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Tag: energy security

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

  • June 8, 2026
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

  • June 2, 2026
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

  • May 26, 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
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

  • May 18, 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
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

  • May 12, 2026
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

  • May 12, 2026
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

  • May 6, 2026
Diagram showing sustainable coal stewardship framework covering pre-combustion, combustion and beyond combustion stages

Coal blind spots in energy security and transition policy

  • April 27, 2026
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Recent Post
Coal terminal in China illustrating Russian coal exports to China, which fell 20% in H1 2026.

Russian coal exports to China fall 20% as Mongolia gains market share

August 10, 2026
Coal terminal and bulk carrier illustrating Russian coal exports to Turkey, which declined 22.9% in H1 2026.

Russian coal exports to Turkey fall 22.9% as Colombia and Kazakhstan gain market share

August 10, 2026
Cargo vessel in the Black Sea as Russian coal exports face disruption from drone attacks and suspended port operations.

Russian and Kazakh coal exports via Black Sea ports halted after drone attacks

August 10, 2026
Large yellow and blue support vessel on calm sea under a partly cloudy sky.

World coal market overview: mixed trends across Europe, China and Australia

August 10, 2026
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Recent Analysis

Russian coal exports to China fall 20% as Mongolia gains market share

Russian coal exports to Turkey fall 22.9% as Colombia and Kazakhstan gain market share

Russian and Kazakh coal exports via Black Sea ports halted after drone attacks

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