8th Annual India Coal Conference 2026
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Tag: energy security

Coal demand and energy security concerns support coal prices in 2026

Coal demand proves resilient as energy security concerns reshape power markets

Chart showing PJM RPM reserve margins and RTO clearing prices over time.

US power reliability concerns grow as demand outpaces new generation

Ember chart showing additional oil and gas import costs for Türkiye in 2026 due to rising fossil fuel prices.

Turkish coal imports remain exposed to global energy market disruptions

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

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