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Tag: energy transition

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
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
Banpu coal handling operation with conveyor belts and coal stockpiles at an industrial mining site.

Banpu energy transition shows how a coal producer is repositioning for growth

  • March 23, 2026
API2 Rotterdam coal futures chart showing recent price surge

Global coal prices surge as geopolitical tensions and gas rally boost demand

  • March 9, 2026
Pace of coal plant retirements versus new capacity additions in the US power system

The pace of coal plant retirements is putting US grid reliability at risk

  • February 2, 2026
Global coal demand by region showing diverging consumption trends across major markets

Global coal demand stabilises as power system dynamics replace commodity price signals

  • January 27, 2026
Global coal demand by region, 2000–2030, showing resilient coal demand despite changing power generation mix

Coal demand remains resilient amid shifting power generation mix

  • January 8, 2026
Coal-fired power retained as a security backstop in Europe

Coal-fired power as a security backstop in Europe’s grid

  • December 16, 2025
Australia coal-fired power remains in focus as media report extended role for coal in the energy grid until 2049

Coal-fired power to remain in Australia’s energy mix until 2049

  • December 15, 2025
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Asian metallurgical coal export destinations showing South China, Japan and India as the largest markets by share of shipments

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China coal market and metallurgical coal trade at a bulk export terminal with stockpiles, conveyor systems and a bulk carrier vessel

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APAC thermal coal consumption forecast showing a war-driven spike in coal demand in 2026 as LNG shortages increase coal-fired power generation across Asia.

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Black-and-white image of coal handling equipment loading coal onto a stockpile.

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Recent Analysis

South Asian coal demand supports stronger seaborne flows

Met coal market volatility rises as China supply concerns unsettle trade

Asian coal demand rises as LNG shortages force utilities back to coal

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