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Tag: energy security

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
Coal switching measures across Asia as countries increase coal generation, restart plants and lift capacity limits during LNG supply disruption

Coal switching accelerates in Asia as LNG markets tighten

  • April 14, 2026
Bar chart comparing coal and solar levelised cost of electricity across ASEAN countries in 2024

Coal economics in Southeast Asia’s energy crisis

  • April 13, 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
Horizontal bar chart showing gas-to-coal switching potential and gas generation levels across countries including Poland, Netherlands, India, Germany, Japan, and China, measured in terawatt-hours.

Gas-to-coal switching rises as higher gas prices reshape power markets

  • April 7, 2026
Chart showing approximate cost of fuel and EU ETS allowances in electricity production from coal in Poland, PLN per MWh.

Poland coal-fired generation faces transition delays and grid bottlenecks

  • March 23, 2026
India coal power chart comparing installed power capacity in 2020 and 2025 across coal, solar, wind, hydro, gas, nuclear and other renewables

India coal power remains central despite renewables growth and energy transition push

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

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

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Recent Analysis

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

Global coal prices ease as Atlantic and Australian markets weaken

Promresurs acquires Severstal and Raspadskaya coal assets in Tuva

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