Shell scenarios | The Coal Hub

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Coal stops growing as a source of electricity before 2030 according to Shell

February 17, 2025

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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

Trending Posts

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Losses of Russian coal companies exceed 2.3 billion USD in H1 2025

September 1, 2025

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Summary of COP26 conference in Glasgow

November 19, 2021

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Russian coal exports to China drop 5.3% in Jan-Jul 2025

September 6, 2025

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RZD to lose 6 mio t of cargo after bridge collapse

July 30, 2021