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Tag: energy transition

Chart comparing coal mine methane emission estimates across top countries showing large differences between reported and independent data

Global coal mine methane emissions remain high as reporting gaps mask true scale

  • May 4, 2026
Coal fired power generation changes by country in 2025 showing declines in China and India and increase in the United States

Coal fired power under pressure from renewables as demand persists in Asia

  • April 28, 2026
Bar chart of annual coal demand changes by region (2023–2025): World, China, India, Southeast Asia, United States, and European Union likely values shown.

Global coal demand stabilises as power markets undergo structural shift

  • April 27, 2026
China coal-to-X transformation report showing coal-to-gas projects, gas demand share, and coal-to-chemicals growth statistics

China coal-to-X transformation: how coal is expanding beyond power generation

  • April 27, 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
Stacked bar chart comparing capacity and generation by energy source: Thermal, Hydro, Nuclear, Wind, and PV. The Capacity bar shows a large Thermal portion with PV at the top; the Generation bar is dominated by Thermal with smaller shares of Hydro, Nuclear, Wind, and PV.

China power sector reform and coal capacity risks

  • April 27, 2026
Graph showing declining Hunter Valley coal contract volumes and production forecasts

Hunter Valley coal contracts signal structural decline in export volumes

  • April 20, 2026
Line chart of Henry Hub natural gas spot price from 1998 to 2025, with annotations for Winter Storm Uri and Winter Storm Fern highlighting spike periods.

Rising risks for gas fired power reshape power market dynamics

  • April 20, 2026
Line chart showing Taiwan’s coal consumption and imports from 2015 to 2024, declining to 63 million short tons in 2024.

Taiwan coal phase-out plans highlight limits to transition

  • April 7, 2026
Line chart showing monthly oil and coal prices from 2003 to 2012 in nominal U.S. dollars. Four series are plotted: China Qinhuangdao 5500 kcal/kg coal (red), Australia 6667 kcal/kg coal (yellow with markers), NYMEX Central Appalachian coal futures (black dotted), and Dubai oil (black solid). All series generally rise together, with a sharp spike around 2008, a steep drop in 2009, partial recovery through 2011, and declines by 2012.

European electricity prices and fossil fuel shocks since the 1970s

  • March 23, 2026
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Recent Post
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
Line chart of Indonesia's monthly thermal coal exports (Mt) showing actual exports as a dark blue line with fluctuations; orange shaded window marks the 2023 stress period, and a pale red curved line projects a thinner buffer into 2026. Annotations note Jun–Sep 2023 at -8.1% YoY (full-year +12.9%), 2024 monthly average around 45.4 Mt, and Q1 2026 at -27% vs Q1 2024 with baseline softening; El Niño Watch 2026 Jun–Sep forecast window is indicated, with a red shaded area toward mid-2026 indicating risk. Source details at bottom.

Indonesia thermal coal bullish into H2 2026 as El Niño tightens supply

May 6, 2026
Bar chart titled 'Weekly coal production overview' showing weekly estimates (around 10,000 thousand short tons) for three dates: April 25, 2026; week ago; and year ago.

US coal production weekly update | Week ending April 25

May 4, 2026
Steel plant with smokestacks at night illustrating China’s industrial demand for coking coal imports

Russian coking coal exports to China showed strong growth in Q1 2026

April 28, 2026
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Freight train transporting coal through a rural corridor, illustrating Russian coal exports logistics.

Russian coal exports to China drop 8.3% in Jan-Oct 2025

November 25, 2025
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Recent Analysis

Global coal market repriced on security as China demand strengthens

Indonesia thermal coal bullish into H2 2026 as El Niño tightens supply

US coal production weekly update | Week ending April 25

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