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Tag: energy security

Framework showing five indicators used to identify planned grid-connected coal plants that may warrant reconsideration.

Coal plant value in focus as 640 GW of coal fired generation comes under review

Motorists queue at a fuel station in Dhaka, Bangladesh, during concerns over fuel supply disruption.

Coal fired generation helps Asian economies navigate energy supply shocks

Chart showing coal supply investment rising since 2016, with China dominating global spending and India growing steadily.

Energy security drives global coal investment to 14-year high

Line chart comparing Indian coking coal import prices and the HRC steel wholesale price index from 2005 to 2024.

Indian green steel strategy raises long-term questions for coking coal demand

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

Chart showing 2026 global LNG supply variation, including Qatar and UAE capacity losses, new projects and supply balance scenarios

Coal power generation returns as LNG crisis tightens global gas markets

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

Stacked bar chart showing projected net electricity generation by source for 2025, 2026, 2030, and 2035, with segments for coal, LNG, petroleum, hydrogen, ammonia, hydro, wind, solar, biomass, geothermal, battery, nuclear, and unknown sources; totals around 900 TWh per year and increasing renewables share.

Japan coal demand remains resilient as coal-fired power retains major role in 2030 energy mix

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

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

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