in energy security

  • April 13, 2026
Bar chart showing that during Winter Storm Fern, most incremental electricity demand was met by dispatchable generation, led by natural gas and coal.

Winter Storm Fern coal generation shows why dispatchable power remains essential

  • April 7, 2026
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Recent Post
DBX Commodities graphic showing China coal prices up 22.5% from their July low while August thermal power generation fell 8.2% year on year.

China coal prices rise despite weaker power demand

September 23, 2026
Chart showing Kazakh coal transit rising from 8.0 mio t in Jan-Aug 2025 to 9.4 mio t in Jan-Aug 2026.

Kazakh coal transit through Russia rises 17.5% but slows in August

September 19, 2026
Coal being loaded from terminal equipment into a bulk carrier at an export port.

Global coal prices ease as Atlantic and Australian markets weaken

September 19, 2026
Large haul truck carrying coal through an open-pit mine with terraced excavation walls.

Promresurs acquires Severstal and Raspadskaya coal assets in Tuva

September 12, 2026
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Recent Analysis

China coal prices rise despite weaker power demand

Kazakh coal transit through Russia rises 17.5% but slows in August

Global coal prices ease as Atlantic and Australian markets weaken

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