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Tag: energy security

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
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
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Recent Post
Large bulk carrier sailing near a port with cargo holds visible from above.

Russian coal exports to India rise 8.6% in Jan-Aug 2026

November 2, 2026
Electric locomotive hauling a long train of coal wagons through a mountainous region.

Russian coal exports to China fall 5.6% in Jan-Sep 2026

November 2, 2026
Large mining shovel loading coal into a heavy haul truck at an open-pit mine.

Russian coal industry losses narrow to $2.6 billion in Jan-Aug 2026

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Large coal handling machinery operating at an industrial coal terminal.

Global coal prices correct as Europe, China and Australia weaken

November 2, 2026
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Recent Analysis

Russian coal exports to India rise 8.6% in Jan-Aug 2026

Russian coal exports to China fall 5.6% in Jan-Sep 2026

Russian coal industry losses narrow to $2.6 billion in Jan-Aug 2026

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