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Tag: energy transition

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
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
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Recent Analysis

Russian coal crisis deepens as diesel market risks mount

Global coal prices show mixed trends as Europe rises and China weakens

Pakistan coal demand rises as LNG supply risks return

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