8th Annual India Coal Conference 2026
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Tag: power markets

Gas-to-coal switching as EU gas-fired power generation costs rise above coal generation costs in 2026

Higher LNG prices expected to drive gas-to-coal switching across Asia

EU Emissions Trading System review affecting carbon prices and gas- and coal-fired generation in Europe

EU Emissions Trading System review could reshape gas-fired generation economics across Europe

Chart showing coal-fired power capacity additions across developing Asia from 1990 to 2024 and the relatively young age profile of coal power plants in countries including China, India, Indonesia and Vietnam.

Coal power dependence in Southeast Asia may prove difficult to unwind

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

Bar chart showing that during Winter Storm Fern, most incremental electricity demand was met by dispatchable generation, led by natural gas and coal.

Winter Storm Fern coal generation shows why dispatchable power remains essential

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

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

power-market

New York ISO: power plant retirements cause reliability concerns

Coal Price Spikes

Price Spikes amid Cold Waves

Tracking China’s Spot Power Market

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