# The Coal Hub

> Coal Market Analysis and Information

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## Articles

- [Russian coal industry losses may fall threefold in 2027](https://thecoalhub.com/russian-coal-industry-losses-may-fall-threefold-in-2027/): Russian coal industry losses may fall more than threefold in 2027, although high costs, rail tariffs and financial pressure remain.
- [Russian coal shipments from Khakassia and Novosibirsk drop 1 mio t](https://thecoalhub.com/russian-coal-shipments-from-khakassia-and-novosibirsk-drop-1-mio-t/): Russian coal shipments from Khakassia and Novosibirsk fell sharply in October 2026 as rail capacity and logistics constraints limited exports.
- [Kazakh coal exports lose European market amid RZD restrictions](https://thecoalhub.com/kazakh-coal-exports-lose-european-market-amid-rzd-restrictions/): Kazakh coal exports face growing pressure in Europe as RZD restrictions, port congestion and rail bans disrupt key transit routes.
- [Global coal prices strengthen as Europe and Asia gain](https://thecoalhub.com/global-coal-prices-strengthen-as-europe-and-asia-gain/): Global coal prices strengthened as Europe, South Africa, China and Indonesia gained amid supply constraints, winter demand and energy risks.
- [Russian coal exports to Turkey drop 25.4% in Jan-Aug 2026](https://thecoalhub.com/russian-coal-exports-to-turkey-drop-25-4-in-jan-aug-2026/): Russian coal exports to Turkey fell 25.4% in Jan-Aug 2026 as Black Sea disruption, rail constraints and weak profitability pressured supplies.
- [Russian coal exports keep shrinking as southern shipments halt](https://thecoalhub.com/russian-coal-exports-keep-shrinking-as-southern-shipments-halt/): Russian coal exports are shrinking as Black Sea shipments halt and Northwestern port constraints limit replacement volumes.
- [Global coal prices rise as Europe and Australia strengthen](https://thecoalhub.com/global-coal-prices-rise-as-europe-and-australia-strengthen/): Global coal prices rose as European, South African, Indonesian and Australian thermal coal strengthened amid supply and energy market risks.
- [Raspadskaya coal production suspended after mine fire](https://thecoalhub.com/raspadskaya-coal-production-suspended-after-mine-fire/): Raspadskaya coal production was suspended after a mine fire, adding supply uncertainty to an already tight premium coking coal market.
- [Russian coal industry losses hit $2.5 billion in Jan-Jul 2026](https://thecoalhub.com/russian-coal-industry-losses-hit-2-5-billion-in-jan-jul-2026/): Russian coal industry losses reached $2.5 billion in Jan-Jul 2026 as high rail tariffs, interest rates and rising production costs weighed on producers.
- [Global coal prices rise as Europe and China strengthen](https://thecoalhub.com/global-coal-prices-rise-as-europe-and-china-strengthen/): Global coal prices showed mixed trends as Europe and China strengthened, Australian high-CV coal rose and metallurgical coal declined.
- [Gas-to-coal switching drives a surge in Asia’s coal burn](https://thecoalhub.com/gas-to-coal-switching-drives-a-surge-in-asias-coal-burn/): Gas-to-coal switching is boosting Asia’s coal burn as tight LNG supplies and high gas prices reshape power generation across the region.
- [Russian coal exports to South Korea rise 34.3% in Jan-Aug 2026](https://thecoalhub.com/russian-coal-exports-to-south-korea-rise-34-3-in-jan-aug-2026/): Russian coal exports to South Korea rose 34.3% in Jan-Aug 2026 as higher power demand and LNG supply risks supported coal imports.
- [Russian coal exports to China drop 10.9% in Jan-Aug 2026](https://thecoalhub.com/russian-coal-exports-to-china-drop-10-9-in-jan-aug-2026/): Russian coal exports to China fell 10.9% in Jan-Aug 2026 as logistics, sanctions and stronger competition continued to pressure supplies.
- [Government approves Russian coal industry development program through 2050](https://thecoalhub.com/government-approves-russian-coal-industry-development-program-through-2050/): Russian coal industry plans through 2050 envisage higher output and exports, with production shifting increasingly toward Eastern Siberia and the Far East.
- [Global coal prices ease as Europe weakens and China strengthens](https://thecoalhub.com/global-coal-prices-ease-as-europe-weakens-and-china-strengthens/): Global coal prices eased as European coal declined, China strengthened and Australian thermal and metallurgical markets showed mixed trends.
- [China coal prices rise despite weaker power demand](https://thecoalhub.com/china-coal-prices-rise-despite-weaker-power-demand/): China coal prices are rising despite weaker power demand. Explore the supply constraints, inventories and Mongolian transport risks shaping the outlook.
- [Kazakh coal transit through Russia rises 17.5% but slows in August](https://thecoalhub.com/kazakh-coal-transit-through-russia-rises-17-5-but-slows-in-august/): Kazakh coal transit through Russia rose 17.5% in Jan-Aug 2026, but volumes began declining as port and rail constraints intensified.
- [Global coal prices ease as Atlantic and Australian markets weaken](https://thecoalhub.com/global-coal-prices-ease-as-atlantic-and-australian-markets-weaken/): Global coal prices eased as Atlantic and Australian thermal coal weakened, while Chinese and metallurgical markets entered a correction.
- [Promresurs acquires Severstal and Raspadskaya coal assets in Tuva](https://thecoalhub.com/promresurs-acquires-severstal-and-raspadskaya-coal-assets-in-tuva/): Tuva coal assets changed ownership as Promresurs acquired Ulugkhemugol and a majority stake in Mezhegeyugol.
- [Global coal prices rise as Europe and Asia-Pacific markets strengthen](https://thecoalhub.com/global-coal-prices-rise-as-europe-and-asia-pacific-markets-strengthen/): Global coal prices rose as European, South African, Indonesian and Australian markets strengthened amid supply risks and higher LNG prices.
- [Russian coal exports to Turkey fall 25% in Jan-Jul 2026](https://thecoalhub.com/russian-coal-exports-to-turkey-fall-25-in-jan-jul-2026/): Russian coal exports to Turkey fell 25% in Jan-Jul 2026 as Black Sea disruption and loss-making logistics pressured supplies.
- [Second Severomuysky Tunnel to boost Eastern range capacity by 1.5 times](https://thecoalhub.com/second-severomuysky-tunnel-to-boost-eastern-range-capacity-by-1-5-times/): Eastern range capacity is set to rise 1.5 times as RZD begins construction of the second Severomuysky Tunnel on BAM.
- [Global coal prices climb as thermal and met coal strengthen](https://thecoalhub.com/global-coal-prices-climb-as-thermal-and-met-coal-strengthen/): Global coal prices rose as European, Chinese, Indonesian and Australian markets strengthened amid supply risks and higher demand.
- [Seaborne thermal coal trade expected to ease through 2028](https://thecoalhub.com/seaborne-thermal-coal-trade-expected-to-ease-through-2028/): Seaborne thermal coal trade is expected to ease through 2028 as Chinese and Indian imports fall and Mongolian met coal exports expand.
- [Russian coal exports to India fall 2% in H1 2026](https://thecoalhub.com/russian-coal-exports-to-india-fall-2-in-h1-2026/): Russian coal exports to India fell 2% in H1 2026, while India’s total coal imports declined and Russian market share increased.
- [Russian coal exports to China drop 14.8% in Jan-Jul 2026](https://thecoalhub.com/russian-coal-exports-to-china-drop-14-8-in-jan-jul-2026/): Russian coal exports to China fell 14.8% in Jan-Jul 2026 as logistics costs, sanctions and stronger competition weighed on supplies.
- [Coal transshipment to be banned in Nakhodka and Vladivostok from 2027](https://thecoalhub.com/coal-transshipment-to-be-banned-in-nakhodka-and-vladivostok-from-2027/): Coal transshipment will be banned in Nakhodka and Vladivostok from 2027 as Primorsky redirects cargoes to specialized terminals.
- [Global coal prices rise as supply risks support key markets](https://thecoalhub.com/global-coal-prices-rise-as-supply-risks-support-key-markets/): Global coal prices rose as Europe, China, Indonesia and Australia strengthened amid LNG risks, low inventories and supply constraints.
- [Russian rail coal exports to China plunge 23.7% in Jan-Jul 2026](https://thecoalhub.com/russian-rail-coal-exports-to-china-plunge-23-7-in-jan-jul-2026/): Russian coal exports to China by rail fell 23.7% in Jan-Jul 2026 amid weak demand, domestic competition and weather disruption.
- [Kazakh coal transshipment via Russian ports rises 26% in Jan-Jul 2026](https://thecoalhub.com/kazakh-coal-transshipment-via-russian-ports-rises-26-in-jan-jul-2026/): Kazakh coal transshipment via Russian ports rose 26% in Jan-Jul 2026, despite growing disruption at Black Sea ports.
- [Kuzbass coal production falls 2.6% in Jan-Jul 2026](https://thecoalhub.com/kuzbass-coal-production-falls-2-6-in-jan-jul-2026/): Kuzbass coal production fell 2.6% in Jan-Jul 2026, while exports rose despite July disruption at Black Sea ports.
- [Global coal prices rise as thermal and met coal strengthen](https://thecoalhub.com/global-coal-prices-rise-as-thermal-and-met-coal-strengthen/): Global coal prices rose as European, Chinese, Indonesian and Australian coal markets strengthened amid supply risks and higher demand.
- [Seaborne coal market divergence supports trade and shipping demand](https://thecoalhub.com/seaborne-coal-market-divergence-supports-trade-and-shipping-demand/): Seaborne coal trade diverges as thermal coal volumes weaken while metallurgical coal flows rise, supported by stronger Asian demand and shipping activity.
- [Russian coal exports to South Korea nearly doubled in H1 2026](https://thecoalhub.com/russian-coal-exports-to-south-korea-nearly-doubled-in-h1-2026/): Russian coal exports to South Korea nearly doubled in H1 2026 as coal demand rose amid LNG supply risks and higher power needs.
- [Thermal coal prices in Turkey rise as Black Sea exports halt](https://thecoalhub.com/thermal-coal-prices-in-turkey-rise-as-black-sea-exports-halt/): Thermal coal prices in Turkey rose after Russian and Kazakh coal exports via Black Sea ports nearly stopped in August.
- [Global coal prices rise as Europe, China and met coal strengthen](https://thecoalhub.com/global-coal-prices-rise-as-europe-china-and-met-coal-strengthen/): Global coal prices rose as Europe, China and met coal strengthened, while Australian thermal coal showed mixed dynamics.
- [Russian coal exports to China fall 20% as Mongolia gains market share](https://thecoalhub.com/russian-coal-exports-to-china-fall-20-as-mongolia-gains-market-share/): Russian coal exports to China fell 20% in H1 2026 as high costs, sanctions and logistics issues reduced shipments while Mongolia gained market share.
- [Russian coal exports to Turkey fall 22.9% as Colombia and Kazakhstan gain market share](https://thecoalhub.com/russian-coal-exports-to-turkey-fall-22-9-as-colombia-and-kazakhstan-gain-market-share/): Russian coal exports to Turkey fell 22.9% in H1 2026, while Colombia and Kazakhstan increased supplies and Russia’s market share declined.
- [Russian and Kazakh coal exports via Black Sea ports halted after drone attacks](https://thecoalhub.com/russian-and-kazakh-coal-exports-via-black-sea-ports-halted-after-drone-attacks/): Russian coal exports via Black Sea ports face severe disruption after drone attacks halted shipments and forced insurers to withdraw war-risk coverage.
- [World coal market overview: mixed trends across Europe, China and Australia](https://thecoalhub.com/world-coal-market-overview-mixed-trends-across-europe-china-and-australia/): Global coal prices showed mixed trends as Europe declined, China strengthened, and Australian thermal and metallurgical coal diverged.
- [RZD freight tariff hike intensifies pressure on Russia’s struggling coal industry](https://thecoalhub.com/rzd-freight-tariff-hike-intensifies-pressure-on-russias-struggling-coal-industry/): RZD freight tariffs will rise 8.5% from October 2026, increasing costs and deepening financial pressure on Russia’s coal producers and exporters.
- [Losses of Russian coal companies reach $1.5 billion in January-May 2026](https://thecoalhub.com/losses-of-russian-coal-companies-reach-1-5-billion-in-january-may-2026/): Russian coal companies recorded net losses of $1.5 billion in January-May 2026 as rail tariffs, high interest rates and a strong ruble added pressure.
- [Global coal prices correct as European markets fluctuate and Australian coal weakens](https://thecoalhub.com/global-coal-prices-correct-as-european-markets-fluctuate-and-australian-coal-weakens/): Global coal prices corrected as European indices fluctuated, Chinese prices held steady and Australian thermal and coking coal weakened.
- [Kazakh coal transit through Russian ports rises 34% in H1 2026](https://thecoalhub.com/kazakh-coal-transit-through-russian-ports-rises-34-in-h1-2026/): Kazakh coal transit through Russian ports rose 34% to 6.7 million tonnes in H1 2026, supported by rail agreements and EU exemptions.
- [Russian coal exports face 12 million tonne risk from Black Sea attacks](https://thecoalhub.com/russian-coal-exports-face-12-million-tonne-risk-from-black-sea-attacks/): Russian coal exports could fall by 12 million tonnes in H2 2026 if Black Sea attacks disrupt ports and restrict alternative shipping routes.
- [Global coal prices rise amid geopolitical tensions and stronger summer demand](https://thecoalhub.com/global-coal-prices-rise-amid-geopolitical-tensions-and-stronger-summer-demand/): Global coal prices strengthened as geopolitical tensions, higher energy costs and summer demand supported thermal coal markets worldwide.
- [Global coal prices diverge as geopolitical risks support energy markets](https://thecoalhub.com/global-coal-prices-diverge-as-geopolitical-risks-support-energy-markets/): Global coal prices diverged as European and Australian thermal coal strengthened while Chinese, Indonesian and metallurgical coal markets weakened.
- [China coal power rises for sixth consecutive month](https://thecoalhub.com/china-coal-power-rises-for-sixth-consecutive-month/): China coal power rose for a sixth consecutive month in June as weaker wind generation increased reliance on coal-fired electricity.
- [Russian coal exports to Turkey fall 26.9% in January–May 2026](https://thecoalhub.com/russian-coal-exports-to-turkey-fall-26-9-in-january-may-2026/): Russian coal exports to Turkey fell 26.9% in January–May 2026 as rising logistics costs and stronger competition reduced Russia’s market share.
- [Kuzbass coal production falls 3.6% in H1 2026 despite export growth](https://thecoalhub.com/kuzbass-coal-production-falls-3-6-in-h1-2026-despite-export-growth/): Kuzbass coal production fell 3.6% in H1 2026 as weak prices, rising costs and logistics constraints increased losses across the region.
- [Russian coal industry to return $0.7 billion in tax deferrals amid mounting losses](https://thecoalhub.com/russian-coal-industry-to-return-0-7-billion-in-tax-deferrals-amid-mounting-losses/): The Russian coal industry will repay $0.7 billion in tax deferrals as losses rise, production halts increase and rail tariff relief remains unavailable.
- [Russian rail coal exports to China plunge 29.5% in January–June 2026](https://thecoalhub.com/russian-rail-coal-exports-to-china-plunge-29-5-in-january-june-2026/): Russian coal exports to China by rail plunged 29.5% in January–June 2026 amid weak demand, severe weather and limited railway capacity.
- [Russian coal exports via northwest and southern ports to lose tariff support](https://thecoalhub.com/russian-coal-exports-via-northwest-and-southern-ports-to-lose-tariff-support/): Russian coal exports face mounting pressure after tariff support for shipments through northwest and southern ports was rejected.
- [Global coal prices decline as European, Chinese and Australian markets weaken](https://thecoalhub.com/global-coal-prices-decline-as-european-chinese-and-australian-markets-weaken/): Global coal prices declined in Week 28 as European, Chinese, Indonesian and Australian markets faced weaker demand and rising inventories.
- [Russian coal exports hit a series high – but it’s not what it looks like](https://thecoalhub.com/russian-coal-exports-hit-a-series-high-but-its-not-what-it-looks-like/): Russian coal exports reached 19.4 Mt in June, but transit volumes and changing buyers reveal two very different stories behind the rise.
- [Coal and natural gas carried PJM electricity generation during U.S. heat wave](https://thecoalhub.com/coal-and-natural-gas-carried-pjm-electricity-generation-during-u-s-heat-wave/): PJM electricity generation during the U.S. summer heat wave relied on coal and natural gas as dispatchable power met surging electricity demand.
- [Russian coal crisis deepens as diesel market risks mount](https://thecoalhub.com/russian-coal-crisis-deepens-as-diesel-market-risks-mount/): Russian coal faces rising pressure as diesel supply risks, refinery outages and higher fuel costs threaten production and exports.
- [Global coal prices show mixed trends as Europe rises and China weakens](https://thecoalhub.com/global-coal-prices-show-mixed-trends-as-europe-rises-and-china-weakens/): Global coal prices showed mixed trends as Europe rose, China weakened, and Australian thermal coal declined.
- [Pakistan coal demand rises as LNG supply risks return](https://thecoalhub.com/pakistan-coal-demand-rises-as-lng-supply-risks-return/): Pakistan coal demand remains supported as LNG supply constraints increase coal-fired generation and reinforce coal's role in maintaining electricity security.
- [Russian coal exports to South Korea nearly doubled in Jan-May 2026](https://thecoalhub.com/russian-coal-exports-to-south-korea-nearly-doubled-in-jan-may-2026/): Russian coal exports gained support from South Korean demand as coal imports from Russia nearly doubled in Jan-May 2026.
- [Russian coal exports to China drop 21.1% in Jan-May 2026](https://thecoalhub.com/russian-coal-exports-to-china-drop-21-1-in-jan-may-2026/): Russian coal exports to China fell 21.1% in Jan-May 2026 as logistics, sanctions and weak margins pressured supply.
- [Global coal prices show mixed trends across major markets](https://thecoalhub.com/global-coal-prices-show-mixed-trends-across-major-markets/): Global coal prices showed mixed trends as Europe rebounded, China softened, and Australian thermal and metallurgical coal moved unevenly.
- [Colombian coal faces structural challenges despite political shift](https://thecoalhub.com/colombian-coal-faces-structural-challenges-despite-political-shift/): Colombian coal exporters continue to face structural challenges despite a political shift, with export flows, freight costs remaining key concerns.
- [Coal demand proves resilient as energy security concerns reshape power markets](https://thecoalhub.com/coal-demand-proves-resilient-as-energy-security-concerns-reshape-power-markets/): Coal demand remains resilient as energy security concerns and natural gas market disruptions influence fuel choices and support coal-fired power generation.
- [Kuzbass coal production down 5.0% in Jan-May 2026](https://thecoalhub.com/kuzbass-coal-production-down-5-0-in-jan-may-2026/): Kuzbass coal production fell 5.0% in Jan-May 2026, while exports rose amid rising losses, sanctions and logistics pressure.
- [Global coal prices decline as Europe and Australia weaken](https://thecoalhub.com/global-coal-prices-decline-as-europe-and-australia-weaken/): Global coal prices fell as Europe, Australia and metallurgical coal weakened, while China stayed flat and Indonesian coal strengthened.
- [South Asian coal demand supports stronger seaborne flows](https://thecoalhub.com/south-asian-coal-demand-supports-stronger-seaborne-flows/): South Asian coal demand is lifting seaborne coal flows as tight LNG supply supports stronger imports into China and Japan.
- [Met coal market volatility rises as China supply concerns unsettle trade](https://thecoalhub.com/met-coal-market-volatility-rises-as-china-supply-concerns-unsettle-trade/): Met coal market volatility increased as China supply concerns, Shanxi disruptions and seaborne buying interest supported prices.
- [Asian coal demand rises as LNG shortages force utilities back to coal](https://thecoalhub.com/asian-coal-demand-rises-as-lng-shortages-force-utilities-back-to-coal/): Asian coal demand is set to rise as LNG shortages and higher gas prices push utilities across the region to increase coal-fired generation.
- [Russian coal companies face rising losses in Q1 2026](https://thecoalhub.com/russian-coal-companies-face-rising-losses-in-q1-2026/): Russian coal companies saw Q1 2026 losses rise nearly 20% amid higher rail tariffs, ruble appreciation and growing debt pressure.
- [Global coal prices continued to rise over the past week](https://thecoalhub.com/global-coal-prices-continued-to-rise-over-the-past-week/): Global coal prices rose as European, Chinese, Australian thermal and metallurgical coal markets strengthened amid supply and demand pressures.
- [Indonesian coal demand hits record high despite production cuts](https://thecoalhub.com/indonesian-coal-demand-hits-record-high-despite-production-cuts/): Indonesian coal demand reached a record high in May 2026 as growing industrial activity, nickel smelters and power generation boosted domestic coal consumption.
- [Colombian coal exports hinge on outcome of presidential election](https://thecoalhub.com/colombian-coal-exports-hinge-on-outcome-of-presidential-election/): Colombian coal faces a pivotal presidential election as industry participants assess the implications for investment, exports and future energy policy.
- [US coal production remains broadly stable in 2026](https://thecoalhub.com/us-coal-production-remains-broadly-stable-in-2026/): US coal production totalled 9.6 million short tons in the week ended May 23, with year-to-date output remaining broadly in line with 2025 levels.
- [Global coal prices rise on stronger European, Chinese and Australian markets](https://thecoalhub.com/global-coal-prices-rise-on-stronger-european-chinese-and-australian-markets/): Global coal prices rose as European indices climbed, China tightened mine safety checks, and Australian coal demand strengthened.
- [Russian coal exports to China by rail plunge 27.8% in Jan–Apr 2026](https://thecoalhub.com/russian-coal-exports-to-china-by-rail-plunge-27-8-in-jan-apr-2026/): Russian coal exports to China by rail fell 27.8% in Jan–Apr 2026 amid weak demand and limited railway capacity.
- [Russian coal exports remain unprofitable despite higher global coal prices](https://thecoalhub.com/russian-coal-exports-remain-unprofitable-despite-higher-global-coal-prices/): Russian coal exports remain unprofitable as the strong ruble, rising RZD rail tariffs and higher logistics costs erase coal price gains.
- [Russian coal exports to South Korea double in Jan–Apr 2026](https://thecoalhub.com/russian-coal-exports-to-south-korea-double-in-jan-apr-2026/): Russian coal exports to South Korea more than doubled in Jan–Apr 2026 as the country increased coal imports amid energy risks.
- [Devastating Shanxi coal mine explosion kills at least 82 Chinese workers](https://thecoalhub.com/devastating-shanxi-coal-mine-explosion-kills-at-least-82-chinese-workers/): A deadly Shanxi coal mine explosion has renewed concerns over methane leaks, mining safety standards and operational risks in China’s coal sector.
- [Russian coal exports to Turkey down 27% in Q1 2026](https://thecoalhub.com/russian-coal-exports-to-turkey-down-27-in-q1-2026/): Russian coal exports to Turkey fell 27% in Q1 2026 as Colombia and Kazakhstan increased supplies and Russia’s market share declined.
- [Kazakh coal transshipment via Russian ports up 34.7% in Jan-Apr 2026](https://thecoalhub.com/kazakh-coal-transshipment-via-russian-ports-up-34-7-in-jan-apr-2026/): Kazakh coal transshipment via Russian ports rose 34.7% in Jan-Apr 2026, while Russian coal handling declined amid losses.
- [Coal production in Kuzbass down 6.6% in Jan-Apr 2026](https://thecoalhub.com/coal-production-in-kuzbass-down-6-6-in-jan-apr-2026/): Kuzbass coal production fell 6.6% in Jan-Apr 2026 as losses widened amid weak prices, higher costs and logistics constraints.
- [Global coal prices rise on supply concerns and strong Asian demand](https://thecoalhub.com/global-coal-prices-rise-on-supply-concerns-and-strong-asian-demand/): Global coal prices rose as European, South African, Indonesian and Australian markets gained on supply concerns and stronger Asian demand.
- [Indonesian coal exports face new uncertainty under state export control plan](https://thecoalhub.com/indonesian-coal-exports-face-new-uncertainty-under-state-export-control-plan/): Indonesian coal exports face growing uncertainty as Jakarta plans to route coal exports through a state-owned enterprise from June 1
- [Indonesian coal exports face renewed El Niño risk as supply buffers weaken](https://thecoalhub.com/indonesian-coal-exports-face-renewed-el-nino-risk-as-supply-buffers-weaken/): Indonesian coal exports face renewed El Niño disruption risk in 2026, potentially tightening Asian supply and supporting coal prices.
- [Russian coal exports to China fall as Mongolia gains market share](https://thecoalhub.com/russian-coal-exports-to-china-fall-as-mongolia-gains-market-share/): Russian coal exports to China fell 13% in Q1 2026 as tariffs, logistics, sanctions and stronger competition hit suppliers.
- [Russian coal producers face deeper pressure from new RZD tariff hikes](https://thecoalhub.com/russian-coal-producers-face-deeper-pressure-from-new-rzd-tariff-hikes/): Russian coal producers face worsening export economics as RZD tariff hikes, surcharges, debt and expiring support pressure the sector.
- [Global coal prices diverge as China and metallurgical coal strengthen](https://thecoalhub.com/global-coal-prices-diverge-as-china-and-metallurgical-coal-strengthen/): Global coal prices moved mixed as Europe rose, China strengthened, Australian thermal coal varied, and met coal prices climbed.
- [Russian coal industry losses surge 3-fold in Jan-Feb 2026](https://thecoalhub.com/russian-coal-industry-losses-surge-3-fold-in-jan-feb-2026/): Russian coal industry losses tripled in Jan-Feb 2026 amid rising rail tariffs, strong ruble, sanctions, and growing debt pressure.
- [Global coal prices diverge as European market weakens and metallurgical coal strengthens](https://thecoalhub.com/global-coal-prices-diverge-as-european-market-weakens-and-metallurgical-coal-strengthens/): Global coal prices diverged as Europe declined, China strengthened, Australian thermal coal was flat and metallurgical coal rose.
- [Japan coal demand remains resilient as coal-fired power retains major role in 2030 energy mix](https://thecoalhub.com/japan-coal-demand-remains-resilient-as-coal-fired-power-retains-major-role-in-2030-energy-mix/): Japan coal demand is expected to remain resilient as coal-fired power retains a major role in the country’s electricity mix through 2035.
- [Indonesia thermal coal bullish into H2 2026 as El Niño tightens supply](https://thecoalhub.com/indonesia-thermal-coal-bullish-into-h2-2026-as-el-nino-tightens-supply/): Indonesia thermal coal turns bullish into H2 2026 as El Niño risks tighten supply and rising Indian import demand supports prices.
- [Global coal market repriced on security as China demand strengthens](https://thecoalhub.com/global-coal-market-repriced-on-security-as-china-demand-strengthens/): The global coal market is being repriced on security rather than economics, as China restocking and disciplined supply across key exporters tighten global fundamentals. Trump's April invocation of the Defense Production Act formally reclassified U.S. coal infrastructure as a national defense asset. It's the clearest signal yet that the energy-security era is rewriting the rules
- [US coal production weekly update | Week ending April 25](https://thecoalhub.com/us-coal-production-weekly-update-week-ending-april-25/): US coal production weekly update showing regional output trends, year-to-date totals, and comparison with last year’s coal supply data
- [Russian coking coal exports to China showed strong growth in Q1 2026](https://thecoalhub.com/russian-coking-coal-exports-to-china-showed-strong-growth-in-q1-2026/): In January–March 2026, Russian coking coal exports to China jumped up to 8.88 mio t (+0.73 mio t, or +9% y-o-y). In March, shipments surged to 3.37 mio t (+0.54 mio t, or +19% y-o-y, and +46.5% versus February 2026), because handling in ports was limited by adverse weather conditions in February, and part of
- [Global coal prices show mixed trends amid geopolitical volatility and regional demand shifts](https://thecoalhub.com/global-coal-prices-show-mixed-trends-amid-geopolitical-volatility-and-regional-demand-shifts/): Global coal prices showed mixed movements this week across Europe, China, South Africa, Indonesia, and Australia. The coal market showed mixed dynamics over the week: coal prices in Europe strengthened slightly; prices in China increased; in Australia, high-CV steam coal and metallurgical coal prices softened. In the European coal market, a downward trend prevailed for
- [China coal-to-X transformation: how coal is expanding beyond power generation](https://thecoalhub.com/china-coal-to-x-transformation-how-coal-is-expanding-beyond-power-generation/): The China coal-to-X transformation is reshaping the country’s energy landscape, moving coal beyond its traditional role in power generation into chemicals and synthetic gas. April 2026 data highlights a structural shift driven by energy security concerns, rising oil prices, and reduced reliance on imports, positioning coal as a key feedstock in China’s evolving energy strategy.
- [Coal production in Kuzbass down 7.5% in Q1 2026](https://thecoalhub.com/coal-production-in-kuzbass-down-7-5-in-q1-2026/): Kuzbass coal production declined in the first quarter of 2026 amid ongoing industry challenges. Under the Ministry of Coal Industry of Kuzbass, in January-March 2026, coal mining enterprises in Kuzbass produced 46.6 mio t (-3.8 mio t or -7.5% vs. Jan-Mar 2025). Export supplies from Kuzbass in January-March 2026 totaled 25.6 mio t (-1.7 mio
- [Kazakh coal transshipment via Russian ports increased significantly in Q1 2026](https://thecoalhub.com/kazakh-coal-transshipment-via-russian-ports-increased-significantly-in-q1-2026/): Kazakh coal transshipment via Russian Baltic and Southern ports in January–March 2026 increased to 3.4 mio t (+1.3 mio t or +60.2% y-o-y). Transshipment of Kazakh coal through Russian Baltic and Southern ports in January-March 2026 increased to 3.4 mio t (+1.3 mio t or +60.2% y-o-y). The growth stems from agreements reached between Russian
- [Global coal prices decline in Europe and Australia while China market strengthens](https://thecoalhub.com/global-coal-prices-decline-in-europe-and-australia-while-china-market-strengthens/): Global coal prices showed mixed momentum last week, falling across Europe and Australia while rising in China. Negative sentiment prevailed in the coal market: prices in Europe fell again; in China, coal became more expensive; in Australia, thermal and metallurgical quotations declined notably. European thermal coal indices continued to slide below 93 USD/t. Price pressure
- [US coal production weekly update | Week ending April 11](https://thecoalhub.com/us-coal-production-weekly-update-week-ending-april-11/): U.S. coal production moved higher in the latest EIA weekly release, with total output reaching 10.019 million short tons in the week ended April 11, 2026, up from 9.765 million short tons a week earlier and above 8.823 million short tons in the comparable week last year. On a year-to-date basis, U.S. coal production stood
- [Hunter Valley coal contracts signal structural decline in export volumes](https://thecoalhub.com/hunter-valley-coal-contracts-signal-structural-decline-in-export-volumes/): Hunter Valley coal is entering a period of structural decline as contracted export volumes fall sharply through to 2034, reflecting weakening long-term demand for thermal coal. New analysis shows that producers have already reduced contracted volumes by around 40%, a shift that underscores how global energy transitions, tightening environmental regulations and financial pressures are fundamentally
- [Coal switching accelerates in Asia as LNG markets tighten](https://thecoalhub.com/coal-switching-accelerates-in-asia-as-lng-markets-tighten/): Coal switching is accelerating across Asia as LNG supply disruptions force countries to adjust power generation and gas demand. With reduced LNG flows linked to the Iran conflict, countries across the region are turning to coal as the primary short-term response. Limited fuel-switching options for oil products and the availability of existing coal-fired capacity are
- [Russian coal exports to Turkey down 31% in Jan–Feb 2026](https://thecoalhub.com/russian-coal-exports-to-turkey-down-31-in-jan-feb-2026/): Russian coal exports to Turkey dropped to 4.0 mio t in January–February 2026 (-1.8 mio t or -31.0%, vs. Jan–Feb 2025). Meanwhile, Turkey's total coal imports, including thermal coal, coking coal and anthracite, totaled 6.1 mio t in Jan–Feb 2026 (-1.5 mio t or -19.7% y-o-y). Russia's share in Turkey's coal imports decreased by 10.7
- [Russian rail coal exports to China via border crossings plunge 22.6% in Q1 2026](https://thecoalhub.com/russian-rail-coal-exports-to-china-via-border-crossings-plunge-22-6-in-q1-2026/): In Q1 2026, Russian railway coal exports to China via border crossings fell to 3.0 mio t (-0.9 mio t or -22.6% vs. Q1 2025).The decline was driven by a combination of weaker demand in Chinese northern provinces and persistent logistical bottlenecks on the Eastern Range. Along with the price pressure and subdued demand, Russian
- [Global coal prices decline as Europe weakens, China stays flat and Australia falls](https://thecoalhub.com/global-coal-prices-decline-as-europe-weakens-china-stays-flat-and-australia-falls/): Global coal prices declined across key regional markets. The coal market saw a decline: coal in Europe became significantly cheaper; prices in China remained flat; in Australia, thermal and metallurgical coal quotations fell. European thermal coal indices dropped sharply below 101 USD/t. Prices came under pressure from falling gas and oil quotations following Trump's announcements
- [US coal production weekly update | Week ending April 9](https://thecoalhub.com/us-coal-production-weekly-update-week-ending-april-9/): U.S. coal production moved lower in the latest weekly report from the Energy Information Administration, with output declining week over week while still holding a modest lead over the comparable 2025 period on a year-to-date basis. For the week ended April 4, 2026, U.S. coal production totaled 9.765 million short tons, down from 10.168 million
- [India coal demand surges as imports approach turning point](https://thecoalhub.com/india-coal-demand-surges-as-imports-approach-turning-point/): India coal demand is strengthening, but imports have yet to fully respond, creating a growing imbalance that could trigger a step-change in seaborne coal flows. Recent data indicates that import flows began to recover into March 2026 after several months of subdued activity, suggesting that the current period of weak seaborne demand may be coming
- [US coal production weekly update | Week ending April 2](https://thecoalhub.com/us-coal-production-weekly-update-week-ending-april-2/): U.S. coal production remained above last year’s pace on a cumulative basis, even as weekly output softened in the latest EIA release. For the reporting week, total U.S. coal production came in at 10.168 million short tons, down from 10.289 million the previous week and below the 11.429 million recorded in the comparable week a
- [Gas-to-coal switching rises as higher gas prices reshape power markets](https://thecoalhub.com/gas-to-coal-switching-rises-as-higher-gas-prices-reshape-power-markets/): Gas-to-coal switching is accelerating in key power markets as rising gas prices linked to Middle East tensions push utilities toward cheaper coal-fired generation. According to recent analysis from Rystad Energy, higher gas prices are already triggering gas-to-coal switching across import-dependent regions, particularly in Asia and Europe. As utilities prioritise affordability and security of supply, coal-fired
- [Italy coal phase-out plans are under scrutiny](https://thecoalhub.com/italy-coal-phase-out-plans-are-under-scrutiny/): Italy coal phase-out plans are under scrutiny as a proposed delay to 2038 risks increasing system costs without delivering meaningful price relief. A proposed extension of Italy’s coal phase-out to 2038 is raising concerns over cost, policy alignment and market relevance. The amendment, introduced within the Energy Bills Decree currently under approval, comes at a
- [Ust-Luga coal exports could tighten after attacks on the port](https://thecoalhub.com/ust-luga-coal-exports-could-tighten-after-attacks-on-the-port/): Ust-Luga coal exports are facing growing indirect risks after repeated drone attacks on the port. The port of Ust-Luga on the Gulf of Finland has come under four drone attacks over the past week — on March 25, 27, 29 and 31. Local governor confirmed damage at the port but said the consequences had been
- [Losses of Russian coal companies surged 5-fold in January 2026](https://thecoalhub.com/losses-of-russian-coal-companies-surged-5-fold-in-january-2026/): The Russian coal industry is facing mounting financial pressure in 2026 as losses deepen and more companies approach shutdown. Net losses of Russian coal companies in January 2026, according to preliminary data, amounted to 0.3 bln USD, which is 5 times higher than the January 2025 figure (62 mio USD). The share of unprofitable companies
- [Global coal prices rise as Europe, China, and Australia strengthen](https://thecoalhub.com/global-coal-prices-rise-as-europe-china-and-australia-strengthen/): Global coal prices moved higher this week as European, Chinese, Australian, and metallurgical coal indices strengthened amid energy market volatility and firmer demand. The coal market saw an upturn: indices in Europe bounced higher; in China, coal became more expensive; in Australia, thermal and metallurgical quotations strengthened. European thermal coal indices bounced back above 112
- [Russian coal exports to China drop 14.3% in Jan-Feb 2026](https://thecoalhub.com/russian-coal-exports-to-china-drop-14-3-in-jan-feb-2026/): Russian coal exports to China fell sharply in January-February 2026. In January-February 2026, Russian coal supplies to China dropped to 10.8 mio t (-1.8 mio t or -14.3% vs. Jan-Feb 2025), according to the General Administration of Customs of China (GACC). The decrease in Russian coal supplies resulted from serious logistical issues, high railway tariffs,
- [Global coal prices: Europe declines, China strengthens, Australia rises](https://thecoalhub.com/global-coal-prices-europe-declines-china-strengthens-australia-rises/): Global coal prices showed divergent movements: indices in Europe continued to decline; in China, coal became more expensive; in Australia, both thermal and metallurgical coal quotations rose. European thermal coal indices continued to correct downward, falling below 112 USD/t. Prices came under pressure from a broad decline in energy prices amid de-escalation, following a temporary
- [Russian coal industry losses may exceed $7bn in 2026](https://thecoalhub.com/russian-coal-industry-losses-may-exceed-7bn-in-2026/): Russian coal industry losses are expected to deepen further in 2026 as market and cost pressures intensify. The Ministry of Energy forecasts that losses of Russian coal companies may reach 7 bln USD in 2026, up 27% from last year. In 2025, net losses amounted to 5.4 bln USD, which is 3.5 times higher than
- [US coal production rises 2.2% year to date despite weekly decline](https://thecoalhub.com/us-coal-production-rises-2-2-year-to-date-despite-weekly-decline/): US coal production reached 10.205 million short tons for the week ended March 14, while year-to-date output increased 2.2%, EIA data shows. US coal production showed mixed momentum in the latest weekly EIA report, as weekly output declined but year-to-date production remained higher. The agency reported national coal production at 10.205 million short tons for
- [Seaborne Coal Demand in 2026: Asia’s Coal Trade Outlook](https://thecoalhub.com/seaborne-coal-demand-in-2026-asia-outlook-amid-supply-and-energy-shifts/): Seaborne coal demand in 2026 is being shaped by weaker Chinese imports, lower Indonesian exports, and stronger demand from India. Global seaborne coal flows fell by more than 1% in February, with China importing about 25 million tonnes, down 10% year on year. At the same time, Indonesia’s coal exports dropped by almost 13%, tightening
- [Seaborne coal trade flows shift as prices, freight and gas markets reshape demand](https://thecoalhub.com/seaborne-coal-trade-flows-shift-as-prices-freight-and-gas-markets-reshape-demand/): Seaborne coal trade flows are shifting as geopolitical disruption drives higher coal prices, rising freight costs and surging gas prices across global energy markets. While gas-to-coal switching is supporting demand in some regions, weaker import economics and cost pressures are making seaborne coal trade flows more volatile and harder to predict. Seaborne coal trade flows
- [South Korea coal imports from Russia jumped 95% in Jan-Feb 2026](https://thecoalhub.com/south-korea-coal-imports-from-russia-jumped-95-in-jan-feb-2026/): South Korea coal imports from Russia surged in January-February 2026, highlighting the country’s growing role as a key market for Russian suppliers. In January–February 2026, coal exports from Russia to South Korea reached 3.9 mio t (+1.9 mio t or +95% vs. Jan-Feb 2025). South Korea’s total coal imports in Jan–Feb 2026 surged to 20.7
- [Kuzbass coal production down 6.3% in Jan-Feb 2026](https://thecoalhub.com/kuzbass-coal-production-down-6-3-in-jan-feb-2026/): Kuzbass coal production declined in January-February 2026 as lower exports, weaker global prices, and rising costs continued to pressure the Russian coal sector. Under the Ministry of Coal Industry of Kuzbass, in January-February 2026, coal mining enterprises in Kuzbass produced 31.5 mio t (-2.1 mio t or -6.3% vs. Jan-Feb 2025). The total shipment of
- [Global coal prices showed mixed dynamics across key regional markets this week](https://thecoalhub.com/global-coal-prices-showed-mixed-dynamics-across-key-regional-markets-this-week/): Global coal prices were mixed this week, with divergent trends across Europe, China, South Africa, and Australia. Coal prices showed mixed dynamics: indices in Europe remained stable; in China, coal became cheaper; in Australia, thermal material quotations corrected downwards, while metallurgical prices rose. European thermal coal market saw heightened volatility. Indices fell to 116 USD/t
- [Alaska to build first coal-fired power plant in over a decade with $1bn backing](https://thecoalhub.com/alaska-to-build-first-coal-fired-power-plant-in-over-a-decade-with-1bn-backing/): Alaska is moving forward with plans to build a new coal-fired power plant, marking the first such development in the United States in over a decade. Backed by a $1 billion investment, the project highlights renewed focus on firm baseload power in the state’s Railbelt. A proposed coal-fired power plant in Alaska has taken a
- [Russian coal export prices gain new benchmarks on St. Petersburg Exchange](https://thecoalhub.com/russian-coal-export-prices-gain-new-benchmarks-on-st-petersburg-exchange/): Russian coal export prices will now be tracked through new benchmarks launched by the St. Petersburg International Mercantile Exchange. The St. Petersburg International Mercantile Exchange has started publishing new price indicators for Russian coal exports. The benchmarks track monthly trends and volume-weighted average prices for thermal and coking coal shipped through the country's Baltic, Southern,
- [Russian coal industry losses exceed 5 billion USD in 2025](https://thecoalhub.com/russian-coal-industry-losses-exceed-5-billion-usd-in-2025/): Russian coal industry losses surged sharply in 2025 as sanctions pressure, rising rail tariffs and falling global coal prices pushed many producers into financial distress. In 2025, net losses of Russian coal companies reached 5.4 billion USD exceeding 3 times losses in 2024, which hit 1.4 billion USD. The figure significantly overshoots the Ministry of
- [Global coal prices diverge as European indices fall and Australian coal rallies](https://thecoalhub.com/global-coal-prices-diverge-as-european-indices-fall-and-australian-coal-rallies/): Global coal prices showed divergent movements across major markets this week as European indices corrected, Chinese prices eased, and Australian thermal coal strengthened. Coal prices showed divergent movements: indices in Europe corrected downwards; in China, coal became cheaper; in Australia, thermal material quotations advanced, while metallurgical prices remained virtually unchanged. Over the past week, European
- [Russian coal exports pause as Middle East tensions and logistics disruptions shake global coal prices](https://thecoalhub.com/russian-coal-exports-pause-as-middle-east-tensions-and-logistics-disruptions-shake-global-coal-prices/): Russian coal exports are facing uncertainty as suppliers adopt a wait-and-see approach amid Middle East tensions and mounting logistics issues. Some Russian coal suppliers have adopted a wait-and-see stance regarding export shipments from Far Eastern ports. The tactical pause stems from logistical constraints on key export routes and expectations of further price dynamics amid the
- [Global coal prices surge as Middle East tensions trigger energy market rally](https://thecoalhub.com/global-coal-prices-surge-as-middle-east-tensions-trigger-energy-market-rally/): Global coal prices surged over the past week as geopolitical tensions and rising gas prices pushed energy markets sharply higher. Coal prices showed divergent movements: indices in Europe surged; in China, coal became more expensive; in Australia, thermal material quotations increased, while metallurgical prices fell notably. Over the past week, European thermal coal indices soared
- [Kuzbass coal production down 7% in January 2026 as exports decline](https://thecoalhub.com/kuzbass-coal-production-down-7-in-january-2026-as-exports-decline/): Kuzbass coal production fell 7.0% year-on-year in January 2026 amid weaker exports and mounting cost pressures. Under the Ministry of Coal Industry of Kuzbass, in January 2026, coal mining enterprises in Kuzbass produced 15.8 mio t (-1.2 mio t or -7.0% vs. Jan 2025). The total shipment of coal in Kuzbass by rail in January
- [Global coal market mixed as European prices fall and Asian benchmarks diverge](https://thecoalhub.com/global-coal-market-mixed-as-european-prices-fall-and-asian-benchmarks-diverge/): Global coal market showed mixed dynamics: indices in Europe corrected downwards; in China, coal became more expensive; in Australia, thermal material quotations moved in different directions, while metallurgical prices declined again. Over the past week, European thermal coal indices corrected downwards to 105 USD/t, having briefly held at the one-year high level. CO2 emission allowances
- [Railway bans in Q1 2026 reduce Russian coal supply to global market](https://thecoalhub.com/railway-bans-in-q1-2026-reduce-russian-coal-supply-to-global-market/): Data on coal handling in Russian Far Eastern ports and operational reports from Russian Railways (RZD) for January-February indicate shortage of Russian coal on the Asia-Pacific market. Total coal transshipment at Far Eastern ports in January showed a slight increase (+0.19 mio t, or +2.4% y-o-y), driven primarily by the launch of new port facilities,
- [Global coal prices rise as Europe tightens and Asia diverges](https://thecoalhub.com/global-coal-prices-rise-as-europe-tightens-and-asia-diverges/): Global coal prices continued to increase over the past week: indices in Europe rose; in China, coal became more expensive; in Australia, thermal material advanced, while metallurgical quotations declined. Over the past week, European thermal coal indices continued their upward move above 114.5 USD/t, reaching the highest level since January 2025. Quotations found support from
- [Ice disruption in Baltic threatens Russian coal exports and pushes prices up](https://thecoalhub.com/ice-disruption-in-baltic-threatens-russian-coal-exports-and-pushes-prices-up/): Russian coal exports are under pressure as heavy ice conditions in the Gulf of Finland disrupt shipments from key Baltic terminals, writes CCA Analysis. Heavy ice conditions in the Gulf of Finland, combined with regulatory restrictions and a shortage of icebreakers, threaten to potentially halt coal exports via Russia's largest terminals in the Baltic. The
- [Russian coal exports to China by rail plunge 27% in December](https://thecoalhub.com/russian-coal-exports-to-china-by-rail-plunge-27-in-december/): Russian coal exports to China via rail border crossings fell sharply in December 2025, declining 27% year-on-year amid weaker demand and mounting logistical constraints. In January-December 2025, Russian railway coal exports to China via border crossings fell to 15.6 mio t (-2.9 mio t or -15.7% vs. Jan-Dec 2024). Shipments in December dropped to 1.05
- [Global coal prices rise as supply constraints tighten markets across Europe and Asia](https://thecoalhub.com/global-coal-prices-rise-as-supply-constraints-tighten-markets-across-europe-and-asia/): Global coal prices strengthened across key regions, supported by falling stockpiles, supply disruptions and resilient demand in Europe, China and India. Price gains continued in the coal market: indices in Europe rose; in China, coal became more expensive; in Australia, thermal material prices advanced, while metallurgical quotations corrected downwards. Over the past week, European thermal coal
- [Losses of Russian coal companies to reach 4.8 bln USD in 2025](https://thecoalhub.com/losses-of-russian-coal-companies-to-reach-4-8-bln-usd-in-2025/): In January-November 2025, net losses of Russian coal companies are estimated at 4.5 billion USD. Therefore, losses for the first 11 months of 2025 exceeded 3 times overall losses in 2024, which hit 1.2 billion USD. The share of loss-making companies also increased from 50% to 74% y-o-y. According to the financial performance indicators of
- [U.S. coal power plants to receive $175 million modernisation funding](https://thecoalhub.com/u-s-coal-power-plants-to-receive-175-million-modernisation-funding/): U.S. coal power plants serving rural and remote communities will receive $175 million in federal funding for upgrades and life-extension projects aimed at strengthening grid reliability and maintaining affordable electricity supplies. On February 11, the U.S. Department of Energy announced $175 million in funding to modernise and extend the life of coal-fired power plants serving
- [Global coal prices diverge as Europe firms, China softens and metallurgical coal strengthens](https://thecoalhub.com/global-coal-prices-diverge-as-europe-firms-china-softens-and-metallurgical-coal-strengthens/): Global coal prices moved in different directions over the past week, with firmer values in Europe, softer spot prices in China, and continued strength in metallurgical coal markets. Price movements reflected a mix of regional demand trends, weather impacts, gas market volatility and supply-side constraints across key exporting regions. Overall price increases were seen in
- [Russian coal supply tightens as rail accidents and weather disrupt exports](https://thecoalhub.com/rail-accidents-and-weather-disruptions-tighten-global-supply-of-russian-coal/): Another derailment on Russia’s railway network has disrupted critical Russian coal export flows. In February, eleven coal cars derailed on the Khilok-Gyrshilun section of the Trans-Baikal Railway, leading to a temporary suspension of traffic along the vital Trans-Siberian mainline. This marks the third major incident of its kind this month. Previous derailments occurred at the
- [Russian coal exports to South Korea down 21% in December 2025](https://thecoalhub.com/russian-coal-exports-to-south-korea-down-21-in-december-2025/): In December 2025, Russian coal exports to South Korea dropped to 1.5 mio t (-0.4 mio t or -21.1% vs. Nov 2025 and -0.1 mio t or -6.3% vs. Dec 2024), continuing a decline from September 2025. Nevertheless, in January–December 2025, Russian coal exports to South Korea totaled 21.7 mio t (+3.2 mio t or
- [Russian coal exports to China drop 6.5% in 2025](https://thecoalhub.com/russian-coal-exports-to-china-drop-6-5-in-2025/): In 2025, Russian coal exports to China dropped to 88.9 mio t (-6.2 mio t or -6.5% vs. 2024), according to the General Administration of Customs of China (GACC). In December 2025, Russian coal supplies to China rose to 8.5 mio t (+1.4 mio t or +19.7% vs. Dec 2024), interrupting an eight-month streak of
- [Global coal prices diverge: Europe firmer, China softer, metallurgical coal surges](https://thecoalhub.com/global-coal-prices-diverge-europe-firmer-china-softer-metallurgical-coal-surges/): Global coal prices moved in different directions last week, with firmer values in Europe, softer spot prices in China, and continued strength in Australian metallurgical coal. Over the past week, European thermal coal indices on the spot market firmed above 103 USD/t, resulting from weather forecasts, which promise Europe consistently cold weather through the end
- [Global thermal coal prices extend gains as gas rally and supply disruptions tighten markets](https://thecoalhub.com/global-thermal-coal-prices-extend-gains-as-gas-rally-and-supply-disruptions-tighten-markets/): Global thermal coal prices continued to strengthen over the past week: indices in Europe rose; in China, coal corrected downwards; in Australia, quotations for both thermal and metallurgical material strengthened notably. Over the past week, European thermal coal indices on the spot market firmed above 102 USD/t (the highest level since August 2025) amid colder
- [Russian coal production in Kuzbass down 3.9% in 2025](https://thecoalhub.com/russian-coal-production-in-kuzbass-down-3-9-in-2025/): Russian coal production declined further in 2025, with output in the Kuzbass region falling by 3.9% year on year amid rising costs, logistical constraints and weak export economics. The data highlights mounting pressure on Russia’s coal sector as lower global prices and sanctions continue to weigh on production, profitability and export volumes. Under the Ministry
- [Russian coal exports shift east but rail constraints lock in long-term decline](https://thecoalhub.com/russian-coal-exports-shift-east-but-rail-constraints-lock-in-long-term-decline/): Russian coal exports by rail show a steady negative trend, being in a state of decline for the fifth consecutive year. The total shipment volume plunged from a peak of 224.5 mio t in 2021 to 190.7 mio t in 2025 (-33.8 mio t or -15.1% y-o-y). This decline is occurring on the back of
- [Global coal prices mixed as Europe softens while Asia and Australia strengthen](https://thecoalhub.com/global-coal-prices-mixed-as-europe-softens-while-asia-and-australia-strengthen/): Global coal prices showed mixed regional dynamics last week, with weaker European benchmarks offset by firmer prices across China, Indonesia and Australia amid weather, logistics and supply disruptions. Broadly positive dynamics prevailed in the coal market: prices in Europe decreased; in China, coal became more expensive; in Australia, quotations for both thermal and metallurgical material
- [European coal imports continue to normalise after 2022 surge](https://thecoalhub.com/european-coal-imports-continue-to-normalise-after-2022-surge/): European coal imports continued to stabilise in 2025, remaining around 64 million tonnes, roughly 50% below 2022 peak levels, as the post-energy-crisis correction runs its course. The EU’s supplier mix has also shifted structurally, with US, Australian and Colombian coal replacing Russian volumes. European Union seaborne coal imports declined marginally by 1.4% year-on-year to 63.7
- [China coal demand set to rebound in 2026 as power demand growth accelerates](https://thecoalhub.com/china-coal-demand-set-to-rebound-in-2026-as-power-demand-growth-accelerates/): According to a recent whitepaper by Kpler, China coal demand is expected to recover in 2026 as power demand growth reaccelerates after the slowdown seen in 2025, underlining China’s outsized influence on global coal market dynamics. In accompanying commentary, a senior Kpler analyst and co-author of the report reflects on how earlier forecasts of weaker
- [China coal imports from Russia fall 8.6% in Jan–Nov 2025](https://thecoalhub.com/china-coal-imports-from-russia-fall-8-6-in-jan-nov-2025/): China coal imports from Russia fell by 8.6% year-on-year in January–November 2025, reflecting mounting logistical constraints, high rail tariffs and ongoing sanctions pressure. In January–November 2025, Russian coal supplies to China dropped to 80.4 mio t (-7.6 mio t or -8.6% vs. Jan–Nov 2024), according to General Administration of Customs of China (GACC). In November
- [Losses of Russian coal companies reach 4.2 billion USD in Jan-Oct 2025](https://thecoalhub.com/losses-of-russian-coal-companies-reach-4-2-billion-usd-in-jan-oct-2025/): In January-October 2025, net losses of Russian coal companies totaled 4.2 billion USD compared to losses of 1.1 billion USD in the same period a year earlier. Thus, losses for the first 10 months of 2025 exceeded almost 3 times overall losses in 2024, which totaled 1.5 billion USD. The share of loss-making companies also
- [Russian coal exports face risk as RZD pushes ship-or-pay principle](https://thecoalhub.com/russian-coal-exports-face-risk-as-rzd-pushes-ship-or-pay-principle/): Russian coal exports could face higher costs and weaker investment incentives as proposed rail contract changes shift risk onto shippers. Proposed amendments to Russia’s railway transport charter that would enshrine a ship-or-pay principle could hit coal exports and slow investment in mining, industry participants say. Critics argue that Russian Railways (RZD) is effectively boosting profitability
- [Global coal prices weaken amid oversupply, soft demand and regional divergence](https://thecoalhub.com/global-coal-prices-weaken-amid-oversupply/): Global coal prices moved lower over the past week as weakening demand, ample supply and diverging regional fundamentals weighed on market sentiment. Negative sentiment prevailed in the coal market: European indices declined; prices in China continued to adjust downward; in Australia, thermal coal moved in different directions, while metallurgical material strengthened. Over the past week,
- [Russian coal exports to South Korea drop 28% in October 2025](https://thecoalhub.com/russian-coal-exports-to-south-korea-drop-28-in-october-2025/): In October 2025, Russian coal exports to South Korea kept dropping for the second month in a row, falling to 2.1 mio t (-0.8 mio t or -28% vs. September 2025). Nevertheless, the volume of supplies remained above 1.6 mio t, recorded in October 2024. Russian coal exports to South Korea in October 2025 declined
- [Russian coal exports by rail to China plunge 38% in November 2025](https://thecoalhub.com/russian-coal-exports-by-rail-to-china-plunge-38-in-november-2025/): Russian coal exports by rail to China dropped sharply in November, marking their lowest monthly level since 2023. In January-November 2025, Russian railway coal exports to China via border crossings fell to 14.5 mio t (-2.5 mio t or -14.7% vs. Jan-Nov 2024). Shipments in November dropped to 1.0 mio t, hitting their lowest level
- [Global coal prices diverge as European indices strengthen and Asian markets soften](https://thecoalhub.com/global-coal-prices-diverge-as-european-indices-strengthen-and-asian-markets-soften/): Global coal prices diverged: European indices strengthened; Chinese spot market softened; Australian quotations were split, with thermal coal falling and metallurgical material breaking through a key level. Over the past week, European thermal coal indices firmed to 97-98 USD/t. Quotations found support from the November contract closure, active trading on the Intercontinental Exchange (ICE), and
- [China coal imports slide in 2025, reshaping demand for Capesize and Panamax vessels](https://thecoalhub.com/china-coal-imports-slide-in-2025-reshaping-demand-for-capesize-and-panamax-vessels/): China coal imports have fallen sharply in 2025, down around 52 mt year-to-date as stronger domestic production and rapid renewable expansion reduce seaborne demand . Weaker Chinese appetite for thermal coal has weighed on global tonne-miles for Capesize vessels, while Panamaxes remain supported by Indonesian flows. With domestic output slowing into winter, China may temporarily
- [Russian coal exports grow on supplies from Yakutia and Sakhalin](https://thecoalhub.com/russian-coal-exports-grow/): Russian coal exports are undergoing a structural shift as Yakutia and Sakhalin play a growing role in overall supply. The total share of coal supplies from Yakutia and Sakhalin in Russian exports continues to steadily increase. In 2025, coal exports from Russia are forecasted to grow to 200 milo t (+5 mio t or +2.6%
- [Global coal prices firm amid positive market sentiment across key regions](https://thecoalhub.com/global-coal-prices-firm-amid-positive-market-sentiment-across-key-regions/): Positive sentiment dominated global coal prices in the past week: prices in Europe firmed up; coal in China corrected downwards; in Australia, thermal material quotations moved in different directions, while metallurgical coal prices advanced. Over the past week, European thermal coal prices climbed to nearly 98 USD/t after falling a week earlier Quotations found support
- [Losses of Russian coal companies reach 4 bln USD in 2025 YTD](https://thecoalhub.com/losses-of-russian-coal-companies-reach-4-bln-usd-in-2025-ytd/): In January-August 2025, net losses of Russian coal companies totaled 4 billion USD compared to losses of 1.2 billion USD in the same period a year earlier. Thus, losses for the first 9 months of 2025 exceeded almost 3 times overall losses in 2024, which totaled 1.44 billion USD. The share of loss-making companies also
- [Kuzbass coal production down 3.7% in Jan-Oct 2025](https://thecoalhub.com/coal-production-in-kuzbass-down-3-7-in-jan-oct-2025/): Kuzbass coal production declined 3.7% year-on-year in January–October 2025 as weak market conditions, logistics constraints and low margins pressured output. Several mining areas reported sharper reductions, signalling continued supply-side tightening heading into winter. Under the Ministry of Coal Industry of Kuzbass, in January-October 2025, coal mining enterprises in Kuzbass produced 157.6 mio t (-6.1 mio
- [Russian coal exports to China drop 8.3% in Jan-Oct 2025](https://thecoalhub.com/russian-coal-exports-to-china-drop-8-3-in-jan-oct-2025/): In January–October 2025, Russian coal exports to China dropped to 73.1 mio t (-6.6 mio t or -8.3% vs. Jan–Oct 2024), according to General Administration of Customs of China (GACC). In October 2025, Russian coal supplies to China plunged to 6.8 mio t (-1.4 mio t or -9.7% vs. Oct 2024), marking the seventh consecutive
- [Global coal prices show mixed moves as Australian and Indonesian benchmarks rally](https://thecoalhub.com/global-coal-prices-show-mixed-moves-as-australian-and-indonesian-benchmarks-rally/): Global coal prices were mixed across key regions: prices in Europe remained stable; coal in China saw modest growth; Australian thermal coal quotations posted significant gains, while metallurgical coal prices held flat. European thermal coal indices traded within a 95-97 USD/t range, closing Friday at 96 USD/t, virtually unchanged from the previous week. Pressure continued
- [Indian coal demand slump pressures dry bulk market in late 2025](https://thecoalhub.com/indian-coal-demand-slump-pressures-dry-bulk-market-in-late-2025/): Falling Indian coal demand continues to weigh on the dry bulk market, with power sector demand slipping and stockpiles building across both power plants and Coal India depots. Recent data shows one of the sharpest year-on-year drops in coal-fired generation this cycle, reinforcing a bearish pull on coal imports and voyage demand. India has emerged
- [Global coal market trends diverge across regions this week](https://thecoalhub.com/global-coal-market-brief-overview-190/): Global coal market dynamics were divergent across key regions: indices in Europe continued to correct downward; coal in China became more expensive; Australian prices for thermal material firmed, while metallurgical coal quotations declined. European thermal coal indices corrected downward to 96 USD/t. The decline was caused by falling gas prices, above-average temperatures, and increased wind
- [Kazakh coal transshipment via Russian ports up 34% in Jan-Oct 2025](https://thecoalhub.com/kazakh-coal-transshipment-via-russian-ports-up-34-in-jan-oct-2025/): Transshipment of Kazakh coal through Russian ports in January-October 2025 increased to 9.6 mio t (+2.5 mio t or +34% y-o-y). The main growth was seen in the Azov-Black Sea basin ports, which handled 3.4 mio t (+1.5 mio t or +83% y-o-y). Transit via Baltic ports rose to 6.2 mio t (+0.9 mio t
- [Global coal prices show mixed regional trends](https://thecoalhub.com/global-coal-prices/): Global coal prices diverged in Week 45, with Europe flat, China rising, and Australia/South Africa firming on shifting demand, weather and logistics. The coal market showed mixed trends: prices in Europe remained stable; Chinese coal indices kept climbing; Australia maintained an upward trend for thermal material, while metallurgical coal quotations held their ground. Over the
- [Khakassia coal industry faces record losses in 2025](https://thecoalhub.com/khakassia-coal-industry/): The Khakassia coal industry is facing its toughest financial year on record, reflecting broader challenges across Russia’s coal regions amid weaker export routes and rising costs. The coal mining industry in the Khakassia region experienced a deep crisis in the first 9 months of 2025, recording a net loss of 62 mio USD. Despite an
- [U.S. coal exports fall 11% in first half of 2025 as China demand drops](https://thecoalhub.com/u-s-coal-exports-fall-11-in-first-half-of-2025-as-china-demand-drops/): U.S. coal exports declined by 11% in the first half of 2025, totaling 46.8 million short tons (MMst), according to data released by the U.S. Census Bureau. The drop was largely driven by weaker shipments to China, which accounted for nearly three-quarters of the total decline. Steam coal exports fell 10% year on year to
- [Russian coal exports to South Korea drops 22% in September 2025](https://thecoalhub.com/russian-coal-exports-to-south-korea-drops-22-in-september-2025/): Russian coal exports to South Korea in September 2025 declined to 2.9 mio t (-0.8 mio t or -22% vs. August 2025). Despite the monthly drop, shipments remained significantly higher than the 1.3 mio t recorded in September 2024. In Jan-Sep 2025, Russian coal supplies to South Korea totaled 16.3 mio t (+2.2 mio t
- [Coal prices strengthen across key markets as demand rises before winter](https://thecoalhub.com/coal-prices-strengthen-across-key-markets-as-demand-rises-before-winter/): Coal prices continued to rise: quotations in Europe firmed; coal in China became more expensive; Australia maintained an upward trend for both thermal and metallurgical material. European thermal coal indices climbed to 96 USD/t amid growing demand and anticipated colder weather. In Northern Europe, power stations increased spot purchases to replenish stocks ahead of the
- [U.S. coal plants to receive $100 million boost under new DOE modernization program](https://thecoalhub.com/u-s-coal-plants-to-receive-100-million-boost-under-new-doe-modernization-program/): U.S. coal plants are set to benefit from a $100 million modernization program launched by the Department of Energy (DOE) to refurbish, repower, and extend the life of the nation’s coal-fired power stations. Managed by the National Energy Technology Laboratory (NETL), the initiative aims to enhance efficiency, reliability, and environmental performance while maintaining dispatchable baseload
- [Coal industry consolidation in Russia seen as key to sector stability](https://thecoalhub.com/ministry-of-energy-considers-consolidation-as-strategic-vector-for-coal-industry/): Coal industry consolidation in Russia is emerging as a key policy focus for the Ministry of Energy, which views it as essential to stabilising and strengthening the sector. The Ministry of Energy considers consolidation around leading mining assets as a potential driver for stabilizing the coal industry. According to Energy Minister Sergey Tsivilev, the implementation
- [Losses of Russian coal companies reach 3.2 bln USD in 2025 YTD](https://thecoalhub.com/losses-of-russian-coal-companies-reach-3-2-bln-usd-in-2025-ytd/): In January-August 2025, net losses of Russian coal companies totaled 3.2 billion USD compared to losses of 0.1 billion USD in the same period a year earlier. Thus, losses for the first 8 months of 2025 exceeded 2.3 times overall losses in 2024, which totaled 1.41 billion USD. The share of loss-making companies also increased
- [Cross-border CCS in Asia Pacific: what it could mean for coal power](https://thecoalhub.com/cross-border-ccs-in-asia-pacific-what-it-could-mean-for-coal-power/): Cross-border carbon capture and storage (CCS) is moving from concept to execution in Asia Pacific, with emitter nations such as Japan, South Korea and Singapore exploring the shipment of captured CO₂ to storage hubs in Australia, Malaysia and Indonesia. This emerging model matters for coal: in systems that still rely on coal-fired capacity, cross-border CCS
- [Global coal prices edge higher across key regions](https://thecoalhub.com/global-coal-prices-edge-higher-190/): Indices on the global coal market moved up: prices in Europe edged higher alongside volatility; China saw a marked upswing; Australia also posted a moderate rise in both thermal and metallurgical coal. Over the past week, European thermal coal indices, which had been easing to nearly 92 USD/t, started to recover on Thursday, firming to
- [Russian coal exports to China drop 18.1% in September 2025](https://thecoalhub.com/russian-coal-exports-to-china-drop-18-1-in-september-2025/): In September 2025, Russian coal supplies to China dropped to 6.8 mio t (-1.5 mio t or -18.1% vs. Sep 2024), according to General Administration of Customs of China (GACC). In January–September 2025, Chinese coal imports from Russia dipped to 66.3 mio t (-5.1 mio t or -7.1% vs. Jan–Sep 2024). The decrease in Russian
- [Coal production in Kuzbass down 4.8% in Jan-Sep 2025](https://thecoalhub.com/coal-production-in-kuzbass-down-4-8-in-jan-sep-2025/): Under the Ministry of Coal Industry of Kuzbass, in January-September 2025, coal mining enterprises in Kuzbass produced 140.8 mio t (-7.1 mio t or -4.8% vs. Jan-Sep 2024). In 2024, coal production in Kuzbass dropped to 198.4 mio t (-15.8 mio tons or -7.3% vs. 2023). The total shipment of coal in Kuzbass by rail
- [China’s thermal coal use edges higher as chemical demand offsets power weakness](https://thecoalhub.com/chinas-thermal-coal-use-edges-higher-as-chemical-demand-offsets-power-weakness/): China’s thermal coal consumption rose slightly in the first eight months of 2025, reaching 2.7 billion tonnes (+0.5% y-o-y). Industrial recovery—particularly in coal-to-chemicals—offset weaker power-sector demand. The power sector’s coal burn slipped 0.7% y-o-y to 1.7 Bt as hydro and renewables displaced generation earlier in the year. In contrast, coal use for chemicals surged 19%,
- [Global coal market: prices stabilise, trade steady](https://thecoalhub.com/world-coal-market-brief-overview-189/): The global coal market saw mixed dynamics: prices in Europe reached 4-year lows and rebounded upward; in China, quotations firmed after the holidays; in Australia, High-CV material became cheaper, Medium-CV showed modest gains, while metallurgical coal prices corrected downward. European thermal coal indices recovered above 97 USD/t, rebounding from the 4-year lows (86.8 USD/t), hit
- [New RZD rail tariff indexation formula to hurt exporters](https://thecoalhub.com/new-rzd-rail-tariff-indexation-formula-to-hurt-exporters/): The Federal Antimonopoly Service (FAS) proposed a radical change to the Russian Railways (RZD) tariff indexation system, moving away from the ‘inflation minus’ principle. Instead, it suggests linking tariff increases to the holding company's ‘price pressure index’, which undermines the fundamental basics of railway tariff formation. The essence of the innovation is to allow RZD
- [India’s seaborne coal imports map is being redrawn as Russian and South African flows surge](https://thecoalhub.com/indias-seaborne-coal-imports-map-is-being-redrawn-as-russian-and-south-african-flows-surge/): India’s seaborne coal imports fell by 4.9% year-on-year in the first nine months of 2025 to 175 Mt, but the country remains the world’s second-largest importer after China, accounting for over 18% of global seaborne volumes. Data from Bancosta shows a quiet reshaping of India’s supply mix — with Indonesian shipments declining and Russian and
- [Global steel demand to stabilise in 2025 before recovery in 2026](https://thecoalhub.com/global-steel-demand-to-stabilise-in-2025-before-recovery-in-2026/): The World Steel Association’s October 2025 Short Range Outlook projects global steel demand to stabilise at 1.75 billion tonnes in 2025, with a 1.3% rebound expected in 2026. Declines in China’s steel demand are slowing, while India, Vietnam, Egypt, and Saudi Arabia are leading growth in developing markets. Steel consumption is forecast to rise 9%
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-188/): The coal market saw mixed trends: in Europe, thermal coal indices hit a low since May 2021, falling below 89 USD/t; in South Africa, quotations dropped to below 80 USD/t amid weak Indian demand; in China, prices remained at 99 USD/t because of holiday closures; Australian 6,000 coal held above 104 USD/t, while HCC metallurgical
- [The dry bulk freight shockwave: China's retaliatory port fees hit US-linked vessels](https://thecoalhub.com/the-dry-bulk-freight-shockwave-chinas-retaliatory-port-fees-hit-us-linked-vessels/): Over 179 million Mt of dry bulk cargo is currently at sea, on route to China and now facing a massive, sudden cost hike. Who pays the penalty? China’s new port fees are a direct countermeasure to US tariffs, hitting any ship with significant US ties (ownership, operation, flag, or even ≥25% US equity/board seats).
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-187/): The global coal market showed both downward and sideways dynamics: in Europe, prices stayed almost flat slightly above 92 USD/t; in South Africa, indices rebounded to 83 USD/t amid weak demand from India; in China, thermal coal quotations fell below 99 USD/t due to holidays and stronger hydro power generation. Australian 6,000 held above 104
- [Russian coal exports to China drop 6.8% in Jan-Aug 2025](https://thecoalhub.com/russian-coal-exports-to-china-drop-6-8-in-jan-aug-2025/): In January-August 2025, Russian coal exports to China declined to 59.6 mio t (-3.5 mio t or -5.5% vs. 8 months of 2024), according to China's General Administration of Customs (GACC). The decrease in Russian coal supplies resulted from serious logistical issues, high railway tariffs, international sanctions and ruble appreciation. Given depressed global prices, these
- [No growth expected in Russian coal exports](https://thecoalhub.com/no-growth-expected-in-russian-coal-exports/): No significant growth in Russian coal exports is expected in the coming years. According to our forecasts, Russian coal exports will decline to 194 mio t (-1 mio t) in 2025. This is caused by several factors: weak market conditions on the global coal market, the expected rise in Russian railway freight tariffs at the end of
- [Two U.S. power markets where coal still beats gas](https://thecoalhub.com/two-u-s-power-markets-where-coal-still-beats-gas/): The EIA highlights two U.S. regions - SPP and MISO - that still generate more electricity from coal than natural gas in some months, especially in winter. The pattern reflects cold-season gas constraints (e.g., freeze-offs) and legacy coal fleets; EIA’s STEO expects coal to exceed gas in Dec 2025–Feb 2026 in both markets, even as
- [Global coal trade looks to be at a turning point](https://thecoalhub.com/global-coal-trade-looks-to-be-at-a-turning-point/): The Signal Group’s September update says global coal trade is moving from expansion to contraction with seaborne volumes expected to fall in 2025 and again in 2026, driven by flat demand and abundant supply. China’s H1-2025 coal burn dipped as renewables rose; India’s import mix is changing amid surging domestic output and coking-coal needs; and
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-186/): The coal market showed mixed dynamics: prices in Europe again fell to 92 USD/t; South African quotations declined to 82 USD/t amid persistently weak interest from India; in China, the demand softened after pre-holiday purchases concluded, with prices stabilizing near 99-100 USD/t; in Australia, High-CV 6,000 rose above 104 USD/t on a revival of spot
- [Rail freight tariff indexation may reach 10% from December 01](https://thecoalhub.com/rail-freight-tariff-indexation-may-reach-10-from-december-01/): According to recent forecasts, the indexation of rail freight transportation tariffs from December 01, 2025, could reach 10%. Significant increases are also projected for subsequent years: approximately 8.3% from January 01, 2027, and 6% from January 01, 2028. The potential tariff hike exacerbates an already critical situation in the Russian coal industry, which is facing
- [Losses of Russian coal companies soar 73-fold to 2.7 billion USD in Jan-Jul 2025](https://thecoalhub.com/losses-of-russian-coal-companies-soar-73-fold-to-2-7-billion-usd-in-jan-jul-2025/): In January-July 2025, net losses of Russian coal companies totaled 2.7 billion USD compared to losses of 37 mio USD in the same period a year earlier. Thus, losses for the first 7 months of 2025 have already doubled overall losses in 2024, which totaled 1.41 billion USD. The share of loss-making companies also increased
- [Seaborne coal markets show contrasting trends](https://thecoalhub.com/seaborne-coal-markets-show-contrasting-trends/): Seaborne Thermal Coal Supply and Demand, Seaborne Metallurgical Coal Supply and Demand Coal Trade Diverges on Steel Slump and Summer Power Demand Seaborne metallurgical and thermal coal reached record levels in 2024, but 2025 has so far been marked by moderate demand in key markets, keeping prices under pressure. August data points to a split
- [European prices recover from 6-month lows; Chinese prices firm up; Australian thermal coal stabilizes, metallurgical coal corrects upwards.](https://thecoalhub.com/world-coal-market-brief-overview-185/): Coal market rebounds: European prices recover from 6-month lows; Chinese prices firm up; Australian thermal coal stabilizes, metallurgical coal corrects upwards. The European coal market rebounded last week, after a significant decline the previous week and a drawdown in inventories. Although, fundamental demand remains weak. Support may have come from firmer EU carbon allowance (EUA)
- [Russian coal production in Kuzbass down 6% YTD, 10% decline expected in 2025](https://thecoalhub.com/coal-production-in-kuzbass-down-6-ytd-10-decline-expected-in-2025/): According to the Ministry of Coal Industry of Kuzbass, coal companies in the region produced 125.3 mio t of coal in January–August 2025, down 8.8 mio t or 6% y-o-y. The region’s governor stated that by the end of 2025, the output is expected to plunge 10% (-19.8 mio t) to 178.6 mio t. This
- [U.S. coal 2025: demand up 7% as stocks draw down ahead of 2026 retirements](https://thecoalhub.com/u-s-coal-2025-demand-up-7-as-stocks-draw-down-ahead-of-2026-retirements/): (EIA) As the U.S. coal market enters the shoulder season, we forecast U.S. coal consumption will fall to 34 million short tons (MMst) in September from 42 MMst in August. For 2H25, we expect that coal consumption will increase by 1% overall compared with 2H24. This rise follows a 13% increase in coal consumption in
- [Coal companies in Kuzbass postpone 25% of investment projects](https://thecoalhub.com/coal-companies-in-kuzbass-postpone-25-of-investment-projects/): Every fourth investment project in the coal industry of Kuzbass has been postponed. The main reasons for this decision were low global coal prices, high transportation costs, and an unfavorable market environment, which reduces the investment appeal of new projects. Currently, 30 out of 151 coal enterprises in the region found themselves in critical condition,
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-184/): Negative sentiments largely persist in the coal market: European prices hit a new 6-month low; Chinese prices continue to correct downwards; Australian mid- and high-CV material softened, while metallurgical coal prices bounced back. Over the past week, European thermal coal indices continued to decline below 92 USD/t amid oversupplies and weak shoulder season demand. Last
- [Russian coal exports to China drop 5.3% in Jan-Jul 2025](https://thecoalhub.com/russian-coal-exports-to-china-drop-5-3-in-jan-jul-2025/): In January-July 2025, Russian coal exports to China declined to 51.5 mio t (-2.9 mio t or -5.3% vs. 7 months of 2024), according to China's General Administration of Customs (GACC). The decrease in Russian coal supplies resulted from serious logistical issues, high railway tariffs, international sanctions and ruble appreciation. Given depressed global prices, these
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-183/): Bearish sentiment persists on the coal market: prices in Europe dropped to a 6-month low (92.4 USD/t) and then rebounded above 94 USD/t; prices in China corrected downward; in Australia, High-CV and Medium-CV material became cheaper, while metallurgical coal prices continued to decline. Over the past week, European thermal coal indices saw high volatility. Quotations
- [Losses of Russian coal companies exceed 2.3 billion USD in H1 2025](https://thecoalhub.com/losses-of-russian-coal-companies-exceed-2-3-billion-usd-in-h1-2025/): In January-June 2025, net losses of Russian coal companies totaled 2.31 billion USD compared to profit of 88 mio USD in the same period a year earlier. Thus, losses for the first 6 months of 2025 have already exceeded overall losses for the whole of 2024, which totaled 1.41 billion USD. The share of loss-making
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-182/): The coal market was predominantly bearish: indices in Europe decisively broke below the 100 USD/t mark, reaching 3-month lows; the pace of price gains in China slowed down; in Australia, High-CV and Medium-CV material saw modest gains, while metallurgical coal quotes continued to correct downward. Over the past week, European thermal coal indices saw a
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-181/): The coal market showed mixed dynamics without a strong trend: prices in Europe rebounded to 98-100 USD/t after a decline; China saw continued moderate strengthening; in Australia, high-CV coal became cheaper, mid-CV gained value, while metallurgical coal index corrected downward after a recent rise. Over the past week, European thermal coal indices returned to 98-100
- [Coal production in Kuzbass down 7.4% in Jan-Jul 2025](https://thecoalhub.com/coal-production-in-kuzbass-down-7-4-in-jan-jul-2025/): Under the Ministry of Coal Industry of Kuzbass, in January-July 2025, coal mining enterprises in Kuzbass produced 110.3 mio t (-8.8 mio t or -7.4% vs. Jan-Jul 2024). In 2024, coal production in Kuzbass dropped to 198.4 mio t (-15.8 mio tons or -7.3% vs. 2023). The total shipment of coal in Kuzbass by rail
- [Take-or-pay contracts shift risks onto supplier](https://thecoalhub.com/take-or-pay-contracts-shift-risks-onto-supplier/): Russian authorities have resumed deliberations on legislation to codify take-or-pay principles for rail freight transportation. Under the proposed framework, shippers would be obligated to pay for agreed tonnage even if unmet, except in cases of carrier fault or force majeure. The initiative, heavily lobbied by Russian Railways (RZD), has drawn sharp criticism from coal and
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-180/): Over the past week, European thermal coal indices continued to decline below 98 USD/t amid falling gas prices, rising renewable generation, and increasing coal stocks at terminals. Additional pressure came from a sharp 30% drop in electricity prices in Germany, from 86.47 EUR/MWh to 61.00 EUR/MWh, which pushed the margins of coal and gas-fired generation
- [Search for investor in Kyzyl-Kuragino railway project continues amid persistent challenges](https://thecoalhub.com/search-for-investor-in-kyzyl-kuragino-railway-project-continues-amid-persistent-challenges/): The proposed Kyzyl-Kuragino railway remains on the agenda as part of Siberia’s transport infrastructure development, despite a lack of tangible progress and interested investors. The 2,250 km line (including a 410 km priority section from Kyzyl to Kuragino) is planned with a possible extension to Mongolia (Khovd) and China (Urumqi). Freight would include coal, iron
- [Development of Murmansk ports delayed due to lack of freight base](https://thecoalhub.com/development-of-murmansk-ports-delayed-due-to-lack-of-freight-base/): The Russian government has delayed plans to triple capacity at the Murmansk Transport Hub (MTU) due to insufficient freight volumes. Existing infrastructure, including the newly launched Lavna coal terminal, already operates well below capacity. In 2024, MTU ports throughput totaled just 17.4 mio t of cargo far below the 33.4 mio t rail unloading capacity
- [Restrictions on Kazakhstan coal transit reduce coal supplies to Europe](https://thecoalhub.com/restrictions-on-kazakhstan-coal-transit-reduce-coal-supplies-to-europe/): Another suspension of Kazakhstan coal transit through the Russian port of Ust-Luga may further constrain thermal coal availability on the European market. At the request of Russian Railways (RZD), the Council on Rail Transport of the CIS imposed a five-day halt (from 3 to 7 August 2025) on coal deliveries from Kazakhstan to the UPK
- [Russian coal exports to China drops 4% in H1 2025](https://thecoalhub.com/russian-coal-exports-to-china-drops-4-in-h1-2025/): In H1 2025, Russian coal exports to China declined to 43.6 mio t (-1.8 mio t or -4% vs. H1 2024), according to China's General Administration of Customs (GACC). The decrease in Russian coal supplies resulted from serious logistical issues, high railway tariffs, international sanctions and ruble appreciation. Given depressed global prices, these factors are
- [Logistical constraints limit Elga coal exports](https://thecoalhub.com/logistical-constraints-limit-elga-coal-exports/): Export volumes from Elgacoal deposits in Yakutia remain severely constrained, due to ongoing logistical challenges at the company’s private port Elga in Chumikan and along its dedicated railway line (Pacific Railway). The disruption triggered force majeure declarations on contracted volumes and missed deliveries to Asia-Pacific buyers, further tightening the global supply of high-quality coal. Shipping
- [Kolmar coal production halted until October 2025](https://thecoalhub.com/kolmar-coal-production-halted-until-october-2025/): On July 21, 2025, a fatal accident occurred on an industrial road at the Denisovsky mining complex (Yakutia), owned by Russian coal company Kolmar. A crew transport bus, carrying workers from the Vostochnaya Denisovskaya mine, fell from a height of 30 meters, killing 13 people and injuring 19 others. Ten of the injured were hospitalized.
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-179/): European thermal coal indices recovered above 100 USD/t, trading in a range of 101–104 USD/t during the week, supported by higher natural gas prices. Despite warm weather across much of the continent, temperatures remain above seasonal norms in several countries. The EU agreed to import Kazakh coal via Russian Ust-Luga port, amending sanctions regulations to
- [Losses of Russian coal companies hit 1.7 billion USD in Jan-May 2025](https://thecoalhub.com/losses-of-russian-coal-companies-hit-1-7-billion-usd-in-jan-may-2025/): In January-May 2025, net losses of Russian coal companies totaled 1.7 billion USD compared to profit of 114 mio USD in the same period a year earlier. Thus, losses for the first 5 months of 2025 have already exceeded overall losses for the whole of 2024, which totaled 1.41 billion USD. The share of loss-making
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-178/): Over the past week, European thermal coal indices dropped below 100 USD/t amid sliding gas prices. The margins of coal-fired power generation in Germany continue to improve: clean dark spreads (CDS) rose from -€8.50/MWh to -€6.49/MWh as electricity prices jumped to €95.72/MWh. Meanwhile, the share of renewable generation decreased from 63% to 60%, while the
- [Coal production in Kuzbass down 6.1% in Jan-Jun 2025](https://thecoalhub.com/coal-production-in-kuzbass-down-6-1-in-jan-jun-2025/): Under the Ministry of Coal Industry of Kuzbass, in January-June 2025, coal mining enterprises in Kuzbass produced 96.5 mio t (-6.3 mio t or -6.1% vs. Jan-Jun 2024). In 2024, coal production in Kuzbass dropped to 198.4 mio t (-15.8 mio tons or -7.3% vs. 2023). The total shipment of coal in Kuzbass by rail
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-177/): Over the past week, European thermal coal indices plunged below 101 USD/t, despite stable gas prices and low inventories. The volatility of the index resulted from weather fluctuations in Europe, which may cause prices to return to the level of 109-110 USD/t with the next heat wave. Furthermore, coal generation margins in Germany improved as
- [Consolidation of Russian coal market amid industry crisis](https://thecoalhub.com/consolidation-of-russian-coal-market-amid-industry-crisis/): Given the impact of prolonged financial pressure amid declining export revenues and limited access to borrowed capital, the Russian coal market could be approaching a stage of consolidation. The consolidation phase may emerge in the next 1–2 years. The main scenario is the displacement of poorly capitalized companies and the redistribution of market shares in
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-176/): The European thermal coal market saw prices rise above 107-109 USD/t, driven up by the return of high temperatures at the beginning of this week. However, statements by US suppliers, that they are ready to boost supplies to Europe if quotes stabilize above 110 USD/t may limit the upward movement of the indices. The margin
- [Russian coal companies' losses may exceed 5 billion USD in 2025](https://thecoalhub.com/russian-coal-companies-losses-may-exceed-5-billion-usd-in-2025/): According to the financial performance indicators of Russian coal companies, their combined losses in 2025 may reach 3.8-5.0 billion USD if the ruble exchange rate and interest rates remain unchanged. Given the required adjustments for some companies that submitted incorrect profit/loss statistics, the figure may exceed 5 billion USD. The crisis in the Russian coal
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-175/): Over the past week, European thermal coal indices kept rising above 109 USD/t, supported by above-normal temperatures and a significant reduction in stocks at ARA terminals. Furthermore, EDF company warned that high temperatures and falling water levels in the Rhone River (France) would lead to a decline in nuclear power generation. Nevertheless, by the close
- [Comparison of Indonesia Coal Export Monthly 2018 - 2020](https://thecoalhub.com/comparison-of-indonesia-coal-export-monthly-2018-2020/): Comparison of Indonesia Coal Exports
- [The shortfall in coal exports from Kuzbass to reach almost 1 mio t in Q2 2025](https://thecoalhub.com/the-shortfall-in-coal-exports-from-kuzbass-to-reach-almost-1-mio-t-in-q2-2025/): Russian Railways (RZD) forecast a shortfall in export deliveries of coal from Kuzbass eastward, estimated at 0.8 mio t in Q2 2025. For the first 5 months of 2025 the plan was not fulfilled by about 0.6 mio t. Kuzbass companies are reducing production and exports amid low prices, high logistics costs and Western sanctions.
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-174/): Over the past week, European thermal coal indices corrected downward to 104 USD/t after Donald Trump's statements on the ceasefire agreement between Iran and Israel. Meanwhile, global prices of energy commodities reached local highs on Monday after Sunday's US strike on Iran's nuclear facilities. Gas prices at the TTF hub were approaching 500 USD/1000 m3,
- [Coal production suspended at SUEK mine](https://thecoalhub.com/coal-production-suspended-at-suek-mine/): On December 19, 2021, coal production was suspended at SUEK’s Rubana mine (the Kemerovo Region), due to a fire in the mine face. The mine's emergency response mode was launched. All 128 people, who were underground were evacuated to the surface, no one was injured. ‘There will be consequences for SUEK in any case, as
- [State support for coal miners will be limited](https://thecoalhub.com/state-support-for-coal-miners-will-be-limited/): Russian government is ready to allocate 6 billion rubles to compensate for the 12.8% discount for rail transportation of coal to ports located in the North-West and South. However, this amount covers only a third of the necessary 0.2 billion USD to bring exports into the zone of zero profitability (153 mio USD for the
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-173/): Thermal coal prices in the European market strengthened above 105 USD/t following the prices for all energy commodities amid the escalation of geopolitical tensions in the Middle East. Support was also provided by drop of coal stocks at ARA terminals below 3.2 mio t, the lowest volume since March 2022. Information on quality of stored
- [China consumes almost 400 mt of coal to produce liquid fuels](https://thecoalhub.com/china-consumes-almost-400-mt-of-coal-to-produce-liquid-fuels/): China has been the world’s dominant coal user and is consuming over half of the world’s demand, consuming more coal than every other country combined. The second largest coal consumer is India, which consumes less than a third of the amount of coal that China consumes. China uses coal to fuel its enormous fleet of
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-172/): Over the past week, European thermal coal indices climbed above 100 USD/t, primarily due to the closure of the May contract and the switch to higher June prices. After a downward trend last week and a drop below 400 USD/1,000 m3 because of the long public holidays in Europe, gas quotations at the TTF hub rebounded
- [Daltransugol boosts coal handling capacity up to 33 mio t](https://thecoalhub.com/daltransugol-boosts-coal-handling-capacity-up-to-33-mio-t/): Daltransugol (DTU), a coal terminal in Muchke Bay of Vanino Port, completed a project to expand its coal handling capacity up to 33 mio t per year, as well as the construction of a railway access track. Thus, DTU's throughput capacity increased by 9 mio t, or 37.5%, from 24 mio t. The facilities are
- [Losses of Russian coal companies hit 1 billion USD in Q1 2025](https://thecoalhub.com/losses-of-russian-coal-companies-hit-1-billion-usd-in-q1-2025/): In January-March 2025, net losses of Russian coal companies totaled 1.0 billion USD compared to a profit of 59 mio USD in the same period a year earlier. The share of loss-making companies amounted to 61.8% against 50.0% in the same period last year. The Russian coal industry has lost almost 30 billion USD since
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-171/): Over the past week, European thermal coal indices resumed dropping below 96 USD/t under pressure from declining gas prices and the off-season, when power consumption declines and renewable generation goes up. French company EDF announced plans to wind down the country's last coal-fired power plant (1.2 GW) by the end of March 2027. Gas quotes
- [Coal exports are profitable for all but coal companies](https://thecoalhub.com/coal-exports-are-profitable-for-all-but-coal-companies/): Currently, exports of steam coal are profitable for all market participants, except for coal companies as shown by performance in 2024-2025. Moreover, RZD and ports enjoy the highest margins (46% and 85%, respectively). Profitability of railcar operators in 2024 was at the minimum required level, while coal producers' margins turned negative (-26%). In 2025, the
- [Coal production in Kuzbass down 4.9% in Jan-Apr 2025](https://thecoalhub.com/coal-production-in-kuzbass-down-4-9-in-jan-apr-2025/): Under the Ministry of Coal Industry of Kuzbass, in January-April 2025, coal mining enterprises in Kuzbass produced 66.5 mio t (-3.5 mio t or -4.9% vs. Jan-Apr 2024). In 2024, coal production in Kuzbass dropped to 198.4 mio t (-15.8 mio tons or -7.3% vs. 2023). Export supplies from Kuzbass in Jan-Apr 2025 totaled 35.4
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-170/): Over the past week, European thermal coal market saw a rise to 96-97 USD/t, supported by strengthening gas prices and potential disruptions in South African exports. Gas quotations at the TTF hub climbed to 441 USD/1,000 m3 (+20 USD/1,000 m3 w-o-w), driven by issues with supplies from Norway (at the Norwegian gas processing plant Kollsnes), as well
- [Russian coal industry crisis intensifies, with losses in Q1 2025 exceeding 875 mio USD](https://thecoalhub.com/russian-coal-industry-crisis-intensifies-with-losses-in-q1-2025-exceeding-875-mio-usd/): Deputy Energy Minister Dmitry Islamov reported that losses in the Russian coal industry exceeded 875 mio USD in Q1 2025. Islamov emphasized that the situation in the coal industry continues to deteriorate this year. Negative factors remain strong, which are confirmed by the statistics for the first 4 months of the year, demonstrating the adverse
- [Coal used in steelmaking designated as a critical material](https://thecoalhub.com/coal-used-in-steelmaking-designated-as-a-critical-material/): U.S. Secretary of Energy Chris Wright announced on May 22 the designation of coal used in the production of steel as a critical material under the Energy Act of 2020, in accordance with President Trump's Executive Order "Reinvigorating America's Beautiful Clean Coal Industry." This action affirms the Administration's commitment to American energy dominance, manufacturing resurgence,
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-169/): Over the past week, European thermal coal indices declined below 94 USD/t. The pressure was exerted by reduced volatility in gas prices, as well as the transition season, when energy consumption volumes shrink, while renewable generation rises. Lower inventories at ARA terminals supported the quotes, however, as of May 05, stockpiles increased 2% up to
- [Putin approves measures to support Russian coal industry](https://thecoalhub.com/putin-approves-measures-to-support-russian-coal-industry/): Russian President Vladimir Putin approved the Government's proposed measures to support the coal industry, including discounts on railroad tariffs, tax benefits and guaranteed export of coal to Far Eastern ports from Khakassia. The Russian coal industry has lost almost 30 billion USD since 2022, resulting from sanctions pressure, as well as rail tariff and fiscal
- [Explosion at Yakutugol's washing plant in Neryungri](https://thecoalhub.com/explosion-at-yakutugols-washing-plant-in-neryungri/): On May 7, 2025, an explosion and a large fire at a coal storage facility occurred at the washing plant of Yakutugol (part of Mechel Group) in Neryungri (Yakutia). As a result of the incident, four employees were injured and hospitalized with severe burns in a local hospital. According to preliminary data, the cause could
- [Kuzbass coal production down 4.5% in Jan-Mar 2025](https://thecoalhub.com/kuzbass-coal-production-down-4-5-in-jan-mar-2025/): Under the Ministry of Coal Industry of Kuzbass, in January-March 2025, coal mining enterprises in Kuzbass produced 50.4 mio t (-2.4 mio t or -4.5% vs. Jan-Mar 2024). In 2024, coal production in Kuzbass dropped to 198.4 mio t (-15.8 mio tons or -7.3% vs. 2023). Export supplies from Kuzbass in Jan-Mar 2025 totaled 27.3
- [India's coal fired generation surges in March](https://thecoalhub.com/indias-coal-fired-generation-surges-in-march/): India’s power sector recorded robust growth in March 2025, with total electricity generation reaching 160.4 BU, a 13% jump MoM and an 8% rise YoY. Leading this surge was thermal power, especially coal-based generation, which alone contributed 122.66 BU, accounting for over 76% of the country’s total output for the month. Thermal generation saw an
- [Elgaugol launches construction of second railroad line](https://thecoalhub.com/elgaugol-launches-construction-of-second-railroad-line/): Elgaugol started construction of the second railroad line (531 km long) on its Pacific Railroad. This will boost the carrying capacity of the railway connecting the Elga coal deposit with the export terminal from 30 mio t to 50 mio t of coal per year. Elga coal project includes a coking coal deposit, as well
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-168/): Last week, European thermal coal indices plunged below 95 USD/t. The pressure was exerted by falling gas prices and rising shipments from the US. Moreover, the transition season also remains a negative factor. German company GKM announced plans to suspend operation at its 255 MW coal-fired power plant from May 20 to July 10. Gas
- [Top Chinese safety official calls for coal firms to end "night shifts](https://thecoalhub.com/top-chinese-safety-official-calls-for-coal-firms-to-end-night-shifts/): Top Chinese safety official calls for coal firms to end "night shifts
- [Share of loss-making coal mining companies in Kuzbass reaches 57%](https://thecoalhub.com/share-of-loss-making-coal-mining-companies-in-kuzbass-reaches-57/): The share of loss-making coal mining enterprises in Kuzbass in February 2025 increased to 57% compared to 45% y-o-y. Therefore, in 2025 the negative trend intensified due to plunging global market prices, a sharp increase in production costs, as well as the strengthening of the ruble against the US dollar. Some companies are forced to
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-167/): Last week, European thermal coal indices rose above 104 USD/t. Prices were supported by the recovery of gas and oil quotations after the postponement of the introduction of higher import duties by the U.S. Furthermore, export shipments from the U.S. and Colombia declined over the past week, while coal consumption in Germany increased. Gas quotations
- [Recovery of coal exports via Taman limited by infrastructural and market constraints](https://thecoalhub.com/recovery-of-coal-exports-via-taman-limited-by-infrastructural-and-market-constraints/): In 2024, rail shipments of coal for export to OTEKO terminal in the port of Taman halved to 11.6 mio t (-14.0 mio t or -54.75% vs. 2023). Despite a formal improvement in Q1 2025 to 4.4 mio t (+3.0 mio t or +211.6% vs. Q1 2024), actual volumes remain significantly below 2022-2023 levels. Even
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-166/): Over the past week, European thermal coal indices adjusted below 103-104 USD/t. Pressure on prices was caused by a sharp drop in gas and oil quotes, following the introduction of higher import duties by the US, as well as the end of the heating season in the EU. Gas quotations at the TTF hub fell
- [Without state support, Russian coal production and exports will keep falling, the crisis in industry will intensify](https://thecoalhub.com/without-state-support-russian-coal-production-and-exports-will-keep-falling-the-crisis-in-industry-will-intensify/): According to the estimates of the Russian Ministry of Energy, without prompt intervention and the state support, coal production in Russia in 2025 will collapse to 399.6 mio t (-43.8 mio t or -9.9% vs. 2024), with exports slumping to 166.5 mio t (-29.4 mio t or -15% vs. 2024). Russian Energy Minister Sergei Tsivilev
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-165/): Over the past week, European thermal coal indices surged above 106 USD/t, having adjusted to 100 USD/t by the end of the week. The prices were supported by reduced coal supply from Colombia, the US and Kazakhstan. Export shipments of steam coal from Colombia fell by 25% w-o-w. Furthermore, Germany saw electricity prices rise on
- [Ministry of Energy proposes anti-crisis program for Russian coal industry](https://thecoalhub.com/ministry-of-energy-proposes-anti-crisis-program-for-russian-coal-industry/): Coal industry crisis The Russian coal industry is facing an unprecedented crisis in 2024-2025. 27 enterprises with a total production volume of 40 mio t are at risk, with 126 mio t of coal produced by unprofitable companies. In Kuzbass the share of loss-making companies increased from 34.8% in 2023 to 57.3% in 2024, while
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-164/): Over the past week, European thermal coal indices rose above 100 USD/t, following news on Glencore's possible production cut at the Cerrejon mine in Colombia by 5-10 mio t in 2025. Nevertheless, pressure on prices is still exerted by falling gas quotations, as well as stable stock levels at ARA terminals amid the end of
- [Coal production in Kuzbass down 2.4% in Jan-Feb 2025](https://thecoalhub.com/coal-production-in-kuzbass-down-2-4-in-jan-feb-2025/): The drop in Kuzbass coal production in 2024 to 198.4 mio t (-15.8 mio t or -7.3% vs. 2023) persisted in the first two months of 2025. Under the Ministry of Coal Industry of Kuzbass, in Jan-Fab 2025 mining enterprises in Kuzbass produced 33.6 mio t of coal (-0.8 mio t or -2.4% vs. Jan-Feb
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-163/): Over the past week, European thermal coal indices adjusted below 98 USD/t under the pressure of stable and sufficient level of ARA stockpiles, as well as the end of the heating season, while the growth of gas prices amid active withdrawal curbs the negative dynamics in the coal market. Gas quotations at the TTF hub
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-162/): Over the past week, European thermal coal indices continued to strengthen above 98 USD/t. Quotes were supported by the growth of gas prices amid geopolitical uncertainty, as well as reduction in ARA stockpiles. Furthermore, coal supplies from Colombia were threatened by a sabotage on the railroad line, leading from the Cerrejon open-pit mine to the
- [Nine coal companies in Kuzbass halt mining](https://thecoalhub.com/nine-coal-companies-in-kuzbass-halt-mining/): Production operations have been halted at nine coal mining enterprises in Kuzbass. Mining was suspended at 3 mines and 6 open-pit mines: · Inskaya mine · Olzherasskaya-Novaya mine (Mechel) · Taldinskaya-Zapadnaya-2 mine (SUEK) · Bungursky open pit mine · March
- [More than 53% of Russian coal companies turn loss-making in 2024](https://thecoalhub.com/more-than-53-of-russian-coal-companies-turn-loss-making-in-2024/): Losses of Russian coal companies in 2024 amounted to 1.14 bln USD compared to a profit of 3.78 billion USD a year earlier. The share of loss-making companies reached 53.3% against 31.5% in the same period last year. In 2023, profits of Russian coal companies decreased 2.1 times to 3.78 bln USD (-4.30 bln USD
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-161/): Over the past week, European thermal coal indices rebounded above 96 USD/t after reaching a one-year low. Quotes were supported by such factors as strengthening of gas prices amid aggravation of geopolitical tension due to Europe's refusal to settle the conflict peacefully. Gas quotations at the TTF hub slightly improved to 455.04 USD/1,000 m3 (+5.92 USD/1,000
- [Kuzbass to be granted quota for coal exports of 20 mio t in Western direction](https://thecoalhub.com/kuzbass-to-be-granted-quota-for-coal-exports-of-20-mio-t-in-western-direction/): The Russian Ministry of Energy is considering the possibility of allocating a quota of up to 20 mio t of coal to Kuzbass mining enterprises for exports in the Western direction. This measure is aimed at increasing coal supplies through ports of Russian North-West and the Azov-Black Sea basin. As part of this initiative, it
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-160/): The European thermal coal market continued its downward trend below 92 USD/t. The pressure on indices was exerted by such factors as a sharp drop in gas prices, increase in stockpiles, as well as easing geopolitical tensions. Gas quotations at TTF hub fell to 449.12 USD/1,000 m3 (-55.51 USD/1,000 m3 w-o-w) amid negotiations between the US and
- [Coal production in Kuzbass down 0.6% in January 2025](https://thecoalhub.com/coal-production-in-kuzbass-down-0-6-in-january-2025/): Under the Ministry of Coal Industry of Kuzbass, in January 2025 mining enterprises in Kuzbass produced 17.0 mio t of coal (-0.1 mio t or -0.3% vs. January 2024). Compared to the previous month, the output decreased by 1 mio t or -5.6%. In 2024, coal production in Kuzbass dropped to 198.4 mio t (-15.8
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-159/): European thermal coal indices slipped below 98 USD/t. During the week, the quotes hit a 12-month low amid the start of negotiations on the settlement of the conflict between Russia and Ukraine, possibly resulting in the lifting of sanctions against the Russian economy, including energy exporters. Such factors as falling gas contracts also put pressure
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-158/): Over the past week, European thermal coal indices sank below 100 USD/t mark on such factors as weak demand and increased gas consumption, despite the growth of coal generation margins. Stockpiles at ARA terminals rose up, nevertheless they remain at comfortable levels, given the reduction in coal-fired generation capacity. Gas quotations at TTF hub jumped
- [Russian coal exports to Turkey down 14.1% in 2024](https://thecoalhub.com/russian-coal-exports-to-turkey-down-14-1-in-2024/): According to preliminary data, Russian coal exports to Turkey in 2024 dropped to 24.4 mio t (-4.0 mio t or -14.1% vs. 2023). Meanwhile, in 2024 Turkey's total coal imports, including thermal coal, coking coal and anthracite, totaled 39.7 mio t (+0.7 mio t or +1.8% vs. 2023). Russia's share in Turkey's coal imports in
- [Higher gas prices not yet having an impact on coal prices](https://thecoalhub.com/higher-gas-prices-not-yet-having-an-impact-on-coal-prices/): In Europe, cold weather and lower wind generation over the first half of February is causing natural gas prices to rocket higher, with the March TTF contract making large gains again today. Prices are above EUR 58/MWh (>$17/MMBtu) at the time of writing (Monday 10 February) Gas inventories are down around the 50% mark, so
- [Russian coal exports to India total 27 mio t in 2024](https://thecoalhub.com/russian-coal-exports-to-india-total-27-mio-t-in-2024/): According to preliminary data, Russian coal exports to India in 2024 marginally increased to 27.0 mio t (+0.4 mio t or +1.5% vs. 2023). Meanwhile, India's total coal imports in 2024 amounted to 250.0 mio t (+1.5 mio t or +0.6% y-o-y). Russia's share in India's coal imports in 2024 stayed almost flat year-on-year at
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-157/): Over the past week, European thermal coal indices fell below 105 USD/t, pressured by weak demand and rising renewable generation. The Datteln 4 power plant in Germany resumed operation on February 05, however no significant increase in coal purchases is expected as it is planned to use current stockpiles. Nevertheless, colder temperatures and lower wind
- [Russian coal exports to China down 7.8% in 2024](https://thecoalhub.com/russian-coal-exports-to-china-down-7-8-in-2024/): According to preliminary data, Russian coal exports to China in 2024 dropped to 94.0 mio t (-8.0 mio t or -7.8% vs. 2023). Meanwhile, in 2024, Chinese total coal imports climbed to 545.0 mio t (+70.0 mio t or +14.7% y-o-y). Russia's share in Chinese coal imports in 2024 declined by 4.3% to 17.2% from
- [Global coal markets weekly review: February 3](https://thecoalhub.com/global-coal-markets-weekly-review-february-3/): Over the past week, European thermal coal indices ranged between 108-112 USD/t, following high volatility in the gas and electricity markets. Pressure on quotes was exerted by such factors as weak demand and increase in renewable generation. By the end of 2024, coal imports by European countries slashed 30% to 36.7 mio t on the
- [RZD fails to increase coal exports from Kuzbass in 2025](https://thecoalhub.com/rzd-fails-to-increase-coal-exports-from-kuzbass-in-2025/): RZD and the Kemerovo region (Kuzbass) signed an agreement on coal exports eastbound for 2025 in the amount of 54.1 mio t (flat y-o-y). Although it is expected that from Q2 2025 there will be a full transition to innovative railcars with increased carrying capacity. Even though such agreements between the region and RZD are
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-156/): Last week, European thermal coal indices strengthened to 110-112 USD/t, supported by such drivers as rising gas and electricity prices, as well as a reduction in renewable generation. Over the past week, the share of fossil energy sources in Germany's energy mix increased from 40% to 60% making coal-fired generation more cost-effective than gas-fired generation.
- [US tightens sanctions against Russian coal industry](https://thecoalhub.com/us-tightens-sanctions-against-russian-coal-industry/): Last week, the U.S. included several more major Russian coal companies in the sanctions list: Kuzbassrazrezugol (KRU) and Russian Coal. Considering last year's restrictions against a number of legal entities, including SUEK, Elgaugol, Sibanthracite and Mechel, almost all major Russian coal companies are currently under sanctions. Rail shipments of Russian coal for export in 2024
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-155/): Over the past week, European thermal coal indices strengthened above 110 USD/t on the growth of gas quotes. The volatility in coal prices increased, following fluctuations in the gas and oil markets amid new sanctions against Russia's energy sector. Meanwhile, in Germany, the share of RES in the energy mix reached 81% vs. 63% a
- [Russian coal industry faces severe crisis](https://thecoalhub.com/russian-coal-industry-faces-severe-crisis/): In 2024, for the first time in many years, Russian coal companies faced a full-scale crisis. As a result of a combination of various factors, the industry finds itself in an extremely difficult situation, and there is no way out of it in sight. Coal prices on the world market significantly dropped, even though global
- [Global coal markets weekly review: January 13](https://thecoalhub.com/world-coal-market-brief-overview-154/): Since the beginning of the year, European thermal coal indices fell below 105 USD/t. Pressure on quotations was exerted by such factors as limited demand, lower gas and electricity prices, as well as higher inventories at ARA terminals. Gas quotations at TTF hub decreased to 479.42 USD/1,000 m3 (-46.66 USD/1,000 m3). However, gas supplies to
- [India's coal production hits all-time high in 2024](https://thecoalhub.com/indias-coal-production-hits-all-time-high-in-2024/): India's coal production hit an all-time high last year, led by an uptick in utility demand and a broader government push to boost domestic output. Combined coal output from domestic sources such as state-controlled Coal India (CIL), Singareni Collieries (SCCL) and captive blocks reached 1.04bn t in calendar year 2024, up by 7pc or 70.4mn
- [Germany’s power emissions fell 11% in 2024](https://thecoalhub.com/germanys-power-emissions-fell-11-in-2024/): Germany reduced CO2 emissions from its power sector by 11% in 2024, data from Montel Analytics showed on Thursday. Power generation in Europe’s largest economy emitted 143.9m tonnes of CO2 equivalent (tCO2e) last year, compared with 161.2m tCO2e in 2023, according to the latest Montel Analytics data. Lignite accounted for 56% of Germany’s power emissions
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-153/): Over the past week, European thermal coal indices recovered above 111 USD/t after a prolonged decline. Quotes were supported by rising gas and electricity prices. Furthermore, supplies of Colombian material decreased 38% over the week, including to EU countries. Gas quotations at the TTF hub rose to 494.23 USD/1,000 m3 (+50.24 USD/1,000 m3 w-o-w). The contract on
- [IEA expects turmoil in Russia's coal industry in 2025-2027](https://thecoalhub.com/iea-expects-turmoil-in-russias-coal-industry-in-2025-2027/): The International Energy Agency (IEA) expects that the production of thermal and metallurgical coal in Russia and its exports to continue declining in 2025-2027. According to the forecast, the negative trend will persist until market conditions improve and government support measures are put in place. The IEA estimates that coal production in Russia in 2024
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-152/): Over the past week, European thermal coal indices slipped below the support level of 110 USD/t. Pressure remains in place because of tight demand, falling gas and electricity prices, as well as stable inventories at ARA terminals. German electricity plunged nearly 70% over the week amid a surge in solar and wind generation. On the
- [Kuzbass coal production to drop 8.4% in 2024](https://thecoalhub.com/kuzbass-coal-production-to-drop-8-4-in-2024/): Coal production in Kuzbass in 2024 will plunge to 196 mio t (-18.2 mio t or -8.4% vs. 2023), the governor of the region said. In 2023, coal production in Kuzbass fell to 214.2 mio t (-9.4 mio t or -4.2% vs. 2022). Thus, the volume of output decline for 2024 will be twice as
- [Russian coal exports to China down 10.5% in Jan-Oct 2024](https://thecoalhub.com/russian-coal-exports-to-china-down-10-5-in-jan-oct-2024/): Russian coal exports to China in January-October 2024 dropped to 77.0 mio t (-9.0 mio t or -10.5% vs. Jan-Oct 2023). Meanwhile, in the first 10 months of 2024, Chinese total coal imports climbed to 436.0 mio t (+51.0 mio t or +13.2% y-o-y). Russia's share in Chinese coal imports in January-October 2024 declined by
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-151/): Over the past week, European thermal coal indices declined further to the support level of 110 USD/t. Pressure persists due to limited demand, falling gas prices and stable ARA inventories, resulting in downward correction of coal quotes over the last 3 weeks by 13% from the 12-month high. Gas quotations at the TTF hub dropped
- [Global coal market: prices and demand remain subdued](https://thecoalhub.com/world-coal-market-brief-overview-150/): Over the past week, European thermal coal indices kept falling to the level of 115 USD/t, pressured by lower power prices in Germany. Furthermore, Poland built up large coal inventories, while Colombia boosted steam coal exports from 0.81 mio t to 1.30 mio t (+60% w-o-w), including shipments to EU countries. Gas quotations at the
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-149/): Over the past week, European thermal coal indices adjusted below 123 USD/t after reaching a 12-month high. The pressure was exerted by a decrease in German electricity quotes from 134.00 EUR/MWh to 116.65 EUR/MWh, as well as a slowdown in gas prices. Furthermore, coal shipments to the EU from Colombia and South Africa are expected
- [Losses of Russian coal companies surge 4-fold](https://thecoalhub.com/losses-of-russian-coal-companies-surge-4-fold/): Losses of Russian coal companies in January-September 2024 jumped 4.1 times to 1.9 bln USD, surpassing profit totaling 1.0 bln USD (-73.7% y-o-y). As a result, net losses reached 0.8 bln USD compared to profit of over 2.9 bln in January-September 2023. The share of loss-making companies amounted to 52% compared to 35% in the
- [Anglo American exits coal with $3.8B sale to Peabody Energy](https://thecoalhub.com/anglo-american-exits-coal-with-3-8b-sale-to-peabody-energy/): KEY TAKEAWAYS Anglo American is selling its remaining steelmaking coal assets for up to $3.8 billion to U.S. firm Peabody Energy. Anglo American is restructuring after rejecting BHP's multiple attempts to take it over. Peabody said the Australian coal assets would help it meet Asian demand for steel. Anglo American is selling its remaining steelmaking
- [Coal is the cornerstone of U.S. grid reliability this Winter](https://thecoalhub.com/coal-is-the-cornerstone-of-u-s-grid-reliability-this-winter/): As winter approaches, the reliability of the U.S. energy grid becomes critical, particularly in the face of rising electricity demand. Coal remains a bulwark of the U.S. energy system and particularly important to providing the fuel-secure, on-demand power needed during harsh winter months. No other energy source offers this level of dependableness. As the North
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-148/): Over the past week, European thermal coal indices ranged between 124-127 USD/t, supported by higher gas and electricity prices. An additional factor was the increase in German coal consumption because of low wind generation and the high cost of gas, that resulted in clean dark spreads reaching the maximum since the beginning of 2024, while
- [Mechel halts coal production at its mine in Kuzbass due to worsening export opportunities](https://thecoalhub.com/mechel-halts-coal-production-at-its-mine-in-kuzbass-due-to-worsening-export-opportunities/): Yuzhny Kuzbass (a subsidiary of Mechel) suspended operations at the Olzherasskaya-Novaya mine, following worsening export opportunities caused by sanctions, falling coal prices, high costs and a shortage of railway infrastructure capacity in the Eastern range. Further pressure on the performance of coal exports was exerted by the abolition of lowering coefficients for thermal coal from
- [Chinese coal imports in October of over 34.2m MT set a new record](https://thecoalhub.com/chinese-coal-imports-in-october-of-over-34-2m-mt-set-a-new-record/): Chinese seaborne steam coal imports in October exceeded 34.2m MT of cargo, setting a record for the most quantity discharged in a single month. This represents increases of 15.8% month-on-month, 33.5% year-over-year, and 4.8% over the previous record set this August. Looking at individual suppliers, a record of more than 22.5m MT of Indonesian Steam
- [China’s coal imports up by 14 percent](https://thecoalhub.com/chinas-coal-imports-2/): Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels. In Jan-Oct 2024 the positive trend continued, with global coal loadings increasing by +2.3% y-o-y to 1132.4 mln t, from 1107.4 mln t in the same period last year, based on vessel tracking data from
- [First bulk carrier and coal train head to Elga port](https://thecoalhub.com/first-bulk-carrier-and-coal-train-head-to-elga-port/): The first bulk carrier arrived at the Elga coal terminal, which is under construction and is the final station of the Pacific Railroad. Elga also launched the first freight train of 20 railcars with coal along the 531 km long private railroad. However, according to some reports, a locomotive and 4 railcars derailed during the
- [Weekly review of key global coal price indices](https://thecoalhub.com/world-coal-market-brief-overview-147/): Last week, European thermal coal quotations rose above 125 USD/t. Coal price indices were supported by such factors as increased consumption, cold weather, rising gas and electricity prices. Furthermore, coal generation margins surged to 54.35 EUR/MWh, while a week earlier they were in a negative zone (-9.98 EUR/MWh). Following a request from operator RTE, the
- [South African Coal Exports](https://thecoalhub.com/south-african-coal-exports/): Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels. In Jan-Sep 2024 the positive trend continued, with global coal loadings increasing by +2.1% y-o-y to 1012.0 mln t, from 991.2 mln t in the same period last year, based on vessel tracking data from
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-146/): Over the past week, European thermal coal indices fell below 119 USD/t, pressured by lower gas and electricity prices, as well as a comfortable level of ARA stockpiles. Furthermore, clean dark-spreads in Germany turned negative (-9 EUR/MWh), whereas a week earlier they were positive at about 9 EUR/MWh. Meanwhile, the share of renewables in Germany's
- [RZD to raise tariffs by almost 14% in December 2024](https://thecoalhub.com/rzd-to-raise-tariffs-by-almost-14-in-december-2024/): Russian Railways (RZD) managed to secure the approval of almost all of its proposals on tariff indexation for 2025, leading to a 13.8% increase in freight transportation tariffs from December 01, 2024. Moreover, tariffs for empty running of open-top railcars will be raised by 10%. Also, lowering coefficients for export transportation of coal will be
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-145/): Over the past week, European thermal coal indices ranged between 119-122 USD/t. The quotes were supported by high natural gas prices, as well as cold snap forecasts for November. Coal and gas-fired generation in Europe increased on the back of reduced renewables and colder weather, pushing electricity prices in Germany to €113.15/MWh (vs. €84.97/MWh w-o-w).
- [Challenges for Russian coal exporters intensify](https://thecoalhub.com/challenges-for-russian-coal-exporters-intensify/): Due to systemic issues with transportation through the railway network of Russian Railways (RZD), the decline in Russian coal exports is accelerating. In January-September 2024, exports were 15.0 mio t or 9.3% less than in January-September 2023. It is forecasted that in 2025 the negative trend will continue. In October 2024, the maximum drop was
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-144/): Over the past week, European thermal coal indices strengthened above 121 USD/t. The indices were supported by the growth of gas prices after an unplanned reduction in supplies from the Norwegian Oseberg field, as well as forecasts of a strong cold snap in November. Gas quotations at the TTF hub reached 478 USD/1,000 m3 (+27 USD/1,000
- [Russian coal exports to China down 11.0% in Jan-Sep 2024](https://thecoalhub.com/russian-coal-exports-to-china-down-11-0-in-jan-sep-2024/): Russian coal exports to China in January-September 2024 dropped to 71.5 mio t (-8.5 mio t or -11.0% vs. Jan-Sep 2023). Meanwhile, in the first 9 months of 2024, Chinese total coal imports climbed to 390.0 mio t (+42.0 mio t or +12.1% y-o-y). Russia's share in Chinese coal imports in January-September 2024 declined almost
- [Coal production in Kuzbass down 8.1% in Jan-Sep 2024](https://thecoalhub.com/coal-production-in-kuzbass-down-8-1-in-jan-sep-2024/): Under the Ministry of Coal Industry of Kuzbass, in January-September 2024 coal mining enterprises in Kuzbass produced 147.3 mio t of coal (-12.9 mio t or -8.1% y-o-y). In September 2024 coal extraction plunged to 14.6 mio t (-2.9 mio t or -16.6% vs. September 2023). The production of coking coal for 9 months of
- [Weekly coal markets review: European thermal coal indices corrected below 118 USD/t](https://thecoalhub.com/weekly-coal-markets-review-european-thermal-coal-indices-corrected-below-118-usd-t/): Over the past week, European thermal coal indices corrected below 118 USD/t. The main downward factor behind the decline in prices on the energy market was the announcement by the Israeli government, that its troops would not attack Iran's energy and nuclear facilities. This eased concerns about possible disruptions in energy supplies from the Middle
- [Russian coal exports to India down 2.5% in Jan-Aug 2024](https://thecoalhub.com/russian-coal-exports-to-india-down-2-5-in-jan-aug-2024/): Russian coal exports to India in January-August 2024 dropped to 19.2 mio t (-0.5 mio t or -2.5% to Jan-Aug 2023). Meanwhile, in the first 8 months of 2024, India's total coal imports surged to 188.6 mio t (+20.2 mio t or +12% y-o-y). Russia's share in India's coal imports in January-August 2024 declined by
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-143/): Last week, European thermal coal indices rose above 120 USD/t. Quotes remain supported by low stockpiles, higher power prices, expectations of cold weather, as well as price volatility in the oil and gas market on the back of uncertainty in the Middle East geopolitical situation. Gas quotations at TTF hub corrected downward to 435.05 USD/1,000
- [RZD intends to give up on coal exports from mining regions](https://thecoalhub.com/rzd-intends-to-give-up-on-coal-exports-from-mining-regions/): Russian Railways (RZD) is not planning to prolong agreements with mining regions on export of coal eastward in 2025. The monopoly asks the Russian President to consider this initiative. Meanwhile, RZD is willing to make an exception, but only for Kuzbass and on the condition that the agreement will apply not only to coal. In
- [Indonesian coal exports up by over 8 percent](https://thecoalhub.com/indonesian-coal-exports-up-by-over-8-percent/): In Jan-Aug 2024, Indonesia coal exports increased by +8.3% y-o-y to 345.3 mln t, whilst from Australia were up +3.3% y-o-y to 232.6 mln t. Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels. In Jan-Aug 2024 the positive trend continued, with global coal
- [Coal export decline via Taman intensifies in August 2024](https://thecoalhub.com/coal-export-decline-via-taman-intensifies-in-august-2024/): The continued downturn in coal export supplies through OTEKO's terminal in the port of Taman intensified in August 2024. Throughput in August 2024 fell to 0.97 mio t vs. 1.7 mio t in July 2024. In January-August 2024, OTEKO's export shipments tumbled to 7.7 mio t (-9.6 mio t or -55.4% y-o-y). In August, Russian
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-142/): Over the past week, European thermal coal indices rose to 116-117 USD/t. Prices remain supported by low stockpiles, expected cold weather and rising quotes for gas, following Iran's strikes on Israel in response to the military invasion of Lebanon. Also, combined thermal coal shipments from Colombia (including deliveries to Europe) declined by 20% w-o-w. Last
- [Chamber of Commerce proposes amendments to ship-or-pay rule](https://thecoalhub.com/chamber-of-commerce-proposes-amendments-to-ship-or-pay-rule/): Russian Chamber of Commerce and Industry submitted amendments to the draft bill regulating the ship-or-pay principle. The CCI proposes, among other measures, to introduce mutual responsibility of shippers and rail carriers when concluding ship-or-pay contracts. This initiative will be considered by the State Duma Committee on Transport and Transport Infrastructure Development. CCI emphasizes that the
- [A return to gas to coal switching in Europe?](https://thecoalhub.com/a-return-to-gas-to-coal-switching-in-europe/): The recent gas price rally pushed TTF through all over the coal switching price range, meaning that gas-fired power plants are increasingly loosing their competitiveness against coal-fired power generation. TTF prices rose by almost 20% since mid-Sep, partly due to tighter fundamentals (limited LNG supply growth, Norway maintenance) and rising geopolitical tensions (Russia-Ukraine, Middle East).
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-141/): Over the past week, European thermal coal indices strengthened to 115-116 USD/t, supported by lower inventories, forecasts of a significant cold snap, and rising gas prices amid the escalation of the conflict between Israel and Lebanon, as well as between Russia and Ukraine. Partial pressure came from an overall 40% increase in exports from Colombia
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-140/): Over the past week, European thermal coal indices slightly strengthened above 113 USD/t. Prices were supported by a decrease in stockpiles and higher volatility of oil and gas quotes, driven by the escalation of the geopolitical tensions in the Middle East. Gas quotations at TTF hub dropped to 408.43 USD/1,000 m3 (-2.25 USD/1,000 m3 w-o-w). Coal stocks
- [RZD to raise tariffs by 17-22% in 2024-2025](https://thecoalhub.com/rzd-to-raise-tariffs-by-17-22-in-2024-2025/): Russian Railways (RZD) plans to substantially boost the adjusted-for-inflation railroad freight tariffs in 2025. This initiative is criticized by industry stakeholders, as Russian coal producers are already hit by high fiscal burden, with more than 50% of mining companies being unprofitable and prices on the export market continue downward spiral. The hike can be implemented
- [Coal production in Kuzbass down 6.6% in Jan-Aug 2024](https://thecoalhub.com/coal-production-in-kuzbass-down-6-6-in-jan-aug-2024/): Under the Ministry of Coal Industry of Kuzbass, in January-August 2024 coal mining enterprises in Kuzbass produced 133.3 mio t of coal (-9.4 mio t or -6.6% y-o-y). In August 2024 coal extraction plunged to 15.1 mio t (-2.0 mio t or -11.7% vs. August 2023). The production of coking coal for 8 months of
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-139/): Over the past week, сoal prices in the European market fell below 113 USD/t. Pressure on prices was caused by the growth of renewable generation in Europe. Thus, in German power mix renewables' share rose to 70% compared to 61% a week earlier. Hard coal's share was less than 6%, up from 8% a week
- [Investments of Russian coal companies drop in H1 2024](https://thecoalhub.com/investments-of-russian-coal-companies-drop-in-h1-2024/): Russian coal companies’ investments fell by 4.4% to USD 1.21 bln in H1 2024 (-USD 0.07 bln y-o-y), which is the first six-month drop since 2020, leading to a further decline in coal production. However, in Russia's mining industry, only coal sector showed negative dynamics due to lower global prices, high costs, sanctions and limited
- [Russian coal companies suffer losses in H1 2024](https://thecoalhub.com/russian-coal-companies-suffer-losses-in-h1-2024/): Losses of Russian coal companies in January-June 2024 jumped 3.4 times to 1.1 bln USD, surpassing profit totaling 0.9 bln USD (-71.9% y-o-y). As a result, net losses reached almost 80 mio USD compared to a profit of 3.2 bln in January-June 2023. The share of loss-making companies increased to 51% compared to 36% in
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-138/): Over the past week, coal prices in the European market fell to 114 USD/t. On September 4, the European index lost more than 6.5 USD/t, which was the most significant one-day correction since January 2024. Market participants disagreed on the reasons for such a sharp decline. They pointed out both more aggressive offer prices (the
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-137/): Over the past week, European thermal coal indices strengthened above 122 USD/t. Quotes were supported by the growth in the gas market, resulting from the escalation of the conflict in the Middle East and uncertainty over Russian gas transit to the EU via Ukraine. Despite high stocks in EU storage, gas quotations at TTF hub
- [US keeps tightening sanctions against Russian coal industry](https://thecoalhub.com/us-keeps-tightening-sanctions-against-russian-coal-industry/): The US Treasury Department keeps extending blocking sanctions against Russian coal producers by adding to the SDN list in August 2024 the following companies: Evraz units, including Yuzhkuzbassugol, as well as Raspadskaya, which shares are traded on the Moscow Exchange. Evraz has been under UK sanctions since 2022; Mechel Mining and its affiliated coal companies
- [Coal production in Kuzbass down 5.8% in Jan-Jul 2024](https://thecoalhub.com/coal-production-in-kuzbass-down-5-8-in-jan-jul-2024/): Under the Ministry of Coal Industry of Kuzbass, in January-July 2024 coal mining enterprises in Kuzbass produced 118.3 mio t of coal (-7.3 mio t or -5.8% y-o-y). In July 2024 coal extraction plunged to 15.4 mio t (-1.5 mio t or -8.9% vs. July 2023). The production of coking coal for 7 months of
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-136/): Over the past week, European thermal coal indices corrected downward to the level of 120 USD/t after the growth a week earlier. Market concerns temporarily decreased as the expected escalation of the conflict in the Middle East is not happening and Russian gas transit to the EU via Ukraine continues despite military actions near the
- [Dynamics of decline in Russian coal exports and production in Jan-Jul 2024](https://thecoalhub.com/dynamics-of-decline-in-russian-coal-exports-and-production-in-jan-jul-2024/): The annual dynamics of the decline in Russian coal exports in January-July 2024 was 12.5 times higher than the rate of production drop. Total Russian coal extraction for 7 months of 2024 decreased to 250.6 mio t (-1.9 mio t or -0.8% y-o-y). Meanwhile, over the same period, rail shipments of coal for export collapsed
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-135/): Over the past week, European thermal coal indices surged to 127 USD/t. Quotes were supported by a reduction in stockpiles and an increase in German consumption. An additional driver remains the growth of energy markets, including gas and electricity prices, amid geopolitical tensions in the Middle East and possible damage to gas measuring station near
- [Resumption of Russian coal supplies via Northern Sea Route to Asia](https://thecoalhub.com/resumption-of-russian-coal-supplies-via-northern-sea-route-to-asia/): After a three-year pause, exporters resumed deliveries of Russian coal via the Northern Sea Route (NSR) to the Asia-Pacific from ports in the Baltic Sea. In July, the Admiral Schmidt vessel (Babycape) with a deadweight of 106,000 tons departed from Ust-Luga for the Chinese port of Caofeidian - the first shipment of coal via this
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-134/): Over the past week, European thermal coal indices firmed to the range of 122-124 USD/t. Quotes were supported by the growth of energy markets amid escalation in the Middle East and Ukraine's attack on gas measuring station near the border town of Sudzha (the Kursk region), that is part of a pipeline, still supplying Russian
- [Supply shortage boosts coal price rally](https://thecoalhub.com/supply-shortage-boosts-coal-price-rally/): The gaining momentum in the API2 market rally, which we repeatedly forecasted, is an obvious outcome of the tightening coal supply on the market over the past months, including a drop in the Russian seaborne coal exports in H1 2024 by 13 mio t, or 13% vs. H1 2023. Will Russian suppliers manage to capitalize
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-133/): Over the past week, European thermal coal market saw a price rally, with quotes soaring above 122 USD/t. Indices were supported by such factors as tight supply of Russian and Colombian material, high temperatures in Europe and a surge in gas prices. Gas quotations at the TTF hub jumped almost 10% to 399 USD/1,000 m3 (+33
- [Supply of Russian High-CV coal keeps tightening](https://thecoalhub.com/supply-of-russian-high-cv-coal-keeps-tightening/): In H2 2024, the global market is expected to run short of Russian High-CV coal as exports continue to decline. In January-June 2024, Russian coal exports plunged to 99 mio t (-9.5 mio t or -8.8% vs. H1 2023). The drop in export supplies is attributed to critical logistical issues, as well as international sanctions,
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-132/): Over the past week, European thermal coal quotations kept on strengthening up to 112-114 USD/t, being supported by lower stockpiles and stable gas market. Moreover, export deliveries of steam coal from Colombia, which is also a supplier to Europe, decreased by almost 50% during the week. The share of wind generation in EU power generation
- [Global coal demand to remain broadly unchanged in both 2024 and 2025 as electricity demand surges](https://thecoalhub.com/global-coal-demand-is-set-to-remain-broadly-flat-through-2025/): Global coal demand is set to remain broadly unchanged in both 2024 and 2025 as surging electricity demand in some major economies offsets the impacts of a gradual recovery in hydropower and the rapid expansion of solar and wind, according to the IEA’s latest update on coal market trends worldwide. The world’s use of coal
- [China’s Coal Imports](https://thecoalhub.com/chinas-coal-imports/): Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels. In Jan-Dec 2023, global seaborne coal loadings increased by +5.8% yo-y to 1,339.5 mln t (excluding cabotage), based on vessel tracking data from AXS Marine. In Jan-Jun 2024 the positive trend continued, with global coal loadings
- [DC court blocks attempt to strike down EPA's coal emissions regulation](https://thecoalhub.com/dc-court-blocks-attempt-to-strike-down-epas-coal-emissions-regulation/): The EPA continues to enact significant regulations around emissions from the energy sector, including an April rule requiring coal-fired power plants to capture at least 90% of CO2 emissions. A petition signed by 25 primarily Republican states had sought to block that regulation, but Washington DC’s Court of Appeals has now upheld the rule, rejecting
- [Coal production in Kuzbass down 5.5% in Jan-Jun 2024](https://thecoalhub.com/coal-production-in-kuzbass-down-5-5-in-jan-jun-2024/): Under the Ministry of Coal Industry of Kuzbass, in January-June 2024 coal mining enterprises in Kuzbass produced 102.8 mio t of coal (-6.0 mio t or -5.5% y-o-y). The production of coking coal during this period totaled 32.6 mio t (-1.2 mio t or -3.6% y-o-y), whereas thermal coal extraction volumes plunged to 70.2 mio
- [Russian coking coal exports hit 2-year low](https://thecoalhub.com/russian-coking-coal-exports-hit-2-year-low/): Russian coking coal exports in June 2024, according to preliminary data, amounted to 3.7 mio t (-1.2 mio t or -18% m-o-m), having reached the minimum since May 2022. In 1H 2024, shipments decreased to 25 mio t (-1.9 mio t or -7% y-o-y). The downward trend was driven by a significant drop in prices
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-131/): Active short covering by traders on the paper market at the beginning of the current week boosted European thermal coal quotations. On Tuesday, spot prices exceeded 109 USD/t, while trading volume on the ICE exchange reached 2.5 mio t (compared to an average of 1.8 mio t). Then activity faded with the indices correcting downward
- [Up to 14 GW of coal-fired power plants could definitely be running beyond 2030](https://thecoalhub.com/up-to-14-gw-of-coal-fired-power-plants-could-definitely-be-running-beyond-2030/): “Up to 14 GW of coal-fired power plants could definitely be running beyond 2030, so long as the market supports that, in the sense that it’s still used,” according to the document, viewed late on Sunday. German law calls for coal power to be phased out by 2038, though the current government has been pushing to pull
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-130/): Over the past week, European thermal coal indices dropped to a five-month low (slightly below 102 USD/t), moving in the range of 102-104 USD/t, given the lack of support from fundamental factors. There was no demand for August supplies. The bid-ask spread for September shipments widened to 100-109 USD/t. Hurricane Beryl had no impact on
- [Russian government approves increase in MET for coal](https://thecoalhub.com/russian-government-approves-increase-in-met-for-coal/): On July 10, 2024, the Russian State Duma approved in the third reading a bill stipulating an increase in the mineral extraction tax (MET) for coal. If the cut-off price is exceeded, a 10% surcharge to MET will be levied. The threshold price is set at 120 USD/t for thermal coal, 167 USD/t for coking
- [Coal mining tax increase adjusted](https://thecoalhub.com/coal-mining-tax-increase-adjusted/): The Russian government has adjusted the previously proposed parameters for increasing coal production taxes from 2025. The surcharge to the mineral extraction tax rate (MEY) for thermal and coking coal is still set at 10% of the exceeded thresholds in the Far East ports, while the non-taxed price has been raised to $120/t compared to
- [This week in the world coal markets: brief roundup](https://thecoalhub.com/this-week-in-the-world-coal-markets-brief-roundup/): Over the past week, coal quotations on the European spot market declined below 104 USD/t amid lower gas prices and higher inventories. There was no demand for August deliveries. The bid/offer spread for September vessels was at 102-104 USD/t. Coal stocks at ARA terminals exceeded 5 mio t and totaled 5.16 mio t (+0.20 mio
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-129/): Last week, thermal coal indices on the European market fell below 106 USD/t, with no demand for July deliveries. Gas quotations at TTF hub (day-ahead contracts) at the end of the week showed downward dynamics and traded at 393 USD/1,000 m3 (-10 USD/1000 m3 w-o-w). Coal reserves at ARA terminals for the first time in two years
- [The owner of Sibanthracite Group is to buy a port in Primorsky Krai](https://thecoalhub.com/the-owner-of-sibanthracite-group-is-to-buy-a-port-in-primorsky-krai/): Sibanthracite Group is going to buy Vera Port Coal Terminal in the Russian Far East. Sibanthracite has no port of its own and no direct access to the Asia-Pacific market, and the company supplies its coal through North-Western and Southern ports of Russia. This route makes transportation costs larger in comparison with the delivery via
- [Coal production in Kuzbass down 5.1% in Jan-May 2024](https://thecoalhub.com/coal-production-in-kuzbass-down-5-1-in-jan-may-2024/): Under the Ministry of Coal Industry of Kuzbass, in January-May 2024 coal mining enterprises in Kuzbass produced 87.1 mio t of coal (-4.7 mio t or -5.1% y-o-y). The production of coking coal during this period totaled 28.0 mio t (-0.2 mio t or -0.7% y-o-y), whereas thermal coal extraction volumes plunged to 59.1 mio
- [Supplies of Russian PCI coal shrink](https://thecoalhub.com/supplies-of-russian-pci-coal-shrink/): Supply of Russian premium grade coal, including LV PCI and MV PCI, is expected to decline significantly in the near future amid a number of issues on the network of Russian Railways (RZD) and lower coal exports, particularly shipments via northwestern and southern ports. The worsening situation with coal delivery to Russian ports in May
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-128/): Last week, European thermal coal indices corrected above the level of 110 USD/t. Quotes were supported by rising prices in the gas and electricity markets, a reduction in stockpiles, as well as an increase in power generation in Germany. Gas quotations at TTF hub strengthened to 392 USD/1,000 m3 (+1 USD/1,000 m3 w-o-w), driven by concerns of
- [US extends sanctions against Russian coal industry](https://thecoalhub.com/us-extends-sanctions-against-russian-coal-industry/): The US Treasury Department has further expanded blocking sanctions against Russian coal companies. Elga, Coalstar and Coal company Mairykhsky open-pit mine has been added to the SDN-List this month. Earlier SUEK, Mechel and Sibantratsit were placed on the US sanctions register. The blocking sanctions against Elga include related mining, coal preparation, transportation and port assets.
- [Review of last week's coal market](https://thecoalhub.com/review-of-last-weeks-coal-market/): Over the past week, European thermal coal indices were ranging between 108-112 USD/t on the back of ongoing volatility on the gas market. High stockpiles and unstable demand remain the factors, preventing more robust strengthening of quotes. Furthermore, the market was pressured by an increase in supplies from Colombia, linked to the introduced bill on
- [Australian coal relatively successful in finding new markets](https://thecoalhub.com/australian-coal-exports/): Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels. In Jan-Dec 2023, global seaborne coal loadings increased by +5.8% yo-y to 1,339.5 mln t (excluding cabotage), based on vessel tracking data from AXS Marine. In Jan-May 2024 the positive trend continued, with global coal loadings
- [Russian coal extraction tax set to be raised again](https://thecoalhub.com/russian-coal-extraction-tax-set-to-be-raised-again/): The Ministry of Finance proposed to increase taxes on extraction of coal and other minerals from 2025. The new bill was submitted to the State Duma on June 3. With this initiative, the government seeks to compensate for the loss of income from the abolition of export duties, but the increased tax burden on the
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-127/): Over the past week, thermal coal indices on the European market broke through the level of 120 USD/t, nevertheless failed to gain a foothold and by the end of the week bounced back below 110 USD/t amid speculative paper contracts sell-off and increased volatility on the gas market. Gas quotations at TTF hub renewed the
- [FAS and RZD reject measures encouraging coal exports](https://thecoalhub.com/fas-and-rzd-reject-measures-encouraging-coal-exports/): The Federal Antimonopoly Service (FAS) opposed the return of lowering coefficients to the tariffs of Russian Railways (RZD) for coal export transportation, threatening to reduce Russian exports by 30-40 mio t in 2024. In April this year, the Ministry of Energy proposed resuming the application of the lowering coefficients of 0.4 for distance and 0.895
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-126/): Last week, thermal coal indices on the European market climbed above 110 USD/t. Quotes were backed by such factors as increased volatility in gas prices, warming temperatures and declining stockpiles. A contango pattern persists on the paper market, with Q3-2024 and Cal-25 contracts trading at a premium to spot at above 115 USD/t and above
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-125/): Over the past week, thermal coal quotations on the European market edged up within the range of 104-106 USD/t. However, on the paper market, Q3-2024 and Сal-25 contracts rose significantly to 118-121 USD/t and were well above spot prices, indicating expectations of increased demand or reduced supply in the future. Quotes were supported by such
- [Coal production in Kuzbass down 3.6% in Jan-Apr 2024](https://thecoalhub.com/coal-production-in-kuzbass-down-3-6-in-jan-apr-2024/): Under the Ministry of Coal Industry of Kuzbass, in January-April 2024 coal mining enterprises in Kuzbass produced 70.4 mio t of coal (-2.6 mio t or -3.6% y-o-y). The production of coking coal during this period totaled 23.1 mio t (+0.6 mio t or +2.7% y-o-y), whereas thermal coal extraction volumes plunged to 47.3 mio
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-124/): Last week, thermal coal quotations on the European dropped below 104 USD/t, pressured by reduced consumption, increased RES generation, and lower gas prices amid easing concerns over the conflict in the Middle East. Furthermore, in the coming week some tonnages from the USA will resume via the port of Baltimore, which earlier had been blocked
- [Recent sanctions keep tightening Russian coal supply](https://thecoalhub.com/recent-sanctions-keep-tightening-russian-coal-supply/): The availability of high-quality Russian coal on the global market, including thermal material, PCI coal and anthracite, significantly decreased in January-May 2024. The supply deficit from Russia is expected to worsen further from June 2024 on the back of recent sanctions against Sibanthracite, one of the largest producers of metallurgical coal in Russia and the
- [Colombian coal exports](https://thecoalhub.com/colombian-coal-exports-2/): Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels. In Jan-Dec 2023, global seaborne coal loadings increased by +5.8% yo-y to 1,339.5 mln t (excluding cabotage), based on vessel tracking data from AXS Marine. In Jan-Mar 2024 the positive trend continued, with global coal loadings
- [Sibanthracite hit by US sanctions](https://thecoalhub.com/sibanthracite-hit-by-us-sanctions/): The US, aiming at reducing Russia’s revenues, imposed sanctions against Sibanthracite, one of the largest metallurgical coal producers in Russia. The US Ministry of Finance sanctioned also 12 organizations, parts of the coal company's structure. Due to the new restrictive measures Sibanthracite is forced to redirect its supplies to the domestic market. In January-March 2024,
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-123/): Over the past week, thermal coal indices on the European market kept moving downward below the 105 USD/t mark, following lower consumption, as well as falling gas prices amid easing concerns about the conflict in the Middle East. The G7 energy ministers reached an agreement to phase out coal in electricity generation in H1 of
- [Profits of Russian coal companies plunge 5-fold in Q1 2024](https://thecoalhub.com/profits-of-russian-coal-companies-plunge-5-fold-in-q1-2024/): Profits of Russian coal companies (adjusted for losses) in January-February 2024 collapsed 5.3-fold from 1.2 bln USD to 0.2 bln USD (-1.0 bln USD y-o-y). At the same time, the losses doubled to 0.3 bln USD. The share of loss-making entities increased from 39% to 46%. In 2023, profits of Russian coal companies dropped 2.1-fold
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-122/): Over the past week, thermal coal indices on the European market plunged below 115 USD/t, pressured by lower consumption, as well as a significant reduction in gas prices, caused by the weakening of geopolitical tensions in the Middle East, which had previously supported the market. US coal shipments, that could not be delivered through the
- [Coal production in Kuzbass down 2% in Q1 2024](https://thecoalhub.com/coal-production-in-kuzbass-down-2-in-q1-2024/): Under the Ministry of Coal Industry of Kuzbass, in January-March 2024 coal mining enterprises in Kuzbass produced 52.8 mio t of coal (-1.1 mio t or -2.0% y-o-y). The production of coking coal during this period totaled 17.3 mio t (+0.3 mio t or +1.8% y-o-y), whereas thermal coal extraction volumes plunged to 35.5 mio
- [Kolmar halts coal washing plants due to excessive coal stockpiles](https://thecoalhub.com/kolmar-halts-coal-washing-plants-due-to-excessive-coal-stockpiles/): Kolmar, coking coal producer in Yakutia, has halted two washing plants and limited the load of the third plant by 50% since March 12 due to excessive coal stockpiles. The accumulation of excess coal stockpile amounting to 1 mio t caused by difficulties in shipments as a result of congestion at the railway infrastructure in
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-121/): Over the past week, thermal coal quotations on the European market saw high volatility in prices, which ranged between 117 USD/t and 26 USD/t amid a sharp rise in gas indices to a 3-month high, driven by the escalation of the conflict in the Middle East, along with a shrinking share of renewable generation. Moreover,
- [Taman's reduced transshipment rates still insufficient to make exports profitable](https://thecoalhub.com/railway-coal-shipments-to-taman-down-80-in-q1-2024-as-russian-suppliers-abandoned-the-terminal-2/): OTEKO coal terminal in Taman lowered its coal transshipment tariffs for Q2 2024 from 32-38 USD/t to 18-19 USD/t. However, export shipments from Kuzbass to remain unprofitable, so the decline in coal exports will continue and infrastructure capacity will remain idle. Coal rail shipments to Taman in January-April 2024 may fall short of 7.6 mio
- [Canadian coal exports up 9.6% year on year](https://thecoalhub.com/canadian-coal-exports/): Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels. In Jan-Dec 2023, global seaborne coal loadings increased by +5.8% yo-y to 1,339.5 mln t (excluding cabotage), based on vessel tracking data from AXS Marine. In Jan-Feb 2024 the positive trend continued, with global coal loadings
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-120/): Over the past week, thermal coal quotations on the European market kept swinging in the range of 117-121 USD/t. The indices are under pressure caused by falling demand, growing inventories at ARA terminals and a significant increase in RES generation. German wind output jumped by 49% to 22.7 GW, hard coal generation shrank by 22%
- [U.S. coal exports continue to rise](https://thecoalhub.com/u-s-coal-exports-continue-to-rise/): Coal use in the US power market may have declined, but U.S. coal exports remain strong. The chart (Figure 1) shows a comparison of US net power generation in the years 2023 and 2013. The share of coal declined substantially, while the role of gas and renewables increased markedly. Hydro suffered because of the drought
- [Railway coal shipments to Taman down 80% in Q1 2024, as Russian suppliers abandoned the terminal](https://thecoalhub.com/railway-coal-shipments-to-taman-down-80-in-q1-2024-as-russian-suppliers-abandoned-the-terminal/): Due to high transshipment rates at OTECO terminal in Taman, that make coal exports unprofitable, Russian mining companies suspended rail shipments to the port from the end of January 2024. In Q1 2024, railway supplies to Taman collapsed to 1.4 mio t (-5.0 mio t or -80.0% vs. Q1 2023). Coal volumes intended for transshipment
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-119/): Over the past week, thermal coal indices on the European market adjusted below 120 USD/t under the pressure of falling gas prices. The long weekend for Easter also contributed to the decline in electricity costs and consumption. Last weekend, Germany made a decision to offline and shut down 15 power plants with a combined capacity
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-118/): Last week thermal coal indices on the European market soared to almost 125 USD/t, supported by a reduction in stockpiles and increased volatility in gas prices amid Russia's strike on the gas infrastructure in western Ukraine, with Europe partially relying on it to ensure its energy security. Furthermore, on March 26, a bridge collapsed in
- [Construction of North-Siberian Railway estimated at 86 billion USD](https://thecoalhub.com/construction-of-north-siberian-railway-estimated-at-86-billion-usd/): The Russian Academy of Sciences introduced an assessment of the North-Siberian Railway construction project, which is designed to link the Trans-Siberian Railway with the Northern Sea Route. The total cost of the entire project may amount to 86 billion USD trillion with a payback period of 20 years. Complicated sections of the railroad route are
- [Coal production in Kuzbass down 2% in Jan-Feb 2024](https://thecoalhub.com/coal-production-in-kuzbass-down-2-in-jan-feb-2024/): Under the Ministry of Coal Industry of Kuzbass, in January-February 2024 coal mining enterprises in Kuzbass produced 34.5 mio t of coal (-0.7 mio t or -2.0% y-o-y). The production of coking coal during this period increased to 11.9 mio t (+0.6 mio t or +5.3% y-o-y), whereas thermal coal extraction volumes amounted to 22.6
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-117/): Over the past week, coal prices on the Atlantic market returned to growth, reaching a 3-month high and holding in the range of 116-118 USD/t. Quotes are supported by a reduction in stocks, strengthening gas prices on the back of lower supplies, as well as forecasts of lower wind generation output. Inventories at ARA terminals
- [China reduces imports of Russian coal in Jan-Feb by 22%](https://thecoalhub.com/china-reduces-imports-of-russian-coal-in-jan-feb-by-22/): China slashed coal imports from Russia in January-February 2024 to 11.5 mio t (-2.1 mio t or -22% y-o-y), as a result of a decline in competitiveness of Russian material after the import duties were reintroduced by China at 6% for thermal coal and 3% for coking coal and anthracite. Meanwhile, China expanded its total
- [Russian coal production keeps falling in Jan-Feb 2024](https://thecoalhub.com/russian-coal-production-keeps-falling-in-jan-feb-2024/): According to preliminary data, coal production in Kuzbass, Russia's main coal-mining region where high-quality coal production is located, fell to 34.2 mio t in January-February 2024 (-0.9 mio t or -2.9% vs. Jan-Feb 2023), continuing the trend of 2023, during which the output dropped by 9.4 mio t or 4.2%. Most of the growth was
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-116/): Over the past week, thermal coal indices on the European market corrected downward, sitting in the range of 110-115 USD/t, after a strong growth a week earlier. The price decline resumed as negative seasonal fundamentals still outweigh supply concerns over recent sanctions against major Russian suppliers. Gas quotations at the TTF hub fell to 278
- [Additional negative factors undermine Russian coal exports](https://thecoalhub.com/additional-negative-factors-undermine-russian-coal-exports/): Rail shipments of Russian coal to ports in January-February 2024 decreased to 30.5 mio t (-3.7 mio t or -10.8% y-o-y). Moreover, the main decline accounted for high-quality coal from Kuzbass and anthracite from Novosibirsk region. The negative dynamics was driven by a shortage of transportation capacity to northwestern and far eastern ports, as well
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-115/): Last week thermal coal indices on the European market continued steady recovery above 115 USD/t. The sharp price strengthening was driven by the introduction of sanctions against major Russian coal companies (SUEK and Mechel) as well as by rising gas quotes and a reduction in ARA stockpiles. Prices were also supported by short sellers, covering
- [Russian coal suppliers abandon SUEK and Mechel export terminals](https://thecoalhub.com/russian-coal-suppliers-abandon-suek-and-mechel-export-terminals/): Amid economic sanctions imposed by the United States, the international market may be deprived in 2024 not only of the tonnage supplied by SUEK and Mechel, but also of the volume exported by other Russian suppliers refusing to dispatch to the ports connected with the sanctioned companies. Meanwhile, it is impossible to redirect the allocated
- [Export duties on Russian coal to return in March](https://thecoalhub.com/export-duties-on-russian-coal-to-return-in-march/): The Russian government is returning export duties on coal. The new duties will be effective from March 1, 2024 to February 28, 2025. The tax will range from 4% to 7% depending on the ruble exchange rate, but will not apply at the exchange rate of less than 80 rubles per dollar. Similar duties on
- [Russian coal exports keep falling, reducing supply on global market](https://thecoalhub.com/russian-coal-exports-keep-falling-reducing-supply-on-global-market/): Russian coal exports declined further in 2024 amid economic sanctions and logistical issues. Recent US sanctions against SUEK and Mechel, meaning that these companies are no longer able to conclude new deals, have put under threat 20% of Russian coal exports, or more than 30 mio t. Due to high transshipment rates, Russian mining companies
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-114/): Last week thermal coal indices on the European market surged up to 110 USD/t, driven by the introduction of sanctions against major Russian coal companies (SUEK and Mechel) as well as strengthening of gas prices and a reduction in stockpiles at ARA terminals. At the same time, negative fundamental factors remain, including warmer temperatures and
- [Russian coal exports to drop by 20% due to sanctions](https://thecoalhub.com/russian-coal-exports-to-drop-by-20-due-to-sanctions/): Russian coal exports to drop by 20% following a sanctions announcement by the United States. On February 23, the United States extended sanctions against the Russian energy and mining and metallurgical sectors by including Russian coal companies SUEK and Mechel. The U.S. Treasury Department has set deadlines for termination of transactions with these organizations until
- [Kuzbass coal production drops 2.3%, exports down 15.5% in Jan 2024](https://thecoalhub.com/kuzbass-coal-production-drops-2-3-exports-down-15-5-in-jan-2024/): The decline in Kuzbass coal production in 2023 to 214.2 (-9.4 million tons or -4.2% to 2022) continued in January 2024. Under the Ministry of Coal Industry of Kuzbass, in January 2024 coal mining enterprises in Kuzbass produced 17.1 mio t of coal (-0.4 mio t or -2.3% y-o-y). The production of coking coal during
- [Indian coal production shows 10% yoy increase](https://thecoalhub.com/indian-coal-production-shows-10-yoy-increase/): The latest assessment of Indian coal production showed a 10% year on yeay increase to 100mt in January. After falling short of production goals for 16 consecutive years, Coal India is on track to exceed its production target for the 2nd year in a row. This will keep a lid on thermal coal imp and
- [Russian coal export supplies and production decline](https://thecoalhub.com/russian-coal-export-supplies-and-production-decline/): In 2023 - early 2024, Russian coal producers continue to face challenges and unfavorable factors, including: falling global prices, higher railway tariffs and transshipment rates in ports, as well as logistical issues, resulting from limited throughput capacity on the Russian Railways network and a longer transportation distance (expensive freight), when supplying coal to the Asia
- [Russian producers suspend coal export supplies to Taman in Feb 2024](https://thecoalhub.com/russian-producers-suspend-coal-export-supplies-to-taman-in-feb-2024/): Due to high transshipment rates at OTEKO terminal in Taman, that make coal exports unprofitable, Russian mining companies did not submit railroad applications to the port for February 2024. Thus, the exports of Russian coal through the terminal will not be performed until at least March 2024, and export rail shipments to the port in
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-113/): Last week thermal coal indices on the European market rebounded above 95 USD/t after falling a week earlier. The growth was driven by a reduction in ARA stockpiles. Nevertheless, pressure on quotations remains due to significant gas reserves, as well as the end of the winter season with temperatures above normal. Moreover, the authorities of
- [U.S. coal fired generation capacity saw a significant shift in 2023](https://thecoalhub.com/u-s-coal-fired-generation-capacity-saw-a-significant-shift-in-2023/): U.S. coal fired generation capacity saw a significant shift in 2023, marking a continued decline in the industry. Let's dive into the latest stats and what this means for the future of energy. Over the last decade, U.S. coal power generating capacity has been shrinking by an average of 4.3% per year. In 2023, this
- [Chinese coal demand may dampen Shell's ambitious LNG forecast](https://thecoalhub.com/chinese-coal-demand-may-dampen-shells-ambitious-lng-forecast/): Shell has come out with a bold forecast that global LNG demand will rise by 50% by 2040, largely on the back of China-led growth in Asia. But this looks optimistic given LNG remains pricier than coal, of which China and India have plenty. The oil major released its LNG market outlook on Wednesday in
- [Chinese coal consumption - over 4 billion tons in 2023](https://thecoalhub.com/chinese-coal-consumption-over-4-billion-tons-in-2023/): Chinese coal consumption reached over 4 billion tons in 2023. What else can we see from this summary charting the past 10 years of thermal coal usage in China? After retracting, for a few years, Chinese coal consumption increased by almost 1 Bn tons in comparison to 2016 - 8 years ago Power usage is
- [Coal imports: Indonesia is still the top supplier of coal to China](https://thecoalhub.com/coal-imports-indonesia-is-still-the-top-supplier-of-coal-to-china/): Mainland China is currently the world’s largest seaborne importer of coal (including both thermal and coking), accounting for 27.5% of the global seaborne coal market in 2023. Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels. In Jan-Dec 2023, global seaborne coal loadings increased by
- [Russian suppliers refuse coal handling in Taman port due to sky-high rates](https://thecoalhub.com/russian-suppliers-refuse-coal-handling-in-taman-port-due-to-sky-high-rates/): Coal companies refuse to export coal through OTEKO terminal at Taman in February due to heavy tariffs that make export shipments loss-making. Coal miners insist on lower transshipment costs amid falling prices on the international markets and infrastructure constraints, intending to discuss rates with the owner in cooperation with the government. Meanwhile, some companies agree
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-112/): Last week thermal coal indices on the European market continued to hold below 100 USD/t level. Coal quotations remain under pressure amid an increase in inventories at ARA terminals to the record highs since mid-October 2023 and lower gas prices, caused by limited demand resulting from warming temperatures and growth in wind generation. Gas quotes
- [Coal India beats third-quarter profit estimates on higher production](https://thecoalhub.com/coal-india-beats-third-quarter-profit-estimates-on-higher-production/): Coal India reported a higher-than-expected third-quarter profit on Monday as the state-run miner cranked up production to meet surging demand for electricity in the country as well as declared a second interim dividend. Despite strong pledges to harness renewable energy sources like solar and wind, coal is still used to produce nearly three-fourths of India's
- [World coal: a review of last week's coal markets](https://thecoalhub.com/world-coal-market-brief-overview-111/): Over the past week, thermal coal indices on the European market stayed at the level of 97-98 USD/t. Coal quotations continued to sit at 6-month lows despite the strengthening of the energy market. Increased inventories at ARA terminals and consumers' stockpiles, as well as mild weather are hindering prices from moving above 100 USD/t. Gas
- [Eastern Range сapacity to exceed 270 million tonnes](https://thecoalhub.com/eastern-range-сapacity-to-exceed-270-mio-t/): The throughput capacity of the BAM and Trans-Siberian Railway will be increased from 255 mio t to 270 mio t due to measures agreed between shippers and Russian Railways (RZD) during a meeting of the working group dedicated to the third stage of the Eastern Range development. The third stage of the Eastern Range modernization
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-110/): Last week thermal coal indices on the European market fell below 100 USD/t. Quotes dipped to 6-month lows, remaining under pressure from warming temperatures, reduced coal generation, increased inventories, as well as low gas prices and high levels of renewable generation. Gas prices were mixed with increased volatility on the back of a forecast of
- [Russian coal extraction tax to be raised again](https://thecoalhub.com/russian-coal-extraction-tax-to-be-raised-again/): Russian Ministry of Finance is considering the possibility of increasing the Mineral Extraction Tax (MET) on coal production. This measure will significantly increase the tax burden on coal industry amid falling prices on the international market, which makes export of Kuzbass thermal coal unprofitable in certain directions. The authorities considered increasing MET as early as
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-109/): Over the past week, thermal coal indices on the European market kept weakening below 105 USD/t. Quotes remain under pressure amid expected warmer temperatures, rising inventories, gas prices falling to two-year lows, as well as strong renewable generation. With temperatures forecast to rise and supply expected to increase, gas quotations at the TTF hub dropped
- [Coal production in Kuzbass down 4.2% in 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-4-2-in-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-December 2023 coal mining enterprises in Kuzbass produced 214.2 mio t of coal (-9.4 mio t or -4.2% y-o-y). The production of coking coal during this period increased to 68.3 mio t (+0.4 mio t or +0.6% y-o-y), whereas thermal coal extraction volumes amounted to 145.9
- [Wet weather challenging Australian coal exports](https://thecoalhub.com/wet-weather-challenging-australian-coal-exports/): Incessant wet weather challenges Australian coal exports, hitting metallurgical coal harder than thermal coal. Bulk carrier counts at Queensland's metallurgical and New South Wales' thermal coal hubs peaked over Christmas, but have since decreased. Recent weather-related disruptions show global metallurgical coal prices displaying more resilience compared to thermal coal, reflecting Australia's pivotal role in the
- [European coal imports declined sharply in 2023](https://thecoalhub.com/european-coal-imports-declined-sharply-in-2023/): Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels. In Jan-Dec 2023, global seaborne coal loadings increased by +6.0% yo-y to 1,341.2 mln t (excluding cabotage), based on vessel tracking data from AXS Marine. This was well above the 1,265.5 mln t loaded in Jan-Dec
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-108/): Last week thermal coal indices on the European market dropped below 110 USD/t. Despite the cold weather and growing electricity demand in the region, quotations remain under pressure amid stable stock levels, falling gas prices, and high levels of nuclear and wind generation. In December 2023, coal-fired generation in Germany fell 30% to historic lows
- [Russian coal supplies up 1.3% in Jan-Nov 2023](https://thecoalhub.com/russian-coal-supplies-up-1-3-in-jan-nov-2023/): In January-November 2023, total Russian coal supplies, including exports and deliveries to the domestic market, increased to 360.2 mio t (+4.6 mio t or +1.3% y-o-y). In 11 months of 2023, 164.3 mio t were sent to the domestic market (+0.9 mio t or +0.5% y-o-y), of which: · 82.5 mio t
- [Russian government cancels coal export duties](https://thecoalhub.com/russian-government-cancels-coal-export-duties/): The Russian government eliminated export duties on thermal and coking coal, as well as anthracite, introduced in September 2023 until the end of 2024 at the rate of 4-7% and tied to the USD/RUB exchange rate. This initiative is probably due to the return of import duties in China, which share in Russia's coal exports
- [Coal is still a glowing part of global commodities markets](https://thecoalhub.com/coal-is-still-a-glowing-part-of-global-commodities-markets/): Coal is still a glowing part of global commodities markets even if prices for the energy source are sliding. Despite widespread perceptions that the coal industry is under threat, output is actually hitting new records—at least outside the U.S. and EU. The WSJ's Megha Mandavia reports in a Heard on the Street column that China's
- [Russia boosts coal exports to China to 104 mio t in 2023](https://thecoalhub.com/russia-boosts-coal-exports-to-china-to-104-mio-t-in-2023/): In 2023, Russia ramped up coal supplies to China almost 1.5 times to all-time high of more than 100 mio t, which became possible due to deepening cooperation between the countries in the energy sector. According to preliminary estimates, exports of Russian material to China totaled 104 mio t (+27.2 mio t or +42.8% y-o-y).
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-107/): Over the past week, thermal coal indices on the European market strengthened to the level of 114-115 USD/t. Quotations corrected upward after falling a week earlier amid a reduction in stocks, rising gas and electricity prices. Gas quotes at the TTF hub surged to 404 USD/1,000 m3 (+21 USD/1,000 m3 w-o-w), driven by an increase in gas
- [Coal production in Kuzbass down 2.9% in Jan-Nov 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-2-9-in-jan-nov-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-November 2023 coal mining enterprises in Kuzbass produced 195.9 mio t of coal (-5.9 mio t or -2.9% y-o-y). The production of coking coal during this period increased to 62.1 mio t (+1.5 mio t or +2.5% y-o-y), whereas thermal coal extraction volumes amounted to 133.8
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-106/): Last week thermal coal indices on the European market kept declining to the level of 110-112 USD/t. Pressure on quotations persists on the back of forecasts of milder weather until January next year, supply growth, as well as falling gas prices. Electricity consumption in Germany plunged to its lowest since 1990, reflecting reduced economic activity
- [Word coal market: brief overview](https://thecoalhub.com/word-coal-market-brief-overview/): Over the past week, thermal coal indices on the European market fell sharply to the level of 112-115 USD/t. Quotes were pressured by such factors as warming temperatures, increased supplies, and falling gas prices. The share of coal-fired generation in Germany decreased from 17% to 10%, while the share of wind generation rose from 20%
- [RZD offers to sharply increase rail tariffs for coal miners again](https://thecoalhub.com/rzd-offers-to-sharply-increase-rail-tariffs-for-coal-miners-again/): Russian Railways (RZD) suggests to significantly revise the principles of tariffication of coal transportation. However, amending the coal tariff class from the first to the second will lead to a sharp rise in the cost of coal transportation, a 20-30% drop in the margins of coal companies and the closure of the main export routes.
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-105/): Last week, thermal coal prices in Europe rose above 125 USD/t, supported by increased consumption along with a reduction in inventories. The share of coal-fired generation in Germany's energy mix increased from 10% in November to 15% in early December, while the share of wind generation fell from 40% to 27%. Gas quotes at the
- [Russian coal supplies up 2.7% in Jan-Oct 2023](https://thecoalhub.com/russian-coal-supplies-up-2-7-in-jan-oct-2023/): In January-October 2023, total Russian coal supplies, including exports and deliveries to the domestic market, increased to 329.3 mio t (+8.7 mio t or +2.7% y-o-y). In 10 months of 2023, 148.0 mio t were sent to the domestic market (+1.8 mio t or +1.2% y-o-y), of which: · 75.1 mio t
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-104/): The cold weather and improved coal consumption in Germany last week contributed to the strengthening of European market indices above 120 USD/t. Nevertheless, lower demand, full gas storage facilities, as well as falling gas and electricity prices remain the main factors limiting significant growth of quotations. Gas prices at the TTF hub dropped to 451
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-103/): Over the past week, thermal coal indices on the European market continued to sink below 120 USD/t under pressure from unfavorable fundamentals, such as low demand, full EU gas storage facilities and lower gas prices. The Association of German Coal Importers (VDKi) called for the extension of coal-fired backup power plants, the operation of which
- [Coal production in Kuzbass down 1.7% in Jan-Oct 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-1-7-in-jan-oct-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-October 2023 coal mining enterprises in Kuzbass produced 178.4 mio t of coal (-3.1 mio t or -1.7% y-o-y). The production of coking coal during this period increased to 56.3 mio t (+1.9 mio t or +3.5% y-o-y), whereas thermal coal extraction volumes amounted to 122.1
- [Russian coal production and exports to remain stable in 2023](https://thecoalhub.com/russian-coal-production-and-exports-to-remain-stable-in-2023/): According to the Ministry of Energy's forecast, Russian coal production in 2023 will remain almost flat at 440.0 mio t (-3.5 mio t or -0.7% y-o-y), while exports are expected to reach 220.0 mio t (+10.3 mio t or +5.3% y-o-y). The introduction of an embargo on imports of all types of Russian coal to
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-102/): Last week, thermal coal indices on the European market went on falling below 125 USD/t under pressure from unfavorable fundamental factors, such as low demand, full EU gas storage facilities and lower electricity prices. Gas quotations at the TTF hub strengthened to 521 USD/1,000 m3 (+17 USD/1,000 m3 w-o-w) on the back of active gas withdrawals from
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-101/): Over the past week, thermal coal quotations on the European market bounced back up after a drop, regaining the 130 USD/t level, while the energy market still remains affected by negative fundamentals, such as full gas storages in the EU, lower electricity prices and above-normal temperatures. During the last Coaltrans conference in Madrid, it was
- [China's investment in coal conveyor across Amur River to amount to 685 mio USD](https://thecoalhub.com/chinas-investment-in-coal-conveyor-across-amur-river-to-amount-to-685-mio-usd/): Chinese company Xuan Yuan (XY Group), one of the largest Chinese corporate investors in Russia, plans to invest about 685 mio in the construction of a conveyor system for transshipment of Russian coal across the Amur River for further export to China. According to representatives of the China Coal Import Association, various options are being
- [Russian coal supplies up 4.9% in Jan-Sep 2023](https://thecoalhub.com/russian-coal-supplies-up-4-9-in-jan-sep-2023/): In January-September 2023, total Russian coal supplies, including exports and deliveries to the domestic market, increased to 297.5 mio t (+13.9 mio t or +4.9% y-o-y). In 9 months of 2023, 132.5 mio t were sent to the domestic market (+3.0 mio t or +2.3% y-o-y), of which: · 68.1 mio t
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-100/): Last week, thermal coal indices on the European market fell below 130 USD/t amid a lower energy market as concerns over the conflict in the Middle East eased and the focus shifted to fundamentals, including full gas storage in the EU, weaker power prices and above-normal temperatures. TTF hub gas quotes rose to 531.2 USD/1,000
- [Coal production in Siberian Federal District to grow up to 375 mio t by 2030](https://thecoalhub.com/coal-production-in-siberian-federal-district-to-grow-up-to-375-mio-t-by-2030/): The Siberian Federal District (SFD), which includes Kuzbass, Khakassia, Tuva, the Novosibirsk region and the Krasnoyarsk region, plans to boost coal production up to 375 mio t by 2030, with investments in the regional mining industry amounting up to 7 billion USD. This program, approved by the Russian government, will be implemented in accordance with
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-99/): Over the past week, thermal coal prices on the European market adjusted below 140 USD/t after a rise a week earlier amid volatility and mixed movement of gas and oil quotations, resulting from diplomatic efforts aimed at de-escalation of the Middle East conflict. Gas prices at the TTF hub rose to 554 USD/1,000m3 (+12 USD/1,000m3 w-o-w) on
- [Coal production in Kuzbass down 1.4% in Jan-Sep 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-1-4-in-jan-sep-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-September 2023 coal mining enterprises in Kuzbass produced 160.2 mio t of coal (-2.3 mio t or -1.4% y-o-y). The production of coking coal during this period increased to 49.9 mio t (+1.5 mio t or +3.1% y-o-y), whereas thermal coal extraction volumes amounted to 110.3
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-98/): Last week, thermal coal prices on the European market surged above 145 USD/t on the back of rising gas and oil quotations, stemming from the escalation of the armed conflict in the Middle East. Indices were also supported by a noticeable reduction in inventories at ARA terminals, despite the supply increase, which indicates the growth
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-97/): Over the past week, thermal coal prices on the European market firmed sharply to 136-138 USD/t, following rising gas quotations amid fears of supply disruption, resulting from the military conflict in the Middle East. Gas prices at the TTF hub jumped to 508.8 USD/1,000 m3 (+98.2 USD/1,000 m3 w-o-w) after a temporary production halt at
- [Prospects for railway capacity growth on Eastern range until 2035](https://thecoalhub.com/prospects-for-railway-capacity-growth-on-eastern-range-until-2035/): Given the current shift in export destinations, market participants are trying to assess the potential for increasing the throughput capacity of Russian railroads on the Eastern range, as the limited carrying capacity hinders the growth of exports to the Asia Pacific. The expansion of the Eastern range is being implemented in three stages. The first
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-96/): Last week, thermal coal prices on the European market dropped below 125 USD/t under pressure from such fundamental factors as increasing stockpiles, lower gas prices, and above-normal temperatures, which put off the start of the heating season. Additional negatives were the increase in the share of RES generation in Germany, which rose from 58% to
- [RZD tariffs to rise by more than 10% in 2024](https://thecoalhub.com/rzd-tariffs-to-rise-by-more-than-10-in-2024/): Russian Railways (RZD) plans to adjust railroad tariffs for inflation by 10.75% in 2024. This figure includes the base indexation of 7.6%, as well as 2% for infrastructure overhaul and 1% surcharge for transportation security. It is expected that in 2024 the indexation of 10.75% will bring RZD with 2 billion USD of additional funds.
- [Duties on Russian coal exports to be introduced from October 01, 2023](https://thecoalhub.com/duties-on-russian-coal-exports-to-be-introduced-from-october-01-2023/): The Russian Ministry of Finance and the Ministry of Economy are introducing duties on exports of coal, as well as on almost all types of goods except oil, oil products, gas, timber, scrap, grain and machinery production from October 1 and until the end of 2024. The amount of the duty will depend on the
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-95/): Over the past week, thermal coal prices on the European market rose above 130 USD/t. Quotes continue to be supported by the reduction in stocks, as well as high gas prices, which strengthened again on the back of a possible resumption of the strike by workers of the oil and gas company Chevron in Australia,
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-94/): Last week, thermal coal prices on the European market kept growing above 127 USD/t. Quotes were supported by a reduction in stockpiles, as well as high gas prices caused by the strike at Chevron LNG company in Australia. However, by the end of this week, it was reported that Chevron's workers have virtually stopped protesting,
- [Coal production in Kuzbass down 0.8% in Jan-Aug 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-0-8-in-jan-aug-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-August 2023 coal mining enterprises in Kuzbass produced 142.7 mio t of coal (-1.2 mio t or -0.8% y-o-y). The production of coking coal during this period increased to 44.3 mio t (+1.6 mio t or +3.7% y-o-y), whereas thermal coal extraction volumes amounted to 98.4
- [Officials consider construction of BAM-2](https://thecoalhub.com/officials-consider-construction-of-bam-2/): The Deputy Prime Minister of Russia Marat Khusnullin stated the need for construction of Baikal–Amur Mainline-2 (BAM-2) at the Eastern Economic Forum held in Vladivostok. The second line will make the mainline fully double-tracked and increase its capacity. There are many narrow railway sections on the way to Asia, where traffic slows down. Some parts
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-93/): Over the past week, thermal coal prices strengthened beyond 125 USD/t. The quotations were supported by an increase in coal consumption and a sharp rise in gas prices amid a strike by Australian workers of the LNG supplier. TTF gas prices jumped 22% to 421 USD/1,000 m3 (+78 USD/1,000 m3 w-o-w) after the beginning of the
- [China coal and iron ore production increase at a fast pace](https://thecoalhub.com/china-coal-and-iron-ore-production-increase-at-a-fast-pace/): China has been focusing on national energy security for several decades. Power blackouts, soaring fuel prices, and heightened geopolitical tensions have brought national energy and steel security to the forefront of the Chinese government's agenda, even as the country pursues a green transition. A significant shift and increased emphasis on this issue happened in 2020
- [Russian coal exports to fall in H2 2023](https://thecoalhub.com/russian-coal-exports-to-fall-in-h2-2023/): In Q3 and Q4 2023, Russian rail shipments of coal for export are expected to decrease. The reduction will occur not only in relation to the first and second quarters of this year, but also in comparison with the same periods of 2022. The key reason for lower rail shipments in H2 2023 is a
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-92/): Coal prices fell below 118 USD/t in the European market last week. Price volatility largely reflected fluctuations in TTF gas contracts. The market is still waiting for the strike to be started by Chevron LNG workers in Australia, which was postponed until Friday leaving hope that the parties can reach an agreement at the very
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-91/): Last week thermal coal quotations on the European spot market traded in the range of 120-125 USD/t, having dropped below 120 USD/t by Friday. There were no clear market drivers after an agreement was reached between Australia's Woodside Energy and labor unions. The risk of the upcoming strike by Chevron’s LNG platform workers in Australia
- [World coal markets weekly review: coal rises on the back of unrest in Australian LNG](https://thecoalhub.com/world-coal-market-brief-overview-90/): At the beginning of the past week, the European market saw an increase in coal and gas quotations on the back of continued uncertainty around the situation with labor strikes at gas platforms in Australia. Potential shutdown of three LNG plants (Gorgon LNG, Wheatstone LNG and Woodside North West Shelf) may jeopardize 10% of world
- [Coal production in Kuzbass almost flat in Jan-Jul 2023](https://thecoalhub.com/coal-production-in-kuzbass-almost-flat-in-jan-jul-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-July 2023 coal mining enterprises in Kuzbass produced 125.6 mio t of coal (-0.1 mio t or -0.08% y-o-y). The production of coking coal during this period increased to 39.1 mio t (+2.2 mio t or +6.0% y-o-y), whereas thermal coal extraction volumes amounted to 86.5
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-89/): Over the past week, thermal coal quotations on the European market soared to almost 125 USD/t at the beginning of the week, but then, in the absence of deals with deliveries in September, indices pulled back to the level of 115-117 USD/t. The price volatility for forward contracts was caused by uncertainty in the global
- [Russian coal exports to China may increase up to 100 mio t](https://thecoalhub.com/russian-coal-exports-to-china-may-increase-up-to-100-mio-t/): Russian coal exports to China may grow up to 100 mio t per year over the next 5 years, while Russia's supplies to India could amount to about 40 mio t. In general, the growth potential of exports to Asia is estimated at additional 50-60 mio t. Thailand, Malaysia, Vietnam and Sri Lanka are among
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-88/): Last week, thermal coal prices on the European market rose significantly above 115 USD/t. Quotes were supported by a sharp rise in gas and electricity indices. Gas quotations at the TTF hub surged by 37% to 449 USD/1,000 m3 (+123 USD/1,000 m3 w-o-w). The sharp growth of gas prices was caused by reports about the planned strike
- [RZD plans to raise rail tariffs to cover security costs](https://thecoalhub.com/rzd-plans-to-raise-rail-tariffs-to-cover-security-costs/): Russian Railways (RZD) plans to obtain government approval for an additional indexation of rail freight tariffs by 1% in 2024. The funds will be used to ensure transportation security. However, market participants are concerned with further hikes in transportation costs, assuming that such expenses should be compensated by the state, given the already rapid growth
- [Russian coal supplies up 5.6% in H1 2023](https://thecoalhub.com/russian-coal-supplies-up-5-6-in-h1-2023/): In January-June 2023, total Russian coal supplies, including exports and deliveries to the domestic market, increased to 200.4 mio t (+10.6 mio t or +5.6% y-o-y). In H1 2023, 91.5 mio t were sent to the domestic market (+3.7 mio t or +4.2% y-o-y), of which: · 48 mio t (+5 mio
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-87/): Last week thermal coal prices on the European market fluctuated in the range of 105-110 USD/t, having consolidated on Friday above 110 USD/t. Pressure on quotations continues to be exerted by such negative factors as lower temperatures in the region, increased RES generation, as well as correction in gas prices. Total stocks at ARA terminals
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-86/): Last week, thermal coal quotations on the European market surged above 110 USD/t. Prices were supported by record high temperatures in the region, a decrease in RES generation as well as an improvement in gas prices. In Germany, the share of RES in the country's energy mix shrank from 71% to 65%, while the share
- [Khakassia asks for additional railway quotas to export coal eastwards](https://thecoalhub.com/khakassia-asks-for-additional-railway-quotas-to-export-coal-eastwards/): Khakassia coal miners are hoping for the additional railway quotas to export coal eastwards. In December 2022, the government of Khakassia and the Russian Railways (RZD) signed an agreement that set export quotas eastwards at 6.1 mio t in 2023. In H1 2023, exports from the region to the East amounted to 3.1 mio t,
- [Colombian Coal Exports to Asia Reach New Heights](https://thecoalhub.com/colombian-coal-exports-to-asia-reach-new-heights/): Colombian coal shipments to Asia are about to reach a record high of 2.3 Mt in June. Kpler data shows that coal exports to Asian destinations have been on the rise since January 2023. In June, 0.9 Mt of Colombian coal were already shipped to Asia, compared to 1.3 Mt in May. With a Columbia-East
- [Coal production in Kuzbass down 0.9% in H1 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-0-9-in-h1-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-June 2023 coal mining enterprises in Kuzbass produced 108.8 mio t of coal (-1.0 mio t or -0.9% y-o-y). The production of coking coal during this period increased to 33.8 mio t (+1.7 mio t or +5.3% y-o-y), whereas thermal coal extraction volumes amounted to 75.0
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-85/): Over the past week, thermal coal prices on the European market rose above 105 USD/t on expectations of record high temperatures. Nevertheless, such negative factors as coal generation cutbacks, high stockpiles and low gas prices are still in place. The IEA published a forecast for EU electricity demand, expecting it to fall by 3% in
- [RZD expects financing for the third stage of the Eastern range expansion](https://thecoalhub.com/rzd-expects-financing-for-the-third-stage-of-the-eastern-range-expansion/): Russian Railways (RZD) expects to attract about 300 billion RUR (3.3 billion USD) from the National Wealth Fund (NWF) for the third stage of modernization of the Baikal-Amir Mainline (BAM) and the Trans-Siberian Railway (TSR). The project includes three phases. The first phase provides for an increase in the capacity for all cargo to 197
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-84/): Last week, thermal coal quotations on the European market fell sharply down to 95 USD/t. The indices were under pressure on such factors as a significant reduction in German coal-fired generation, an increase in the share of renewable energy and a drop in gas prices. Gas prices at the TTF hub fell to 307 USD/1,000
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-83/): Over the past week, thermal coal quotations on the European market dropped below 115 USD/t. High stocks at ARA terminals, growing RES generation, the current price advantage of gas generation vs. coal burning, as well as comfortable weather in Europe are the remaining factors that put pressure on the indices. The TTF hub gas prices
- [Rail coal shipments to Russian ports in Jan-Jun 2021-2023](https://thecoalhub.com/rail-coal-shipments-to-russian-ports-in-jan-jun-2021-2023/): Total railway loadings of Russian and Kazakh coal to Russian ports in January-June 2023 amounted to 97.8 mio t. (+3.5 mio t vs H1 2022 and +2.4 mio t vs H1 2021). Meanwhile, shipments of Russian coal via the northwestern ports remained almost flat if compared to 2021 at 29.7 mio t (+0.2 mio t
- [Russian Coal Production in the Face of Sanctions](https://thecoalhub.com/russian-coal-production-in-the-face-of-sanctions/): Resilience and Challenges: Examining Russian Coal Production in the Face of Sanctions Despite the imposition of sanctions, Russian coal production witnessed a significant surge in 2022. Remarkably, the country successfully redirected more than 70 million tons of cargo from Europe to alternative destinations in the Mediterranean and Pacific regions. This accomplishment is particularly noteworthy considering
- [Government confirms higher taxes on coal off the table](https://thecoalhub.com/government-confirms-higher-taxes-on-coal-off-the-table/): Russian Ministry of Finance confirmed that the government was not considering the possibility of increasing the mineral extraction tax (MET) on coal in 2023. Earlier it was supposed to increase MET for Q4 2023 instead of introducing export duties in case of strong financial performance of coal exporters in January-March 2023. However, the authorities have
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-82/): Thermal coal prices on the European market strengthened last week, standing above 125 USD/t. Nevertheless, quotations remain under pressure, following the decline in coal consumption, increase in renewable energy generation (RES) and normalized weather conditions. The TTF hub gas indices fell to 380/1,000 m3 (-45 USD/1,000 m3 w-o-w). South African High-CV 6,000 moved slightly above the level
- [Low stockpiles at Richards Bay Coal Terminal](https://thecoalhub.com/low-stockpiles-at-richards-bay-coal-terminal/): Near real-time satellite based estimation shows that stockpiles at Richards Bay Coal Terminal (RBCT) remain at low levels near 2.85mt, down 0.7mt from last month. South African miners are increasingly relying on trucks to transport their minerals to the ports as Transnet, the South African state-owned rail logistics company, is not fulfilling its commitments. This
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-81/): Over the past week, European thermal coal market quotations moved below 120 USD/t, after a significant rise a week earlier, amid gas prices correction and reduced coal consumption. High volatility persisted on the gas market, following news on Norwegian gas supply disruptions after series of unplanned outages at LNG terminals and gas fields. Gas indices
- [Coal production in Kuzbass down 1.4% in Jan-May 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-1-4-in-jan-may-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-May 2023 coal mining enterprises in Kuzbass produced 91.8 mio t of coal (-1.3 mio t or -1.4% y-o-y). The production of coking coal during this period increased to 28.2 mio t (+1.1 mio t or +4.1% y-o-y), whereas thermal coal extraction volumes amounted to 63.6
- [Coal supplies from Kuzbass region to Far East need to break the deadlock](https://thecoalhub.com/coal-supplies-from-kuzbass-region-to-far-east-need-to-break-the-deadlock/): Railway throughput capacity of the Eastern range is still not enough for Kuzbass coal producers, says Sergei Tsivilev, a governor of the region. Despite the Western sanctions, Russian coal companies shifted supplies eastwards pretty quickly. However, due to the limited throughput railway capacity of the Eastern range, coal suppliers are not able to redirect all
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-80/): European thermal coal quotations jumped above 118 USD/t over the past week. The market experienced increased volatility, caused mainly by gas price fluctuations. The news about the extended maintenance of Shell-operated Nyhamna plant in Norway (which will reduce gas exports from the country by nearly 80 mio m3 over the next month), forecasts of above-average
- [Russian coal exports to stabilize in 2023](https://thecoalhub.com/russian-coal-exports-to-stabilize-in-2023/): The Ministry of Energy of the Russian Federation forecasts that the volume of coal exports from Russia in 2023 will remain unchanged compared to the previous year and will amount to about 220 mio t, as the supplies are supported by high demand from the Asia-Pacific region. In 2023, Russia will continue to increase coal
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-79/): Last week the European market prices strengthened. The indices rose again and settled above the psychological mark of 100 USD/t. Upward movement was supported by traders taking profit during recent fall and taking new positions, which is confirmed by increased trading volumes of paper contracts and liquidity growth at ICE and CME exchanges. Prices were
- [Russia to resume coal shipments to China via North Korean port Rajin](https://thecoalhub.com/russia-to-resume-coal-shipments-to-china-via-north-korean-port-rajin/): Russia plans to resume coal shipments via North Korean port of Rajin for further export to China. Earlier shipments through this port used to be directed to China and South Korea, but were halted in 2017, caused by western sanctions against North Korea. The ice-free port of Rajin, with an annual capacity of 5 mio
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-78/): Over the past week, European thermal coal market quotations plunged below the level of 100 USD/t for the first time in the last 2 years. The downtrend persists and pressure on prices continues to be exerted by such factors as an increase in RES generation, favorable temperatures, high ARA’s inventories and falling gas and electricity
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-77/): Last week the European thermal coal market saw the quotations drop below 109 USD/t. The downtrend persists, while prices continue to be pressured by such factors as increased RES generation, favorable temperatures, high stocks at ARA terminals and falling indices on the gas and electricity market. Gas quotes at the TTF hub plunged to 280
- [China sends conflicting signals for the coal market](https://thecoalhub.com/china-sends-conflicting-signals-for-the-coal-market/): Its appetite for coal looks insatiable: despite extremely strong domestic output of 400mt/month, imports keep increasing and should top 36mt in May. However, stockpiles at the ports have also increased to new highs, with DBX real-time satellite based technology measuring port stockpiles above 71mt. This indicates that strong Chinese imports do not necessarily reflect strong
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-76/): The downtrend on the European thermal coal market continued last week. The pressure on prices, which fell below 115 USD/t, is still caused by such factors as an increase in RES generation, high stocks at ARA terminals and declining gas and electricity quotations. As of last week, the RES share in Germany’s energy mix reached
- [Rail tariffs grow at outstripping rate](https://thecoalhub.com/rail-tariffs-grow-at-outstripping-rate/): Despite the negative railway loading trend in 2022 (-3.8% y-o-y), Russian Railway (RZD) increased tariffs by 11%. In Q1 2023, rail shipments dropped almost 1%, but in early 2023, the tariffs jumped another 8%. RZD periodically adjusts tariffs, nevertheless the current pace is unprecedented and has a negative impact on coal and other cargo exporters.
- [Coal production in Kuzbass down 2.9% in Jan-Apr 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-2-9-in-jan-apr-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-April 2023 coal mining enterprises in Kuzbass produced 73.0 mio t of coal (-2.2 mio t or -2.9% y-o-y). The production of coking coal during this period increased to 22.5 mio t (+0.7 mio t or +3.2% y-o-y), whereas thermal coal extraction volumes amounted to 50.5
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-75/): Over the past week, European thermal coal quotations dropped to 116-118 USD/t level. The pressure on prices is still being exerted by such factors as rising temperatures, strong RES generation, increased stocks at ARA terminals as well as the downtrend on the gas and electricity market. Given the low demand, some market participants and even
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-74/): Over the past week, European thermal coal quotations fell below 130 USD/t. Prices are under pressure caused by a mix of factors such as rising temperatures, strong wind generation, as well as an increase in ARA stockpiles and a downtrend in the gas and electricity market. A period of mild spring weather with reduced consumption
- [Coal drives European power switching anchor lower](https://thecoalhub.com/coal-drives-european-power-switching-anchor-lower/): As we laid out in our feature article on Monday, European gas to coal switching economics are back in focus as the key anchor for Summer 2023 gas prices, and potentially a floor for Winter 2023 gas prices. In this snapshot we therefore turn to a quick update on European coal & carbon prices, the key
- [Russian coal exports to China in March hits new record high of 8.9 mio t](https://thecoalhub.com/russian-coal-exports-to-china-in-march-hits-new-record-high-of-8-9-mio-t/): Russian coal exports to China in March 2023 reached a new record high of 8.9 mio t (+2.7 mio t or +43.5% to February 2023 and +5.8 mio t or +187% to March 2022). Thus, shipments from Russia in March 2023 nearly tripled from 3.1 mio t in March 2022. The previous monthly record was
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-73/): Last week, European thermal coal quotations corrected down to 135 USD/t, despite a short-term drop in temperatures below the seasonal norm. Strong wind generation, steadily high stocks at ARA terminals and a downtrend on the gas market keep putting pressure on coal indices. Gas quotes on the TTF hub fell to 442 USD/1,000 m3 (-37 USD/1,000
- [Coal production in Kuzbass down 5.3% in Jan-Mar 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-5-3-in-jan-mar-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-March 2023 coal mining enterprises in Kuzbass produced 54.0 mio t of coal (-3.0 mio t or -5.3% y-o-y). The production of coking coal during this period increased to 17.0 mio t (+0.6 mio t or +3.7% y-o-y), whereas thermal coal extraction volumes amounted to 37.0
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-72/): Over the past week, thermal coal quotations on the European market climbed above 140 USD/t. Nevertheless, the indices continue to be under pressure from strong wind generation and high stocks at ARA terminals, as well as ongoing downward price trend on the gas market. Gas prices at the TTF hub fell to 479 USD/1,000 m3 (-8
- [Germany closes down last remaining nuclear plants](https://thecoalhub.com/germany-closes-down-last-remaining-nuclear-plants/): Germany will close down its three remaining nuclear reactors this weekend, marking the end of an era in its energy history. Germany closed over 18 GW of nuclear capacity since the start of its nuclear phase-out policy in 2011 in the aftermath of the Fukushima accident in Japan. The share of nuclear dropped in the
- [World coal market overview - week 13](https://thecoalhub.com/world-coal-market-overview-week-13-2/): Last week the European thermal coal market saw a recovery of quotations above 145 USD/t after a decrease a week earlier. The price strengthening was caused by falling temperatures in Europe, reduction in wind generation, as well as easing of fears over the US banking crisis. Temperatures in almost all EU countries in the first
- [More coal to gas switching in Europe?](https://thecoalhub.com/more-coal-to-gas-switching-in-europe/): (Montel) Greater gas supply diversification could help lower prices and prevent more widespread switching to coal-fired plants, the CEO of Austrian energy firm OMV said on Tuesday. “Unfortunately, we have seen fuel switching in 2022 to fuels with less favourable CO2 emissions intensity because of tight gas supply and high prices,” Alfred Stern said at an
- [Coal production in Kuzbass down 7.4% in Jan-Feb 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-7-4-in-jan-feb-2023/): Under the Ministry of Coal Industry of Kuzbass, in January-February 2023 coal mining enterprises in Kuzbass produced 35.2 mio t of coal (-2.8 mio t or -7.4% y-o-y). The production of coking coal during this period increased to 11.3 mio t (+0.7 mio t or +6.6% y-o-y), whereas thermal coal extraction volumes amounted to 23.9
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-71/): European coal market showed mostly negative trend last week, bringing quotations below 135 USD/t. Among factors that put pressure on prices: uncertainty in the global financial sector, falling gas and electricity indices, as well as forecasts of stable wind generation and temperatures above the average seasonal levels. Market participants attributed the short-term rebound in quotes
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-70/): Over the past week, European thermal coal quotations struggled to find a direction, having strengthened above 135 USD/t. In the first half of the week, the indices were supported by news on issues with the Penly nuclear reactor in France, trade unions strikes, which led to delays of barges on the Rhine, as well as a decline in coal
- [Russian authorities may subsidize purchase of 85 bulk carriers](https://thecoalhub.com/russian-authorities-may-subsidize-purchase-of-85-bulk-carriers/): About 85 vessels can be purchased within the state subsidies for providing the fleet for foreign trade operations. The specified number of vessels will include bulk carriers (60 units), as well as large-capacity Capesize vessels (12 units). Banks are expected to allocate more than 2 billion USD for these purposes, of which the government will
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-69/): Over the past week European thermal coal quotations dropped below 130 USD/t, caused by a warmer weather, high stocks, as well as the continuing fall in gas and electricity prices. In addition, as the prices for CO2 emission quotas rose to a record 100 EUR/t, the cost of electricity production from gas was 2 EUR/MWh lower
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-68/): Last week European thermal coal quotations kept strengthening above 145 USD/t, driven by a drop in temperature by 3-4 degrees below normal and a significant reduction in wind generation volumes. Meanwhile, gas contracts at the TTF hub fell to 531 USD/1,000 m3 (-9 USD/1,000 m3 w-o-w) on the back of firm supplies from Norway and Russia. Currently,
- [Coal production in Kuzbass down 7.9% in January 2023](https://thecoalhub.com/coal-production-in-kuzbass-down-7-9-in-january-2023/): Under the Ministry of Coal Industry of Kuzbass, in January 2023 coal mining enterprises in Kuzbass produced 17.5 mio t of coal (-1.5 mio t or -7.9% y-o-y). The production of coking coal during this period increased to 5.6 mio t (+0.3 mio t or +5.7% y-o-y), whereas thermal coal extraction volumes amounted to 11.9
- [Russian Ministry of Energy supports freezing railway tariffs on coal shipments](https://thecoalhub.com/russian-ministry-of-energy-supports-freezing-railway-tariffs-on-coal-shipments/): The Russian Ministry of Energy supported the initiative of the Kuzbass authorities to introduce a moratorium on the increase of railroad tariffs for coal transportation in 2023-2024 as well as changes in the tax legislation in the industry. The Ministry announced that coal companies should be able to forecast shipment costs for conclusion and fulfillment
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-67/): Over the past week, thermal coal quotes on the European market climbed above 140 USD/t after a prolonged decline. The strengthening of indices was caused by the increase in coal generation and the decline in electricity production from renewable sources, as well as stabilization of gas prices. The share of coal-fired generation in Germany’s energy
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-66/): Last week, thermal coal quotes on the European market continued to fall after a slight upward correction, dropping below 125 USD/t. Pressure on coal indices intensified on the back of expected temperature rise, as well as high coal stocks at ARA terminals and the renewed downward trend in gas and electricity prices. An additional negative
- [Russian coal exports to South Korea up 21% in 2022](https://thecoalhub.com/russian-coal-exports-to-south-korea-up-21-in-2022/): Аccording to preliminary data, Russian coal companies increased shipments to South Korea to 26.5 mio t (+4.6 mio t or +21% y-o-y), while total supplies from Australia, on the contrary, dropped 25% to 46 mio t (-15 mio t y-o-y). In 2022, Russian exporters boosted coal supplies to South Korea. The growth in export volumes
- [Russia considers launching stablecoins to settle export supply payments](https://thecoalhub.com/russia-considers-launching-stablecoins-to-settle-export-supply-payments/): Russia is considering the issuance of digital financial assets (DFA) in the form of gold-backed stablecoins. The DFA is supposed to serve as a payment mechanism for exports and imports between Russia and its trade partners. During a recent meeting, the agenda has been discussed in Iran, although the idea was originally offered in 2019,
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-65/): Over the past week, thermal coal quotes in Europe continued to sink below 138 USD/t after a slight upward correction. Gas contracts on the TTF hub firmed marginally to 655 USD/1,000 m3 (+15 USD/1,000 m3 w-o-w), supported by more active gas intake from EU storage facilities. Overall, in the medium term, coal indices remain under pressure, resulting
- [Pacific coal prices retain record premium over Europe](https://thecoalhub.com/pacific-coal-prices-retain-record-premium-over-europe/): European coal futures (API2) have declined sharply over the past few months, with the Mar-23 contract dropping by 50% since late November to $137/t. The European coal market has followed the drop in European gas & power prices, as concerns over fuel shortages eased on mild winter temperatures and weakened industrial demand, feeding into reduced
- [Global coal consumption: not dead (yet)?](https://thecoalhub.com/global-coal-consumption-not-dead-yet/): Global coal consumption rose to an all-time high in 2022 and is potentially set remain at similar levels for the next few years, as growth in Asia picks up and the EU looks for an alternate fuel to replace Russian gas and oil. As per a recent report by the IEA, coal demand grew by
- [Coal production in Kuzbass down 8% in 2022](https://thecoalhub.com/coal-production-in-kuzbass-down-8-in-2022/): Under the Ministry of Coal Industry of Kuzbass, in January-December 2022 coal mining enterprises in Kuzbass produced 223.6 mio t of coal (-19.5 mio t or -8.0% y-o-y). The production of coking coal during this period decreased to 65.6 mio t (-6.1 mio t or -8.5% y-o-y), whereas thermal coal extraction volumes amounted to 158.0
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-64/): Last week European thermal coal prices dropped sharply below 140 USD/t. A number of factors, including upward revision of the temperature forecast, steadily high coal inventories at ARA terminals, softening gas prices, as well as the expected strong rise in wind generation put heavy pressure on the quotes. The indices collapse was also attributed to
- [Australia cracks down on coal miners with price cap](https://thecoalhub.com/australia-cracks-down-on-coal-miners/): Australia is cracking down on coal miners: it set a AUD125/t cap on the price of coal sold to domestic power stations and required New South Wales, the country’s largest coal producing region after Queensland, to reserve up to 10% of output for the domestic market. "Extraordinary times call for extraordinary measures, and we know,
- [Chinese coal production up 9% in 2022](https://thecoalhub.com/chinese-coal-production-up-9-in-2022/): Total coal output for China reached 4.5bnt in 2022, up 9% vs last year – making up 50% of global output. The country faced a power shortage in 2021 and observed how fragile the European system turned out to be in the face of Russia halting natural gas exports. The government is determined to keep
- [China sharply increased Russian coal imports in 2022](https://thecoalhub.com/china-sharply-increased-russian-coal-imports-in-2022/): According to preliminary estimates, China became the largest buyer of Russian coal in 2022, importing 69.5 mio t (+16.5 mio t or +31% y-o-y). This development, in particular, was due to attractive prices compared to other exporting countries. Exports to China were also supported by the Chinese embargo on Australian coal. However, in early January
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-63/): Last week thermal coal prices in Europe climbed above 170 USD/t, being supported by a cold snap, which caused gas prices to rebound from their local lows by more than 10%. However, this strengthening is likely to be short-lived, given that such factors as above-seasonal temperatures and high coal and gas inventories, sitting at historic
- [Russian thermal coal exports to India surged 3.5-fold in 2022](https://thecoalhub.com/russian-thermal-coal-exports-to-india-surged-3-5-fold-in-2022/): Under preliminary data, in 2022 Russian supplies of thermal coal to India increased 3.5-fold up to 8.4 mio t (+6.0 mio t or +250% y-o-y). As a result of international sanctions and the EU embargo on Russian coal exports to Europe imposed in August 2022, Russian suppliers redirected cargo flows to Asian markets, including China,
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-62/): Over the past week, thermal coal prices in Europe dropped below 175 USD/t. The downward pressure on quotations persists, resulting from reduced coal consumption on the back of record warm weather, as well as high inventories at ARA terminals, strong wind generation and lower gas prices. Gas contracts at the TTF hub fell to 720
- [New trading firm Panem to supply Kazakh coal to EU](https://thecoalhub.com/new-trading-firm-panem-to-supply-kazakh-coal-to-eu/): (Montel) The new Swiss coal-trading firm Panem has begun trading, with a focus on supplying up to 5m tonnes/year coal from Kazakhstan to Europe, a company source told Montel. The Schwyz-based firm is the sole supplier of thermal coal from Kazakhstan’s Shubarkol Premium and Maikuben West coal mines, said Stanislav Chislov, head of trading and marketing.
- [EU coal’s steep discount to Pacific suggests muted demand](https://thecoalhub.com/eu-coals-steep-discount-to-pacific-suggests-muted-demand/): (Montel) European coal prices continue to trade at a considerable discount to their Pacific basin equivalents, suggesting EU demand remains sluggish at a time of tight Australian supply, analysts told Montel. The front-month API 2 contract has so far this year averaged USD 178/t, compared with the Ice Newcastle equivalent of USD 365/t, on Ice Futures.
- [Australian met coal to benefit most from China ban lift](https://thecoalhub.com/australian-met-coal-to-benefit-most-from-china-ban-lift/): China will reportedly ease its unofficial ban on Australian coal imports that was triggered by Canberra’s investigation into the origin of covid. The country has been filling the gap for metallurgical coal with higher imports from Russia, Canada and USA. DBX Commodities believes the overturning of the ban will lead to Australian metallurgical coal finding
- [World coal markets review - week 51](https://thecoalhub.com/world-coal-markets-review-week-51/): Over the past week, downward movement of thermal coal prices in Europe continued. Pressure on indices, which fell below 195 USD/t, resulted from the increase in inventories, drop in gas quotations, as well as growth of temperatures above the climatic norm and expected further warming. Last week, the EU countries agreed on a gas price
- [Coal production in Kuzbass down 8.9% in Jan-Nov 2022](https://thecoalhub.com/coal-production-in-kuzbass-down-8-9-in-jan-nov-2022/): Under the Ministry of Coal Industry of Kuzbass, in January-November 2022 coal mining enterprises in Kuzbass produced 201.8 mio t of coal (-19.8 mio t or -8.9% y-o-y). The production of coking coal during this period decreased to 60.6 mio t (-4.7 mio t or -7.2% y-o-y), whereas thermal coal extraction volumes amounted to 141.2
- [World coal market: brief overview - week 50](https://thecoalhub.com/world-coal-market-brief-overview-week-50/): Last week, thermal coal prices in Europe continued to decline, plunging by more than 40 USD/t, below 210 USD/t on such factors as a drop in gas prices due to resumption of negotiations on lowering the price ceiling, as well as a revision of weather forecasts towards higher temperatures. Gas contracts at the TTF hub
- [RZD to raise tariffs for empty railcars running](https://thecoalhub.com/rzd-to-raise-tariffs-for-empty-railcars-running/): Russian Railways (RZD) proposed a 51% increase in tariffs for empty railcars haulage from stations in the Far East to stimulate the export of containers in the western direction. In addition, RZD plans to provide discounts on transportation of containers in open-top wagons to ports in the northwest and mirror the increase in rates for
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-61/): Last week, European thermal coal quotations corrected below 265 USD/t. The prices were under pressure amid high coal inventories, growing import flows and stabilizing prices for gas and electricity. The supplies of steam coal to Europe amounted to 1.2 mio t (+1 mio t w-o-w), driven by restocking for the winter period by energy companies.
- [PJM coal inventories began to decline](https://thecoalhub.com/pjm-coal-inventories-began-to-decline/): PJM coal inventories began to decline, with the latest report covering the period ending December 4, 2022. The ISO reported 36,481 GWh in storage, down from the November 27 level of 36,576 GWh. The annual surplus in PJM's coal inventories also started to narrow, dropping from a peak of 2,852 GWh to this week's surplus
- [Coal production in Kuzbass down 9.6% in Jan-Oct 2022](https://thecoalhub.com/coal-production-in-kuzbass-down-9-6-in-jan-oct-2022/): Under the Ministry of Coal Industry of Kuzbass, in January-October 2022 coal mining enterprises in Kuzbass produced 181.5 mio t of coal (-19.2 mio t or -9.6% y-o-y). The production of coking coal during this period decreased to 54.4 mio t (-4.3 mio t or -7.3% y-o-y), whereas thermal coal extraction volumes amounted to 127.1
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-60/): Over the past week, European thermal coal quotations continued to rally above 265 USD/t. The indexes were supported by an increase in electricity demand on the back of a cold snap in Europe, as well as a sharp rise in gas prices. At the TTF hub, gas indices rose to 1,550 USD/1,000 m3 (+180 USD/1,000 m3 or
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-59/): Last week the European coal market last week continued to strengthen above 240 USD/t. The indexes were supported by an increase in demand for electricity due to a cold snap in Europe, rising gas prices, as well as the impossibility of sending ships from Puerto Bolivar amid the ongoing blockade of railroad tracks to the
- [Ukraine imports of coal collapsed 3.5-fold YTD](https://thecoalhub.com/ukraine-imports-of-coal-collapsed-3-5-fold-ytd/): In October, Ukraine imports have been almost brought to a halt after falling to nearly 50 thousand t of coal (-1.48 mio t or -96.8% y-o-y). Total imports of coal, including anthracite, in January-October 2022, plunged to 4.5 mio t (-11.6 mio t or -71.7% y-o-y). The import volumes have been heavily hit by lower
- [Indonesia is world’s largest exporter of coal](https://thecoalhub.com/indonesia-is-worlds-largest-exporter-of-coal/): Indonesia is world’s largest exporter of coal. Strong domestic power demand is likely to keep the coal market tight. The Indonesian government demanded the miners to supply 161mt to the country’s power producers in 2023, a huge surge from a 127mt expected demand in 2022. Source: DBX Commodities
- [Kazakh seaborne coal exports surge](https://thecoalhub.com/kazakh-seaborne-coal-exports-surge/): In January-September 2022, Kazakh seaborne coal exports surged to 6.6 mio t (+3.1 mio t, or +85.6% y-o-y). Total coal exports from Kazakhstan amounted to 24.7 mio t (+1.9 mio t or +8.1% y-o-y). The harsh international economic sanctions against Russia, as well as the embargo on Russian coal exports to European countries, starting from
- [Russian government scraps introduction of coal export duties](https://thecoalhub.com/russian-government-scraps-introduction-of-coal-export-duties/): The Russian government will not impose export duties on thermal and coking coal at the beginning of 2023. However, the authorities are going to monitor the market conditions in Q1. Earlier, it was expected that coal exported would be charged if FOB price exceeds 150 USD/t for steam coal and 170 USD/t for coking coal.
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-58/): Over the past week, European coal prices strengthened above 215 USD/t. The indices have been supported by rising gas prices amid forecasts of an upcoming cold weather and temporary restrictions on supplies from Equinor's field in the Norwegian Sea, force majeure on coal supplies to the Richards Bay terminal in South Africa, as well as
- [ELSI launches Verkhneteshsky open-pit mine in Kuzbass](https://thecoalhub.com/elsi-launches-verkhneteshsky-open-pit-mine-in-kuzbass/): Coal company Elga-Sibanthracite (ELSI), owned by Albert Avdolyan, has commissioned the new open-pit mine Verkhneteshsky in Kuzbass. The reserves of Verkhneteshsky total 79.1 mio t of T-grade coal, according to JORC classification. In November 2022, the open-pit mine is scheduled to produce 30 kt and ramp up coal extraction up to 1 mio t by
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-57/): Over the past week, coal prices on the Atlantic market dropped further below 185 USD/t. The European indices are under pressure from weak consumers demand, caused by the ongoing warm weather (average daily temperature in Berlin is expected to stay 1-6°C above normal through this week), as well as stable wind generation and growing coal
- [European coal prices continue slide, carbon rebounds](https://thecoalhub.com/european-coal-prices-continue-slide-carbon-rebounds/): The issues gaining most attention currently include how Europe gets through winter with sufficient gas supply, and the avoidance of punitive blackouts. In the meantime, coal & carbon pricing have been almost as choppy as their gas & power counterparts. European coal prices (API2) have rocketed this year, with Europe needing to re-source up to
- [ELSI seeks to boost coal shipment eastwards to finance new railway line](https://thecoalhub.com/elsi-seeks-to-boost-coal-shipment-eastwards-to-finance-new-railway-line/): Managing Company Elga-Sibanthracite (ELSI), owned by Albert Avdolyan, asked the authorities to increase its rail shipments to the Far East by 1.1 mio t of coal a month for the next 2 years. In return, the company promises to reinvest profits in accelerated construction of its own railway line. The new 500-km railway line will
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-56/): Over the past week, European thermal coal market quotations dropped further below 240 USD/t on the back of lower gas and electricity prices, resulting from reports on 95% full gas storage capacities, which are exceeding demand, amid dozens of LNG tankers piling up at European ports. The energy market also continues to be under pressure
- [Coal production in Kuzbass down 9.3% in Jan-Sep 2022](https://thecoalhub.com/coal-production-in-kuzbass-down-9-3-in-jan-sep-2022/): Under the Ministry of Coal Industry of Kuzbass, in January-September 2022 coal mining enterprises in Kuzbass produced 162.5 mio t of coal (-16.6 mio t or -9.3% y-o-y). The production of coking coal during this period decreased to 48.4 mio t (-3.7 mio t or -7.1% y-o-y), whereas thermal coal extraction volumes amounted to 114.1
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-55/): Over the past week, thermal coal quotations on the European market continued to fall below 265 USD/t on the back of the ongoing decline in gas and electricity prices, following statements by the European Commission about the planned introduction of a price cap at the TTF gas hub. Additional pressure on the energy market came
- [Poland: Coal purchases behind trade balance deterioration in August](https://thecoalhub.com/poland-coal-purchases-behind-trade-balance-deterioration-in-august/): The current account deficit widened to €3,867mn in August, compared with a deficit of €1,735mn in July, and significantly worse than the consensus (€1,493mn). The marked widening of the current account balance deficit resulted primarily from a significant deterioration in the goods trade balance, driven by higher coal imports This is the second largest monthly
- [Ukraine’s coal imports down 67% in Jan-Aug 2022](https://thecoalhub.com/ukraines-coal-imports-down-67-in-jan-aug-2022/): In January-August 2022, Ukraine’s coal imports fell to 4.4 mio t (-8.7 mio t or -67% y-o-y). Russian supplies to Ukraine amounted to 1.7 mio t or 39% in Ukraine's overall coal imports for the period January-August 2022. Ukraine has terminated supplies of Russian coal since late February 2022 in the wake of Russia's military
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-54/): European thermal coal quotes fell below 285 USD/t last week on the back of a drop in gas prices, the growth in renewable generation as well as the expectations of a short-term improvement in weather conditions. Gas prices on the TTF exchange adjusted to 1,600 USD/1,000 m3 (-200 USD/1,000 m3 or -11% w-o-w). Between October 3-9, coal
- [Russian government to introduce coal export duty](https://thecoalhub.com/russian-government-to-introduce-coal-export-duty/): The Russian Ministry of Finance announced plans to introduce coal export duty, starting from 2023, if prices on global markets exceed the established benchmark of 170 USD/t for coking coal and 150 USD/t for thermal coal. Furthermore, it is also envisaged to temporarily raise the mineral extraction tax (MET) for coal during the Q1 2023.
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-53/): Over the past week, the European thermal coal market quotations dropped below 300 USD/t amid the EU claims, that the regulator will manage to curb electricity prices through the measures applied to the gas market. Gas indices on the TTF exchange adjusted to 1,800 USD/1,000 m3 (-200 USD/1,000 m3 or -10% w-o-w), while electricity quotes slumped to
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-52/): Last week the European thermal coal market showed the strengthening of quotations above 305 USD/t, driven by news on damage to the Nord Stream-1 and Nord Stream-2 pipelines, as a result of alleged sabotage. Coal and gas prices were further boosted by Gazprom's statements about possible Russian sanctions against Ukraine's Naftogaz, that could result in
- [Coal production in Kuzbass down 9.0% in Jan-Aug 2022](https://thecoalhub.com/coal-production-in-kuzbass-down-9-0-in-jan-aug-2022/): Under the Ministry of Coal Industry of Kuzbass, in January-August 2022 coal mining enterprises in Kuzbass produced 143.9 mio t of coal (-14.2 mio t or -9.0% y-o-y). The production of coking coal during this period decreased to 42.7 mio t (-3.2 mio t or -7.0% y-o-y), whereas thermal coal extraction volumes amounted to 101.2
- [Russian coal exports to China in August 2022 keep hitting all-time highs](https://thecoalhub.com/russian-coal-exports-to-china-in-august-2022-keep-hitting-all-time-highs/): According to the General Administration of Customs of China (GACC), in August 2022, Russian exporters enhanced coal supplies to Chinese consumers to 8.5 mio t (+3.1 mio t or +57% y-o-y; +1.1 mio t or +15% m-o-m). The volume of coal exports in August 2022 is a new all-time monthly high for the five years,
- [EU to ease sanctions on Russian coal](https://thecoalhub.com/eu-to-ease-sanctions-on-russian-coal/): The European Commission issued new guidelines to sanctions on Russian coal, related to imports, financing, transport and supply insurance. Under the updated regulations, the EU allows European companies to transfer coal of Russian origin to third countries, as well as financing or financial assistance linked to such transfers, including insurance and reinsurance of shipments carried
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-51/): Last week the European thermal coal market experienced a further drop below USD 290/t amid ample stocks, falling gas prices and the release of new instructions by the European Commission (EC), suggesting easing of sanctions on Russian coal supplies for the purpose of ensuring global energy security. On September 19, 2022, the EC issued a
- [Thermal coal prices overtake met coal](https://thecoalhub.com/thermal-coal-prices-overtake-met-coal/): Thermal coal is now more expensive than metallurgical Coal. The market should witness a large transfer of volume from one to the other. Only 2 types of met coal known as PCI + semi soft can be sold as thermal. We estimate that 22mt has been switched to thermal so far this year. Source: DBX
- [Russian coal production may decline by 6% in 2022](https://thecoalhub.com/russian-coal-production-may-decline-by-6-in-2022/): According to the Russian Ministry of Energy, coal production in 2022 may decrease by 6% or about 26 mio t y-o-y. Energy Minister Nikolay Shuvalov said that since the beginning of the year there has been a slight decline of 0.7% in coal extraction, however, by the end of the year, the figure may reach
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-50/): Over the past week, European thermal coal market quotations continued to slump below 325 USD/t on the back of a drop in gas prices after the European Commission (EC) proposed measures aimed at reducing electricity consumption. The EC suggested cutting EU electricity demand by 10% until March 31, 2023, and by 5% during peak consumption
- [Ukraine’s coal imports down 63% in January-July 2022](https://thecoalhub.com/ukraines-coal-imports-down-63-in-january-july-2022/): In January-July 2022, Ukraine’s coal imports fell to 4.3 mio t (-7.4 mio t or -63% y-o-y). Russian supplies to Ukraine amounted to 1.7 mio t or 40% in Ukraine's overall coal imports for the period January-July 2022. Ukraine has terminated supplies of Russian coal since late February 2022 in the wake of Russia's military
- [Kazakh coal exports to Europe surge to all-time high of 6.4 mio t in Jan-Jul 2022](https://thecoalhub.com/kazakh-coal-exports-to-europe-surge-to-all-time-high-of-6-4-mio-t-in-jan-jul-2022/): In January-July 2022, Kazakhstan boosted its coal exports to Europe to an all-time high of 6.4 mio t (+2.0 mio t or +45% y-o-y). At the same time, supplies to European countries for the whole of 2021 totaled 5.2 mio t (+1.6 mio t or +44% y-o-y). The harsh international economic sanctions against Russia, as
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-49/): Last week on the European thermal coal market, quotations fell below 345 USD/t amid the European Commission's initiative to cap prices for Russian gas (to 50 EUR/MWh) and crude oil, despite EU authorities holding different views on the issue. Also, to combat the energy crisis, the EC proposed the following measures: reduction of demand for
- [Russian coal exports to China hit 5-year high in July 2022](https://thecoalhub.com/russian-coal-exports-to-china-hit-5-year-high-in-july-2022/): According to the General Administration of Customs of China (GACC), in July 2022, Russian exporters boosted coal supplies to Chinese consumers to 7.4 mio t (+1.3 mio t or +21% m-o-m; +0.9 mio t or +14%y-o-y). The volume of coal exports in July 2022 is an all-time monthly high for the five years, since records
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-48/): Over the past week coal quotations in Europe fell below 370 USD/t, despite high volatility on the electricity and gas markets and the suspension of Nord Stream-1 for a three-day maintenance, starting from August 31, 2022. The indices were negatively affected by the decision of the European Commission to reform the electricity market by taking
- [Coal production in Kuzbass down 8.9% in Jan-Jul 2022](https://thecoalhub.com/coal-production-in-kuzbass-down-8-9-in-jan-jul-2022/): Under the Ministry of Coal Industry of Kuzbass, in January-July 2022 coal mining enterprises in Kuzbass produced 125.7 mio t of coal (-11.8 mio t or -8.9% y-o-y). The production of coking coal during this period decreased to 36.9 mio t (-2.9 mio t or -7.3% y-o-y), whereas thermal coal extraction volumes amounted to 88.8
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-47/): Last week showed a mixed trading on the European coal market. The initial strengthening of prices up to 415 USD/t was supported by the growth of water level in the Rhine, that enabled to partially remove logistical restrictions on coal transportation to German power plants, while opening an opportunity for new supplies to ARA ports.
- [Embargo on Russian coal supplies to EU extended with ban on shipping coal worldwide](https://thecoalhub.com/embargo-on-russian-coal-supplies-to-eu-extended-with-ban-on-shipping-coal-worldwide/): On August 10, the day the embargo on Russian coal supplies to the European Union came into effect, the European Commission made clarifications, according to which the ban also applies to the transportation of coal from Russia to anywhere in the world by companies from the EU. This ban includes the provision of insurance and
- [Russian-Chinese border crossing Mahalino-Hunchun to increase coal throughput capacity](https://thecoalhub.com/russian-chinese-border-crossing-mahalino-hunchun-to-increase-coal-throughput-capacity/): The Russian-Chinese railway border crossing Makhalino (Kamyshovaya)-Hunchun will switch to 24/7 operation starting from September 01, 2022. The China's Jilin province border crossing point authority has announced that it is ready to switch to 24-hour work mode. Makhalino has been processing railcars round-the-clock since late March. Previously, the point functioned from 9 a.m. to 9
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-46/): Over the past week, spot prices of thermal coal in Europe rose above 375 USD/t amid a rally in the gas and electricity markets. Within last week, gas quotations reached USD 2,600/1,000m3 (+400 USD/1,000m3 or +18.2% w-o-w), having corrected to USD 2,400/1,000m3 as of August 17. The upward trend in the gas market continues due to the persisting
- [European ban on Russian coal: the big picture](https://thecoalhub.com/european-ban-on-russian-coal-the-big-picture/): The European sanctions have now taken full effect on Russian coal. We look at the current state of European seaborne coal demand and what the situation may look like going forward. SANCTIONS NOW IN PLACE The EU announced a ban on all new purchases of Russian coal shortly after the war started, with existing contracts
- [Indian buyers shy away from US dollar to pay for Russian coal](https://thecoalhub.com/indian-buyers-shy-away-from-us-dollar-to-pay-for-russian-coal/): Foreign buyers are gradually abandoning the US dollar in payments for Russian coal. Indian companies are increasingly resorting to other national currencies, with yuan dominating the amounts of transactions. This trend is caused by Indian counterparties willing to mitigate the risks of violating Western sanctions amid higher supplies of Russian material. In June, Indian consumers
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-45/): Last week, thermal coal quotations in Europe strengthened above 350 USD/t, on the back of the continuing high volatility in the energy markets, as well as the heat wave in the EU, resulting in the reduced capacity utilization at some coal and nuclear power plants in Germany and France. Due to the high temperatures in
- [Coal is back in business](https://thecoalhub.com/coal-is-back-in-business/): The amount of news stories about the European coal market has grown exponentially in 2022. Today coal-fired generation, just like in the old days, catches everyone’s attention as it is one of the region’s best hopes for running the energy system smoothly (as far as possible) during the coming winter season. In order to save
- [Indonesian seaborne coal flows 2022](https://thecoalhub.com/indonesian-seaborne-coal-flows-2022/): Reminiscent of coal exports ban Indonesia imposed in January this year international coal prices are higher than domestic Indonesian prices that are regulated by the state. Indonesian export flows are rising versus domestic flows as miners maximize $$, leading to lower stocks at PLN power utilities. Source: DBX Commodities
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-44/): Over the past week, spot coal prices in Europe fell below 335 USD/t, resulting from price correction on the gas, oil and electricity markets on the back of record levels of ARA stocks holding at historical highs of 8.1 mio t (-0.1 mio t w-o-w). Following the statement of the US LNG terminal Freeport representatives
- [Kuzbass suppliers may get discounts on railway coal transportation westward](https://thecoalhub.com/kuzbass-suppliers-may-get-discounts-on-railway-coal-transportation-westward/): The authorities of Kuzbass, the largest coal region in Russia, are considering a possibility of introducing discounts on export railway transportation westward as a measure to stimulate the export of coal to the Asia-Pacific region due to the expected decline in coal shipments to Europe caused by the EU embargo coming into force on August
- [Coal production in Kuzbass down 6.4% in H1 2022](https://thecoalhub.com/coal-production-in-kuzbass-down-6-4-in-h1-2022/): Under the Ministry of Coal Industry of Kuzbass, in H1 2022 coal mining enterprises in Kuzbass produced 109.8 mio t of coal (-7.5 mio t or -6.4% y-o-y). The production of coking coal during this period decreased to 32.1 mio t (-2.0 mio t or -5.9% y-o-y), whereas thermal coal extraction volumes amounted to 77.7
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-43/): Over the past week, European thermal coal market saw a sharp strengthening of spot quotations above 416 USD/t on the back of the recovery of gas and electricity prices to their historic highs. Gas indices in Europe rose above 2,300 USD/1,000 m3 for the first time since March 2022 (+700 USD/1,000 m3 or +39%) after reports that
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-2/): Global coal price trends by CAA Analyics
- [Coal prices set to increase](https://thecoalhub.com/coal-prices-set-to-increase/): Germany has the largest coal power generation fleet in Europe and is now seeking to boost utilization, prioritizing near-term energy security over longer-term environmental targets. The country had a total of 46.7 gigawatts (GW) of installed coal power generation capacity in 2020, all of which was planned to be gradually decommissioned by 2038 to meet
- [Russian coal supplies to EU drop almost 12% in H1 22 and 48% in June](https://thecoalhub.com/russian-coal-supplies-to-eu-drop-almost-12-in-h1-22-and-48-in-june/): Russian coal deliveries to the European Union (EU) in H1 22 amounted to 18.9 mio t (-2.5 mio t or -11.6% y-o-y). At the same time, according to preliminary data, the major drop occurred in June, when supplies fell to 1.7 mio t (-1.6 mio t or -48% y-o-y). Moreover, the volume plummeted by 3.0
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-42/): Last week spot prices on the European coal market corrected below $380/t. Experts spoke of a possible "overbought" market, as well as a decrease in demand for coal due to difficulties with transportation from the ARA ports due to the continued low water level in the Rhine. Coal stocks at ARA terminals remain close to
- [Russian Kuzbass miners increase coal supplies to domestic end-users](https://thecoalhub.com/russian-kuzbass-miners-increase-coal-supplies-to-domestic-end-users/): Since the beginning of the year, the Kuzbass region coal companies have increased coal supplies to the domestic market. According to the results of the first 5 months of 2022, shipments have edged up to 25 mio t (+0.2 mio t y-o-y). In April 2022, President Vladimir Putin announced that amid sanctions Russia would be
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-41/): Last week, the European coal market continued to rise above $400/t. Gas prices in Europe during the week remained under the influence of mixed factors. First, amid the news about the decision of the Canadian government to return the turbine for Nord Stream-1, as well as the growth of gas supplies from Azerbaijan to southeast
- [Coal mining at Raspadskaya-Koksovaya mine suspended due to rock collapse](https://thecoalhub.com/coal-mining-at-raspadskaya-koksovaya-mine-suspended-due-to-rock-collapse/): The court suspended mining operations at Raspadskaya-Koksovaya mine in Kuzbass for 90 days in accordance with documents from the local Rostekhnadzor, a Russian regulator for ecological and technological issues. After an earthquake rock collapsed, killing two people. On July 05, 2022 in Mezhdurechensk of the Kemerovo region there were recorded two earthquakes of magnitude 4.3
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-40/): Over the past week, the European market saw a strengthening of quotations above 380 USD/t amid rising gas and electricity prices. Gas prices spiked by 316 USD/t or 22% to 1,743 USD/1,000 m3 over the week after European Commission (EC) President Ursula von der Leyen said the EU should prepare for a potential complete suspension of
- [Russian coal exports to India](https://thecoalhub.com/russian-coal-exports-to-india/): Russian coal exports to India are booming. Russia has been offering steep discounts to open new markets for its coal, as bans from major importers such as Europe and Japan start kicking in. Indian cement makers are paying in rmb to circumvent the US dollar payment systems. Source: DBX Commodities
- [RZD gives back coal export quotas](https://thecoalhub.com/rzd-gives-back-coal-export-quotas/): Starting from July 01, 2022, Russian Railways (RZD) amends the temporary procedure for rail freight transportation along the Eastern range, returning the rules for coal deliveries from Kuzbass, Khakassia, Buryatia and Tuva to the 2021 regulations and gives these deliveries a priority over coal shipments from other regions. Also, as of July 1, RZD restores
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-39/): Last week, the European market saw a correction in thermal coal indices to 365 USD/t after reaching a historic high of 425 USD/t on June 23. The pressure on the prices is also resulted from the coal stocks growth and resumption of gas transportation through the Turkish Stream pipeline. Gazprom completed scheduled maintenance works (June
- [Germany brings back 10GW of coal fired power](https://thecoalhub.com/germany-brings-back-10gw-of-coal-fired-power/): In October Germany will bring back 10GW of coal fired power stations to the grid, which will add 2mt of coal demand per month. The market has reacted with rising prices. However, to put it into perspective, whilst this will be a 100% jump in German imports, it is only 2% of global seaborne flows
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-38/): Over the past week on the European market there was a significant growth in quotations of thermal coal above 420 USD/t amid the ongoing rise in prices for electricity and gas, caused by reduced Russian supplies as a result of scheduled and unplanned outages of the Nord Stream-1. Another driver of growth in coal indices
- [Coal production in Kuzbass down 4.8% in Jan-May 2022](https://thecoalhub.com/coal-production-in-kuzbass-down-4-8-in-jan-may-2022/): Under the Ministry of Coal Industry of Kuzbass, in January-May 2022 coal mining enterprises in Kuzbass produced 93.1 mio t of coal (-4.7 mio t or -4.8% y-o-y). The production of coking coal during this period decreased to 27.1 mio t (-1.6 mio t or -5.6% y-o-y), whereas thermal coal extraction volumes amounted to 66.0
- [API2 coal prices jump by more than $100/t](https://thecoalhub.com/api2-coal-prices-jump-by-more-than-100-t/): API2 prices jumped by more than $100/t in the last 10 days, pushed by Germany emergency gas plan which should lead to the activation of a 10 GW reserve of coal plants following cuts in NS1 gas flows, just before the startup of the EU ban on RU coal in August. Russian coal still represented
- [RZD to launch new railway border crossing between Russia and China](https://thecoalhub.com/rzd-to-launch-new-railway-border-crossing-between-russia-and-china/): Russian Railways (RZD) is planning to open a new railway border crossing between Russia and China. Construction of Nizhneleninskoye-Tunjiang border crossing has been completed and the facility will be put into operation this summer. RZD also informed that Makhalino-Hunchun railway crossing on the Russian-Chinese border will start operating 24 hours a day starting from July.
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-37/): Last week, thermal coal indices on the European market surged above 360 USD/t amid the sharp rise in electricity and gas prices, driven by reduced gas supplies from Russia and the USA, due to technical restrictions of Nord Stream-1 and the accident at Freeport LNG terminal. Coal stocks at ARA terminals reached 7.5 mio t.
- [USA coal exports: a tale of two markets](https://thecoalhub.com/usa-coal-exports-a-tale-of-two-markets/): USA coal exports, a tale of two markets: thermal versus metallurgical coal USA coal exports are due to jump this month but what is the split between thermal and metallurgical coal? Weak demand from domestic steel mills and high international prices for metallurgical coal will drive June exports to a 3 year high. Conversely and
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-36/): Over the past week, thermal coal indices on the European market plunged below 320 USD/t amid falling electricity and gas prices, a forecasted increase in renewable energy generation as well as reduced concerns about supply shortages in the coal market as stocks at ARA terminals rose to 2-year highs. Coal inventories at ARA terminals reached
- [Kuzbass authorities forecast up to 7% decline in coal production through 2022](https://thecoalhub.com/kuzbass-authorities-forecast-up-to-7-decline-in-coal-production-through-2022/): Authorities of Kuzbass, where more than half of Russian coal is mined, forecast up to 7% decline in the region's annual output if the downward trend in shipments to the northwest continues. Usually, the northwest direction was used by Russian coal exporters in order to deliver coal to European customers, but the EU imposed an
- [Electricity crisis in Australia](https://thecoalhub.com/electricity-crisis-in-australia/): Notwithstanding the headlines about an east coast gas crisis, the current crisis is more an electricity crisis than a gas crisis. Electricity demand has increased but coal generation has fallen due to coal outages and closures and problems with coal supply in NSW. Renewables have only been able to partially fill the gap so gas-use has
- [RZD raises rail tariffs by 11%](https://thecoalhub.com/rzd-raises-rail-tariffs-by-11/): On May 28, 2022, the Russian government set an additional indexation of freight rail tariffs by 11%, starting from June 01, 2022. The increase will not affect imports of consumer goods and domestic shipments of food and construction materials. In addition, from June 01 to August 31, 2022, Russian Federal Antimonopoly Service (FAS) is suspending
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-35/): The European market saw thermal coal prices rise to USD 330/t by the end of the week, accompanied by high index volatility amid speculative trading on the paper market, uncertainty over Russian gas supplies and the introduction of partial embargo on Russian crude oil. Meanwhile, coal stocks at ARA terminals have been increasing for five
- [Coal imports from Russia to the European Union (EU) from 2017 to 2021](https://thecoalhub.com/coal-imports-from-russia-to-the-european-union-eu-from-2017-to-2021/): European Union (EU) countries imported approximately 51.6 million metric tons of coal from Russia in 2021, up from 41.5 million metric tons in the previous year. Over the observed period, the import volume peaked at 68.7 million metric tons in 2018. Source: https://www.statista.com/
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-34/): Over the past week, the European market saw thermal coal prices drop below 320 USD/t amid growing inventories at ARA terminals, closing long positions on the paper market and gas prices declining to 950 USD/m3. Coal stocks at ARA terminals have been increasing for 4 consecutive weeks, surpassing the 6 mio t mark, which is
- [Coal production in Kuzbass down 3.6% in Jan-Apr 2022](https://thecoalhub.com/coal-production-in-kuzbass-down-3-6-in-jan-apr-2022/): Under the Ministry of Coal Industry of Kuzbass, in January-April 2022 coal mining enterprises in Kuzbass produced 75.2 mio t of coal (-2.8 mio t or -3.6% y-o-y). The production of coking coal during this period decreased to 21.8 mio t (-1.3 mio t or -5.6% y-o-y), whereas thermal coal extraction volumes amounted to 53.4
- [Russian subsoil users may be exempted from environmental inspections for 3 years](https://thecoalhub.com/russian-subsoil-users-may-be-exempted-from-environmental-inspections-for-3-years/): Russian State Duma Committee on Energy proposes a three-year moratorium on environmental inspections of mining enterprises, unless it is a threat to the health and life of citizens. Also, the State Duma offers to suspend for two years the inspections of Rosprirodnadzor (Federal Service for Supervision of Natural Resources) on the fulfillment of the obligations
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-33/): The European market saw thermal coal quotations rise above 350 USD/t last week amid an upcoming embargo on Russian coal as well as fears of outages at French nuclear power plants caused by the required maintenance. Civil protests in Colombia led to the suspension of rail shipments of coal from Cerrejon (Glencore) deposits to the
- [Chinese coal-fired power generation does not spell the end of its addiction](https://thecoalhub.com/chinese-coal-fired-power-generation-does-not-spell-the-end-of-its-addiction/): Coal-fired power generation in China plummeted in early May to its lowest level in four years but might be bottoming out, show data from Kayrros. The drop, which extended April’s steep decline, came as dozens of cities and hundreds of millions of people were placed under severe restrictions to counter an outbreak of the Omicron
- [Russia doubles coal exports to China in April 2022](https://thecoalhub.com/russia-doubles-coal-exports-to-china-in-april-2022/): According to Kpler shipping data, China increased its imports of Russian metallurgical coal to a record level. In April, seaborne shipments of Russian coking coal reached 1.37 mio t, up from 0.92 mio t in March and 0.75 mio t in February. Total supplies of Russian thermal and metallurgical coal to China in April reached
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-32/): Over the past week, the European market saw a slight correction of thermal coal quotes below 335 USD/t amid an increase in stocks at ARA terminals and Germany's decision to abandon its plans to build strategic coal inventories. This decision resulted from the expectation that the country will have a sufficient amount of coal, despite
- [World coal market: brief overview week 18](https://thecoalhub.com/world-coal-market-brief-overview-31/): Over the past week steam coal quotations on the European market strengthened above 335 USD/t, driven by shortage of imported material in the EU amid approaching embargo on Russian coal. Decrease of wind generation volumes in a number of EU countries and news on possible ban on Russian oil exports also supported coal indices. Coal
- [Coal production in Kuzbass down 1.7% in Jan-Mar 2022](https://thecoalhub.com/coal-production-in-kuzbass-down-1-7-in-jan-mar-2022/): Under the Ministry of Coal Industry of Kuzbass, in January-March 2022 coal mining enterprises in Kuzbass produced 57.0 mio t of coal (-1.0 mio t or -1.7% y-o-y). The production of coking coal during this period decreased to 16.4 mio t (-0.8 mio t or -4.7% y-o-y), whereas thermal coal extraction volumes amounted to 40.6
- [Russian coal suppliers search for new routes amid EU embargo](https://thecoalhub.com/russian-coal-suppliers-search-for-new-routes-amid-eu-embargo/): Over the past 20 years, Russia has increased coal exports to Europe from 21 mio t in 2000 to 68 mio t in 2021, gaining more than 50% share of the market compared to 11% in 2000. However, starting from August 10, 2022, export supplies to Europe may be halted as a result of the
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-30/): Over the past week, spot indices on the European thermal coal market showed a significant drop below 290 USD/t amid fears of a slowdown in the world economy due to the spread of COVID-19 in China and increased stocks at ARA terminals, driven by the effort of companies to increase imports before the embargo on
- [Gas to coal switching](https://thecoalhub.com/gas-to-coal-switching/): ARA thermal coal spot prices have surged by about 20pc since late March on supply worries amid a ban on Russian imports. But despite a rapid growth in value, burning coal for electricity generation remains much more profitable than gas this year and through into 2023. It might seem that switching to coal is a
- [Consequences of embargo on Russian coal](https://thecoalhub.com/consequences-of-embargo-on-russian-coal/): EU countries have approved the embargo on the imports of Russian coal as part of a new package of sanctions against the Russian Federation. The embargo provides for a ban on the purchase, import or transit of coal and will take effect from 10 August. Until then, the parties will be allowed to fulfill contracts
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-29/): Last week, thermal coal indices on the European market rose above 355 USD/t on the back of the announced embargo on imports of all types of coal from Russia, approved by EU countries as part of the fifth package of sanctions. The embargo provides for a ban on the purchase, import or transit transportation of
- [EU imposes embargo on Russian coal](https://thecoalhub.com/eu-imposes-embargo-on-russian-coal/): On April 7, 2022, the countries of the European Union supported the embargo on the import of Russian coal as part of a new package of sanctions against the Russian Federation over the situation in Ukraine. The block members, however, earlier could not make a unanimous decision regarding the energy sector due to serious disagreements
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-28/): Over the past week, thermal coal indices on the European market rose above 305 USD/t amid statements about possible European ban on coal imports from Russia. Head of the European Commission Ursula von der Leyen said on April 05, 2022, that a possible package of EU sanctions against Russia would include a ban on the
- [Global seaborne steam coal flows on the rise again](https://thecoalhub.com/global-seaborne-steam-coal-flows-on-the-rise-again/): After three months of decline, global seaborne Steam Coal flows on the rise again. In March, quantities discharged worldwide exceeded 80m MT for a 2.3 YoY increase. This also meant that Steam Coal voyages completed last month were 34% more than in February. Most of the added Steam Coal in March came from Indonesia, nearly
- [EU ban on Russian coal to be delayed to mid-August](https://thecoalhub.com/eu-ban-on-russian-coal-to-be-delayed-to-mid-august/): The European Union's proposed ban on Russian coal imports is expected to take full effect a month later than initially planned due to pressure from Germany, two EU sources were quoted by Reuters as saying. According to the initial plan, the EU set a 90-day transition before a complete ban on Russian coal, but the
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-27/): Last week, European thermal coal indices fell below 275 USD/t, following a drop in gas prices and positive shifts in the negotiations between Russia and Ukraine. Germany refused to support the EU initiative to impose an immediate ban on Russian coal imports, however, plans to stop buying coal from Russia by this September, while Poland
- [Germany blocks initiative to impose embargo on Russian coal](https://thecoalhub.com/germany-blocks-initiative-to-impose-embargo-on-russian-coal/): Germany blocked the EU initiative to impose a ban on coal supplies from Russia. The new package of sanctions, which have been developing since December 2021, included the embargo on coal without banning imports of other Russian energy commodities such as oil and gas. The EU intended to demonstrate to Russia the seriousness of the
- [Coal fired power generation still in the mix](https://thecoalhub.com/coal-fired-power-generation-still-in-the-mix/): Nothing lasts longer than the temporary, as the proverb says. Not long ago, it seemed that Europe on its path towards decarbonization should start departing from coal towards cleaner sources of energy. Personally, I wrote on several occasions that time for coal generation had actually run out across most of Western Europe. But, as often
- [Coal production in Kuzbass up 2.2% in Jan-Feb 2022](https://thecoalhub.com/coal-production-in-kuzbass-up-2-2-in-jan-feb-2022/): Under the Ministry of Coal Industry of Kuzbass, in January-February 2022 coal mining enterprises in Kuzbass produced 38.0 mio t of coal (+0.8 mio t or +2.2% y-o-y). The production of coking coal during this period decreased to 10.6 mio t (-0.3 mio t or -2.8% y-o-y), whereas thermal coal extraction volumes amounted to 27.4
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-26/): Over the past week, thermal coal indices in the European market spiked above 315 USD/t, subsequently pulling back to 290 USD/t, following the current high volatility, uncertainty in the gas market, rising gas prices and a decline in wind generation amid the ongoing coal supply shortage in global markets. As of March 23, 2022, Germany's
- [Russia and India to create alternative payment system for international trade](https://thecoalhub.com/russia-and-india-to-create-alternative-payment-system-for-international-trade/): Following international sanctions and Russia’s disconnection from the SWIFT system caused by the military operation in Ukraine, Russia and India are considering the possibility of creating a mechanism for trade settlements in national currencies. The scheme is being developed under the auspices of Russian Central Bank and the government of India and may have a
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-25/): Last week, the quotations of thermal coal in the EU again pulled back from the historical highs below 295 USD/t amid easing fears of Russian supply disruptions, owing to the positive developments in the negotiations between Russia and Ukraine. The entire energy market in Europe, including oil and gas prices, also showed a decline. At
- [EU can’t afford banning imports of Russian coal and other energy commodities](https://thecoalhub.com/eu-cant-afford-banning-imports-of-russian-coal-and-other-energy-commodities/): This week, the European Union summit unveiled a draft statement noting that member states would agree to gradually reduce dependence on Russian energy sources, including coal. However, no specific date was given and, according to an EU spokesman, the member states are planning to phase out Russian resources between 2027 and 2030. Josep Borrell, EU
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-24/): Over the past week, European thermal coal quotations hit new historic highs again amid limited supply on the global market and Russia's ongoing military operation in Ukraine. Russian coal shipments have decreased since the start of the conflict in Ukraine. Shipping data show that coal continues to be supplied from Russian ports to Europe, but
- [Russian coal supplies to China limited amid Chinese banks issues](https://thecoalhub.com/russian-coal-supplies-to-china-limited-amid-chinese-banks-issues/): On the back of Russian military operation in Ukraine, Chinese importers of Russian coal have been encountering the issue of financing from state-owned banks in China, concerned about US and European sanctions against Russia, as financial institutions do not want to be hit and lose access to transactions in US dollars. According to market participants,
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-23/): Last week, the European market faced an unprecedented spike in thermal coal indices amid sanctions on Russia, resulting from the military operation in Ukraine. As of March 02, 2022, the price was climbing to almost 390 USD/t, which subsequently adjusted to 340 USD/t. Since the share of Russian coal in the European market is about
- [Coal production in Kuzbass up 4.4% in Jan 2022](https://thecoalhub.com/coal-production-in-kuzbass-up-4-4-in-jan-2022/): Under the Ministry of Coal Industry of Kuzbass, in January 2022 coal mining enterprises in Kuzbass produced 19.0 mio t of coal (+0.8 mio t or +4.4% to January 2021). The production of coking coal during this period decreased to 5.4 mio t (-0.1 mio t or -1.8% y-o-y), whereas thermal coal extraction volumes amounted
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-22/): Over the past week, thermal coal quotes on the European market reached a new all-time high, which exceeded 265 USD/t, adding 50 USD/t within one trading session, after the start of Russia's military operation in Ukraine amid the boost in gas indices on the European trading platform TTF to 87.5 EUR/MWh (+11.8 EUR/MWh w-o-w), lower
- [Coal shipments to Rosterminalugol constrained by rail issues](https://thecoalhub.com/coal-shipments-to-rosterminalugol-constrained-by-rail-issues/): The logistical issues in Russia have been disrupting coal railings since Q4 2021, leading to the volumes being held up at mines, further limiting supply of the crucial material in the global market. In 2022, the situation has not improved, quite the contrary. As compared to the planned tonnage, 0.5 mio t of coal or
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-21/): Last week, thermal coal indices on the European market fell below 170 USD/t, despite the persisting supply shortage in the global market. The price decrease was caused by the news on de-escalation of tensions on the border between Russia and Ukraine. Forecasts of milder weather in the northwestern Europe and an upward revision of the
- [Russian coal mines suspension gains momentum in 2022](https://thecoalhub.com/russian-coal-mines-suspension-gains-momentum-in-2022/): Federal service for environmental, technological and nuclear supervision of Russia (Rostekhnadzor) has summarized the outcomes of intensified inspections of coal mines since the beginning of February 2022. As a result of the revealed violations, operations of a number of mining enterprises in Kuzbass were suspended. Coal extraction was halted at Pervomayskaya mine (owned by Severny
- [Vostochny Port to expand its throughput capacity up to 70 mio t](https://thecoalhub.com/vostochny-port-to-expand-its-throughput-capacity-up-to-70-mio-t/): The Russian state regulator approved the project for the reconstruction of the berths of the stevedoring company JSC Vostochny Port. It is expected that after the upgrade, the transshipment capacity of the largest coal terminal in the Far East will increase to approximately 70 mio t/year from current 50 mio t. The reconstruction envisages an
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-20/): Over the past week, thermal coal quotes on the European market again hit the level of 200 USD/t, following the continuing supply shortage on the global market. An additional factor for the price growth was the reduction of the nuclear power target for 2022 by the French energy group EDF to a record low of
- [Russia to boost coal exports to China](https://thecoalhub.com/russia-to-boost-coal-exports-to-china/): Russia is negotiating to enhance coal supplies to China. Potential annual growth could reach 50 mio t in case of favorable market conditions and increase in railway carrying capacity. China is already the largest importer of Russian coal. It accounted for almost 18% or 39.6 mio t of export supplies from Russia in 2020. In
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-19/): Last week, the European market saw a drop in thermal coal quotations below 175 USD/t amid lower gas prices, the lifting of the ban on coal exports from Indonesia and the probable easing of tensions around the political situation between Russia and Ukraine. Moreover, the US administration asked the largest LNG consumers in Asia-Pacific to
- [France’s review of coal generation may be a precursor to a longer European trend](https://thecoalhub.com/frances-review-of-coal-generation-may-be-a-precursor-to-a-longer-european-trend/): European coal-fired power generation is set to build on its 2021 resurgence with prevailing fuel switching ranges indicating further gas-to-coal switching is likely this year, analysis by ICIS showed. The revival of coal across Europe comes at an uncomfortable time, with governments stepping up their commitments towards the phasing-out of the technology. But against the
- [Coal production in Kuzbass up 10% in Jan-Dec 2021](https://thecoalhub.com/coal-production-in-kuzbass-up-10-in-jan-dec-2021/): Under the Ministry of Coal Industry of Kuzbass, in January-December 2021 coal mining enterprises in Kuzbass produced 243.1 mio t of coal (+22.4 mio t or +10.1% to January-December 2020). The production of coking coal during this period decreased to 71.7 mio t (-2.8 mio t or -3.8% y-o-y), whereas thermal coal extraction volumes amounted
- [World coal market: brief overview, week 04](https://thecoalhub.com/world-coal-market-brief-overview-week-04/): Last week, thermal coal prices on the European market continued to strengthen above 210 USD/t amid oil quotes rising to multi-year highs and a possible aggravation of the political situation between Russia and Ukraine. Brent crude oil contracts for February 2022 rose to 90 USD/barrel, which is the highest level since 2014. An additional factor,
- [Ukraine’s coal imports up 15% in Jan-Dec 2021](https://thecoalhub.com/ukraines-coal-imports-up-15-in-jan-dec-2021/): In January-December 2021, Ukraine’s coal imports surged to 19.6 mio t (+2.6 mio t or +15% y-o-y). Ukraine received 14.0 mio t or 72% of its coal imports from Russia, 3.0 mio t or 15% from Kazakhstan and 2.6 mio t or 13% from other countries. On June 15, 2021, the Ukrainian Ministry of Energy
- [Two Russian coal companies suspended production due to safety violations](https://thecoalhub.com/two-russian-coal-companies-suspended-production-due-to-safety-violations/): Rostekhnadzor, the supervisory body of the Government of Russia, temporarily suspended coal mining at Sibirskaya mine and at TalTEK open-pit mine in Kuzbass. Production at Sibirskaya mine in the Kemerovo region has been suspended due to excess methane detected during the inspection. The materials have been submitted for consideration to the court, which will determine
- [World coal market: brief overview, week 03](https://thecoalhub.com/world-coal-market-brief-overview-18/): Over the past week, thermal coal prices on the European market were actively strengthening above 170 USD/t on the background of the reduction of gas reserves in European storage facilities to their lowest winter levels of 45.4% in the long-term history of observations, despite lower gas and electricity prices, increased LNG supplies and forecasts of
- [Russian coal shipments to ports of North-West and South to be reduced by 25 mio t by 2024](https://thecoalhub.com/russian-coal-shipments-to-ports-of-north-west-and-south-to-be-reduced-by-25-mio-t-by-2024/): In Q4 ‘21 and early Q1 ‘22, Russian coal exporters on the Baltic faced a series of logistical issues, that led to an unprecedented shortage of coal at local Northwest ports, threatening the breach of contractual obligations by coal suppliers and the failure of the region's largest coal terminals to meet their annual transshipment plans.
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-17/): Last week thermal coal indices on the European market managed to recover above 150 USD/t, despite a forecasted increase in average daily temperature and a sharp drop in electricity and gas prices amid growing LNG supplies to Europe. The Indonesian government's ban on coal exports had a positive effect on South African material prices, which
- [Japan asks Indonesia to revoke coal export ban](https://thecoalhub.com/japan-asks-indonesia-to-revoke-coal-export-ban/): Indonesia's unexpected announcement of coal export ban on December 31 struck Japan's worries over supply disruptions and promoted Japan to call for the ban to be revoked on January 5, according to Weekly Asia. A letter from Japan's embassy in Jakarta to Minister of Energy and Mineral Resources Arifin Tasrif said at least five vessels
- [China’s 4 key coal users to see peak Co2 by '25](https://thecoalhub.com/chinas-4-key-coal-users-to-see-peak-co2-by-25/): China's four key carbon-intensive industrial sectors comprising electricity generation, steel production, cement manufacturing and coal chemicals production, are forecast to reach peak carbon emissions overall by 2025, according to a recent report by Beijing-headquartered public institution, the Chinese Academy of Environmental Planning, and the non-profit environmental organization, the Natural Resource Defense Council. By 2025, the
- [Coal production in Kuzbass up 10% in Jan-Nov 2021](https://thecoalhub.com/coal-production-in-kuzbass-up-10-in-jan-nov-2021/): Under the Ministry of Coal Industry of Kuzbass, in January-November 2021 coal mining enterprises in Kuzbass produced 221.6 mio t of coal (+20.2 mio t or +10.0% to January-November 2020). The production of coking coal during this period decreased to 65.3 mio t (-2.8 mio t or -4.1% y-o-y), whereas thermal coal extraction volumes amounted
- [World coal market: brief overview week 51](https://thecoalhub.com/world-coal-market-brief-overview-week-51/): Thermal coal indices on the European market settled at 150 USD/t amid uncertainty on the gas market, rising gas prices and cold weather in a number of European countries. European gas storages are 59% full, down almost 3% since December 15, 2021, while gas quotes soared to new all-time highs over 2,200 USD/m3. Last week,
- [GACC: China Nov. coking coal imports jump 77% on month](https://thecoalhub.com/gacc-china-nov-coking-coal-imports-jump-77-on-month/): During November, China's coking coal imports surged 76.6% on month or 108.2% on year to 7.7 million tonnes, hitting a high so far this year, according to recent data from China's General Administration of Customs (GACC). Last month, China's coal imports from all origins rose from October, with Australia resuming its position as the country's
- [World coal market: brief overview week 50](https://thecoalhub.com/world-coal-market-brief-overview-16/): Thermal coal indices in the European market were in an upward trend, having strengthened above 155 USD/t amid uncertainty on the gas market, a decrease in average daily temperatures in a number of European countries and limited supplies of Russian coal due to logistical problems. Russian gas supplies to the EU remain below scheduled levels.
- [Ukraine's coal imports up 15% in Jan-Nov 2021](https://thecoalhub.com/ukraines-coal-imports-up-15-in-jan-nov-2021/): In January-November 2021, Ukraine's coal imports surged to 17.7 mio t(+2.3 mio t or +15% y-o-y). Ukraine received 13.2 mio t or 75% of its coal imports from Russia, 3.0 mio t or 17% from Kazakhstan and 1.5 mio t or 8% from the US. On June 15, 2021, the Ukrainian Ministry of Energy called
- [Russian coal supplies worsen on all export routes](https://thecoalhub.com/russian-coal-supplies-worsen-on-all-export-routes/): Logistical issues with Russian coal deliveries to seaports are gaining momentum on all export routes, resulting in a shortage of material on the market that may cause an even greater deficit in the coming months. The supply disruptions are particularly acute at ports in the Baltic and the Far East. In the North-West direction, repairs
- [NBS: China Jan-Nov coal output up 4%, coke down 2%](https://thecoalhub.com/nbs-china-jan-nov-coal-output-up-4-coke-down-2/): Over January-November, China produced 3.67 billion tonnes of raw coal for all utilisation, or up 4.2% on year, among which November output increased 4.6% on year to 370.8 million tonnes, while over the first 11 months, the country's coke output declined 1.6% on year to 428.4 million tonnes with November volume down 17.4% on year
- [Coal prices: sharp rebound outside China](https://thecoalhub.com/coal-prices-sharp-rebound-outside-china/): China's domestic coal production is breaking records, rising above 12 Mt/d in the past weeks (up from 10.81 Mt/d in August). The country's National Coal Industry Association (NCIA) has flagged expectations that the top producing regions will hit new output highs in the next few months, though safety and environmental checks could disrupt supplies from
- [Rosterminalugol stocks fell to record lows amid coal shortage in the Baltic](https://thecoalhub.com/rosterminalugol-stocks-fell-to-record-lows-amid-coal-shortage-in-the-baltic/): Coal stocks at Rosterminalugol (Ust-Luga Coal Terminal), which is the largest coal terminal in the Baltic, for the first time fell to a historic low of 25 thousand t, while the simultaneous storage capacity of the terminal amounts to 633 thousand t. Lack of locomotives, repair work on the Oktyabrskaya Railway as well as congestion
- [World coal market - week 49](https://thecoalhub.com/world-coal-market-week-49/): Last week, thermal coal quotations on the European market strengthened above 133 USD/t, given the following factors: ongoing uncertainty with the launch of Nord Stream 2; significant increase in regional prices for electricity, natural gas and carbon permits; forecasted decrease in average daily temperatures in a number of European countries. Russian FOB Ust-Luga 6000 reached
- [Shanxi eyes 1.2 billion tonnes coal output for 2021](https://thecoalhub.com/shanxi-eyes-1-2-billion-tonnes-coal-output-for-2021/): The accelerated pace of coal mine-capacity expansions this year, plus efforts to boost coal production, should see North China's Shanxi province - the country's top coal mining hub - produce over 1.2 billion tonnes of coal for all uses in total in 2021, said Zhang Xiang, spokesperson for Shanxi Development and Reform Commission. Over January-October,
- [Coal shortage gains momentum in Baltic and Far East](https://thecoalhub.com/coal-shortage-gains-momentum-in-baltic-and-far-east/): In recent months, Rosterminalugol (Ust-Luga Coal Terminal), which is the largest coal terminal in the Baltic, has faced unprecedented restrictions from Russian Railways (RZD) in terms of limited rail shipments to the terminal. Due to a shortage of locomotives and repair work on the Oktyabrskaya railway, in October,2021, 718 thousand t of coal were underloaded
- [World coal market - week 48](https://thecoalhub.com/world-coal-market-week-48/): Last week, thermal coal quotes on the European market plunged below 130 USD/t on the news about the possibility of another price decrease in the Chinese market, while Russian FOB Ust-Luga 6000 was kept at the level of 165 USD/t. The drop in South African indices below 135 USD/t was also driven by the probability
- [China's top land port idles non-container goods import](https://thecoalhub.com/chinas-top-land-port-idles-non-container-goods-import/): China's largest land port - Manzhouli - in Hulunbuir of North China's Inner Mongolia that borders both Russia and Mongolia has suspended all imports of goods that are not hauled via containers effective the start of December 1 as an emergency measure to contain the spread of COVID-19, according to a local government notice. The
- [Coal prices rebound](https://thecoalhub.com/coal-prices-rebound/): It seems China has overshot in its efforts to avert a coal and power supply crisis this winter, with fears now growing that faltering consumption is flipping the market into oversupply. Daily domestic coal production has hovered at a record 12.00 Mt/d in November, up from 11.52 Mt/d in October, 11.14 Mt/d in September and
- [RZD introduces railway bans for coal shipments to Far Eastern and Baltic ports](https://thecoalhub.com/rzd-introduces-railway-bans-for-coal-shipments-to-far-eastern-and-baltic-ports/): Due to the congestion of the railways of the Eastern range, a large number of abandoned trains amid unfavorable weather conditions in ports that cannot cope with unloading railcars, Russian Railways (RZD) introduced a number of restrictive measures on shipments of coal to the terminals of the port of Vanino, where a state of emergency
- [Fatal explosion at SDS coal mine](https://thecoalhub.com/fatal-explosion-at-sds-coal-mine/): The largest catastrophe in the Russian coal mining industry over the past ten years occurred on October 25, 2021, at Listvyazhnaya mine, owned by SDS. An explosion of a methane-air mixture is considered to be a probable cause of the accident, which killed 52 people (46 miners and 6 rescuers). Also, after the accident, 38
- [World coal market - week 47](https://thecoalhub.com/world-coal-market-week-47/): A decrease in average daily temperatures in a number of European countries, as well as the uncertainty with the launch of Nord Stream 2, have strengthened thermal coal quotes on the EU market above 165 USD/t. The output of coal-fired power plants in Germany amounted to 10.8 GW, which corresponds to the utilization rate of
- [NDRC China power houses' coal stocks growing steadily](https://thecoalhub.com/ndrc-china-power-houses-coal-stocks-growing-steadily/): As of November 23, China's total coal stocks at power houses nationwide had been growing steadily despite their higher daily consumption during the winter season, reaching 147 million tonnes, among which, those coal-fired power houses under the national grid system had their coal stocks higher on year, the country's National Development and Reform Commission (NDRC)
- [Summary of COP26 conference in Glasgow](https://thecoalhub.com/summary-of-cop26-conference-in-glasgow/): The 26th United Nations Climate Change Conference, also known as COP26, was held in Glasgow, Scotland, from October 31 to November 12, 2021. The summit was attended by 25 thousand delegates from almost 200 countries and about 120 heads of state. The presidents of Russia and China did not visit the meeting. The parties to
- [World coal market - week 46](https://thecoalhub.com/world-coal-market-week-46/): European thermal coal indices trended positively last week, climbing above 140 USD/t amid the suspension of Nord Stream 2 certification by Germany's federal grid agency, while Russian FOB Ust-Luga 6000 rose to 165 USD/t. Due to ongoing problems with the railway line between South Africa's coal-producing provinces and the port of Richards Bay, key importers
- [China key steelmaking hubs cut coking coal prices 5th time](https://thecoalhub.com/china-key-steelmaking-hubs-cut-coking-coal-prices-5th-time/): Early this week, steel mills in China's key steelmaking hubs in the country's north, east and northeast regions notified their coke suppliers they are cutting their procurement prices by another Yuan 200/tonne ($31/t), for the fifth time so far in November all by the same degree, citing the continuing heavy cost pressure they face against
- [Russia’s climate agenda amid Glasgow summit](https://thecoalhub.com/russias-climate-agenda-amid-glasgow-summit/): The 26th United Nations Climate Change Conference, also known as COP26, was held in Glasgow, Scotland, from October 31 to November 12, 2021. The efforts of the conference participants were focused on 2030 emissions reduction targets that align with reaching net zero by the middle of the century as well as on limiting the rise
- [Coal reserves in Ukraine fall to critical levels](https://thecoalhub.com/coal-reserves-in-ukraine-fall-to-critical-levels/): The power industry of Ukraine faces tough times, entering the heating season with extremely low coal inventories at local power plants. The country fails to form a sufficient amount of coal reserves to go through the winter period due to a high load on thermal generation amid insufficient supplies of imported material. According to Ukrenergo,
- [World coal market: brief overview: week 45](https://thecoalhub.com/world-coal-market-brief-overview-week-45/): High volatility persists in the global coal markets. Last week, an increase in gas supplies from Russia to Europe amid negative sentiments in the Chinese market pushed the European thermal coal indices to further decline below 140 USD/t, while Russian FOB Ust-Luga 6000 slipped to 160 USD/t. On November 09, 2021, Gazprom announced that the
- [China’s coke price drops, demand thins](https://thecoalhub.com/chinas-coke-price-drops-demand-thins/): As of November 10, China's national composite coke price ceased the continuing strengthening since late July and ebbed from Yuan 4,090.5/tonne ($640.1/t) on November 1 -the highest in Mysteel’s assessment record - to Yuan 3,807/t, both including the VAT, mainly due to the unified bargaining from the steelmakers in the country's core steelmaking hubs including
- [Coal spot prices continued to weaken](https://thecoalhub.com/coal-spot-prices-continued-to-weaken/): China domestic coal prices continued to weaken last week, still pressured by the raft of measures unleashed by the government to boost supply and lower prices. But they remain well above levels the authorities are believed to deem comfortable for both miners and power utilities: 530-580 yuan per tonne (between $82 and $91 per tonne).
- [Ukraine’s coal imports up 14% in Jan-Sep 2021](https://thecoalhub.com/ukraines-coal-imports-up-14-in-jan-sep-2021/): In January-September 2021, Ukraine’s coal imports surged to 14.5 mio t (+1.8 mio t or +14% y-o-y). Ukraine received 10.8 mio t or 75% of its coal imports from Russia, 2.5 mio t or 17% from Kazakhstan and 1.2 mio t or 8% from the US. On June 15, 2021, the Ukrainian Ministry of Energy
- [China releases action plan on carbon emission peak by '30](https://thecoalhub.com/china-releases-action-plan-on-carbon-emission-peak-by-30/): China's State Council has released an action plan on how to realize carbon emission peak by 2030 to public on October 26, listing out the key tasks such as further reducing energy intensity in per unit of gross domestic product (GDP), increasing the proportion of non-fossil energy in consumption, and promoting clean energy and recycling
- [Chinese power houses' coal stocks exceed 110 mt](https://thecoalhub.com/ndrc-chinese-power-houses-coal-stocks-exceed-110-mln-t/): China's measures to boost coal production and deliveries to cool market frenzy about coal availability and to safeguard energy security have seen positive results, according to the National Development and Reform Commission. As of November 2, total thermal coal stocks at the country's power plants reached 110 million tonnes, or 31 million tonnes higher than
- [Raspadskaya stock up 300%](https://thecoalhub.com/raspadskaya-stock-up-300/): Raspadskaya shares have hit all-time highs, as the stock soared this year almost 300%, from 157 RUR to 449 RUR (2.2 USD to 6.4 USD) per share. Such rally is associated with the company's successful financial performance in 2021, which, in turn, has been backed by rising world coal indices. Global prices for coking coal,
- [World coal market: brief overview: week 43](https://thecoalhub.com/world-coal-market-brief-overview-week-43/): Tough measures taken by the National Development and Reform Commission of China (NDRC) to regulate the domestic market were the main factor behind the decline in thermal coal indices worldwide. Bearish sentiment in China is weighing on both the Atlantic and Asia-Pacific, resulting in price correction below 200 USD/t at key global coal hubs. For
- [World coal market: brief overview: week 42](https://thecoalhub.com/world-coal-market-brief-overview-week-42/): Last week, European thermal coal indices plunged below 210 USD/t. Negative sentiment in the Chinese market driven by the requirements of the National Development and Reform Commission of China (NDRC) to reduce domestic coal prices, shutdown of businesses in the EU due to the high cost of electricity, the growth of wind generation as well
- [China's Jan-Sept energy consumption up, intensity dips](https://thecoalhub.com/chinas-jan-sept-energy-consumption-up-intensity-dips/): China's total energy consumption continued growing over January-September, rising by 7.3% on year, according to data from China's National Bureau of Statistics (NBS) published on October 19. However, affected by energy use and intensity control, the growth slowed by 7.3 percentage points and 3.2 percentage points from Q1 and H1 respectively. Meanwhile, the country's energy
- [Coal fired power up 22%](https://thecoalhub.com/coal-fired-power-up-22/): The EIA (U.S. Energy Information Administration) is expecting 22% more US coal-fired power generation in 2021 than in 2020 - first year on year increase since 2014. DBX is also expecting US coal thermal exports in 2021 to be 60% higher than in 2021. This means that US thermal coal mining will rise significantly from
- [Coal prices continue to break records in China](https://thecoalhub.com/coal-prices-continue-to-break-records-in-china/): China's energy crisis showed little sign of abating last week, despite authorities' desperate attempts to add more coal supplies to the market and boost power generation. Under intense pressure from generators and other ministerial officials, the country's top coal mining safety regulator approved capacity expansion plans for 153 coal mines and pledged to release an
- [China power houses can raise charges starting Oct 15](https://thecoalhub.com/china-power-houses-can-raise-charges-starting-oct-15/): China’s coal-fired power houses will be allowed to execute the 20% fluctuation in their charges against the base price to non-essential use starting October 15, according to an announcement by China's National Development and Reform Commission (NDRC) announced on October 12, which is just one week after the remarks by the Chinese Premier Li Keqiang
- [SUEK declared force majeure due to fire in Vanino port](https://thecoalhub.com/suek-declared-force-majeure-due-to-fire-in-vanino-port/): On October 11, 2021 SUEK’s Daltransugol terminal at Vanino port suspended handling of coal due to the fire at the terminal. A conveyor belt was damaged by the fire, which made it impossible to load vessels at the port. SUEK declared force majeure a day after the fire. Stepan Solzhenitsyn, CEO of SUEK, stated that
- [World coal market review: week 41](https://thecoalhub.com/world-coal-market-review-week-41/): The European coal market remains volatile due to uncertainty in the gas market and a persistent supply-demand imbalance exacerbated by coal shortages in India and China. Paper contracts at the TTF hub exceeded $1200/t/m3. Cooler-than-normal temperatures in the EU are hampering the build-up of gas reserves in Europe. On October 13, 2021, Russian President Vladimir
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-15/): Last week, thermal coal indices in Europe renewed their historic highs, reaching the mark of 300 USD/t, after that the quotes corrected to 225 USD/t due to high volatility. A jump in prices at the European gas market contributed to the growth of quotations - on 06.10.2021 paper contracts at the TTF hub exceeded 1900
- [Coal: additional tonnage for additional investment](https://thecoalhub.com/coal-additional-tonnage-for-additional-investment/): Russian Government obliged coal companies from the Kuzbass region to make an investment agreement with regional authorities for the export of additional coal volumes above 53 mio t to Far East. Export volume of 53 mio t is considered as a base level. It was established last year and set up for the fulfilment by
- [UK fires up coal plants](https://thecoalhub.com/uk-fires-up-coal-plants/): A steep rise in gas prices during the third quarter significantly improved the profitability of coal-fired power generation in Europe. In August, NWE front-month clean dark spreads for 40pc-efficient units recorded on average a €8/MWh premium over clean spark spreads for 55pc gas plants, while in September the gap between the two indicators surpassed €35/MWh.
- [Ukraine’s coal imports up 12% in Jan-Aug 2021](https://thecoalhub.com/ukraines-coal-imports-up-12-in-jan-aug-2021/): In January-August 2021, Ukraine’s coal imports soared to 13.1 mio t (+1.4 mio t or +12% y-o-y). Ukraine received 9.5 mio t or 72% of its coal imports from Russia, 2.3 mio t or 18% from Kazakhstan and 1.3 mio t or 10% from the US. On June 15, 2021, the Ukrainian Ministry of Energy
- [Russian coal exports to China up 43% in Jan-Aug 2021 amid Chinese electricity crisis](https://thecoalhub.com/russian-coal-exports-to-china-up-43-in-jan-aug-2021-amid-chinese-electricity-crisis/): In January-August 2021, the total Russian coal exports to China, according to preliminary data, increased to 37.0 mio t (+11.1 mio t or +43% y-o-y), including seaborne and overland supplies. Nevertheless, coal exports through border crossings with China in January-August 2021 decreased to 4.94 mio t (-0.54 mio t or -10% y-o-y). Coal deliveries via
- [World coal market review - week 39](https://thecoalhub.com/world-coal-market-review-week-39/): High gas prices in the EU and fears of an energy supply crisis pushed European thermal coal indices to new all-time highs above 215 USD/t. Gas prices exceeded 1,000 USD/1,000 m3. October TTF gas quotes surged to 82.40 EUR/MWh (+2.50 EUR/MWh to September 22, 2021). Gas storage levels in Europe were 15% below the average
- [FEATURE: Power supply shortage hassles China provinces](https://thecoalhub.com/feature-power-supply-shortage-hassles-china-provinces/): Recently in China, power rationing has been extended to more provinces and to residential neighbourhoods with a few hours of blackouts instead of just about power-intensive industrial enterprises including ferroalloy and nonferrous smelters and steelworks, and the wider-range imposition is simply because of the worsening power supply shortage in various regions, Mysteel Global noted from
- [RZD offers three options to expand BAM and TSR](https://thecoalhub.com/rzd-offers-three-options-to-expand-bam-and-tsr/): Russian Railways (RZD) offered a preliminary blueprint for the third stage of the Baikal-Amur Mainline (BAM) expansion, including three options, which are being considered by the national railway operator. The first option, worth 333 billion RUR (4.6 billion USD), assumes additional volumes of coal exports from Elga deposit in the amount of 16.6 mio t.
- [World coal market review - week 38](https://thecoalhub.com/world-coal-market-review-week-38/): Last week, thermal coal quotes in Europe renewed their all-time highs, exceeding 180 USD/t, despite a slight correction in gas indices. The limited supply of the material on the EU market in the run-up to heating season amid the declining wind output in the EU countries supported European coal prices. October TTF gas quotes edged
- [NDRC lowers cap on power plants’ coal stocks to 12 days](https://thecoalhub.com/ndrc-lowers-cap-on-power-plants-coal-stocks-to-12-days/): China has revised the requirement on domestic power plants’ in-house coal stocks to 7-12 days during the peak generation season, with the cap adjusted down from the original 15 days at the minimum, the country’s National Development and Reform Commission (NDRC) shared in on September 21, which is to help stabilize coal supply volumes and
- [U.S. coal exports](https://thecoalhub.com/u-s-coal-exports/): US coal prices are generally high due to the higher mining, railing, port and shipping costs compared to other mines in the world. This means that the US has traditionally been the swing supplier in the coal market: the country ramps up exports when prices rise, resulting in the global market rebalancing itself. However, DBX
- [NDRC: Long term deals to cover all power-plant coal use](https://thecoalhub.com/ndrc-long-term-deals-to-cover-all-power-plant-coal-use/): China’s National Development and Reform Commission (NDRC) has recently instructed regional authorities and related enterprises to ensure that the coal consumed in all the country’s power generating and heat supplying enterprises is sourced under medium- and long-term contracts, according to an NDRC release on September 13. The country’s power houses and heat supplying enterprises are
- [Sibanthracite, Stroyservis, Telf and EP Resources to provide coal supplies to port of Lavna](https://thecoalhub.com/sibanthracite-stroyservis-telf-and-ep-resources-to-provide-coal-supplies-to-port-of-lavna/): Russian coal producers Sibanthracite and Stroyservis, as well as coal trading companies Telf AG and EP Resources AG signed an agreement with Port Infrastructure Development Center (PIDC) to guarantee coal handling in the port of Lavna. In accordance with a previously concluded take-or-pay contract, the Port Infrastructure Development Center (PIDC) confirmed its readiness to provide
- [World coal market review - week 37](https://thecoalhub.com/world-coal-market-review-week-37/): Last week, the European thermal coal indices remained over 170 USD/t, supported by gas indices, which renewed their all-time highs amid tight inventories in the EU gas storages. Owing to more attractive gas prices in Asia, LNG suppliers increase shipments to this region, creating a supply shortage on the European gas market. October TTF gas
- [World coal market review - week 36](https://thecoalhub.com/world-coal-market-review-week-36/): Last week, thermal coal prices in Europe continued to strengthen above 170 USD/t. The main driver for coal prices remains gas, which continues to set records amid insufficient European gas storage capacity, lagging supply from Russia and a lack of LNG on the European market. On 09.09.2021 October futures on the TTF hub in the
- [Kolmar coal company plans to double coal production and washing facilities by 2023](https://thecoalhub.com/kolmar-coal-company-plans-to-double-coal-production-and-washing-facilities-by-2023/): Anna Tsivilevа, the Chairman of the Board of Directors of JSC “Kolmar Group”, told on Friday session of Eastern Economic forum that company’s current production capacity is about 12 mio t and there is a plan to double it by 2023. She also noted that new production facilities were brought into operation in 2020-2021. Among
- [China’s MEE seeking feedback on coke industry emissions](https://thecoalhub.com/chinas-mee-seeking-feedback-on-coke-industry-emissions/): China’s Ministry of Ecology and Environment (MEE) is collecting feedback from some 20 authoritative bodies including other ministries, institutes, industrial associations and enterprises on upgrading and revising existing air pollutant emission standard as currently apply to China’s coking industry, Mysteel Global has learned. Although adhering to new requirements will involve additional investment on the part
- [World coal market review - week 35](https://thecoalhub.com/world-coal-market-review-week-35/): Last week, EU coal prices witnessed upside move over 165 USD/t. The continuing rally of TTF gas quotes to 51.5 EUR/MWh (+6.5 EUR/MWh to August 25, 2021) remains the key driver behind the surge in coal prices. Shortage of gas supplies to Europe resulting from a series of unexpected disruptions at the enterprises of Gazprom
- [Ukraine’s coal imports up 14% in January-July 2021](https://thecoalhub.com/ukraines-coal-imports-up-14-in-january-july-2021/): In January-July 2021, Ukraine’s coal imports surged to 11.7 mio t (+1.4 mio t or +14% y-o-y). Ukraine received 8.3 mio t or 71% of its coal imports from Russia, 2.1 mio t or 18% from Kazakhstan and 1.3 mio t or 11% from the US. On June 15, 2021, the Ukrainian Ministry of Energy
- [‘Dual controls’ may delay China's coking coal operations](https://thecoalhub.com/dual-controls-may-delay-chinas-coking-coal-operations/): Initiatives introduced by China’s central government this year aimed at reducing the country’s energy consumption and energy intensity – the so-called ‘dual controls’ – are having an impact on coke-making operations nationwide. A recent report by Mysteel suggests that tighter approval procedures for energy-intensive and heavily-polluting projects have already delayed the commissioning of new coking
- [Seaborne steam coal flows](https://thecoalhub.com/seaborne-steam-coal-flows/): Global seaborne Steam Coal flows are about to set records in August. At time of posting, current imports by vessel worldwide are registering a 23.4% YoY increase. If this rate is kept up, Aug 2021 will become the most prolific month on record for seaborne Steam Coal. The main driver behind the most recent Steam
- [World coal market review - week 34](https://thecoalhub.com/world-coal-market-review-week-34/): Last week, the European thermal coal indices recovered to around 150 USD/t amid a better sentiment on the coal market. Recently, speculations over Gazprom’s plans to launch Nord Stream-2 gas project in October 2021 slowed down gas prices rally, impacting negatively demand for coal. However, on August 25, 2021, Germany refused to withdraw the operator
- [Elgacoal ready to build railway line for 1.3 billion USD](https://thecoalhub.com/elgacoal-ready-to-build-railway-line-for-1-3-billion-usd/): On August 20, 2021 Elgacoal, owned by A-Property and Rostec, provided Russian Ministry of Transport with an assessment of the construction costs of a new railway line between Elga coking coal deposit and the Sea of Okhotsk at 97 billion RUR (1.3 billion USD). The railway line with a length of about 500 km assumes
- [NDRC: China’s thermal coal consumption falls from peak](https://thecoalhub.com/ndrc-chinas-thermal-coal-consumption-falls-from-peak/): China’s consumption of coal for electricity generation has gradually slid since early August, with the daily coal use at the coal-fired power houses under the national grid network totaling 6.3 million tonnes on August 23, down 15% or 1.1 million tonnes from the peak on July 15, the country’s National Development and Reform Commission (NDRC)
- [Nord Stream 2 slows down coal and gas price rally](https://thecoalhub.com/nord-stream-2-slows-down-coal-and-gas-price-rally/): This summer, European gas indices surged to 13-year highs as a result of a number of factors, ranging from low inventories and outages in Europe to the growing demand in the Asia-Pacific region. TTF gas prices in July 2021 soared to 12.5 USD/mio BTU, which is 7 times more year-on-year. The rally in gas quotes
- [World coal market review - week 33](https://thecoalhub.com/world-coal-market-review-week-33/): Last week, thermal coal prices in Europe remained over 150 USD/t. On August 16, 2021, the news on the launch of the Nord-Stream–2 gas project in the EU lowered TTF gas indices to 41.15 EUR/MWh (-4.75 EUR/MWh to August 11, 2021), negatively affecting coal quotes. ARA coal stocks reached 4.36 mio t (+0.29 mio t
- [RZD may construct a new railway line to China](https://thecoalhub.com/rzd-may-construct-a-new-railway-line-to-china/): On August 09, 2021, Russian Railways (RZD) proposed to construct a new railway line, connecting Kuzbass and China via the Altai region. Under the deputy CEO of RZD Aleksey Shilo, the project has three possible scenarios of the railway line development: · from Biisk station on the West Siberian Railway (part of the Trans-Siberian Railway)
- [World coal market review - week 32](https://thecoalhub.com/world-coal-market-review-week-32/): Last week thermal coal indices in Europe continued their rally over 150 USD/t. High gas prices at 569 USD per thousand cubic meters amid a shortage of gas supplies to the EU increased demand for coal. Additional support for coal quotes was provided by a decrease in the volume of wind generation in the European
- [RZD intends to lift railway tariffs for coal and iron ore](https://thecoalhub.com/rzd-intends-to-lift-railway-tariffs-for-coal-and-iron-ore/): Russian Railways (RZD) proposed to index railway tariffs for the transportation of coal and iron ore to compensate for the rise in prices for construction materials, which are necessary for the infrastructure development and the implementation of projects to modernize the railway, including the Baikal-Amur Mainline (BAM) and the Trans-Siberian Railway (TSR). According to experts,
- [World coal market review - week 31](https://thecoalhub.com/world-coal-market-review-week-31/): Last week the gas shortage caused by the ongoing maintenance at the Norwegian gas field and the reduction in Gazprom's supplies from Russia to the EU strengthened thermal coal indices over 140 USD/t. TTF gas quotes soared to new record highs of 41.3 EUR/MWh (+0.70 EUR/MWh to 28.07.2021). Wind output in Europe decreased to 383
- [NDRC approves restart of coal mines after probe](https://thecoalhub.com/ndrc-approves-restart-of-coal-mines-after-probe/): China’s National Development and Reform Commission (NDRC) has approved the resumption of production at some 38 open-cut coal mines whose mining operations were halted earlier because of incomplete permits of land use. The mines are all located in Ordos, North China’s Inner Mongolia, and host 66.7 million tonnes/year of raw coal capacity in July, according
- [China's Coal Import Shift Continues; Intensifying Demand To Become Even Stronger](https://thecoalhub.com/chinas-coal-import-shift-continues-intensifying-demand-to-become-even-stronger/): China's coal import data for June by origin was released recently and shows imports from Indonesia have remained the primary source of coal imports while the ban on Australia remains in place. June has marked the seventh straight month where China has not imported any Australian coal. China imported 17 million tons of coal from
- [RZD to lose 6 mio t of cargo after bridge collapse](https://thecoalhub.com/rzd-to-lose-6-mio-t-of-cargo-after-bridge-collapse/): On July 26, 2021, the representatives of Russian Railways announced a partial resumption of traffic on the Kuenga-Ukurei section of the Trans-Siberian Railway (TSR). Complete recovery of the cargo movement eastwards may take more than 5 days, given the extremely difficult conditions of the repair works. On July 23, 2021, a railway bridge on the
- [World coal market review - week 30](https://thecoalhub.com/world-coal-market-review-week-30/): Last week, thermal coal indices in Europe continued their rally over 140 USD/t. The gas shortage in the EU, due to unplanned maintenance at the Norwegian gas field increased the TTF gas quotes to the record highs of 40.6 EUR/MWh (+4.5 EUR/MWh to July 21, 2021) and strengthened coal prices. ARA coal stocks are at
- [China power firms told to lift coal stocks to 7 days’ use](https://thecoalhub.com/china-power-firms-told-to-lift-coal-stocks-to-7-days-use-2/): China’s total electricity generation capacity from all forms of energy is forecast to increase by 7.7% on year this year to reach 2.37 billion kW, according to a report by China Electricity Council on July 23. Within the total, by year’s end the portion fuelled by non-fossil energy will reach 1.12 billion kW, exceeding coal-fired
- [World coal market review - week 29](https://thecoalhub.com/world-coal-market-review-week-29/): Last week, thermal coal prices in Europe exceeded 135 USD/t reaching new 10-year highs due to a number of factors: tight demand of coal in the European market, partly due to the low volume of supplies from Colombian exporters; soaring spot electricity prices in a number of EU countries amid the recovery of business activity
- [Train collision suspends coking coal deliveries from Elga](https://thecoalhub.com/train-collision-suspends-coking-coal-deliveries-from-elga/): On July 19, 2021 a train collision on the Ulak-Elga section of the Baikal-Amur Mainline (BAM) halted deliveries from Elga coking coal deposit, developed by Elgacoal company, subsidiary of Albert Avdolyan’s A-Property and Rostec state corporation. The railway section is non-public and is used solely by Elgacoal company. The accident resulted in the death of
- [Coal making a comeback in Germany](https://thecoalhub.com/coal-making-a-comeback-in-germany/): 2020 saw a perfect storm for the prospects of German coal and lignite generation. The demand impact of the first wave of Covid along with a global gas glut pushing TTF down through the switching ranges saw generation at historic lows (blue line, RHS chart). 2021 has seen different dynamics emerge: demand has rebounded despite
- [China power firms told to lift coal stocks to 7 days’ use](https://thecoalhub.com/china-power-firms-told-to-lift-coal-stocks-to-7-days-use/): China’s utilities firms have been urged by the country’s National Development and Reform Commission (NDRC) to build up their stocks of thermal coal to ensure they have enough for not less than seven days of consumption, according to recent NDRC notifications circulating in the market from last Sunday. The power suppliers must complete their stock
- [China met coal, coke prices to hover high in H2](https://thecoalhub.com/mysteel-china-met-coal-coke-prices-to-hover-high-in-h2/): China’s coking coal and coke prices will probably persist at their respectively high levels for July-December, and the average coking coal price may strengthen from H1 while that of coke may soften from H1, Mysteel shared its market outlook on these two products. For H2, supply tightness particularly for premium coking coal will sustain despite
- [Ukraine’s coal imports up 17% in H1 2021](https://thecoalhub.com/ukraines-coal-imports-up-17-in-h1-2021/): In January-June 2021, Ukraine’s coal imports surged to 10.1 mio t (+1.5 mio t or +17% y-o-y). Ukraine received 7.1 mio t or 70% of its coal imports from Russia, 1.9 mio t or 18% from Kazakhstan and 1.1 mio t or 12% from the US. In June-July 2021, heat waves in Ukraine boosted coal-fired
- [World coal market review - week 28](https://thecoalhub.com/world-coal-market-review-week-28/): Last week, coal prices in Europe climbed to their highest level in a decade, exceeding 135 USD/t. Limited supplies of the material and rebounding electricity usage amid heat waves in a number of EU countries lifted coal demand. TTF gas indices increased to 34.4 EUR/MWh (+2.0 EUR/MWh to July 07, 2021), which has a positive
- [Coal to gas switching](https://thecoalhub.com/coal-to-gas-switching/): Coal-to-gas switching happens but is not very common (top left in the chart). We have lots of cases where coal and gas both fell (Europe mostly, bottom left); where coal grew at the expense of gas (e.g. SE Asia); and where gas grew but against other fuels (e.g. Middle East). Coal-to-gas switching is often presented
- [Shanxi coal to add 23mln tonnes coal storage capacity](https://thecoalhub.com/shanxi-to-add-23-mln-t-coal-storage-capacity-by-end-21/): By the end of this year, North China’s Shanxi, now China’s largest coal mining province, aims to build facilities to safely store another 23 million tonnes of coal, according to a recent notification from the province’s Energy Administration. Of this new capacity, 3 million tonnes will be for coal stored under government deployment, similar to
- [World coal market review - week 27](https://thecoalhub.com/world-coal-market-review-week-27/): Thermal coal indices in Europe are in uptrend, surging to around 125 USD/t. Growth of prices is driven by the shortage of coal supplies to the European market and heat waves in a number of EU countries. According to experts, the reduction of coal exports from Colombia, as well as a partial diversion of westbound
- [RZD to construct a new railway line connecting Yakutia to ports of Far East](https://thecoalhub.com/rzd-to-construct-a-new-railway-line-connecting-yakutia-to-ports-of-far-east/): On July 7, 2021, during the meeting between Vladimir Putin and the Russian Government, the head of Russian Railways (RZD) Oleg Belozerov proposed to construct a new railway line, which will connect Yakutia’s coal producers directly to the Far Eastern ports, bypassing the Baikal-Amur Mainline (BAM) and the Trans-Siberian Railway (TSR). The proposal was initiated
- [U.S. coal production up 15%](https://thecoalhub.com/u-s-coal-production-up-15/): The U.S. Energy Department's July outlook reports that American coal production will increase by 15 percent in 2021 "We forecast U.S. coal production will increase by 78 million short tons (MMst) (15%) in 2021 to total 617 MMst for the year. The expected increase in production reflects greater electric power sector demand for coal. Higher
- [Indonesian coal exports highest in 5 years](https://thecoalhub.com/indonesian-coal-exports-highest-in-5-years/): Indonesia has been the largest exporter of thermal coal globally for years. Despite weak coal prices, its exports have been fairly resilient thanks to low production costs and proximity to coal importing countries in Asia. Real-time data shows that shipments for June have been the highest in 5 years: Week 25 and 26 exports: ~7.2mt
- [KRU to buy Alexievskaya mine](https://thecoalhub.com/kru-to-buy-alexievskaya-mine/): On June 28, 2021 Kuzbassrazrezugol (KRU) proposed to buy bankrupt Alexievskaya coal mine, belonging to Polysayevskaya coal company. Preliminarily, 99% of the mine’s creditors voted in favor of this offer. Under the statement of the Minister of Coal Industry of Kuzbass Oleg Tokarev, KRU undertakes to pay the salary debts of the mine, keep the
- [World coal market review - week 26](https://thecoalhub.com/world-coal-market-review-week-26/): Last week, thermal coal indices in Europe continued their rally over 120 USD/t. TTF gas quotes rose to 35.1 EUR/MWh (+3.9 EUR/MWh to June 23, 2021) amid seasonal electricity demand and decreasing supply of liquefied natural gas (LNG) to the EU, boosting coal burning. Lowering wind output in a number of European countries provided additional
- [New hydropower station to save China 20 mln t/y coal use](https://thecoalhub.com/new-hydropower-station-to-save-china-20-mln-t-y-coal-use/): China on Monday took another huge step towards further reducing its reliance on fossil fuels for electricity generation by formally commissioning the first two of 16 generators at the new Baihetan hydropower station located on the border of Southwest China’s Sichuan and Yunnan provinces. Once fully commissioned, the Baihetan plant will produce enough electricity to
- [Colombian coal exports](https://thecoalhub.com/colombian-coal-exports/): Colombia has been a major coal exporter globally with total quantity reaching 103mmt in 2017, predominantly thermal, placing the country in 4th place behind Australia, Indonesia and South Africa. However, over the past 4 years, there has been a dramatic drop in coal exports due to a sharp drop in coal prices, combined with strikes
- [World coal market review - week 25](https://thecoalhub.com/world-coal-market-review-week-25/): Last week, thermal coal indices in Europe rallied over 114 USD/t. Hot weather in some EU countries and raising gas quotes, strengthening to 31.7 EUR/MWh (+3.5 EUR/MWh to June 16, 2021), had a positive impact on coal prices. Heat waves in Europe boosted energy consumption resulting in stronger demand for coal. Lowering wind output in
- [KRU company buys 100% of Taldinsky-Zapadny open-pit mine](https://thecoalhub.com/kru-company-buys-100-of-taldinsky-zapadny-open-pit-mine/): On June 17, 2021 Kuzbassrazrezugol (KRU), owned by Ural Mining and Metallurgical company, purchased 100% of Taldinsky-Zapadny open-pit mine, belonging to TalTEK. The open-pit mine is located in the Kemerevo region and has balance reserves of 2.1 mio t of coal DG and GZHO grades. In 2020, extraction volumes at Taldinsky-Zapadny open-pit mine amounted to
- [China’s ferrous market gives way to CPC 100th anniversary](https://thecoalhub.com/chinas-ferrous-market-gives-way-to-cpc-100th-anniversary/): China’s ferrous and steel-consuming sectors such as construction have reported various degrees of disruption to their daily operations by the grand celebration of the 100th anniversary of the founding of the Communist Party of China (CPC) with the formal ceremony to be held in Beijing on July 1, Mysteel Global understood from the related markets
- [World coal market review - week 24](https://thecoalhub.com/world-coal-market-review-week-24/): Last week, EU market saw a decline in thermal coal indices below 106 USD/t. News about Colombian producer Cerrejon ramping up exports after disruptions last month maintain pressure over the quotes. TTF gas prices remained at the level of 28.2 EUR/MWh (unchanged to June 09, 2021). EU carbon prices decreased to 51.34 EUR/t (-2.17 EUR/t
- [China’s energy production keeps growing in May](https://thecoalhub.com/chinas-energy-production-keeps-growing-in-may/): China’s major fossil energy production and electricity generation in May continued to grow on year, though the paces of growth for some sectors such as natural gas and thermal power slowed from April, according to data from China’s National Bureau of Statistics (NBS). In May, China produced 326.3 million tonnes of raw coal for utilisation,
- [Eduard Khudainatov's CoalStar wins Bogatyr auction](https://thecoalhub.com/eduard-khudainatovs-coalstar-wins-bogatyr-auction/): On June 11, 2021, Eduard Khudainatov's “Bogatyr open-pit mine” company (registered in March 2021) won the auction for developing Bogatyr open-pit mine at Gorlovsky coal field in the Novosibirsk region. The reserves of the open-pit mine amount to 300 mio t of anthracite. The payment for the developing license reached 3.2 billion RUR ( 44.5
- [Elgacoal plans to replace Australian coal in Chinese market](https://thecoalhub.com/elgacoal-plans-to-replace-australian-coal-in-chinese-market/): On June 02, 2021 the head of Rostec state corporation Sergey Chemezov pointed out that Elgacoal, owned by Albert Avdolyan's A-Property and Rostec, plans to expand its presence in the Chinese market. Amid political tensions between China and Australia, Russian exporters are willing to ramp up supplies and take advantage of the ban, imposed on
- [World coal market review - week 23](https://thecoalhub.com/world-coal-market-review-week-23/): Thermal coal indices on the European market remain in the upward trend. From June 10 till July 11 the expected reduction in nuclear output in Germany from 8.1 GW to 6.8 GW, as well as hot weather in a number of EU countries boosted coal quotes over 115 USD/t. TTF gas prices rose to 28.2
- [CNCA: China’s coal industry on serious revamp by 2025](https://thecoalhub.com/cnca-chinas-coal-industry-on-serious-revamp-by-2025/): During the 14th Five Year Plan period over 2021-2025, China’s coal industry should go through further optimization by capping the number of the operative coal mines within 4,000 and raising the contribution to the country’s annual coal production by the larger-sized mines each with 1.2 million tonnes/year and above to over 85% by the end
- [China’s coal miners brace for stringent safety controls](https://thecoalhub.com/chinas-coal-miners-brace-for-stringent-safety-controls/): This year is bringing mixed blessings to China’s domestic coal miners. On the one hand, operations at some mines are being disrupted by the rounds of local- and prefectural government-supervised checks on mine safety procedures, yet the supply tightness resulting from such disruptions is lending strong support to domestic coal prices. Bittersweet or not, recent
- [World coal market review - week 22](https://thecoalhub.com/world-coal-market-review-week-22/): European thermal coal indices continued their rally last week, exceeding 100 USD/t. TTF gas prices rose to 26.2 EUR/MWh (+0.8 EUR/MWh to May 26, 2021). EU carbon prices reached 51.4 EUR/t (-1.4 EUR/t to May 26, 2021). Wind output in the EU countries dipped to 834 GWh (-386 GWh to May 26, 2021), providing additional
- [National Wealth Fund to finance third stage of BAM and TSR](https://thecoalhub.com/national-wealth-fund-to-finance-third-stage-of-bam-and-tsr/): On May 21, 2021 during the government meeting, chaired by the First Deputy Prime Minister Andrey Belousov, seven infrastructure projects worth 4.9 trillion RUR (66.7 billion USD) were selected for co-financing by the National Wealth Fund (NWF). If approved by the Prime Minister of Russia, these projects will receive 895 billion RUR (12.1 billion USD) from the
- [Ukraine’s coal imports up 18% in Q1’2021](https://thecoalhub.com/ukraines-coal-imports-up-18-in-q12021-2/): In Q1’2021, Ukraine’s coal imports surged to 5.2 mio t (+0.8 mio t or +18% y-o-y). Ukraine received 3.1 mio t or 60% of its coal imports from Russia, 1.2 mio t or 23% from the US, 0.6 mio t or 12% from Kazakhstan, while other countries supplied the remaining 0.3 mio t or 5%.
- [World coal market review - week 21](https://thecoalhub.com/world-coal-market-review-week-21/): Last week the European market saw a surge in thermal coal prices over 90 USD/t. News about Colombia’s key mining complex Cerrejon, halting operations due to a protracted blockade of the company's railway, supported coal indices. TTF gas prices rose to 25.4 EUR/MWh (+2.4 EUR/MWh to May 19, 2021). EU carbon prices remain at historical
- [China’s coking coal makers and users disagreeing on prices](https://thecoalhub.com/chinas-coking-coal-makers-and-users-disagreeing-on-prices/): After eight rounds of rises in China’s domestic coke prices since mid-April, the ninth round of a Yuan 120/t ($18.7/t) increment proposed by coke producers in North and East China has faced resistance from some domestic steel mills, with some end-user in Hebei of North China even requesting for a cut by the same degree,
- [World coal market review - week 20](https://thecoalhub.com/world-coal-market-review-week-20/): Last week, thermal coal indices in the European market weakened below 84 USD/t amid lower natural gas prices and the high cost of EU carbon prices. TTF gas quotes fell to 23.0 EUR/MWh (-3.0 EUR /MWh to May 12, 2021) as the US Congress decided not to impose sanctions on the participants of Nord Stream
- [Russian coal exports up 12.8% in Q1 2021](https://thecoalhub.com/russian-coal-exports-up-12-8-in-q1-2021/): In January-March 2021, Russian coal exports, including seaborne and overland supplies, surged to 51.0 mio t (+5.8 mio t or +12.8% y-o-y). Coal handling at the seaports of the Far East soared to 23.9 mio t (+2.2 mio t or +10.0% y-o-y). The growth in coal throughput was driven by enhanced supplies to coal terminals
- [China’s coal futures tumble as Beijing applies heat](https://thecoalhub.com/chinas-coal-futures-tumble-as-beijing-applies-heat/): China two leading futures contracts for coal are under pressure. On Thursday, the most-traded futures contract for coking coal on the Dalian Commodity Exchange (DCE) and that for thermal coal on the Zhengzhou Commodity Exchange (ZCE), both for September delivery, declined substantially from the previous day’s settlement prices and even touched limit down, exchange data
- [World coal market overview - week 19](https://thecoalhub.com/world-coal-market-overview-week-19/): Thermal coal indices in the EU continued to strengthen, exceeding 85 USD/t, amid surging prices for natural gas and electricity. TTF gas prices spiked to 26.2 EUR/MWh (+1.4 EUR/MWh to May 05, 2021). EU carbon prices climbed to over 54 EUR/t, which is the highest figure since the introduction of this instrument to the stock
- [Coal transported to the U.S. electric power sector declined by 22% in 2020](https://thecoalhub.com/coal-transported-to-the-u-s-electric-power-sector-declined-by-22-in-2020/): The U.S. electric power sector received 428 million short tons (MMst) of coal in 2020, the lowest annual level for that sector since we began publishing this data in 2007. U.S. coal shipments were down 22% in 2020 from 2019 levels, driven by lower overall electricity demand due to responses to the COVID-19 pandemic and
- [China’s coking coal demand unperturbed by price rises](https://thecoalhub.com/chinas-coking-coal-demand-unperturbed-by-price-rises/): Chinese end-users have been actively replenishing coking coal recently amid the remaining healthy coking margins or rising finished steel prices, total brushing off the fact that the country’s national composite coking coal price touched its 29-month high, reaching Yuan 1,252.3/tonne ($195.2/t) including the 13% VAT on May 10, market sources noted. The price has been
- [Carbon prices put pressure on coal](https://thecoalhub.com/carbon-prices-put-pressure-on-coal/): Among all commodities, carbon has taken centre stage this month. May ‘21 will go down in history because EUA price hit the level of €50/tCO2, which is a milestone for the whole energy market whose full repercussions have yet to be felt. Carbon price rally is just gaining momentum, and, in that context, the room
- [China Apr coal imports fall 29.77% YoY](https://thecoalhub.com/china-apr-coal-imports-fall-29-77-yoy/): China imported 21.73 million tonnes of coal in April 2021, falling 29.77% from 30.95 million tonnes a year ago, showed latest data from General Administration of Customs on May 7. The volume was also 20.47% lower compared with 27.33 million tonnes in March, data showed. Value of imports totaled $1.83 billion in April, down17.71% on
- [China’s coke plants push $15/t coke-price rise](https://thecoalhub.com/feature-chinas-coke-plants-push-15-t-coke-price-rise/): Barely had the ink dried on recently-signed sales-purchase contracts for coke than leading merchant coke producers in North, Central and East China on last Friday notified their customers that steelmakers will be paying another Yuan 100/tonne ($15.5/t) at least when next they purchase merchant coke – as soon as from May 1. Yet again the
- [Russian government approves second stage of BAM and TSR expansion](https://thecoalhub.com/russian-government-approves-second-stage-of-bam-and-tsr-expansion/): On May 03, 2021, the Russian government approved the second stage of the expansion project of the Baikal-Amur Mainline (BAM) and the Trans-Siberian Railway (TSR). The first stage of the modernization, including construction of 670 km of railway tracks, is planned to be completed in 2021. The second stage involves the construction of more than
- [World coal market overview - week 18](https://thecoalhub.com/world-coal-market-overview-week-18/): Last week, thermal coal prices in the EU reached two-year highs, exceeding 80 USD/t. News on suspension of Sino-Australian economic dialogue, a decrease in average daily temperatures in a number of European countries and a surge in TTF gas prices to 24.8 EUR/MWh (+3.2 EUR/MWh to April 28, 2021) supported coal quotes. EU carbon prices
- [World coal market overview - week 17](https://thecoalhub.com/world-coal-market-overview-week-17/): Last week, thermal coal indices in the EU edged higher above 75 USD/t. Positive sentiment on the coal market stemmed from surging TTF gas prices to 21.8 EUR/MWh (+2.6 EUR/MWh to April 14, 2021). Gazprom, one of the key European gas market players, announced its plans to reduce gas exports in May 2021. In addition,
- [Exporters increase competition for China's coking coal market share](https://thecoalhub.com/exporters-increase-competition-for-chinas-coking-coal-market-share/): Coking coal imports of China are recovering steadily despite the ban, imposed by the Chinese government on the Australian exports in 2020, and the negative consequences of Covid-19 crisis. According to the customs data, in March 2021, China imported 4.2 mio t of coking coal (-13% to March 2020 and +52% to February 2021). The
- [Chinese Coal Demand to Remain Strong](https://thecoalhub.com/chinese-coal-demand-to-remain-strong/): As we have been discussing in our Weekly China Reports, it has been very encouraging for the dry bulk market that China's coal-derived electricity generation growth returned to exceeding coal production growth last month. Coal-derived electricity generation rose year-on-year by 27% in March, while coal production was flat. In addition, another key theme in our reports
- [China market split on spot prices of thermal coal](https://thecoalhub.com/china-market-split-on-spot-prices-of-thermal-coal/): Participants in China’s coal market are divided on where spot prices of domestically-produced thermal coal are headed. With winter now over and summer still months away, the country’s electricity generators have entered an “off-season” when demand for power for heating has waned, reducing their need for coal. And yet the lingering supply tightness of thermal
- [Ukraine’s coal imports up 18% in Q1’2021](https://thecoalhub.com/ukraines-coal-imports-up-18-in-q12021/): In Q1’2021, Ukraine’s coal imports surged to 5.2 mio t (+0.8 mio t or +18% y-o-y). Ukraine received 3.1 mio t or 60% of its coal imports from Russia, 1.2 mio t or 23% from the US, 0.6 mio t or 12% from Kazakhstan, while other countries supplied the remaining 0.3 mio t or 5%.
- [World coal market overview - week 16](https://thecoalhub.com/world-coal-market-overview-week-16/): Last week, thermal coal indices in Europe continued their rally above 74.5 USD/t. The cold weather in a number of European countries boosted coal consumption. TTF natural gas prices hitting Q1 2021 high of 21.4 EUR/MWh (+2.3 EUR/MWh to April 01, 2021) had a positive impact on coal indices in the EU. A decrease in
- [NBS: China’s Q1 energy output, consumption recover fast](https://thecoalhub.com/nbs-chinas-q1-energy-output-consumption-recover-fast/): China’s energy production and consumption recovered fast over the January-March quarter, following the steady resumption of economic activity last quarter, new data from the National Bureau of Statistics (NBS) showed. Despite the higher energy consumption, the country made more progress in energy saving, with energy consumption per GDP unit dropping 3.1% on year against the
- [Cost of Texas’ 2021 Deep Freeze Justifies Weatherization](https://thecoalhub.com/cost-of-texas-2021-deep-freeze-justifies-weatherization/): The energy value chain is a complex and interdependent mechanism. No single piece is the source of the devastating power outage that struck Texas during a record-breaking cold snap in mid-February. Though the cost of annual preparations for extreme and relatively infrequent weather events has proven difficult for policymakers and industry to justify, the shocking
- [Shanxi to cap coal output at 1 billion t/y in 2021-2025](https://thecoalhub.com/shanxi-to-cap-coal-output-at-1-billion-t-y-in-2021-2025/): North China’s Shanxi province, now the country’s top coal mining region, has pledged to control development of the province’s coal resources and stabilize annual raw coal production at around 1 billion tonnes during the 14th Five-Year Plan over 2021-2025. Over the previous five years, Shanxi’s raw coal production drew steadily from 816 million tonnes in
- [A-Property’s debt reaches 2 billion USD](https://thecoalhub.com/a-propertys-debt-reaches-2-billion-usd/): In 2020 the debt of Albert Avdolyan's A-Property skyrocketed from 13.5 billion RUR (178.4 mio USD) to 152.2 billion RUR (2.1 billion USD). The increase in accounts payable of the company resulted from the purchases of assets for 142 billion RUR (1.8 billion USD) in total. In April 2020, A-Property acquired 51% in Elga from
- [World coal market overview - week 15](https://thecoalhub.com/world-coal-market-overview-week-15/): Last week thermal coal indices in Europe saw an uptrend, surging over 71 USD/t. The growth in coal quotes was associated with the positive dynamics of Brent oil prices up to 66.29 USD / barrel (+4.29 USD/barrel to April 07,2021) after the publication of data on oil stocks in the United States, and with unexpected
- [China coke plants fight back with $15/t coke price hikes](https://thecoalhub.com/china-coke-plants-fight-back-with-15-t-coke-price-hikes/): After enduring a tumble of Yuan 800/tonne ($122.1/t) in their domestic coke prices over the past five weeks, Chinese coke makers are now pushing back against the steel mills. The independent merchant coke producers are started to press for a raise of at least Yuan 100/t, citing the high margins the steelmakers are enjoying, against
- [World coal market overview - week 14](https://thecoalhub.com/world-coal-market-overview-week-14/): Last week coal indices in the European market went on declining below 68 USD/t amid record-high EU carbon prices and increased wind output in some European countries. On April 06, 2021 prices of EU emission quotas exceeded 44 EUR/t. This is the highest value since 2005. According to the US investment bank Goldman Sachs, the
- [Russian government downgrades coal production forecast by 14%](https://thecoalhub.com/russian-government-downgrades-coal-production-forecast-by-14/): Under the new amendments to the Russian state program on development of energy industry, in 2021 coal production in Russia is expected to reach 390.7 mio t (-65 mio t or -14% to the previous estimates). In 2022, coal production will decline to 389.5 mio t and will remain at this level in 2023. In
- [Indonesia’s coal exports decline sharply](https://thecoalhub.com/indonesias-exports-decline-sharply/): Indonesia is the world’s largest thermal coal exporter, exporting around 400 million tonnes in 2020. This represents a fall from the record level of 2019, reflecting difficult conditions since the outbreak of the COVID-19 pandemic. While Indonesia’s coal reserves are substantial, many are subject to high costs, which left them uneconomic during the period of
- [Renewables to fuel 50% of China power capacity by ‘25](https://thecoalhub.com/renewables-to-fuel-50-of-china-power-capacity-by-25/): China will accelerate the utilization of renewable energy during the 14th Five-Year plan over 2021-2025, and by 2025 over half of the country’s installed electricity generating capacity will be fuelled by renewable energy, officials from China’s National Energy Administration (NEA) announced at a press conference in Beijing on March 30. By 2025, renewable energy will
- [Kolmar to launch new coal mine in Yakutia](https://thecoalhub.com/kolmar-to-launch-new-coal-mine-in-yakutia/): In April 2021, Kolmar plans to launch Denisovskaya Eastern coal mine in Yakutia with an annual extraction of 4 mio t. The facility is expected to reach its design capacity until 2023. Denisovskaya Eastern mine will be a part of Denisovskiy mining and processing enterprise and will produce 8-10 thousand t of coal daily. Kolmar
- [World coal market overview - week 13](https://thecoalhub.com/world-coal-market-overview-week-13/): Last week thermal coal indices in Europe dropped to 69-70 USD/t due to warm weather, weighing on electricity demand in EU. Moreover, growing carbon prices put additional pressure on coal quotes. On March 31, 2021, the price of carbon quotas, traded on Emissions Trading System, reached 42.5 EUR/t (+0.7 EUR/t to March 24, 2021). Nevertheless,
- [Rosneft CEO addresses issue of TSR and BAM limited capacities](https://thecoalhub.com/rosneft-ceo-addresses-issue-of-tsr-and-bam-limited-capacities/): The head of Russian oil giant Rosneft and the Executive secretary of the Commission for Strategic Development of the Fuel and Energy Sector and Environmental Security Igor Sechin criticized local authorities and infrastructure companies for dormancy regarding the expansion of limited capacities of Trans-Siberian Railway (TSR) and Baikal-Amur Mainline (BAM). On March 16, 2021 one
- [World coal market overview - week 12](https://thecoalhub.com/world-coal-market-overview-week-12/): Last week, thermal coal indices in Europe rallied to over 73 USD/t. Surge in Brent crude oil prices to 63.6 USD/barrel (+0.9 USD/barrel to Mar. 01, 2021), after one of the world’s largest container ships ran aground and blocked the Suez Canal, had a positive impact on coal quotes. Rise in TTF gas indices to
- [Global coal demand surpassed pre-Covid levels in late 2020](https://thecoalhub.com/global-coal-demand-surpassed-pre-covid-levels-in-late-2020/): Global coal demand surpassed pre-Covid levels in late 2020, underlining the world’s emissions challenge. Global coal consumption fell 4% in 2020, its steepest drop since World War II, but the decline was concentrated mostly in the early months of the year. By the end of 2020, demand had surged above pre-Covid levels, driven by Asia
- [Supply disruption lifts China’s Mongolian met coal prices](https://thecoalhub.com/supply-disruption-lifts-chinas-mongolian-met-coal-prices/): As the tumble in prices of metallurgical coke in China begins to weigh heavily on raw materials prices there, across the border in Mongolia, coking coal has been among the few products where prices are rising, supported by the disruption to Sino-Mongolian coal trading since mid-March. As of March 24, Mysteel’s price assessment of processed
- [Ukraine’s coal imports up 10% in Jan-Feb 2021](https://thecoalhub.com/ukraines-coal-imports-up-10-in-jan-feb-2021/): In Jan-Feb 2021 Ukraine’s coal imports surged to 3.4 mio t (+0.3 mio t or +10% y-o-y). Ukraine received 2.1 mio t or 62% of its coal imports from Russia, 0.8 mio t or 25% from the US, 0.3 mio t or 10% from Kazakhstan, while other countries supplied the remaining 0.2 mio t or
- [World coal market overview - week 11](https://thecoalhub.com/world-coal-market-overview-week-11/): Over the past week, European coal indices edged higher above 71 USD/t. Low temperatures in some EU countries and an uptrend in natural gas prices, which strengthened to 18.5 EUR/MWh (+0.4 EUR/MWh or +2% to Mar 10,2021), had a positive impact on coal quotes. Amid a cold snap in early March, some European energy companies
- [China’s Jan-Feb energy production grows fast on year](https://thecoalhub.com/chinas-jan-feb-energy-production-grows-fast-on-year/): China’s energy production both for fossil energy and electricity gained substantially on year over January-February with coal output up 25%, thus serving as the concrete evidence that the country has recovered from the severe hit by the COVID-19 in the first quarter of 2020, Mysteel Global noted from the latest data from the country’s National
- [Less electricity was generated by coal than nuclear in the United States in 2020](https://thecoalhub.com/less-electricity-was-generated-by-coal-than-nuclear-in-the-united-states-in-2020/): U.S. coal-fired electricity generated totaled 774 million megawatt hours (MWh) in 2020, which is less than both natural gas-fired (1.6 billion MWh) and nuclear-powered generation (790 million MWh), according to the U.S. Energy Information Administration’s (EIA) Electric Power Monthly. Last year marked the first time that coal was not the largest or second-largest source of
- [A-Property to transfer 5% of Elga coal project to Rostec](https://thecoalhub.com/a-property-to-transfer-5-of-elga-coal-project-to-rostec/): Rostec signed an agreement with A-Property, owned by Albert Avdolyan, on the main terms of the transfer of 5% in the Elga coal project to the state corporation. Rostec already owns 25% in both Port Vera coal terminal and Ogodzhinsky coal deposit. On February 26, 2021, Dmitry Novikov (president of Rosengineering) and Ekaterina Lapshina (asset
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-14/): Despite low temperatures in Europe and surge in TTF gas prices to 18.1 EUR/MWh (+1.8 EUR/MWh or +11% to March 03, 2021) European coal indices dipped to 66-66.5 USD/t. Increase in carbon prices, as speculators bet on demand from industrial buyers for the pollution rights, dragged down the coal prices. In addition, hike in wind
- [Guizhou to lift coal capacity to 250 million tonnes](https://thecoalhub.com/guizhou-to-lift-coal-capacity-to-250-million-tonnes/): Guizhou in Southwest China, as identified by Beijing as a core coal and power supply base for the country, targets to raise its coal capacity to 250 million tonnes/year by 2025 so as to provide steady energy supply to the province and those in the southern region, according to recent guidance released by the province’s
- [Stability in Indonesian Coal Price](https://thecoalhub.com/stability-in-indonesian-coal-price/): HBA (Harga Batubara Acuan) is at halt after continuous up for 5 Months. Index has be settled at 84.49 for March 2021, up by 26% on YoY basis & Down by 4% on MoM. The HBA continued to weaken from Mar 2020 to Sep 2020. After falling at Historical Low in Sep to $49.42/MT, the
- [Inner Mongolia not to approve new steel, coke projects](https://thecoalhub.com/inner-mongolia-not-to-approve-new-steel-coke-projects/): Inner Mongolia in North China, now the country’s second-largest coal mining region after Shanxi in North China too and with the most competitive power charges, mulls blocking any new industrial projects including steel, coke, ferroalloys, non-ultra-high electrode graphite and aluminium starting 2021, aiming to rein in on the region’s power consumption mainly by such industrial
- [Coal is King (and will remain so)](https://thecoalhub.com/coal-is-king-and-will-remain-so/): India’s power generation is still heavily reliant on coal, which is expected to be the dominant player for the coming few decades as well. As of 2020, of the nearly 1600 tera watt-hour (TWh) of total power generated in India, 72% (1135 TWh) came from coal fired plants. While the share of coal is expected
- [Putin approves increase in Russian coal exports eastwards](https://thecoalhub.com/putin-approves-increase-in-russian-coal-exports-eastwards/): On March 02, 2021, during the meeting on the development of Russian coal industry, Vladimir Putin criticized global green energy initiatives, referring to Texas as an illustration of negative consequences of state’s dependance on renewables. An unprecedented winter storm in the southern U.S. state cut off half of its wind power. Under the statement of
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-13/): Coal indices in Europe surged to 66-67 USD/t last week amid a cold snap in a number of European countries, an upturn in TTF gas quotes and a decrease in the EU carbon prices. Low temperatures in some European states boosted coal consumption by local power plants. ARA coal stocks fell to 3.90 mio t
- [Yancoal Australia reports loss in 2020, 1st time in 4 yrs](https://thecoalhub.com/yancoal-australia-reports-loss-in-2020-1st-time-in-4-yrs/): Yancoal Australia, an overseas subsidiary of China's state-run Yanzhou Coal Mining, reported the first annual loss in 2020 in four years, due to decline in demand and coal prices, according to its financial report released on February 26. The company posted a loss of A$1.04 ($765 million) in 2020, tumbling 249% compared with a year
- [Rostec receives majority stake in Ogodzhinsky coal deposit and Port Vera](https://thecoalhub.com/rostec-receives-majority-stake-in-ogodzhinsky-coal-deposit-and-port-vera/): Dmitry Novikov (president of Rosengineering) and Ekaterina Lapshina (asset manager of Albert Avdolyan) pledged their stakes in Ogodzhinsky coal deposit and Port Vera coal terminal to Rostec State Corporation. In January 2021, Rostec State Corporation, Dmitry Novikov and Ekaterina Lapshina gained full control over these assets, which belonged to the heirs of Dmitry Bosov (see
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-12/): Last week, European coal indices edged higher to 65-66 USD/t due to the expected cold March in a number of EU countries and limited coal supplies out of the iced-over Baltic ports. According to the Speedwell Weather portal, daily temperatures in some European countries will be well below average estimates in the first half of
- [Coal in China's energy mix drops to 57% in 2020](https://thecoalhub.com/coal-in-chinas-energy-mix-drops-to-57-in-2020/): Coal consumption share in China's energy mix declined from 60.4% in 2017 to 57% in 2020, according to a conference release on February 25, beating its target of 58% for the 13th Five-Year Plan period. China has been actively cutting coal consumption. It has closed around 100,000 small-sized inefficient coal-fired boilers for heating use, and
- [China’s spot thermal coal price subsiding post holiday](https://thecoalhub.com/chinas-spot-thermal-coal-price-subsiding-post-holiday/): China’s spot price of the 5,500 kcal/kg Shanxi blended thermal coal stayed on the downtrend after the Chinese New Year holiday over February 11-17, hitting Yuan 615/tonne ($95.2/t) in Qinhuangdao port, North China’s Hebei province, as of February 22, or down Yuan 60/t from February 10, according to Mysteel’s price assessment, as domestic coal mining
- [European coal prices: market recovers from 2-month lows](https://thecoalhub.com/european-coal-prices-market-recovers-from-2-month-lows/): European coal prices have recovered from two-month lows seen earlier this week as looming threats to Russian and South African supply offset some softening of regional demand (Montel reports). The front-month API 2 contract last traded on Friday at USD 64.15/t, up more than 3% from Tuesday’s two-month low of USD 62.15/t, on Ice Futures.
- [World coal market: brief overview – Week 7](https://thecoalhub.com/world-coal-market-brief-overview-week-7/): This week's world coal market overview. Last week, growing EU carbon prices and declining gas indices decreased coal quotes on the European market below 64 USD/t. The exchange price of the EU carbon quotas reached 38.0 EUR/t (+5.2 EUR/t or +16% to Feb. 01, 2021). According to market participants, the cost of emission quotas may
- [Ukraine’s coal imports up 10% in Jan 2021](https://thecoalhub.com/ukraines-coal-imports-up-10-in-jan-2021/): In January 2021, Ukraine’s coal imports surged to 1.80 mio t (+0.18 mio t or +10% y-o-y). Ukraine received 1.30 mio t or 72% of its coal imports from Russia, 0.30 mio t or 16.5% from the US, 0.16 mio t or 9% from Kazakhstan, while other countries supplied the remaining 2.5%. Decrease in coal
- [India's Metcoke imports are down to 2014 level](https://thecoalhub.com/indias-metcoke-imports-are-down-to-2014-level/): Jan 2021 imports is down by 67% on YoY and down by 66% on MoM. India's import of MetCoke is stood at 101KT Jan 2021. India has imported 305KT in Jan 2020 and 293KT in Dec 2020 as per data maintained by the team at Iman Resources. India’s import of metcoke has shown YoY positive
- [World coal market: brief overview – Week 6](https://thecoalhub.com/world-coal-market-brief-overview-week-6/): Last week, the temporary suspension of coal shipments from the second-largest Colombian producer Cerrejon to the port of Puerto Bolivar as well as low temperatures in several European countries strengthened thermal coal indices in the EU over 67 USD/t. Blockade on the railway line by local residents curbed supply of Cerrejon coal to the port.
- [A-Property acquires Sibanthracite](https://thecoalhub.com/a-property-acquires-sibanthracite/): A-Property, owned by Albert Avdolyan, signed an agreement with Alltech Group on the main terms of acquisition of Sibanthracite Group, belonging to the heirs of Dmitry Bosov, for 1 billion USD. Under the terms of the deal, Sibanthracite retains its independence as a company. The agreement implies signing of long-term contracts with top managers of
- [China’s metallurgical coal operations less affected by Chinese New Year](https://thecoalhub.com/chinas-metallurgical-coal-operations-less-affected-by-chinese-new-year/): The Chinese New Year (CNY) holiday is seen as having only limited impact on metallurgical coal production in China, compared with past years, according to a new report published by Mysteel. Traditionally, CNY is the time when Chinese people return home to celebrate the new year’s arrival and when workplaces are shuttered, but this year
- [Supply concerns buoy European coal prices](https://thecoalhub.com/supply-concerns-buoy-european-coal-prices/): European coal prices this week remained relatively well supported, underpinned by heightened utility demand, diminishing stocks and potential disruptions to Russian and Colombian supply. The front-quarter API 2 contract traded on Friday at USD 66/t, up USD 0.75 from last Friday's settlement, but down from Tuesday's near two-week high of USD 68.95/t, on Ice Futures.
- [Global coal markets overview](https://thecoalhub.com/global-coal-markets-overview/): Over the past week, thermal coal indices dropped below 65 USD/t due to the EU carbon prices strengthening to record highs. The price of carbon quotas determines the dark spread – profit margin of the coal-fired power plants on MWh produced. Therefore, higher costs of carbon allowances make coal less attractive on the market. Feb.03,
- [API 2 coal prices recover from 2-month lows](https://thecoalhub.com/api-2-coal-prices-recover-from-2-month-lows/): European coal prices have recovered from recent two-year lows, underpinned by the prospect of a cold snap across Europe next week and some threats to supply, yet tepid spot demand and bullish carbon prices limited gains. The front-quarter and front year API 2 contracts traded on Friday at USD 65/t and USD 66.35/t, respectively, up
- [Peabody Quarterly Results](https://thecoalhub.com/peabody-quarterly-results/): Extract from Peabody quarterly results delivered on 4 February. Seaborne thermal coal markets have recently shown signs of improvement with Newcastle forward prices averaging over $80 per tonne in 2021. Colder than expected weather across Asia and Europe has resulted in record high power generation in key markets, driving global LNG prices significantly higher and
- [Vladimir Gridin sells his 62% stake in SDS](https://thecoalhub.com/vladimir-gridin-sells-his-62-stake-in-sds/): Mikhail Fedyaev, cofounder of coal mining company Sibirskiy Delovoy Souz (SDS), purchased 62% shares of the company from his partner Vladimir Gridin. Given that Mikhail Fedyaev already had 33%, he acquired a majority stake of 95% of the company. The price of the deal is estimated at 250-500 mio USD. Gridin's withdrawal from SDS was
- [Indonesian coal index HBA up 31%](https://thecoalhub.com/indonesian-coal-index-hba-up-31/): Indonesian coal index (Harga Batubara Acuan) is up by 31% on YoY basis and 16% on MoM basic in Feb 21. It has been set at $87.79/mt. With HBA sets CY 2020 avg at $58.17 against $77.89 in CY 2019HBA is being set by Indonesia’s Ministry of Energy and Mineral Resources as reference price of
- [India's Coal production down by 3% in Jan 21](https://thecoalhub.com/indias-coal-production-down-by-3-in-jan-21/): India's Coal production down by 3% in Jan 21 on YoY and 2% up by MoM. Coal production in Jan 2021 stands at 73 Million Metric Tons (MMT) down by 3% on YoY basis. Demand and burning of coal from small and medium scale industry is back to Pre-Covid level. India’s Coal production was 75
- [Glencore coal production down 24%](https://thecoalhub.com/glencore-coal-production-down-24/): Glencore, one of the world's largest coal suppliers, saw its coal production slump 24% on the year to 106.2 million tonnes in 2020, according to its annual production report on February 3. The decline is mainly attributed to the COVID-19 pandemic, falling coal prices and strikes in Predeco mine. Glencore produced 86.1 million tonnes of
- [China 2020 coal-fuelled power capacity falls below 50%](https://thecoalhub.com/china-2020-coal-fuelled-power-capacity-falls-below-50/): For the first time on record, during 2020 the ratio of coal-fuelled thermal power generating capacity installed in China fell to less than half of the country’s total power capacity, according to a new report by the China Electricity Council (CEC) published on February 2. Last year, coal was the core input for about 1.08
- [Seaborne Coal: A Long Term Bull Market Brewing](https://thecoalhub.com/seaborne-coal-a-long-term-bull-market-brewing/): According to international coal market consultancy, Perret Associates, the international steam coal market has already rebalanced following the impact of the COVID pandemic. In the latest edition of its Long Term Price Forecast 2021-2035 Steam Coal and Freight - The World After COVID, Perret Associates sees parallels with the 2008-09 world financial crisis, rather than the
- [World coal market overview - week 4](https://thecoalhub.com/world-coal-market-overview-week-4/): World coal market for this week, some key developments. Rising daily temperatures in a number of European countries, lower gas quotes and high EU carbon prices weakened thermal coal indices in Europe below 70 USD/t. Warm winter in Europe led to a decline in the volume of generation, produced by thermal power plants. TTF gas
- [Anglo American: metallurgical coal production down by 33%](https://thecoalhub.com/anglo-american-metallurgical-coal-production-down-by-33/): Anglo American: Export metallurgical coal production decreased by 33% to 4.2 million tonnes, due to the suspension of operations at Grosvenor following the underground gas incident in May 2020, and lower Moranbah production owing to geotechnical challenges. Open cut operations have been scaled back at Dawson and Capcoal in response to reduced demand for lower
- [Australia Brisbane December coal exports hit 4-mth high](https://thecoalhub.com/australia-brisbane-december-coal-exports-hit-4-mth-high/): Coal exports from Brisbane port in Queensland, Australia climbed 26.6% from a month ago to 404,600 tonnes in December, hitting the highest since September 2020, according to data from the PBPL. The exports, however, were still 21.84% lower compared with the year-ago level, data showed. The port exported a total of 4.39 million tonnes of
- [Coal prices: related markets buoy API 2 despite slack demand](https://thecoalhub.com/coal-prices-related-markets-buoy-api-2-despite-slack-demand/): European coal prices have risen sharply in recent sessions, underpinned by related market gains, but physical demand continued to slacken. The front-quarter API 2 contract traded on Friday at USD 69.40/t, up nearly 6% on the week, while the front year was 4% higher at USD 70.20/t, on Ice Futures. “I don't see a reason
- [China’s spot thermal coal prices dive on fewer bookings](https://thecoalhub.com/chinas-spot-thermal-coal-prices-dive-on-fewer-bookings/): After reaching fever pitch, China’s spot thermal coal-price frenzy has finally shown signs of cooling, with prices falling sharply recently from last week’s record high, due to slowing coal procurement from the country’s end-users, Mysteel Global noted. As of January 26, Mysteel’s price assessment for the 5,500 kcal/kg Shanxi blend thermal coal had fallen sharply
- [Japan: the perfect storm for coal](https://thecoalhub.com/japan-the-perfect-storm-for-coal/): With most of Japan’s nuclear reactors still offline in the wake of the Fukushima disaster, Japan has relied heavily on LNG to meet its power demand and is therefore vulnerable to any shock related to the supply and demand balance in the LNG market. The Japanese power sector has also been affected by heavy snowfall
- [Firm coal market supports European gas prices](https://thecoalhub.com/firm-coal-market-supports-european-gas-prices/): Firm coal market supports European gas prices Chart shows over a 13% increase in Feb-21 European coal prices since the start of Q4-20 The European coal market has showed good gains since the start of winter amid a supportive fundamental environment: Coal stocks at the ARA terminals have entered Q1 close to 5 year lows
- [European coal prices soften to multi-week lows](https://thecoalhub.com/european-coal-prices-soften-to-multi-week-lows/): European coal prices have decline to multi-week lows as sluggish physical trading activity and easing supply concerns offset supportive generation demand and related markets. The front-quarter API 2 contract traded on Friday at around a two-week low of USD 64.70/t, down 4.6% on the week, while the front year was down 3% to a one-month
- [Ukraine’s 2020 coal imports down 19.5%](https://thecoalhub.com/ukraines-2020-coal-imports-down-19-5/): In 2020 Ukraine’s coal imports dropped to 16.9 mio t (-4.1 mio t or -19.5% y-o-y). Lowering energy demand amid governmental measures to curb Covid-19 throughout the year limited Ukrainian imports of material. Ukraine received 11.9 mio t or 70.4% of its coal imports from Russia, 3.4 mio t or 20.1% from the US, 1.3
- [World coal market: brief overview - week 3](https://thecoalhub.com/world-coal-market-brief-overview-week-3/): Lower gas indices, growing wind generation volumes as well as high prices for EU carbon quotas weakened European thermal coal indices below 68 USD/t this week. Warm weather in a number of EU countries had a negative impact on TTF gas indices 18.72 EUR/MWh (-6.19 EUR/MWh or -24.8% to Jan 13, 2021). Growth in windmill
- [China and India seek alternatives to Australia](https://thecoalhub.com/china-and-india-seek-alternatives-to-australia/): Australia, a leading metallurgical coal supplier, is likely to face tougher time as its top two importers – India and China – are both looking to diversify source markets amid rising concerns over supply uncertainties. Source: SX Coal Follow on Twitter: [tfws username="sxcoal" height="700" width="350" theme="light" color="#FAB81E" tweets="2" header="yes" footer="yes" borders="yes" scrollbar="yes" background="yes”]
- [China’s spot thermal coal prices refresh record high](https://thecoalhub.com/chinas-spot-thermal-coal-prices-refresh-record-high/): China’s spot thermal coal prices refresh record high
- [Russian coal exports through Latvian ports down by 79% in Jan-Dec 2020](https://thecoalhub.com/russian-coal-exports-through-latvian-ports-down-by-79-in-jan-dec-2020-2/): Russian coal exports through Latvian ports
- [Coal to retain its role despite development of green energy - Minenergo](https://thecoalhub.com/coal-to-retain-its-role-despite-development-of-green-energy-minenergo/): According to the Russian Ministry of energy (Minenergo), coal generation will retain its share in the global power mix despite systematic development of clean energy since coal has significant competitive advantages over renewables. Under the estimates of the deputy Russian energy minister Anatoly Yanovskiy, clean coal generation is 1.3 times cheaper than wind output and
- [Reorientation of commodity trade flows](https://thecoalhub.com/reorientation-of-commodity-trade-flows/): There is a reorientation of some of the commodity trade flows in Asia-Pacific following the restrictions imposed by China on the imports from Australia. Chinese coal import volumes from Indonesia soared to new record levels in December at the same time as Australian imports fell to virtually zero, from around ten million tonnes in June.
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-11/): World coal market: brief overview
- [Mongolia 2020 coal exports shrink by 22% to 29 million t](https://thecoalhub.com/mongolia-2020-coal-exports-shrink-by-22-to-29-million-t/): Mongolia 2020 coal exports shrink by 22% to 29 million t
- [Global coal demand to rise 2.6% in 2021 after record decline this year](https://thecoalhub.com/global-coal-demand-to-rise-2-6-in-2021-after-record-decline-this-year/): Global coal demand to rise 2.6% in 2021 after record decline this year
- [Conditions favor swing to gas-fired power](https://thecoalhub.com/conditions-favor-swing-to-gas-fired-power/): Swing to gas fired power in the U.S electric power market
- [China launches carbon market](https://thecoalhub.com/china-launches-carbon-market/): China launches carbon market
- [China-Australia coal standoff affects dry bulk shipping](https://thecoalhub.com/china-australia-coal-standoff-affects-dry-bulk-shipping/): China-Australia coal standoff affects dry bulk shipping
- [Coal market outlook 2021, IEA](https://thecoalhub.com/coal-market-outlook-2021-iea/): Long term coal demand
- [NDRC: High demand behind China’s electricity squeeze](https://thecoalhub.com/ndrc-high-demand-behind-chinas-electricity-squeeze/): Coal fired power in China
- [World coal market: brief overview, week 52](https://thecoalhub.com/world-coal-market-brief-overview-week-52/): review of the global coal market
- [Russian coal exports through Latvian ports down by 79% in Jan-Dec 2020](https://thecoalhub.com/russian-coal-exports-through-latvian-ports-down-by-79-in-jan-dec-2020/): Russian coal exports
- [World coal market overview - week 51](https://thecoalhub.com/world-coal-market-overview-week-51/): Overview of weekly developments in coal markets
- [SUEK acquires EuroСhem dry bulk terminals](https://thecoalhub.com/suek-acquires-euroсhem-dry-bulk-terminals/): Russian coal production
- [Winter wildcards remain for coal after “torrid” year](https://thecoalhub.com/winter-wildcards-remain-for-coal-after-torrid-year/): coal prices outlook for 2021
- [China's Unofficial Ban on Australian Coal sees exports halt as trade war rages](https://thecoalhub.com/chinas-unofficial-ban-on-australian-coal-sees-exports-halt-as-trade-war-rages/): China's Unofficial Ban on Australian Coal sees exports halt as trade war rages
- [NDRC: China’s thermal coal supply, demand stays balanced](https://thecoalhub.com/ndrc-chinas-thermal-coal-supply-demand-stays-balanced/): NDRC: China’s thermal coal supply, demand stays balanced
- [Market surge continues for API 2](https://thecoalhub.com/market-surge-continues-for-api-2/): API coal prices surge in Europe
- [Review of global coal markets - week 50](https://thecoalhub.com/review-of-global-coal-markets-week-50/): Review of trends in global coal markets
- [A-Property increases coal production to 1 mio t per month](https://thecoalhub.com/a-property-increases-coal-production-to-1-mio-t-per-month/): Output for Russian coal mines
- [China kicks an own goal with Australia](https://thecoalhub.com/china-kicks-an-own-goal-with-australia/): China kicks an own goal with Australia
- [Fatal accident leads Chongqing to halt all coal mine ops](https://thecoalhub.com/fatal-accident-leads-chongqing-to-halt-all-coal-mine-ops/): Fatal accident leads Chongqing to halt all coal mine ops
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-10/): Chinese coal demand softens for Australian coal imports
- [Russian Ministry of Energy expects decline in coal production to 400 mio t in 2020](https://thecoalhub.com/russian-ministry-of-energy-expects-decline-in-coal-production-to-400-mio-t-in-2020/): Russia decides to lower coal production
- [Prompt API 2 hits 14-month highs](https://thecoalhub.com/prompt-api-2-hits-14-month-highs/): European prompt coal prices have risen to 14-month highs this week, buoyed in part by heightened demand, lingering supply concerns and a strong Asia-Pacific market. The front-quarter API 2 contract on Friday rose to its highest since October last year on a rolling basis, of USD 63.50/t, up more than 5% on the week, on
- [Fuel Switching Balancing Prices](https://thecoalhub.com/fuel-switching-balancing-prices/): Fuel Switching Balancing Prices
- [China Increases Coal Imports but Australia Likely to be excluded](https://thecoalhub.com/china-increases-coal-imports-but-australia-likely-to-be-excluded/): China Increases Coal Imports but Australia Likely to be excluded
- [API 2 jumps more than USD 5 as supply tightens](https://thecoalhub.com/api-2-jumps-more-than-usd-5-as-supply-tightens/): Prices for coal in the European energy market
- [RZD imposes ban on coal deliveries to Far East](https://thecoalhub.com/rzd-imposes-ban-on-coal-deliveries-to-far-east/): RZD coal transportation
- [World coal market: brief overview - week 48](https://thecoalhub.com/world-coal-market-brief-overview-week-48/): World coal market outlook
- [Mongolian coal delivery slows again on pandemic worries](https://thecoalhub.com/mongolian-coal-delivery-slows-again-on-pandemic-worries/): Mongolian coal delivery slows again on pandemic worries
- [U.S. coal production expected to increase in 2021](https://thecoalhub.com/u-s-coal-production-expected-to-increase-in-2021/): U.S. coal production expected to increase in 2021
- [Peabody bankrupt again?](https://thecoalhub.com/6101/): Peabody bankrupt again?
- [China’s coke makers target another $7.6/t rise](https://thecoalhub.com/chinas-coke-makers-target-another-7-6-t-rise/): China’s coke makers target another $7.6/t rise
- [2021 Dry Bulk Outlook – will we see growth in global coal imports?](https://thecoalhub.com/2021-dry-bulk-outlook-will-we-see-growth-in-global-coal-imports/): 2021 Dry Bulk Outlook – will we see growth in global coal imports?
- [Australian thermal coal price rises](https://thecoalhub.com/australian-thermal-coal-price-rises/): Australian thermal coal price rises
- [API 2 prices jump 6% amid tighter supply](https://thecoalhub.com/api-2-prices-jump-6-amid-tighter-supply/): API 2 prices jump 6% amid tighter supply
- [China - Australia trade dispute](https://thecoalhub.com/china-australia-trade-dispute/): trade dispute between China and Australia
- [API 2 market slides 3% as demand wanes](https://thecoalhub.com/api-2-market-slides-3-as-demand-wanes/): API 2 market slides 3% as demand wanes
- [World coal market: brief overview (week 47)](https://thecoalhub.com/world-coal-market-brief-overview-week-47/): World coal market: brief overview (week 47)
- [Evraz combines assets to create the largest Russian coking coal producer](https://thecoalhub.com/evraz-combines-assets-to-create-the-largest-russian-coking-coal-producer/): Evraz combines assets to create the largest Russian coking coal producer
- [Resurgent pandemic threatens Mongolian coal exports](https://thecoalhub.com/resurgent-pandemic-threatens-mongolian-coal-exports/): Resurgent pandemic threatens Mongolian coal exports
- [Fuel Switching Update](https://thecoalhub.com/fuel-switching-update/): Fuel Switching Update
- [U.S. Power Sector Coal Consumption Down by 30%](https://thecoalhub.com/u-s-power-sector-coal-consumption-down-by-30/): U.S. Power Sector Coal Consumption Down by 30%
- [European coal market slows as lockdowns kick in](https://thecoalhub.com/european-coal-market-slows-as-lockdowns-kick-in/): European coal market outlook for winter 2020
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-9/): overview of global coal markets
- [Australia Coal Import Ban Update](https://thecoalhub.com/australia-coal-import-ban-update/): Australia Coal Import Ban Update
- [China’s Coke Producers Press for Another Coke Price Rise](https://thecoalhub.com/chinas-coke-producers-press-for-another-coke-price-rise/): China’s Coke Producers Press for Another Coke Price Rise
- [Seaborne Met Coal Market to Rebound](https://thecoalhub.com/seaborne-met-coal-market-to-rebound/): Seaborne Met Coal Market to Rebound
- [Anglo American cuts full-year guidance for thermal coal](https://thecoalhub.com/anglo-american-cuts-full-year-guidance-for-thermal-coal/): Coal production by Anglo American
- [European coal prices could plummet 8% in November](https://thecoalhub.com/european-coal-prices-could-plummet-8-in-november/): European coal prices by Montel
- [Anglo American cuts forecasts for thermal coal](https://thecoalhub.com/anglo-american-cuts-forecasts-for-thermal-coal/): Anglo American cuts coal production
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-8/): Overview of world coal markets
- [RZD plans to increase empty mileage tariff imports in 2021](https://thecoalhub.com/rzd-plans-to-increase-empty-mileage-tariff-imports-in-2021/): RZD to increase empty mileage tariff imports in 2021
- [Met Coal Demand Recovering?](https://thecoalhub.com/met-coal-demand-recovering/): Met Coal Demand Recovering?
- [Gas-to-Coal Switching in Key ISOs](https://thecoalhub.com/gas-to-coal-switching-in-key-isos/): gas to coal switching in several key USA markets
- [Tightening supply underpins European coal prices](https://thecoalhub.com/tightening-supply-underpins-european-coal-prices/): European coal tightened up last week
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-7/): global coal market outlook
- [Inner Mongolia's coal output on the increase](https://thecoalhub.com/inner-mongolias-coal-output-on-the-increase/): Inner Mongolia coal production and output
- [Kuzbass coal production in January-September down by 11%](https://thecoalhub.com/kuzbass-coal-production-in-january-september-down-by-11/): Kuzbass coal production in January-September down by 11%
- [Arch Resources Accelerating Thermal Coal Exit Trend](https://thecoalhub.com/arch-resources-accelerating-thermal-coal-exit-trend/): Arch Resources Accelerating Thermal Coal Exit Trend
- [Coal-Fired Power in 2021: A Recovery or a Reckoning?](https://thecoalhub.com/coal-fired-power-in-2021-a-recovery-or-a-reckoning/): Coal-Fired Power in 2021: A Recovery or a Reckoning?
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-6/): global coal market
- [Ukraine’s Jan-Sep 2020 coal imports down 15%](https://thecoalhub.com/ukraines-jan-sep-2020-coal-imports-down-15/): Russian coal production
- [Daqin Sep Coal Shipments Increase 3.84% on yr](https://thecoalhub.com/daqin-sep-coal-shipments-increase-3-84-on-yr/): Daqin Sep Coal Shipments Increase 3.84% on yr
- [Japan: Towards Zero CO2 Emissions in 2050](https://thecoalhub.com/japan-towards-zero-co2-emissions-in-2050/): Japan: Towards Zero CO2 Emissions in 2050
- [India, Coal & Renewables: Easier Said Than Done](https://thecoalhub.com/india-coal-renewables-easier-said-than-done/): India, Coal & Renewables: Easier Said Than Done
- [Nice profits see China coke plants in holiday coal chase](https://thecoalhub.com/nice-profits-see-china-coke-plants-in-holiday-coal-chase/): Nice profits see China coke plants in holiday coal chase
- [Chinese Coal Imports Boomed in 2019](https://thecoalhub.com/chinese-coal-imports-boomed-in-2019/): Chinese Coal Imports Boomed in 2019
- [More Coal was Consumed in Indiana than in all but two U.S. States in 2019](https://thecoalhub.com/more-coal-was-consumed-in-indiana-than-in-all-but-two-u-s-states-in-2019/): More Coal was Consumed in Indiana than in all but two U.S. States in 2019
- [Dmitry Bosov’s heirs challenge in court transfer of 43.3% in Alltech Group to Katerina Bosov](https://thecoalhub.com/dmitry-bosovs-heirs-challenge-in-court-transfer-of-43-3-in-alltech-group-to-katerina-bosov/): Russian coal market
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-5/): Over the past week, thermal coal indices rallied to 58 USD/t. High natural gas prices, supply cuts of Colombian material in the export markets, as well as lower average daily temperatures and a projected reduction in wind generation in a number of EU countries supported coal quotes. TTF gas prices rose to the highest levels
- [API 2 prices hit 10-month highs](https://thecoalhub.com/api-2-prices-hit-10-month-highs/): European coal prices
- [Historic Year for Indonesian Coal](https://thecoalhub.com/historic-year-for-indonesian-coal/): Historic Year for Indonesian Coal
- [Ukraine’s Jan-Aug coal imports down 11.2% y-o-y](https://thecoalhub.com/ukraines-jan-aug-coal-imports-down-11-2-y-o-y/): Ukraine’s Jan-Aug coal imports down 11.2% y-o-y
- [RZD launches a new bridge completely restoring railway connection to Murmansk](https://thecoalhub.com/rzd-launches-a-new-bridge-completely-restoring-railway-connection-to-murmansk/): CAA Analytics on Russian coal production
- [Coal production in Russia may fall by 10%](https://thecoalhub.com/coal-production-in-russia-may-fall-by-10/): Coal production in Russia may fall by 10%
- [World coal market: brief overview](https://thecoalhub.com/world-coal-market-brief-overview-4/): Over the past week, the growth of EU coal quotes continued to gain momentum, exceeding 57 USD/t. Strengthening of prices stemmed from stronger TTF gas indices, decrease in Colombian material supplies and lower average daily temperatures, boosting coal-fired generation in a number of European countries. Spot prices for natural gas in Europe reached a maximum
- [Supply concerns to underpin October API 2 prices](https://thecoalhub.com/supply-concerns-to-underpin-october-api-2-prices/): In Europe, coal-fired plant consumption was expected higher
- [World Coal Market: Brief Overview](https://thecoalhub.com/world-coal-market-brief-overview-3/): World coal market: brief overview
- [API 2 prices drop to 2-month lows](https://thecoalhub.com/api-2-prices-drop-to-2-month-lows/): Atlantic basin coal prices slipped to fresh two-month lows
- [Ministry of Energy offers to subsidize Taman coal terminal](https://thecoalhub.com/ministry-of-energy-offers-to-subsidize-taman-coal-terminal/): Russian Ministry of Energy has proposed to subsidize the interest rate and roll over loans of OTEKO coal terminal in Taman
- [World coal market: brief overview - week 34](https://thecoalhub.com/world-coal-market-brief-overview-week-34/): weekly review of global coal markets
- [World coal market: brief overview - week 33](https://thecoalhub.com/world-coal-market-brief-overview-week-33/): Global coal market outlook
- [Lawsuits may cost Sibantracite a fortune](https://thecoalhub.com/lawsuits-may-cost-sibantracite-a-fortune/): Lawsuits may cost Sibantracite a fortune
- [World coal market: brief overview, week 32](https://thecoalhub.com/world-coal-market-brief-overview-week-32/): Review of global coal demand, coal supply and demand
- [RZD to plug its budget shortage at expense of coal suppliers](https://thecoalhub.com/rzd-to-plug-its-budget-shortage-at-expense-of-coal-suppliers/): Shipments of Russian coal on the decline
- [API 2 market rangebound amid languid demand](https://thecoalhub.com/api-2-market-rangebound-amid-languid-demand/): European coal prices
- [China’s coal consumption cap at 4.2 bt by 2025](https://thecoalhub.com/chinas-coal-consumption-cap-at-4-2-bt-by-2025/): Outlook for coal demand china
- [Russian coal throughput in Latvian ports plummets 77.7% in H1 2020](https://thecoalhub.com/russian-coal-throughput-in-latvian-ports-plummets-77-7-in-h1-2020/): Russian coal throughput in Latvian ports
- [World coal market: brief overview week 31](https://thecoalhub.com/world-coal-market-brief-overview-week/): Overview world coal market
- [Tightening supply to underpin August API 2 prices](https://thecoalhub.com/tightening-supply-to-underpin-august-api-2-prices/): Outlook for European coal prices
- [China’s Coking Coal Imports from Australia up 67% in H1](https://thecoalhub.com/chinas-coking-coal-imports-from-australia-up-67-in-h1/): China’s Coking Coal Imports from Australia up 67% in H1
- [China's top 3 coal provinces H1 raw coal output reaches 1.27 Bt](https://thecoalhub.com/chinas-top-3-coal-provinces-h1-raw-coal-output-reaches-1-27-bt/): Coal production by the Chinese coal regions
- [New Elga owner starts coal terminal construction in Vanino](https://thecoalhub.com/new-elga-owner-starts-coal-terminal-construction-in-vanino/): Elga coking coal project
- [USA: Coal versus Gas](https://thecoalhub.com/usa-coal-versus-gas/): USA: Coal Versus Gas
- [China seaborne met coal price stable, trade drops](https://thecoalhub.com/china-seaborne-met-coal-price-stable-trade-drops/): China seaborne met coal price stable, trade drops
- [North Queensland's coal export hit 6 month high](https://thecoalhub.com/north-queenslands-coal-export-hit-6-month-high/): Export numbers for coal from Queensland
- [World coal market: brief overview week 29](https://thecoalhub.com/world-coal-market-brief-overview-week-29/): Metallurgical coal imports in China and other markets in Asia
- [Ukrainian coal imports down 18.4% in H1 2020](https://thecoalhub.com/ukrainian-coal-imports-down-18-4-in-h1-2020/): Ukrainian coal imports
- [China Power Generation Up 6.5%](https://thecoalhub.com/china-power-generation-up-6-5/): Chinese coal demand
- [API 2 market remains supported](https://thecoalhub.com/api-2-market-remains-supported/): API coal prices by Montel news
- [Coking Coal Down as Supply Eases](https://thecoalhub.com/coking-coal-down-as-supply-eases/): Coking Coal Down as Supply Eases
- [World coal market: brief overview - week 28](https://thecoalhub.com/world-coal-market-brief-overview-week-28-2/): global coal market outlook
- [Capesize Freight Rates Rise Higher, Demand Strong](https://thecoalhub.com/capesize-freight-rates-rise-higher-demand-strong/): Capesize Freight Rates Rise Higher, Demand Strong
- [Recession hits Russian coal industry](https://thecoalhub.com/recession-hits-russian-coal-industry/): Russian coal production
- [API 2 prices retreat from multi-month highs](https://thecoalhub.com/api-2-prices-retreat-from-multi-month-highs/): European coal prices
- [Bullish API 2 streak persists](https://thecoalhub.com/bullish-api-2-streak-persists/): Bullish API 2 coal contracts by Montel news
- [China Safety Regulator Warns of Flood Risks to Coal Mines](https://thecoalhub.com/china-safety-regulator-warns-of-flood-risks-to-coal-mines/): China Safety Regulator Warns of Flood Risks to Coal Mines
- [World coal market brief overview | Week 28](https://thecoalhub.com/world-coal-market-brief-overview-week-28/): world coal market outlook
- [Russian Ministry of Finance to reject progressive coal extraction tax](https://thecoalhub.com/russian-ministry-of-finance-to-reject-progressive-coal-extraction-tax/): Tax on Russian coal producers
- [China's Coke Price Bottoms Out on Pollution Control](https://thecoalhub.com/chinas-coke-price-bottoms-out-on-pollution-control/): Coke price in China
- [Front-year API 2 hits 3-month high but oversupply persists](https://thecoalhub.com/front-year-api-2-hits-3-month-high-but-oversupply-persists/): Coal price outlook by Montel
- [Chinese 5,500 Kcal coal 200 yuan/t higher than Australian supply](https://thecoalhub.com/chinese-5500-kcal-coal-200-yuan-t-higher-than-australian-supply/): (SXCoal.com ) It's astonishing to see such a huge arbitrage between Chinese domestic and Australian import thermal coal of more than 200 yuan/t, the highest so far this year and rarely seen in the past. Currently, Chinese domestic 5,500 Kcal/kg NAR thermal coal is traded around 575 yuan/t FOB with VAT northern ports, while Australian
- [RZD launches bypass route to Murmansk](https://thecoalhub.com/rzd-launches-bypass-route-to-murmansk/): Coal resumes at Murmansk coal port
- [World Coal Market: Brief Overview](https://thecoalhub.com/world-coal-market-brief-overview/): review of this week's coal markets
- [Market firms amid stronger related markets, supply disruptions](https://thecoalhub.com/market-firms-amid-stronger-related-markets-supply-disruptions/): Outlook for European coal prices
- [Coal ousts LNG in Japan’s May thermal import mix](https://thecoalhub.com/coal-ousts-lng-in-japans-may-thermal-import-mix/): Coal ousts LNG in Japan’s May thermal import mix
- [Top 3 provinces contribute 70% of China's coal output in Jan-May](https://thecoalhub.com/top-3-provinces-contribute-70-of-chinas-coal-output-in-jan-may/): 3 main coal producing regions in China
- [Germany: lignite & coal plants out of the money](https://thecoalhub.com/germany-lignite-coal-plants-are-out-of-the-money/): Lignite and coal fired plants Germany
- [China coal market outlook post COVID-19](https://thecoalhub.com/china-coal-market-outlook-post-covid-19/): Outlook for Chinese coal market
- [European prices slide on easing supply concerns](https://thecoalhub.com/european-prices-slide-on-easing-supply-concerns/): Prices for coal on the European coal market.
- [U.S Coal Fired Power Plants down 3.9%](https://thecoalhub.com/u-s-coal-fired-power-plants-down-3-9/): Coal deliveries from Central Appalachia mines to US power plants
- [China Apr thermal coal imports surge 88.95% on yr](https://thecoalhub.com/china-apr-thermal-coal-imports-surge-88-95-on-yr/): Imports of thermal coal in China
- [Coal-fired power generation dropped by 3% in 2019](https://thecoalhub.com/coal-fired-power-off-track/): carbon capture and coal fired power generation
- [Murray Energy subsidiaries may postpone workforce reductions](https://thecoalhub.com/murray-energy-subsidiaries-may-postpone-workforce-reductions/): Murray Energy subsidiaries may postpone workforce reductions
- [China Coking Coal Prices Seen to Slide in 2020](https://thecoalhub.com/china-coking-coal-prices-seen-to-slide-in-2020/): China Coking Coal Prices Seen to Slide in 2020
- [Coal & Big Data](https://thecoalhub.com/coal-big-data/): Coal & Big Data
- [Daqin Railway October Coal Delivery + 5.8%](https://thecoalhub.com/daqin-railway-october-coal-delivery-5-8/): Daqin Railway October Coal Delivery + 5.8%
- [China's Q3 solar power installations rise 15% on yr, NEA](https://thecoalhub.com/chinas-q3-solar-power-installations-rise-15-on-yr-nea/): China's Q3 solar power installations rise 15% on yr, NEA
- [Australia's Gladstone port Sep coal exports to China sink to 3-1/2-yr low](https://thecoalhub.com/australias-gladstone-port-sep-coal-exports-to-china-sink-to-3-1-2-yr-low/): Australia's Gladstone port Sep coal exports to China sink to 3-1/2-yr low
- [China receives 1st train of Indonesian coal via Sino-Vietnam railway](https://thecoalhub.com/china-receives-1st-train-of-indonesian-coal-via-sino-vietnam-railway/): China receives 1st train of Indonesian coal via Sino-Vietnam railway
- [Chinese Coal Imports in September](https://thecoalhub.com/chinese-coal-imports-in-september/): Chinese Coal Imports in September
- [How China Uses Multiple Tools to Keep Coal Imports in Check](https://thecoalhub.com/how-china-uses-multiple-tools-to-keep-coal-imports-in-check/): How China Uses Multiple Tools to Keep Coal Imports in Check
- [China's longest heavy-haul coal railway opens](https://thecoalhub.com/chinas-longest-heavy-haul-coal-railway-opens/): China's longest heavy-haul coal railway opens
- [CHN Energy Ranks First Among Top 50 Chinese Coal Producers](https://thecoalhub.com/chn-energy-ranks-first-among-top-50-chinese-coal-producers/): CHN Energy Ranks First Among Top 50 Chinese Coal Producers
- [China's hydropower growth outstrips thermal power in July](https://thecoalhub.com/chinas-hydropower-growth-outstrips-thermal-power-in-july/): China's hydropower growth outstrips thermal power in July
- [Coal Stocks at China’s Coastal Plants](https://thecoalhub.com/coal-stocks-at-chinas-coastal-plants/): China's top six coastal power utilities see declines in coal use
- [China Shenhua posts 2.6 pct slide in 2018 profit](https://thecoalhub.com/china-shenhua-posts-2-6-pct-slide-in-2018-profit/): Decline in the profits of China Shenhua.
- [China's March Power Generation up 5.4% on yr](https://thecoalhub.com/chinas-march-power-generation-up-5-4-on-yr/): China's March Power Generation up 5.4% on yr
- [Mongolian coal truckers go on strike, demand freight rate hike](https://thecoalhub.com/mongolian-coal-truckers-go-on-strike-demand-freight-rate-hike/): Mongolian coal truckers go on strike, demand freight rate hike
- [China April raw coal output registers slower growth](https://thecoalhub.com/china-april-raw-coal-output-registers-slower-growth/): China April raw coal output registers slower growth
- [Fenwei thermal and coking coal survey on May 29](https://thecoalhub.com/fenwei-thermal-and-coking-coal-survey-on-may-29/): Fenwei thermal and coking coal survey on May 29
- [China's mid-May daily crude steel output dips but remains high, CISA](https://thecoalhub.com/chinas-mid-may-daily-crude-steel-output-dips-but-remains-high-cisa/): Daily average crude steel production of 97 key steel mills registered as members of the China iron and Steel Association (CISA) dipped in mid-May, but still at an extremely high level, the CISA data showed. In May 11-20, these CISA members' crude steel production averaged 2.04 million tonnes per day, down 0.38% from ten days
- [Global coal output breaks 8-Bt in 2018; coal consumption rises 1.4%](https://thecoalhub.com/global-coal-output-breaks-8-bt-in-2018-coal-consumption-rises-1-4/): Global coal output breaks 8-Bt in 2018; coal consumption rises 1.4%
- [China's top coal provinces churn out 70% of total raw coal in Jan-May](https://thecoalhub.com/chinas-top-coal-provinces-churn-out-70-of-total-raw-coal-in-jan-may/): China's top coal provinces churn out 70% of total raw coal in Jan-May
- [Daily coal burns at China's six key coastal utilities creep up](https://thecoalhub.com/daily-coal-burns-at-chinas-six-key-coastal-utilities-creep-up/): Daily coal burns at China's six key coastal utilities creep up
- [China to ramp up thermal coal supply to meet surging demand](https://thecoalhub.com/china-to-ramp-up-thermal-coal-supply-to-meet-surging-demand/): China to ramp up thermal coal supply to meet surging demand
- [Shanxi Jan-Apr raw coal output rises](https://thecoalhub.com/shanxi-jan-apr-raw-coal-output-rises/): Shanxi Jan-Apr raw coal output rises
- [Germany: Hard coal imports fall sharply](https://thecoalhub.com/germany-hard-coal-imports-fall-sharply/): Coal demand in Germany falls due to trade dispute with US and lower demand in power generation sector
- [Bull Run for Asian Coal & Gas Markets](https://thecoalhub.com/bull-run-for-asian-coal-gas-markets/): Asian prices for coal and natural gas rise on the back of strong demand from the electricity generation fuels sector.
- [Thermal Coal Remains King](https://thecoalhub.com/thermal-coal-remains-king/): Hydropower production in China has now contracted on a year-on-year basis during each of the last two months due to lower than normal rainfall. The contraction in hydropower output has remained a positive element for China’s thermal coal demand prospects and has been one reason why Commodore has remained bullish for near-term coal import prospects.
- [China: output from Shanxi region up 1.4%](https://thecoalhub.com/china-output-from-shanxi-region-up-1-4/): Coal production numbers for the Shanxi province in China.
- [Coal edges out natural gas in Europe](https://thecoalhub.com/coal-edges-out-natural-gas-in-europe/): European gas prices have done whatever it takes to remain uncompetitive with coal in a bid to free up supply to add to storage. Prompt gas markets have stayed above key support levels, which have climbed with the recent rise in coal and emissions prices, as set out in a recent white paper. Dutch and
- [IMO 2020, a shipping regulation that may reshape global coal trade](https://thecoalhub.com/imo-2020-a-shipping-regulation-that-may-reshape-global-coal-trade/): By: Alex Younevitch, S&P Global Platts It is not uncommon for people in various commodity industries to believe that their markets exist in some kind of a happy bubble, where only the obvious supply and demand forces or targeted regulations can make or ruin their day. This often goes for the world of coal too. Shipping
- [Commercial Coal Mining in India: A possible but not irrefutable Game Changer](https://thecoalhub.com/commercial-coal-mining-in-india-a-possible-but-not-irrefutable-game-changer/): Outlook for commercial coal mining in India
- [Coal Technology : Upgrading and Thinking Outside the Mines](https://thecoalhub.com/coal-technology-upgrading-and-thinking-outside-the-mines/): The global coal mining industry is making many new changes in order to perform more efficiently. This is necessary for coal production companies, as they all enter the modern era of renewable resources and clean energy competition. The landscape for the coal and steel business is changing in all countries, but still remains one of
- [China seaborne thermal coal price may rise to above 400 yuan/t](https://thecoalhub.com/china-seaborne-thermal-coal-price-may-rise-to-above-400-yuan-t/): China seaborne thermal coal price may rise to above 400 yuan/t
- [Is the Middle East the new home for Coal?](https://thecoalhub.com/is-the-middle-east-the-new-home-for-coal/): The energy landscape of the Middle East has undergone a significant transformation in recent years and whilst the transition has uncertain outcomes, one beneficiary might be coal Following attempts by many large coal-consuming countries to substitute the burning of coal with natural gas, global consumption of coal has begun to fall after a long period
- [The Clean Power Plan, 2014 - 2017](https://thecoalhub.com/the-clean-power-plan-2014-2017/): Impact of the clean power plan on the US coal sector
- [Integration of Global Coal Markets](https://thecoalhub.com/integration-of-global-coal-markets/): Fragmented regional coal markets and prices. Convergence of coal markets

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## Industry Links

- [SXCoal China Coal Resource (Fenwei Energy)](https://thecoalhub.com/industry-link/china-coal-resource-fenwei/): China’s coal and coking coal industry.
- [KAPSARC](https://thecoalhub.com/industry-link/kapsarc/): KAPSARC is an independent, non-profit research institution dedicated to researching energy economics, policy, technology, and the environment across all types of energy. KAPSARC's mandate is to advance the understanding of energy challenges and...
- [Argus Coal Price](https://thecoalhub.com/industry-link/argus-natural-gas-lng/): International daily and weekly coal price assessments, market moving news and commentary by Argus
- [Wood Mackenzie](https://thecoalhub.com/industry-link/wood-mackenzie/): Coal market analysis by WoodMac Kenzie
- [American Coal Council](https://thecoalhub.com/industry-link/american-coal-council/): Represents the collective interests of the American coal industry
- [American Coal Council (ACC)](https://thecoalhub.com/industry-link/american-coal-council-acc/): ACC represents the collective interests of the American coal industry
- [Future Coal - Global Alliance](https://thecoalhub.com/industry-link/world-coal-association/): body representing the interests of the world coal industry
- [Euracoal](https://thecoalhub.com/industry-link/euracoal/): Association body representing the European coal industry.
- [Assocarboni](https://thecoalhub.com/industry-link/assocarboni/): Representing the entire coal value chain in Italy
- [Coal Association of Canada](https://thecoalhub.com/industry-link/coal-association-of-canada/): Representing the coal industry of Canada.
- [Carbon Capture & Storage Association (CCSA)](https://thecoalhub.com/industry-link/carbon-capture-storage-association-ccsa/): Carbon Capture & Storage Association
- [Australia's Coal Industry (Minerals Council)](https://thecoalhub.com/industry-link/australias-coal-industry-minerals-council/): Government body responsible for overseeing the development of Australia's coal industry.
- [Illinois Coal Association](https://thecoalhub.com/industry-link/illinois-coal-association/): the professional trade organization responsible for the promotion of Illinois coal
- [Global CCS Institute](https://thecoalhub.com/industry-link/global-ccs-institute/): carbon capture clean coal
- [Centre for Science and Environment India](https://thecoalhub.com/industry-link/centre-for-science-and-environment-india/): Centre for Science and Environment (CSE) is a public interest research and advocacy organisation based in New Delhi.
- [The Brookings Institution](https://thecoalhub.com/industry-link/the-brookings-institution/): Brookings research on coal markets in India
- [Oxford Institute for Energy Studies (OIES)](https://thecoalhub.com/industry-link/oxford-institute-for-energy-studies-oies/): The OIES is an institute for carrying our natural gas research and energy market analysis.
- [IEEJ (The Institute of Energy Economics Japan)](https://thecoalhub.com/industry-link/ieej-the-institute-of-energy-economics-japan/): Specialized research activities in the areas of environment and energy economics
- [Adaro Energy](https://thecoalhub.com/industry-link/adaro-energy/): An Indonesian energy group that focuses on coal mining through subsidiaries.
- [DIW Berlin](https://thecoalhub.com/industry-link/diw-berlin/): DIW is one of the leading economic research institutes in Germany.
- [The International Institute for Sustainable Development (IISD)](https://thecoalhub.com/industry-link/the-international-institute-for-sustainable-development-iisd/): An independent think tank championing sustainable solutions to 21st century problems.
- [The Kleinman Center for Energy Policy](https://thecoalhub.com/industry-link/the-kleinman-center-for-energy-policy/): The Kleinman Center for Energy Policy at the University of Pennsylvania joins a critical issue with substantial resources to pursue innovation and impact of global significance.
- [The National Energy Technology Laboratory (NETL)](https://thecoalhub.com/industry-link/the-national-energy-technology-laboratory-netl/): The National Energy Technology Laboratory (NETL), part of the U.S. Department of Energy (DOE) national laboratory system, is owned and operated by the DOE. NETL supports the DOE mission to advance the energy security of the United States.
- [The Lignite Council](https://thecoalhub.com/industry-link/the-lignite-council/): advocating lignite coal use
- [Japan Coal Energy Center (JCOAL)](https://thecoalhub.com/industry-link/japan-coal-energy-center-jcoal/): Japan based government institution covering upstream to downstream of the coal value chain
- [EIA (Energy Information Administration)](https://thecoalhub.com/industry-link/eia-energy-information-administration/): See link to the EIA site
- [Australian Energy Department](https://thecoalhub.com/industry-link/australian-energy-department/): Office of the Chief Economist and forecasts contained in Resources and Energy Quarterly
- [Commodity Insights](https://thecoalhub.com/industry-link/commodity-insights/): Coal market consultants led by Mark Gresswell with special focus on Australian and Indonesian coal markets.
- [IEEFA](https://thecoalhub.com/industry-link/ieefa/): IEEFA supports the global transition to a diverse, sustainable and profitable energy economy.
- [National Mining Association (NMA)](https://thecoalhub.com/industry-link/national-mining-association-nma/): association for mining industry in the US
- [MySteel](https://thecoalhub.com/industry-link/mysteel/): Demand for steel and coking coal in China
- [Energy Venture Analysis](https://thecoalhub.com/industry-link/energy-venture-analysis/): Energy Ventures Analysis is an internationally recognized energy consulting firm focused on coal, natural gas, power, environmental and renewable energy.
- [Indonesia Coal Mining Association](https://thecoalhub.com/industry-link/indonesia-coal-mining-association/): coal mining association of Indonesia
- [Energy Charts](https://thecoalhub.com/industry-link/energy-charts/): German power market data
- [Metallurgical Coal Producers Association](https://thecoalhub.com/industry-link/metallurgical-coal-producers-association/): The Metallurgical Coal Producers Association will usher in a new perspective on the identity and future of the coal industry. ​While coal has traditionally been understood through the thermal coal lens of power plants and light bulbs, we seek to expand the general public’s understanding of metallurgical (met) coal and its critical benefit to our
- [Clever Markets - systematic trading for energy commodities](https://thecoalhub.com/industry-link/clever-markets-systematic-trading-for-energy-commodities/): Systematic trading for energy commodities Clever Markets is a boutique technical analysis research firm for global energy markets. It provides the best systematic trading strategies for traders, analysts, LNG players and risk managers. It is the only systematic trading firm that publishes energy commodity outlooks on a dedicated platform. Clever Markets also is the industry’s
- [XMP Consulting](https://thecoalhub.com/industry-link/xmp-consulting/): Xavier Prevost advice on coal ventures and investment appraisal.
- [DBX Dry Bulk Analytics](https://thecoalhub.com/industry-link/dbx-dry-bulk-analytics/): DBX www.drybulkx.com is a software company specialised in dry bulk analytics. At this point our technology allows us to do various things for coal - one of them is to have real time and historical imports/exports including split between thermal and coking for all countries globally.
- [ICIS](https://thecoalhub.com/industry-link/icis/): Coal price information and data
- [Hunter Valley Coal Report](https://thecoalhub.com/industry-link/hunter-valley-coal-report/): Report about Australian coal and the Australian coal industry.

## Reports & Presentations

- [India coal imports fall to 38-month low in September 2026](https://thecoalhub.com/report-presentation/india-coal-imports-fall-to-38-month-low-in-september-2026/): India coal imports and coke shipments fell to 18.7 MMT in September 2026, a 38-month low, while January–September volumes declined 8.4% YoY.
- [Coal demand outlook points to a thermal peak before 2030](https://thecoalhub.com/report-presentation/coal-demand-outlook-points-to-a-thermal-peak-before-2030/): The coal demand outlook points to thermal coal peaking before 2030, while metallurgical coal benefits from a slower steel transition.
- [Seaborne coal trade returns to growth as Asian demand shifts](https://thecoalhub.com/report-presentation/seaborne-coal-trade-returns-to-growth-as-asian-demand-shifts/): Seaborne coal trade returned to growth in 2026, with shifting Asian demand, exporter constraints and forecasts through 2030.
- [India’s coal demand stays strong as power-plant stocks decline](https://thecoalhub.com/report-presentation/indias-coal-demand-stays-strong-as-power-plant-stocks-decline/): India’s coal demand remains strong as rising power generation and falling plant stocks highlight pressure on coal supplies and delivery networks.
- [India’s coking coal demand projected to more than triple by 2047](https://thecoalhub.com/report-presentation/indias-coking-coal-demand-projected-to-more-than-triple-by-2047/): India’s coking coal demand could reach 236 million tonnes by 2047, with the draft steel policy prioritising domestic supply and import security.
- [India’s coking coal imports set to rise as steel production expands](https://thecoalhub.com/report-presentation/indias-coking-coal-imports-set-to-rise-as-steel-production-expands/): India’s coking coal imports could reach 90 million tonnes by 2030 as steel production expands, reshaping sourcing and metallurgical coke trade.
- [Global coal prices climb as winter demand and supply constraints tighten markets](https://thecoalhub.com/report-presentation/global-coal-prices-climb-as-winter-demand-and-supply-constraints-tighten-markets/): Global coal prices climb as winter restocking, high gas prices and tight supply support European, South African and Asian markets.
- [India coal imports fall to 18.7 MMT in September 2026](https://thecoalhub.com/report-presentation/india-coal-imports-fall-to-18-7-mmt-in-september-2026/): India coal imports and coke shipments fell to 18.7 MMT in September 2026, down 15% YoY, while January–September imports declined 8%.
- [Australian coal outlook shows diverging thermal and metallurgical export trends](https://thecoalhub.com/report-presentation/australian-coal-outlook-shows-diverging-thermal-and-metallurgical-export-trends/): Australian coal outlook from the September 2026 Resources and Energy Quarterly covers thermal and metallurgical coal exports, prices and Asian demand.
- [China thermal coal imports outlook hinges on domestic recovery and Indonesian supply](https://thecoalhub.com/report-presentation/china-thermal-coal-imports-outlook-hinges-on-domestic-recovery-and-indonesian-supply/): China thermal coal imports are projected at 270-290 million tonnes in 2026 in this report examining domestic supply recovery and Indonesian exports.
- [Global coal demand forecast to fall 40% by 2040](https://thecoalhub.com/report-presentation/global-coal-demand-forecast-to-fall-40-by-2040/): Global coal demand is forecast to fall 40% by 2040 in the coal section of this broader energy transition outlook covering regional demand and trade.
- [Vietnam coal-fired power generation forecast to rise 23.5% in 2026](https://thecoalhub.com/report-presentation/vietnam-coal-fired-power-generation-forecast-to-rise-23-5-in-2026/): Vietnam coal-fired power generation is forecast to rise 23.5% in 2026 in this investment outlook examining electricity demand, hydropower and fuel costs.
- [Global coal demand could keep growing until around 2040](https://thecoalhub.com/report-presentation/global-coal-demand-could-keep-growing-until-around-2040/): Global coal demand could grow until around 2040 under the baseline scenario in this report exploring the wider global energy outlook.
- [Indonesian coal supply restrictions could tighten Asian seaborne markets](https://thecoalhub.com/report-presentation/indonesian-coal-supply-restrictions-could-tighten-asian-seaborne-markets/): Indonesian coal supply restrictions could tighten Asian seaborne markets as high LNG prices and electricity demand support coal consumption.
- [Global coal prices extend rally as tight supply meets returning Chinese demand](https://thecoalhub.com/report-presentation/global-coal-prices-extend-rally-as-tight-supply-meets-returning-chinese-demand/): Global coal prices extend their rally as tight supply, stronger gas and returning Chinese demand support major thermal coal markets.
- [US coal distribution falls 6.4% as power generation dominates deliveries](https://thecoalhub.com/report-presentation/us-coal-distribution-falls-6-4-as-power-generation-dominates-deliveries/): US coal distribution fell 6.4% year on year to 92.2 million short tons in Q2 2026, with power generation dominating deliveries and rail leading transport.
- [Chinese coal investment overseas faces restrictions as captive power projects advance](https://thecoalhub.com/report-presentation/chinese-coal-investment-overseas-faces-restrictions-as-captive-power-projects-advance/): Chinese coal investment overseas faces policy restrictions, while captive power projects and industrial expansion sustain potential coal demand.
- [Germany coal phase-out roadmap signals declining demand for power generation](https://thecoalhub.com/report-presentation/germany-coal-phase-out-roadmap-signals-declining-demand-for-power-generation/): Germany’s coal phase-out roadmap outlines power plant closures by 2038 and the policy drivers shaping future demand for lignite and imported hard coal.
- [Coal financing remains steady globally as banks diverge on sector support](https://thecoalhub.com/report-presentation/coal-financing-remains-steady-globally-as-banks-diverge-on-sector-support/): Coal financing reached $467 billion in 2022–2025, with EU bank support falling while Chinese, US and UK banks increased financing.
- [Global coal prices strengthen as tight supply and firm gas support markets](https://thecoalhub.com/report-presentation/global-coal-prices-strengthen-as-tight-supply-and-firm-gas-support-markets/): Global coal prices strengthen as tight supply, firm gas and resilient Indian demand support European, South African and Asian markets.
- [Wyoming coal demand, reserves and export prospects assessed](https://thecoalhub.com/report-presentation/wyoming-coal-demand-reserves-and-export-prospects-assessed/): Wyoming coal study examines power-sector demand, mine reserves and the rail and port constraints on exports to Asia.
- [Global coal demand remains substantial as Asian power needs grow](https://thecoalhub.com/report-presentation/global-coal-demand-remains-substantial-as-asian-power-needs-grow/): Global coal demand remains substantial through 2050 as rising Asian electricity needs, renewable integration and energy security shape the power mix.
- [Indonesia coal use expands as captive power reaches 134 TWh](https://thecoalhub.com/report-presentation/indonesia-coal-use-expands-as-captive-power-reaches-134-twh/): Indonesia coal use expands as captive generation reaches 134 TWh in 2025, driven largely by nickel and other energy-intensive industries.
- [Global coal prices diverge as Asian demand cools and Atlantic supply tightens](https://thecoalhub.com/report-presentation/global-coal-prices-diverge-as-asian-demand-cools-and-atlantic-supply-tightens/): Global coal prices diverge as Asian demand cools, Indonesian supply stays tight and US and Russian coal strengthen.
- [China coal policy keeps energy security at centre of five-year plan](https://thecoalhub.com/report-presentation/china-coal-policy-keeps-energy-security-at-centre-of-five-year-plan/): China coal policy keeps the fuel central to energy security, with continued production, reserves and coal-power investment through 2030.
- [India faces difficult choices over new power generation capacity](https://thecoalhub.com/report-presentation/india-faces-difficult-choices-over-new-power-generation-capacity/): India faces difficult choices over power generation capacity as planners compare new coal with larger renewable energy and storage portfolios.
- [Global coal demand holds firm as energy security concerns grow](https://thecoalhub.com/report-presentation/global-coal-demand-holds-firm-as-energy-security-concerns-grow/): Global coal demand rose by 0.7% in 2025 as energy security, affordability and system reliability reinforced coal’s strategic role.
- [US coal generation rises sharply during winter storms](https://thecoalhub.com/report-presentation/us-coal-generation-rises-sharply-during-winter-storms/): US coal generation rose from 88 GW in a typical winter hour to 128–129 GW at the peak of two storms, highlighting its role during grid stress.
- [Electricity growth places global coal demand at a turning point](https://thecoalhub.com/report-presentation/electricity-growth-places-global-coal-demand-at-a-turning-point/): Global coal demand faces a turning point as AI, data centres and electrification drive major growth in electricity requirements.
- [Global coal prices diverge as weaker demand meets persistent supply tightness](https://thecoalhub.com/report-presentation/global-coal-prices-diverge-as-weaker-demand-meets-persistent-supply-tightness/): Global coal prices diverge as weaker demand pressures major benchmarks while tight Indonesian supply and strong petcoke demand support select markets.
- [India petcoke imports plunge 64% YoY in August 2026](https://thecoalhub.com/report-presentation/india-petcoke-imports-plunge-64-yoy-in-august-2026/): India petcoke imports fell 64% YoY to 0.63 MMT in August 2026, while January–August volumes dropped 43% to just over 6 MMT.
- [India coal imports hit three-and-a-half-year low in August 2026](https://thecoalhub.com/report-presentation/india-coal-imports-hit-three-and-a-half-year-low-in-august-2026/): India coal imports and coke shipments fell to 18.7 MMT in August 2026, the lowest monthly level in three and a half years.
- [South African coal still supplies 78% of power as market faces restructuring challenge](https://thecoalhub.com/report-presentation/south-african-coal-still-supplies-78-of-power-as-market-faces-restructuring-challenge/): South African coal supplied 78% of electricity in 2025 as BloombergNEF highlights the challenges involved in restructuring the country’s power market.
- [U.S. coal generation to fall 8% despite record electricity demand](https://thecoalhub.com/report-presentation/u-s-coal-generation-to-fall-8-despite-record-electricity-demand/): U.S. coal generation is forecast to fall 8% in 2026 despite record electricity demand and growing consumption from AI and data centres.
- [Global coal demand to rise 1.2% to record 8.94 billion tonnes](https://thecoalhub.com/report-presentation/global-coal-demand-to-rise-1-2-to-record-8-94-billion-tonnes/): Global coal demand is forecast to rise 1.2% to a record 8.94 billion tonnes in 2026 as higher gas prices encourage greater coal use.
- [Global coal prices diverge as supply tightness offsets softer Asian demand](https://thecoalhub.com/report-presentation/global-coal-prices-diverge-as-supply-tightness-offsets-softer-asian-demand/): Global coal prices diverge as supply tightness supports key markets while softer Asian demand pressures South African and coking coal.
- [Asian coal market gains a temporary energy-security boost](https://thecoalhub.com/report-presentation/asian-coal-market-gains-a-temporary-energy-security-boost/): The Asian coal market received a temporary energy-security boost, but rising renewables and weaker demand point to a longer-term decline.
- [Coal price forecasts rise across key benchmarks](https://thecoalhub.com/report-presentation/coal-price-forecasts-rise-across-key-benchmarks/): Coal price forecasts strengthen for 2026 across thermal and metallurgical coal, with consensus estimates extending through 2030 and beyond.
- [Greater use of coal power could lower Australian electricity costs](https://thecoalhub.com/report-presentation/greater-use-of-coal-power-could-lower-australian-electricity-costs/): Coal power could lower Australian electricity costs under some scenarios, as new modelling examines coal, renewables and future power system costs.
- [Iowa coal generation rises 65% at largest utility as power demand grows](https://thecoalhub.com/report-presentation/iowa-coal-generation-rises-65-at-largest-utility-as-power-demand-grows/): Iowa coal generation remains significant as MidAmerican coal output rises 65% and the state prepares for substantial growth in electricity demand.
- [U.S. power generation policy shifts towards reliable capacity](https://thecoalhub.com/report-presentation/u-s-power-generation-policy-shifts-towards-reliable-capacity/): U.S. power generation policy is increasingly supporting reliable capacity, with potential implications for electricity markets and existing coal plants.
- [Declining coal demand tests Western Australia’s supply model](https://thecoalhub.com/report-presentation/declining-coal-demand-tests-western-australias-supply-model/): Declining coal demand is reshaping Western Australia’s Collie Basin as policymakers assess future coal supply, mining structures and power generation.
- [Global coal prices rise as supply disruptions and winter restocking tighten markets](https://thecoalhub.com/report-presentation/global-coal-prices-rise-as-supply-disruptions-and-winter-restocking-tighten-markets/): Global coal prices rise as supply disruptions, winter restocking and strong Chinese demand support European, South African and Asian markets.
- [An assessment of India’s coal power purchase agreements](https://thecoalhub.com/report-presentation/an-assessment-of-indias-coal-power-purchase-agreements/): Coal power purchase agreements are under scrutiny as lower utilisation, fixed payments and fuel commitments reshape India’s coal power economics.
- [Saskatchewan coal extension raises questions over costs and reliability](https://thecoalhub.com/report-presentation/saskatchewan-coal-extension-raises-questions-over-costs-and-reliability/): Saskatchewan coal plants could run until 2050, but refurbishment costs, reliability risks and federal regulation are fuelling debate.
- [China coal-fired generation to remain significant for the foreseeable future](https://thecoalhub.com/report-presentation/china-coal-fired-generation-to-remain-significant-for-the-foreseeable-future/): China coal-fired generation remains significant despite rapid renewable growth, with around 180 GW of thermal coal capacity added in five years.
- [Global coal prices climb as winter restocking and supply disruptions tighten markets](https://thecoalhub.com/report-presentation/global-coal-prices-climb-as-winter-restocking-and-supply-disruptions-tighten-markets/): Global coal prices climb as winter restocking, Russian export disruptions and tighter Indonesian supply support major coal markets.
- [Chile coal generation retains important role amid renewable integration challenges](https://thecoalhub.com/report-presentation/chile-coal-generation-retains-important-role-amid-renewable-integration-challenges/): Chile coal generation still supplied 18% of electricity in 2025 as grid constraints and renewable curtailment complicate the transition.
- [Coal remains central to Indonesia’s rapidly growing electricity system](https://thecoalhub.com/report-presentation/coal-remains-central-to-indonesias-rapidly-growing-electricity-system/): Indonesia coal demand remains supported by rapid electricity growth, with power sales projected to rise above 500 TWh by 2034.
- [Australian coal-fired generation to retain key role as electricity demand grows](https://thecoalhub.com/report-presentation/australian-coal-fired-generation-to-retain-key-role-as-electricity-demand-grows/): Australian coal-fired generation remains important as electricity demand rises and replacement capacity must provide both dependable energy and peak supply.
- [India coal imports fall to 20 MMT in July as thermal coal and petcoke decline](https://thecoalhub.com/report-presentation/india-coal-imports-fall-to-20-mmt-in-july-as-thermal-coal-and-petcoke-decline/): India coal imports, thermal coal imports, coking coal, petcoke imports, PCI coal, India coal market
- [Global coal mine pipeline expands 11% despite slowing demand](https://thecoalhub.com/report-presentation/global-coal-mine-pipeline-expands-11-despite-slowing-demand/): The global coal mine pipeline grew 11% to 2,521 Mtpa in 2025, led by India and China despite slower coal demand growth.
- [AI power demand could slow US coal plant retirements](https://thecoalhub.com/report-presentation/ai-power-demand-could-slow-us-coal-plant-retirements/): US coal plant retirements could slow as rising AI and data-centre electricity demand increases the need for reliable and dispatchable generation.
- [Coal-fired power generation to persist in key BRICS economies despite renewable growth](https://thecoalhub.com/report-presentation/coal-fired-power-generation-to-persist-in-key-brics-economies-despite-renewable-growth/): Coal-fired power generation is set to persist across key BRICS economies despite rapid renewable growth and expanding clean energy investment.
- [ASEAN coal-fired capacity set to decline only marginally by 2040](https://thecoalhub.com/report-presentation/asean-coal-fired-capacity-set-to-decline-only-marginally-by-2040/): ASEAN coal-fired capacity is projected to decline by just over 3 GW by 2040 despite rapid renewable growth and regional grid expansion.
- [Global coal prices rise as supply disruptions tighten availability](https://thecoalhub.com/report-presentation/global-coal-prices-rise-as-supply-disruptions-tighten-availability/): Global coal prices firm as supply disruptions tighten availability, while China demand rises and Indian buying remains cautious.
- [India petcoke imports plunge 65% in July as fuel-grade demand weakens](https://thecoalhub.com/report-presentation/india-petcoke-imports-plunge-65-in-july-as-fuel-grade-demand-weakens/): India petcoke imports fell 64.55% YoY in July 2026 to 551,376 MT, taking Jan–Jul volumes down 39.55% to 5.37 MMT.
- [Global coal prices firm as geopolitical supply risks tighten markets](https://thecoalhub.com/report-presentation/global-coal-prices-firm-as-geopolitical-supply-risks-tighten-markets/): Global coal prices rise as Russian disruptions, tighter Indonesian supply and stronger Chinese demand outweigh weak underlying fundamentals.
- [China thermal coal imports remain constrained despite strong power demand](https://thecoalhub.com/report-presentation/china-thermal-coal-imports-remain-constrained-despite-strong-power-demand/): China thermal coal imports are expected to remain contained in H2 2026 as strong domestic supply and renewable growth limit seaborne demand.
- [U.S. coal exports strengthen as domestic coal generation declines](https://thecoalhub.com/report-presentation/u-s-coal-exports-strengthen-as-domestic-coal-generation-declines/): U.S. coal exports strengthen in 2026 as metallurgical shipments rise and global demand supports trade despite falling domestic coal generation.
- [Australian resources investment faces mounting policy and cost pressures](https://thecoalhub.com/report-presentation/australian-resources-investment-faces-mounting-policy-and-cost-pressures/): Australian resources investment faces pressure from energy costs, taxation, regulation, approval delays and policy uncertainty.
- [India coal imports fall 8.54% YoY in July as thermal coal and petcoke decline](https://thecoalhub.com/report-presentation/india-coal-imports-fall-8-54-yoy-in-july-as-thermal-coal-and-petcoke-decline/): India coal imports and coke shipments fell 8.54% YoY to 20.141 MMT in July 2026, led by lower thermal coal, PCI and petcoke volumes.
- [Global coal prices weaken as geopolitical risk fades and Asian demand stays mixed](https://thecoalhub.com/report-presentation/global-coal-prices-weaken-as-geopolitical-risk-fades-and-asian-demand-stays-mixed/): Global coal prices weaken as geopolitical risk fades, while China demand improves, India remains subdued and petcoke strengthens.
- [Global coal trade proves resilient to maritime chokepoint disruptions](https://thecoalhub.com/report-presentation/global-coal-trade-proves-resilient-to-maritime-chokepoint-disruptions/): Global coal trade is resilient to most maritime chokepoint disruptions, with rerouting limiting price impacts except in severe China-related scenarios.
- [U.S. coal-fired generation rises 13% as electricity demand increases](https://thecoalhub.com/report-presentation/u-s-coal-fired-generation-rises-13-as-electricity-demand-increases/): U.S. coal-fired generation rose 13% in 2025 as electricity demand increased, lifting coal-related power-sector CO₂ emissions.
- [China coal power capacity continues to expand despite tighter approvals](https://thecoalhub.com/report-presentation/china-coal-power-capacity-continues-to-expand-despite-tighter-approvals/): China coal power capacity expanded in H1 2026 as 30 GW entered operation, while tighter approvals and falling utilisation pointed to growing oversupply.
- [Australian coal industry contributes $164.9bn to the national economy](https://thecoalhub.com/report-presentation/australian-coal-industry-contributes-164-9bn-to-the-national-economy/): Australian coal contributed $164.9bn in value added and supported 782,243 jobs in 2024/25, according to a new industry report.
- [Global coal prices split as European winter demand firms and Asian buying softens](https://thecoalhub.com/report-presentation/global-coal-prices-split-as-european-winter-demand-firms-and-asian-buying-softens/): Global coal prices diverge as European winter demand lifts API2, while weak Asian buying pressures API4 and key export markets.
- [US coal exports could grow with new ports, rail investment and regulatory reform, report says](https://thecoalhub.com/report-presentation/us-coal-exports-could-grow-with-new-ports-rail-investment-and-regulatory-reform-report-says/): US coal exports could expand through new ports, stronger rail capacity and regulatory reforms that reduce logistics costs and improve competitiveness.
- [India coking coal production expansion highlights need for methane abatement](https://thecoalhub.com/report-presentation/india-coking-coal-production-expansion-highlights-need-for-methane-abatement/): India coking coal output is set to rise sharply, increasing the need to integrate cost-effective methane abatement into new mine development.
- [US coal fleet should remain in service into the 2040s, report says](https://thecoalhub.com/report-presentation/us-coal-fleet-should-remain-in-service-into-the-2040s-report-says/): The US coal fleet should operate into the 2040s to support rising power demand, grid reliability and growing data-centre loads.
- [Coal-fired generation rises as higher gas prices drive fuel switching](https://thecoalhub.com/report-presentation/coal-fired-generation-rises-as-higher-gas-prices-drive-fuel-switching/): Coal-fired generation is forecast to rise in 2026 as higher gas prices drive fuel switching and electricity demand strengthens.
- [US power market under pressure from growing demand and reliability risks](https://thecoalhub.com/report-presentation/us-power-market-under-pressure-from-growing-demand-and-reliability-risks/): The US power market faces rising demand and reliability risks as coal plant forced outages increase and large electricity loads expand.
- [India coal imports fall 7% in June as thermal coal demand softens](https://thecoalhub.com/report-presentation/india-coal-imports-fall-7-in-june-as-thermal-coal-demand-softens/): India coal imports fell 7% year-on-year in June 2026 as thermal coal demand softened, while first-half coking coal imports remained higher.
- [Global coal prices rise as geopolitical risks lift thermal markets](https://thecoalhub.com/report-presentation/global-coal-prices-rise-as-geopolitical-risks-lift-thermal-markets/): Global coal prices rose as geopolitical tensions and supply risks supported thermal markets, despite weak demand in China and India.
- [China coal power investment shifts as system flexibility and security priorities evolve](https://thecoalhub.com/report-presentation/china-coal-power-investment-shifts-as-system-flexibility-and-security-priorities-evolve/): China coal power investment continues to evolve as China prioritises grid flexibility, energy security and renewable integration across its electricity system.
- [China coal-fired power shifts from baseload generation to grid flexibility](https://thecoalhub.com/report-presentation/china-coal-fired-power-shifts-from-baseload-generation-to-grid-flexibility/): China coal-fired power is shifting from baseload generation to providing grid flexibility as renewable energy expands and China's power system evolves.
- [China coal: New report questions whether renewables can displace fossil fuels](https://thecoalhub.com/report-presentation/china-coal-new-report-questions-whether-renewables-can-displace-fossil-fuels/): China coal remains central to the country's power system as grid bottlenecks, transmission constraints and policy challenges slow renewable integration.
- [TTF gas prices push European power prices higher](https://thecoalhub.com/report-presentation/ttf-gas-prices-push-european-power-prices-higher/): TTF gas prices pushed European power prices higher as rising CO₂ costs and weaker renewable generation tightened electricity markets.
- [German coal phase-out faces delays in replacement gas capacity](https://thecoalhub.com/report-presentation/german-coal-phase-out-faces-delays-in-replacement-gas-capacity/): German coal phase-out plans face replacement capacity delays as slow gas development raises supply security and power price risks.
- [APEC coal demand remains resilient despite accelerating energy transition](https://thecoalhub.com/report-presentation/apec-coal-demand-remains-resilient-despite-accelerating-energy-transition/): APEC coal demand remains resilient as record energy use and power generation offset rapid growth in renewables across the Asia-Pacific region.
- [Coal power generation benchmark highlights changing economics across the electricity sector](https://thecoalhub.com/report-presentation/coal-power-generation-benchmark-highlights-changing-economics-across-the-electricity-sector/): Coal power generation faces higher new-build costs as fuel prices, carbon pricing and capital pressures reshape electricity economics.
- [Indian coal imports decline as domestic output reduces import demand](https://thecoalhub.com/report-presentation/indian-coal-imports-decline-as-domestic-output-reduces-import-demand/): Indian coal imports declined in June as stronger domestic production reduced thermal coal demand and reshaped purchasing across key sectors.
- [European grid planners outline future with diminishing role for coal-fired generation](https://thecoalhub.com/report-presentation/european-grid-planners-outline-future-with-diminishing-role-for-coal-fired-generation/): Coal-fired generation becomes almost negligible after 2030 as European grid scenarios favour renewables, electrification and low-carbon flexibility.
- [European electrification plan aims to reshape the EU energy system](https://thecoalhub.com/report-presentation/european-electrification-plan-aims-to-reshape-the-eu-energy-system/): European electrification plans target industry, transport and buildings, reshaping the EU energy system and the long-term outlook for thermal coal.
- [Global coal prices firm as freight risks offset weak Asian demand](https://thecoalhub.com/report-presentation/global-coal-prices-firm-as-freight-risks-offset-weak-asian-demand/): Global coal prices firm as freight risks support Atlantic markets, while weak Chinese and Indian demand keeps Asian trade subdued.
- [Global coal prices decline as Asian import demand remains subdued](https://thecoalhub.com/report-presentation/global-coal-prices-decline-as-asian-import-demand-remains-subdued/): Global coal prices declined as weak demand from China and India pressured South African, Indonesian, Australian and Russian markets.
- [Australian coal prices to stay supported as buyers seek LNG alternatives](https://thecoalhub.com/report-presentation/australian-coal-prices-to-stay-supported-as-buyers-seek-lng-alternatives/): Australian coal prices are expected to remain supported as buyers seek LNG alternatives, although exports and earnings gradually decline.
- [Higher LNG prices expected to drive gas-to-coal switching across Asia](https://thecoalhub.com/report-presentation/higher-lng-prices-expected-to-drive-gas-to-coal-switching-across-asia/): Higher LNG prices are expected to accelerate gas-to-coal switching and support greater coal-fired generation across several Asian markets.
- [Indonesia coal demand set to rise as aluminium expansion drives captive power projects](https://thecoalhub.com/report-presentation/indonesia-coal-demand-set-to-rise-as-aluminium-expansion-drives-captive-power-projects/): Indonesia coal demand could rise as expanding alumina refineries and aluminium smelters drive almost 10 GW of captive coal power projects.
- [EU Emissions Trading System review could reshape gas-fired generation economics across Europe](https://thecoalhub.com/report-presentation/eu-emissions-trading-system-review-could-reshape-gas-fired-generation-economics-across-europe/): The EU Emissions Trading System review could reshape carbon prices and the economics of gas- and coal-fired generation across Europe.
- [Indonesia coal policy raises concerns over proposed export monopoly](https://thecoalhub.com/report-presentation/indonesia-coal-policy-raises-concerns-over-proposed-export-monopoly/): Indonesia coal exports face uncertainty as a proposed state export monopoly raises policy, pricing and market concerns.
- [Malaysia: coal retirements must not create LNG dependence](https://thecoalhub.com/report-presentation/malaysia-coal-retirements-must-not-create-lng-dependence/): Coal retirements in Malaysia must be managed carefully to avoid long-term LNG dependence while scaling renewables and storage.
- [US coal shipments remain dominated by the power sector](https://thecoalhub.com/report-presentation/us-coal-shipments-remain-dominated-by-the-power-sector/): US coal shipments remained dominated by power sector demand, with domestic distribution reaching about 100.5 million short tons in Q1 2026.
- [Power generation costs and the changing competitive landscape for coal-fired power](https://thecoalhub.com/report-presentation/power-generation-costs-and-the-changing-competitive-landscape-for-coal-fired-power/): Power generation costs are reshaping competition between renewables, storage and coal-fired power in electricity markets.
- [Coal ash could offer a new source of critical minerals](https://thecoalhub.com/report-presentation/coal-ash-could-offer-a-new-source-of-critical-minerals/): Coal ash could become a domestic source of gallium, supporting critical mineral supply for semiconductors and advanced electronics.
- [India coal imports fell 17% as domestic supply reduced import demand](https://thecoalhub.com/report-presentation/india-coal-imports-fell-17-as-domestic-supply-reduced-import-demand/): India coal imports fell 17% in May 2026 as domestic supply reduced import demand, while coking coal imports climbed to a record high.
- [Report questions long-term outlook for Australian metallurgical coal](https://thecoalhub.com/report-presentation/report-questions-long-term-outlook-for-australian-metallurgical-coal/): Metallurgical coal outlook examined as India's changing steel strategy and supply diversification raise questions over future Australian coal demand.
- [Global coal prices diverge as Asian demand weakens and Atlantic markets strengthen](https://thecoalhub.com/report-presentation/global-coal-prices-diverge-as-asian-demand-weakens-and-atlantic-markets-strengthen/): Global coal prices diverged as weak Asian demand pressured supply, while Atlantic demand supported select grades.
- [Global coal demand remains resilient despite the energy transition](https://thecoalhub.com/report-presentation/global-coal-demand-remains-resilient-despite-the-energy-transition/): Global coal demand continues to demonstrate remarkable resilience despite the accelerating energy transition. The latest global energy review highlights continued growth in major markets including China and India, with energy security and industrial competitiveness increasingly shaping national energy strategies. The report notes that while coal’s share of global energy is declining, overall coal use remains
- [US coal-fired generation could benefit from prolonged energy market disruption](https://thecoalhub.com/report-presentation/us-coal-fired-generation-could-benefit-from-prolonged-energy-market-disruption/): US coal-fired generation could benefit from prolonged energy market disruption as higher natural gas prices improve coal's competitiveness in U.S. power markets
- [Coal mine closures have lasting economic impact across U.S. Appalachia](https://thecoalhub.com/report-presentation/coal-mine-closures-have-lasting-economic-impact-across-u-s-appalachia/): Coal mine closures have caused lasting economic losses across U.S. Appalachia, reducing jobs, wages and local output.
- [Coal-fired generation in Australia’s energy market](https://thecoalhub.com/report-presentation/coal-fired-generation-in-australias-energy-market/): Coal-fired generation remains an important part of Australia’s energy market as the country’s electricity system continues to evolve. This report examines the future role of coal-fired power alongside gas, renewable energy, storage and transmission infrastructure, providing a long-term outlook for the National Electricity Market through 2050. Coal-fired generation has long underpinned Australia’s electricity supply, but
- [China coal market faces tighter domestic supply ahead of summer](https://thecoalhub.com/report-presentation/china-coal-market-faces-tighter-domestic-supply-ahead-of-summer/): China coal market supply is tightening as mine inspections, summer power demand and lower Indonesian exports support import needs.
- [ASEAN coal strategies for a changing energy landscape](https://thecoalhub.com/report-presentation/asean-coal-strategies-for-a-changing-energy-landscape/): ASEAN coal transition strategies focus on financing, plant modernisation, biomass co-firing and carbon capture to support energy security.
- [Global coal prices decline as weak demand weighs on coal markets](https://thecoalhub.com/report-presentation/global-coal-prices-decline-as-weak-demand-weighs-on-coal-markets/): Global coal prices declined as weak Asian demand, easing supply risks and softer futures weighed on thermal coal markets.
- [Expanding US coal exports and strengthening it's global market position](https://thecoalhub.com/report-presentation/expanding-us-coal-exports-and-strengthening-its-global-market-position/): US coal exports remain central to America's coal strategy as new trade agreements and infrastructure investments support global market growth.
- [US coal fleet modernization gains momentum as reliability concerns grow](https://thecoalhub.com/report-presentation/us-coal-fleet-modernization-gains-momentum-as-reliability-concerns-grow/): US coal fleet modernization is gaining attention as reliability concerns, data-centre growth and rising electricity demand reshape power planning.
- [New analysis highlights financial and market risks facing Whitehaven Coal](https://thecoalhub.com/report-presentation/new-analysis-highlights-financial-and-market-risks-facing-whitehaven-coal/): Whitehaven Coal faces renewed scrutiny as IEEFA highlights debt, thermal coal market and emissions liability risks.
- [AI power demand continues to reshape the future energy supply debate](https://thecoalhub.com/report-presentation/ai-power-demand-continues-to-reshape-the-future-energy-supply-debate/): AI power demand is reshaping energy supply debates as data-centre growth raises concerns over grids, generation and reliability.
- [Southeast Asia coal demand remains resilient despite energy transition plans](https://thecoalhub.com/report-presentation/southeast-asia-coal-demand-remains-resilient-despite-energy-transition-plans/): Coal demand remains resilient in Southeast Asia as coal supplies nearly half of power generation despite renewable energy growth.
- [US power reliability concerns grow as demand outpaces new generation](https://thecoalhub.com/report-presentation/us-power-reliability-concerns-grow-as-demand-outpaces-new-generation/): Power reliability risks are rising in the US as data centres, electrification and generator retirements tighten electricity supply.
- [Global coal prices fall as weak Asian demand pressures seaborne markets](https://thecoalhub.com/report-presentation/global-coal-prices-fall-as-weak-asian-demand-pressures-seaborne-markets/): Global coal prices fell as weak Asian demand, high inventories and lower energy prices pressured major seaborne coal markets.
- [Global coal prices mixed as Indonesia and Australia rise while South Africa weakens](https://thecoalhub.com/report-presentation/global-coal-prices-mixed-as-indonesia-and-australia-rise-while-south-africa-weakens/): Global coal prices were mixed as Indonesia and Australia gained support, while South African and Russian coal faced weak demand.
- [Global coal market steadies as demand holds near record highs](https://thecoalhub.com/report-presentation/global-coal-market-steadies-as-demand-holds-near-record-highs/): Global coal market demand held near a record 8.9 billion tonnes in 2025 as production grew and prices became more stable.
- [Global steel demand remains fragile as excess capacity pressures intensify](https://thecoalhub.com/report-presentation/global-steel-demand-remains-fragile-as-excess-capacity-pressures-intensify/): Global steel demand remains fragile as excess capacity, shifting trade flows and higher metallurgical coal costs pressure steel markets.
- [Turkish coal imports remain exposed to global energy market disruptions](https://thecoalhub.com/report-presentation/turkish-coal-imports-remain-exposed-to-global-energy-market-disruptions/): Turkish coal imports remain exposed to global energy disruptions as Türkiye relies heavily on imported fossil fuels and volatile markets.
- [U.S. coal production outlook points to lower output through 2027](https://thecoalhub.com/report-presentation/u-s-coal-production-outlook-points-to-lower-output-through-2027/): U.S. coal production is forecast to decline through 2027 as power-sector demand softens and competing fuels gain market share.
- [NSW coal industry faces tighter emissions rules under new government roadmap](https://thecoalhub.com/report-presentation/nsw-coal-industry-faces-tighter-emissions-rules-under-new-government-roadmap/): NSW coal industry faces tougher emissions rules as the government supports mine extensions and regional transition planning.
- [Global steel production slips in 2025 as India gains ground](https://thecoalhub.com/report-presentation/global-steel-production-slips-in-2025-as-india-gains-ground/): Global steel production, crude steel, India steel, China steel, metallurgical coal, coking coal, steel demand, steelmaking, iron ore, World Steel Association
- [Coal plant value in focus as 640 GW of coal fired generation comes under review](https://thecoalhub.com/report-presentation/coal-plant-value-in-focus-as-640-gw-of-coal-fired-generation-comes-under-review/): Coal fired generation faces review as 640 GW of planned coal capacity raises questions over plant value and investment risk.
- [Global coal prices hold firm as supply concerns support market sentiment](https://thecoalhub.com/report-presentation/global-coal-prices-hold-firm-as-supply-concerns-support-market-sentiment/): Global coal prices held firm as Indonesia supply uncertainty, healthy Asian demand and cautious Indian buying shaped the market.
- [Coal fired generation helps Asian economies navigate energy supply shocks](https://thecoalhub.com/report-presentation/coal-fired-generation-helps-asian-economies-navigate-energy-supply-shocks/): Coal fired generation is helping Asian economies manage energy supply shocks, fuel shortages and rising power costs.
- [Flexible coal power could play a larger role in Asia's energy transition](https://thecoalhub.com/report-presentation/flexible-coal-power-could-play-a-larger-role-in-asias-energy-transition/): Flexible coal power could support Asia’s energy transition by helping integrate renewables and maintain grid reliability.
- [Australian manufacturing faces growing pressure from energy costs](https://thecoalhub.com/report-presentation/australian-manufacturing-faces-growing-pressure-from-energy-costs/): Australian manufacturing faces pressure from rising energy costs, ageing coal power and volatile gas markets, a new report warns.
- [Indian steel industry faces growing questions over long-term coking coal dependence](https://thecoalhub.com/report-presentation/indian-steel-industry-faces-growing-questions-over-long-term-coking-coal-dependence/): Indian steel industry faces rising coking coal, currency and carbon tariff risks as green steel costs move closer to parity.
- [Power generation costs may favour coal more than widely believed](https://thecoalhub.com/report-presentation/power-generation-costs-may-favour-coal-more-than-widely-believed/): Power generation costs may favour coal when full system costs, backup, storage and grid reliability are included in electricity analysis.
- [Energy security drives global coal investment to 14-year high](https://thecoalhub.com/report-presentation/energy-security-drives-global-coal-investment-to-14-year-high/): Global coal investment is set to hit a 14-year high as China and India boost coal supply, infrastructure and energy security.
- [Indonesian coal exports face major overhaul under new state-controlled gateway](https://thecoalhub.com/report-presentation/indonesian-coal-exports-face-major-overhaul-under-new-state-controlled-gateway/): Indonesian coal exports could shift under a state-controlled gateway as PT DSI centralises trade, payments and export oversight.
- [Global coal prices stay firm as Asian demand and supply tightness support market sentiment](https://thecoalhub.com/report-presentation/global-coal-prices-stay-firm-as-asian-demand-and-supply-tightness-support-market-sentiment/): Global coal prices stayed firm as Asian demand, China heatwaves and Indonesian supply tightness supported market sentiment.
- [Indian green steel strategy raises long-term questions for coking coal demand](https://thecoalhub.com/report-presentation/indian-green-steel-strategy-raises-long-term-questions-for-coking-coal-demand/): Indian green steel strategy could reduce long-term coking coal import exposure as hydrogen-based steelmaking gains ground.
- [Coal price forecasts point to continued market resilience through 2030](https://thecoalhub.com/report-presentation/coal-price-forecasts-point-to-continued-market-resilience-through-2030/): Coal price forecasts show resilient hard coking coal and Newcastle thermal coal markets through 2030, according to KPMG’s latest bulletin.
- [Coal ash rare earths opportunity gains momentum in Pennsylvania](https://thecoalhub.com/report-presentation/coal-ash-rare-earths-opportunity-gains-momentum-in-pennsylvania/): Coal ash in Pennsylvania could become a domestic source of rare earth elements, supporting critical minerals supply chains and regional industry.
- [Global coal prices stay cautious as India’s coal and coke imports rise in April](https://thecoalhub.com/report-presentation/global-coal-prices-stay-cautious-as-indias-coal-and-coke-imports-rise-in-april/): Global coal prices stayed cautious as India’s coal and coke imports rose in April, led by higher thermal and coking coal volumes.
- [Global coal prices strengthen on firm China demand and export market support](https://thecoalhub.com/report-presentation/global-coal-prices-strengthen-on-firm-china-demand-and-export-market-support/): Global coal prices strengthened as China demand, tight Indonesian supply and firm export markets supported weekly coal sentiment.
- [Coal power dependence in Southeast Asia may prove difficult to unwind](https://thecoalhub.com/report-presentation/coal-power-dependence-in-southeast-asia-may-prove-difficult-to-unwind/): Coal power dependence in Southeast Asia may prove difficult to unwind amid rising electricity demand, energy security concerns and gas volatility.
- [Coal power generation returns as LNG crisis tightens global gas markets](https://thecoalhub.com/report-presentation/coal-power-generation-returns-as-lng-crisis-tightens-global-gas-markets/): Coal power generation returns as LNG disruption tightens gas markets, forcing Europe and Asia to switch fuels for short-term energy security.
- [Steel industry keeps betting on metallurgical coal despite green steel push](https://thecoalhub.com/report-presentation/steel-industry-keeps-betting-on-metallurgical-coal-despite-green-steel-push/): Steelmakers continue to rely on metallurgical coal as blast furnace projects outpace retirements despite the green steel push.
- [AI-driven power demand boosts coal power generation economics in US capacity markets](https://thecoalhub.com/report-presentation/ai-driven-power-demand-boosts-coal-power-generation-economics-in-us-capacity-markets/): Coal power generation economics improved in PJM as data centre demand tightened US power markets and lifted new coal net revenues.
- [Global coal prices rise as energy market volatility and supply concerns support coal futures](https://thecoalhub.com/report-presentation/global-coal-prices-rise-as-energy-market-volatility-and-supply-concerns-support-coal-futures/): Global coal prices rose as energy volatility, LNG concerns and tighter Asian supply supported API2, API4 and Indonesian coal markets.
- [China coal demand gains as Hormuz crisis reinforces energy security concerns](https://thecoalhub.com/report-presentation/china-coal-demand-gains-as-hormuz-crisis-reinforces-energy-security-concerns/): China coal demand is gaining strategic support as Beijing prioritises thermal power, domestic supply and energy security amid Hormuz disruption.
- [Australian coal generation holds in evolving power market dynamics](https://thecoalhub.com/report-presentation/australian-coal-generation-declines-as-batteries-reshape-power-market-dynamics/): Australian coal generation fell 4.4% in Q1 2026 as battery storage growth and renewables reshaped the National Electricity Market.
- [India coal generation remains dominant despite rapid renewable growth](https://thecoalhub.com/report-presentation/india-coal-generation-remains-dominant-despite-rapid-renewable-growth/): India coal generation fell 1% in Q4 2025–26 as renewable output surged, though curtailment and coal capacity remain key issues.
- [Coal in cement and concrete: global fuel use and decarbonisation pathways](https://thecoalhub.com/report-presentation/coal-in-cement-and-concrete-global-fuel-use-and-decarbonisation-pathways/): Coal in cement and concrete remains a major fuel source, with 284 Mt used in 2024 as the sector weighs clinker cuts and alternatives.
- [Global coal prices firm as Asian restocking and supply tightness support market](https://thecoalhub.com/report-presentation/global-coal-prices-firm-as-asian-restocking-and-supply-tightness-support-market/): Global coal prices firm as Asian restocking, tighter supply and stronger demand support seaborne thermal coal markets.
- [India coal imports fall 9% in March 2026 despite monthly recovery](https://thecoalhub.com/report-presentation/india-coal-imports-fall-9-in-march-2026-despite-monthly-recovery/): India coal imports fell 9% YoY in March 2026 to 20.8 MMT, despite an 8% MoM recovery led by thermal and coking coal.
- [Global coal prices firm as Asian demand strengthens and supply tightens](https://thecoalhub.com/report-presentation/global-coal-prices-firm-as-asian-demand-strengthens-and-supply-tightens/): Global coal prices rise on strong Asian demand, tightening supply, and improving market sentiment across key coal exporting regions.
- [Long term India coal demand locked in by industrial growth](https://thecoalhub.com/report-presentation/long-term-india-coal-demand-locked-in-by-industrial-growth/): India coal demand remains strong as industrial growth and energy needs sustain coal’s dominant role despite rising clean energy investment.
- [European power system adequacy tested as energy mix shifts](https://thecoalhub.com/report-presentation/european-power-system-adequacy-tested-as-energy-mix-shifts/): European power system adequacy is tested as coal and thermal capacity decline, raising concerns over reliability and investment in replacement capacity.
- [Global coal mine methane emissions remain high as reporting gaps mask true scale](https://thecoalhub.com/report-presentation/global-coal-mine-methane-emissions-remain-high-as-reporting-gaps-mask-true-scale/): Global coal mine methane emissions remain high, with major reporting gaps masking the true scale despite low-cost solutions.
- [Coal India production falls short of targets as stockpiles rise](https://thecoalhub.com/report-presentation/coal-india-production-falls-short-of-targets-as-stockpiles-rise/): Coal India production fell 2% to 768 MT in FY2025-26, missing targets as inventories rose and demand weakened across the market.
- [Australia coal emissions decline driven by disruption not abatement](https://thecoalhub.com/report-presentation/australia-coal-emissions-decline-driven-by-disruption-not-abatement/): Australia coal emissions are falling due to disruptions and offsets, not real abatement, raising concerns over emissions integrity.
- [Coal fired power under pressure from renewables as demand persists in Asia](https://thecoalhub.com/report-presentation/coal-fired-power-under-pressure-from-renewables-as-demand-persists-in-asia/): Coal fired power is facing growing pressure from rapidly expanding renewables, which are now meeting most global electricity demand growth. However, demand remains resilient in Asia, where coal continues to play a central role in power generation. Coal fired power is increasingly under pressure globally as renewables, led by record solar growth, meet all new
- [Global coal demand stabilises as power markets undergo structural shift](https://thecoalhub.com/report-presentation/global-coal-demand-stabilises-as-power-markets-undergo-structural-shift/): Global coal demand is stabilising as structural shifts in power generation reshape electricity markets, with renewables and nuclear increasingly meeting incremental demand growth while coal’s role remains critical for system reliability. Global coal demand grew only marginally in 2025, signalling a stabilisation phase after years of post-pandemic growth. According to the IEA, coal consumption rose
- [Met coal demand to decline as green steel transition accelerates?](https://thecoalhub.com/report-presentation/met-coal-demand-to-decline-as-green-steel-transition-accelerates/): According to the authors, met coal demand has plateaued and is expected to decline in the coming years, as the shift toward low-carbon steel production begins to reshape the long-term outlook for the sector. Met coal demand is showing signs of structural weakness, with consumption having plateaued and expected to decline as steelmaking technologies shift.
- [Coal blind spots in energy security and transition policy](https://thecoalhub.com/report-presentation/coal-blind-spots-in-energy-security-and-transition-policy/): FutureCoal argues that coal blind spots continue to distort how media, markets and policymakers assess energy security, industrial resilience and emissions reduction. The report says coal blind spots risk weakening transition strategies by overlooking modern coal technologies, CCS, pollution controls and coal’s role in emerging economies. FutureCoal’s report examines coal blind spots in current energy
- [US met coal offers limited relief for India’s energy security](https://thecoalhub.com/report-presentation/us-met-coal-offers-limited-relief-for-indias-energy-security/): US met coal offers India some supplier diversification, but limited protection from global price shocks. The report argues India’s stronger energy security route is reducing met coal dependence through scrap-based EAF steelmaking and green hydrogen. US met coal offers limited relief for India as its steel sector expands and import dependence rises. The report finds
- [China power sector reform and coal capacity risks](https://thecoalhub.com/report-presentation/china-power-sector-reform-and-coal-capacity-risks/): China power sector reform is accelerating, but coal capacity additions and provincial market barriers are raising cost and overcapacity risks. The report says renewables are growing fast enough to support China’s clean-energy transition, while coal and gas face changing roles in a more complex power market. China power sector reform is entering a difficult mid-game
- [Global coal prices show mixed trends as supply constraints support gains while weak demand caps upside](https://thecoalhub.com/report-presentation/global-coal-prices-show-mixed-trends-as-supply-constraints-support-gains-while-weak-demand-caps-upside/): Global coal prices remain mixed, with improving demand in China and Australia supporting prices, while subdued buying in India and oversupply in the US weigh on the market. Supply constraints in Indonesia and steady South African exports are providing price support amid broader cautious sentiment. Global coal prices are exhibiting a mixed trend driven by
- [India petcoke imports decline sharply in March 2026 as coal gains competitiveness](https://thecoalhub.com/report-presentation/india-petcoke-imports-decline-sharply-in-march-2026-as-coal-gains-competitiveness/): India petcoke imports fell to 0.78 MMT in March 2026, marking a 31% YoY decline despite a slight MoM recovery. The drop reflects weak demand, particularly in the cement sector, as coal continues to outperform petcoke on pricing and flexibility. India petcoke imports declined to 0.78 MMT in March 2026, down 31% YoY, highlighting continued
- [India coal imports fell in March 2026 as thermal coal demand weakened](https://thecoalhub.com/report-presentation/india-coal-imports-fell-in-march-2026-as-thermal-coal-demand-weakened/): India coal imports declined 9% YoY to 20.82 MMT in March 2026, led by weaker thermal coal and petcoke shipments. India coal imports were lower YTD at 61.10 MMT, though coking coal, PCI and metcoke imports increased. India coal imports fell to 20.82 MMT in March 2026, down 9% YoY but up 8.1% MoM. Thermal
- [Global coal prices fall sharply as easing tensions and weak demand weigh on markets](https://thecoalhub.com/report-presentation/global-coal-prices-fall-sharply-as-easing-tensions-and-weak-demand-weigh-on-markets/): Global coal prices declined this week as markets corrected following earlier geopolitical-driven gains. Softer natural gas prices and subdued demand across key regions reduced coal competitiveness and pressured prices downward. Global coal prices moved lower this week, led by a sharp correction in European API2 futures as easing geopolitical tensions reduced the risk premium across
- [Slower energy transition extends thermal generation in European power markets](https://thecoalhub.com/report-presentation/slower-energy-transition-extends-thermal-generation-in-european-power-markets/): A slower energy transition could extend the role of thermal generation in European power markets as delayed electrification and weaker renewable build-out keep fossil fuel demand higher for longer. AFRY’s Delayed Transition scenario also suggests structurally higher long-term power prices, supporting existing thermal and renewable assets while creating a more difficult outlook for new low-carbon
- [Rising risks for gas fired power reshape power market dynamics](https://thecoalhub.com/report-presentation/rising-risks-for-gas-fired-power-reshape-power-market-dynamics/): Gas fired power is facing mounting financial risks as fuel price volatility, rising LNG exports and higher capital costs erode its competitiveness. As renewables and battery storage scale rapidly, the long-term role of conventional fuels in power markets is becoming increasingly uncertain. Gas fired power is under growing pressure from rising costs and market volatility,
- [Global seaborne coal imports fall to five-year low as energy crisis fails to lift demand](https://thecoalhub.com/report-presentation/global-seaborne-coal-imports-fall-to-five-year-low-as-energy-crisis-fails-to-lift-demand/): Global seaborne coal imports declined sharply in March 2026, reaching a five-year low despite a major energy shock. Structural shifts such as renewable expansion, weaker industrial activity, and higher domestic production are suppressing demand. Global seaborne coal imports fell to 102.8 Mt in March 2026, marking a 7.6% year-on-year decline and the lowest March level
- [US coal plays strategic role in energy security](https://thecoalhub.com/report-presentation/us-coals-strategic-role-in-energy-security/): US coal is regaining attention as part of the energy security debate, particularly as electricity demand rises and concerns around grid reliability intensify. The report highlights how existing coal-fired power plants are being leveraged as a short-term solution to support baseload capacity, especially in regions facing transmission constraints, gas supply limitations, or delays in new
- [Global coal prices fall as API2 drops sharply and thermal coal markets soften](https://thecoalhub.com/report-presentation/global-coal-prices-fall-as-api2-drops-sharply-and-thermal-coal-markets-soften/): Global coal prices moved lower this week, led by a sharp correction in API2 European coal futures and softer sentiment across major thermal coal markets. Lower gas prices, easing geopolitical risk premium, cautious buying and weaker demand kept pressure on coal benchmarks across Europe, South Africa, Indonesia and Australia. Global coal prices weakened this week
- [Coal economics in Southeast Asia’s energy crisis](https://thecoalhub.com/report-presentation/coal-economics-in-southeast-asias-energy-crisis/): A new Zero Carbon Analytics report examines how the latest oil and gas price shock is affecting power choices across Southeast Asia. It argues that the crisis is renewing focus on coal in the short term, while also intensifying scrutiny of coal economics in Southeast Asia’s energy crisis as governments weigh affordability, fuel security and
- [U.S. coal outlook 2026 shows lower power burn and stock builds](https://thecoalhub.com/report-presentation/u-s-coal-outlook-2026-shows-lower-power-burn-and-stock-builds/): The U.S. coal outlook 2026 points to weaker coal use in the power sector as electricity generation shifts further toward gas and renewables. EIA expects coal consumption and production to decline this year, while utility coal inventories build during the first half before easing later in the year. The U.S. coal outlook 2026 remains soft
- [India met coke market outlook highlights steel growth and import trends](https://thecoalhub.com/report-presentation/india-met-coke-market-outlook-highlights-steel-growth-and-import-trends/): India met coke market outlook shows how rising steel production is reshaping demand for coking coal, PCI, and met coke amid shifting import patterns and policy intervention. The presentation highlighted key insights on India’s steel sector growth, evolving met coke market dynamics, import trends, policy developments, and the future outlook for coal and coke demand,
- [Global coal prices slip on weak demand despite volatile gas and tight supply signals](https://thecoalhub.com/report-presentation/global-coal-prices-slip-on-weak-demand-despite-volatile-gas-and-tight-supply-signals/): Global coal prices were mixed this week, with European and South African futures easing as demand stayed soft, while some Indonesian, Australian and US grades showed resilience. Higher gas volatility, cautious Indian and Chinese buying, and firm supply-side constraints kept global coal prices rangebound rather than sharply lower. Global coal prices remained under pressure this
- [India energy statistics 2026 shows coal dominance and rising renewable capacity](https://thecoalhub.com/report-presentation/india-energy-statistics-2026-shows-coal-dominance-and-rising-renewable-capacity/): India energy statistics 2026 shows that coal remained the backbone of the country’s energy supply in FY 2024-25, while renewable capacity and power generation continued to grow strongly. The report also highlights higher electricity availability, rising crude oil imports, and expanding investment and credit flow into the energy sector. India energy statistics 2026 presents a
- [Taiwan coal phase-out plans highlight limits to transition](https://thecoalhub.com/report-presentation/taiwan-coal-phase-out-plans-highlight-limits-to-transition/): Taiwan coal phase-out plans are running up against practical limits, even as policymakers aim to cut coal’s share of generation to 20% by 2030. The report shows coal use is declining, but coal still supplied 40% of electricity generation in 2024 and the full phase-out of major assets such as Taichung stretches well into the
- [U.S. coal distribution eases in Q4 2025 despite annual growth](https://thecoalhub.com/report-presentation/u-s-coal-distribution-eases-in-q4-2025-despite-annual-growth/): U.S. coal distribution totaled an estimated 107.1 million short tons in the fourth quarter of 2025, down 3.6% from the previous quarter but up 5.5% from a year earlier. Wyoming remained the leading coal-origin state, Texas was the top destination, and the power sector accounted for 91.8% of total shipments. U.S. coal distribution reached an
- [Winter Storm Fern coal generation shows why dispatchable power remains essential](https://thecoalhub.com/report-presentation/winter-storm-fern-coal-generation-shows-why-dispatchable-power-remains-essential/): Winter Storm Fern coal generation played a central role in keeping power systems reliable during a prolonged extreme cold event. The report shows coal and other dispatchable thermal resources met a large share of incremental demand, helped stabilize the grid across multiple regions, and reduced wholesale power costs during peak stress. Winter Storm Fern coal
- [India turns to coal as gas supply risks mount amid Gulf tensions](https://thecoalhub.com/report-presentation/india-turns-to-coal-as-gas-supply-risks-mount-amid-gulf-tensions/): India coal demand is rising as gas supply disruptions and higher LNG costs force the country to rely more heavily on coal-fired power to meet surging electricity demand. As the backbone of the power system, coal is being called on to stabilise the grid, underlining its continued role during periods of energy market stress. India’s
- [Coal emissions from mining dominate sector footprint as demand persists](https://thecoalhub.com/report-presentation/coal-emissions-from-mining-dominate-sector-footprint-as-demand-persists/): Coal emissions remain one of the biggest drivers of greenhouse gas output in the mining and metals sector, with coal mining accounting for 23 per cent of sector Scope 1 and 2 emissions in 2024, largely due to methane released during extraction. Despite decarbonisation efforts, thermal coal demand is expected to rise in the short
- [EU ETS changes could reshape coal’s role in power generation](https://thecoalhub.com/report-presentation/eu-ets-changes-could-reshape-coals-role-in-power-generation/): EU ETS coal dynamics highlight how carbon pricing continues to shape the competitiveness of coal-fired power in Europe. Policy changes affecting gas generation could accelerate coal’s decline across the power sector. EU ETS coal dynamics remain central to the future of power generation in Europe, with carbon pricing continuing to drive the competitiveness of coal-fired
- [Global coal prices soften in thermal markets as coking coal and petcoke stay firm](https://thecoalhub.com/report-presentation/global-coal-prices-soften-in-thermal-markets-as-coking-coal-and-petcoke-stay-firm/): Global coal prices showed mixed movement this week, with thermal coal benchmarks under pressure as softer gas prices, cautious buying and ample inventories weighed on sentiment. At the same time, coking coal extended gains on gradual demand recovery, while petcoke prices surged on tighter prompt availability and firmer offers. Global coal prices were mixed over
- [Australia flags major freight and port upgrades to support bulk commodities](https://thecoalhub.com/report-presentation/australia-flags-major-freight-and-port-upgrades-to-support-bulk-commodities/): Australia’s infrastructure roadmap highlights the importance of freight rail and port upgrades to keep bulk commodity supply chains efficient, including coal exports. The report shows that stronger rail interoperability, intermodal links and port capacity will be critical to maintaining Australia coal infrastructure competitiveness in global markets. Australia’s latest Infrastructure Priority List underlines the need for
- [Global coal prices shape India’s coal and coke imports as February volumes hit a six-month low](https://thecoalhub.com/report-presentation/global-coal-prices-shape-indias-coal-and-coke-imports-as-february-volumes-hit-a-six-month-low/): Global coal prices remained firm in February 2026 as supply disruptions and elevated seaborne pricing weighed on buying appetite, while India’s total coal and coke imports slipped to 19.32 MMT, a six-month low. Thermal coal imports softened, petcoke fell to a four-year low, and coking coal moderated, although met coke and anthracite showed notable strength.
- [European electricity prices and fossil fuel shocks since the 1970s](https://thecoalhub.com/report-presentation/european-electricity-prices-and-fossil-fuel-shocks-since-the-1970s/): This report argues that European electricity prices have remained structurally tied to upstream fossil fuel shocks across five decades, regardless of whether markets were regulated or liberalised. Its central lesson is that price stability depends not only on more renewables, but on diversifying marginal flexibility away from fossil fuels. This report examines five major European
- [Global coal prices climb as Middle East tensions lift API2, API4 and petcoke](https://thecoalhub.com/report-presentation/global-coal-prices-climb-as-middle-east-tensions-lift-api2-api4-and-petcoke/): Global coal prices moved higher this week as escalating Middle East tensions pushed gas markets up and strengthened coal benchmarks across Europe and South Africa. Indian demand remained steady with a preference for lower-cost Indonesian coal, while petcoke extended gains to a three-year high. Global coal prices extended their upward trend this week, supported by
- [Indian coal import review shows softer coal and coke imports in February 2026](https://thecoalhub.com/report-presentation/indian-coal-import-review-shows-softer-coal-and-coke-imports-in-february-2026/): Indian coal import review shows India’s coal and coke imports edged lower in February 2026, with total imports at 19.322 MMT and year-to-date imports down 2.46% versus the same period last year. Thermal coal remained the largest import segment, while met coke and anthracite posted strong year-on-year gains. The Indian coal import review for February
- [India coal power remains central despite renewables growth and energy transition push](https://thecoalhub.com/report-presentation/india-coal-power-remains-central-despite-renewables-growth-and-energy-transition-push/): India coal power remains the backbone of the country’s electricity system, supplying about three-quarters of generation even as renewable capacity expands rapidly. The report argues that coal will stay critical to energy security and demand growth while India scales renewables, storage, nuclear and alternative supply chains. India coal power continues to anchor the country’s energy
- [India’s National Generation Adequacy Plan maps power capacity needs to 2035-36](https://thecoalhub.com/report-presentation/indias-national-generation-adequacy-plan-maps-power-capacity-needs-to-2035-36/): India’s National Generation Adequacy Plan sets out how the country can meet rising power demand through 2035-36 while balancing reliability, cost, and decarbonisation. The report projects 459 GW peak demand and 3365 BU energy requirement by 2035-36, with a major role for renewables, storage, and continued coal-based firm generation. The National Generation Adequacy Plan outlines
- [Banpu energy transition shows how a coal producer is repositioning for growth](https://thecoalhub.com/report-presentation/banpu-energy-transition-shows-how-a-coal-producer-is-repositioning-for-growth/): The Banpu energy transition illustrates how a major coal producer is repositioning into a broader energy platform while still leveraging its mining base. Banpu highlights an integrated model spanning mining, logistics, trading, power, gas, CCUS and BESS, with major operations across Indonesia, Australia and China. The Banpu energy transition is a case study in how
- [Poland coal-fired generation faces transition delays and grid bottlenecks](https://thecoalhub.com/report-presentation/poland-coal-fired-generation-faces-transition-delays-and-grid-bottlenecks/): Poland coal-fired generation remains central to power system stability as the country pushes ahead with renewables, grid investment and future nuclear capacity. The ING report argues that while coal capacity is due to shrink in the 2030s, viable replacement capacity, storage and grid upgrades must move faster, and “ghost” projects need to be cleared to
- [NSW coal industry 2026–50 outlines no new greenfield coal mines](https://thecoalhub.com/report-presentation/nsw-coal-industry-2026-50-outlines-no-new-greenfield-coal-mines/): NSW Coal Industry 2026–50 sets out the NSW Government’s long-term policy for coal through to 2050. It rules out new standalone greenfield coal mines, allows extensions to existing operations under strict assessment, and frames coal’s future around export reliability, emissions reduction, and regional transition support. NSW coal industry 2026–50 presents the NSW Government’s policy direction
- [Carbon pricing Southeast Asia: new policies target coal-heavy power sectors](https://thecoalhub.com/report-presentation/carbon-pricing-southeast-asia-new-policies-target-coal-heavy-power-sectors/): Carbon pricing Southeast Asia is gaining momentum as governments explore emissions trading systems and carbon taxes to curb rising emissions from coal-heavy power sectors. Indonesia, the Philippines, and Viet Nam are developing new frameworks that could significantly influence regional energy markets. Carbon pricing Southeast Asia is emerging as a key policy tool as governments seek
- [Energy infrastructure investment outlook highlights shifting global power generation trends](https://thecoalhub.com/report-presentation/energy-infrastructure-investment-outlook-highlights-growing-global-energy-transition-spending/): Energy infrastructure investment is accelerating worldwide as governments and private investors expand spending on power networks, renewable energy and energy transition projects. The latest outlook highlights strong capital flows into energy infrastructure while warning that regulatory and financing challenges could still slow project development. Energy infrastructure investment continues to expand globally as governments and companies
- [Global coal prices retreat as API2 futures cool after previous surge](https://thecoalhub.com/report-presentation/global-coal-prices-retreat-as-api2-futures-cool-after-previous-surge/): Global coal prices softened this week as European API2 coal futures corrected after a strong rally in the previous period. While prices briefly surged earlier in the week, selling pressure and easing natural gas prices contributed to a pullback in the market. The shift reflects profit-taking and changing fuel competitiveness in power generation markets. Global
- [U.S. coal outlook shows declining power demand but modest export recovery](https://thecoalhub.com/report-presentation/u-s-coal-outlook-shows-declining-power-demand-but-modest-export-recovery/): The U.S. coal outlook points to declining coal demand in the domestic power sector as renewable generation expands and coal plants continue to retire. However, coal exports could see a modest recovery supported by improving international prices and additional metallurgical coal production. The U.S. coal outlook highlights a structural decline in domestic coal demand as
- [Indonesia coal sector faces rising risks as Harum Energy shifts toward nickel](https://thecoalhub.com/report-presentation/indonesia-coal-sector-faces-rising-risks-as-harum-energy-shifts-toward-nickel/): Indonesia coal producers are facing growing market and policy risks as global demand dynamics shift and regulatory pressures increase. Harum Energy’s diversification into nickel highlights how companies are repositioning to reduce reliance on Indonesia coal revenues. Indonesia coal producers are navigating a period of rising policy and market uncertainty as export dynamics shift and regulatory
- [Global coal prices surge as geopolitical tensions and gas rally boost demand](https://thecoalhub.com/report-presentation/global-coal-prices-surge-as-geopolitical-tensions-and-gas-rally-boost-demand/): Global coal prices rose sharply this week, driven by European fuel switching and strong demand from India. Supply tightness in major exporting regions further supported market strength. This week, global coal prices experienced significant upward pressure as Europe’s gas price rally encouraged utilities to switch from gas to coal. South African and Australian coal surged
- [Strait of Hormuz disruption highlights coal’s role in China’s energy security](https://thecoalhub.com/report-presentation/strait-of-hormuz-disruption-highlights-coals-role-in-chinas-energy-security/): The Strait of Hormuz has become a focal point for global energy markets as rising tensions threaten flows of crude oil, LNG and refined products from the Middle East. A new analysis examines how a prolonged disruption could affect China’s energy system, which relies heavily on imports from the region. China sources roughly half of
- [Middle East conflict disrupts dry bulk shipping and global commodity trade](https://thecoalhub.com/report-presentation/middle-east-conflict-disrupts-dry-bulk-shipping-and-global-commodity-trade/): Dry bulk shipping is coming under pressure as tensions in the Middle East disrupt flows through the Strait of Hormuz. Analysis from Kpler shows sharp declines in vessel transits, affecting tankers, LNG carriers and bulk vessels. The disruption could tighten vessel supply and influence freight markets for global commodities, including coal. Dry bulk shipping is
- [Global coal prices mixed as European weakness offsets supply tightness in Asia](https://thecoalhub.com/report-presentation/global-coal-prices-mixed-as-european-weakness-offsets-supply-tightness-in-asia/): Global coal prices showed a mixed trend in the week to 28 February 2026, with softer European benchmarks contrasting with firmer conditions in Asia due to supply constraints. Weak seasonal demand weighed on prices in Europe and Australia, while Indonesian supply tightness and steady Asian buying supported South African exports. Global coal prices remained uneven
- [China coal demand unlikely to surge despite AI boom](https://thecoalhub.com/report-presentation/china-coal-demand-unlikely-to-surge-despite-ai-boom/): China coal demand is unlikely to experience a major surge despite the country’s rapid AI and data-centre expansion. New electricity demand from digital infrastructure is expected to remain modest relative to China’s overall power system and may largely offset slower growth in traditional energy-intensive sectors rather than create a new wave of coal consumption. China
- [India coal market growth slows as domestic supply rises and imports stabilise](https://thecoalhub.com/report-presentation/india-coal-market-growth-slows-as-domestic-supply-rises-and-imports-stabilise/): India coal market growth is moderating as domestic production increases and demand stabilises across key sectors. While coal remains the backbone of India’s energy system, rising output and higher inventories are reducing the need for import growth despite continued reliance on coal-fired power. India coal market dynamics are shifting from rapid demand growth toward a
- [Global coal market enters cautious phase as domestic supply reshapes trade flows](https://thecoalhub.com/report-presentation/global-coal-market-enters-cautious-phase-as-domestic-supply-reshapes-trade-flows/): The global coal market is shifting from a growth-driven phase to a more cautious outlook as rising domestic production in major consuming countries reduces import demand. While overall coal consumption remains strong, trade patterns are changing, with volumes stabilising and exporters facing increasing pressure. The global coal market is undergoing a structural transition as domestic
- [Global coal prices rally after Russian export disruption fears](https://thecoalhub.com/report-presentation/global-coal-prices-rally-after-russian-export-disruption-fears/): Global coal prices rallied sharply this week, with API2 Rotterdam futures surging after a drone strike on Russia’s Taman export terminal raised supply disruption fears. Firm Indian demand, tighter Indonesian availability and rising petcoke prices reinforced strength across the thermal coal complex, while coking coal remained broadly stable. Global coal prices strengthened across major benchmarks
- [US coal fleet cheaper than renewable replacement, report argues](https://thecoalhub.com/report-presentation/us-coal-fleet-cheaper-than-renewable-replacement-report-argues/): The US coal fleet remains significantly more cost-effective than replacing retiring plants with new wind, solar or hybrid renewable systems, according to a this recent analysis. The study finds that even under maximum federal tax credits, renewable replacement scenarios carry materially higher 30-year average annual costs and weaker winter reliability compared to continuing coal operations.
- [Indonesia coal: captive coal-fired power expands with nickel smelting](https://thecoalhub.com/report-presentation/indonesia-coal-captive-coal-fired-power-expands-with-nickel-smelting/): Indonesia coal demand is being reinforced by the rapid expansion of captive coal-fired power generation linked to nickel smelting for EV battery supply chains. While Jakarta has pledged to limit new grid-connected coal plants, off-grid industrial power stations in key smelting hubs such as Morowali and Weda Bay continue to grow, highlighting tensions between industrial
- [India coal imports open 2026 with steady January trade flows](https://thecoalhub.com/report-presentation/india-coal-imports-open-2026-with-steady-january-trade-flows/): India coal imports remained a critical driver of global seaborne markets in January 2026, with detailed trade data highlighting shifts across thermal, coking and petcoke segments. The latest monthly review tracks origin-wise, sector-wise and port-wise movements, offering early signals for price direction across Indonesian, South African, Australian and Russian supply. The January 2026 import and
- [India petcoke imports hold firm in 2025 amid cement sector demand](https://thecoalhub.com/report-presentation/india-petcoke-imports-hold-firm-in-2025-amid-cement-sector-demand/): India petcoke imports reached 15.4 MMT in 2025, underscoring the growing role of petroleum coke in the country’s solid fuel mix. Widely used in the cement sector and competing directly with thermal coal, petcoke remains a critical variable in India’s import and industrial fuel dynamics. India’s petcoke market continues to play a significant role within
- [India coal imports dip in 2025 as domestic supply improves](https://thecoalhub.com/report-presentation/india-coal-imports-dip-in-2025-as-domestic-supply-improves/): India coal imports declined slightly in 2025 after the previous year’s peak, reflecting improved domestic production and softer thermal coal demand. Coking coal imports continued to rise, highlighting persistent reliance on overseas supplies to support steel sector growth. India’s coal and coke imports totalled 264.6 million tonnes in 2025, down marginally year-on-year as stronger domestic
- [Global coal prices firm as supply tightness offsets uneven demand](https://thecoalhub.com/report-presentation/global-coal-prices-firm-as-supply-tightness-offsets-uneven-demand-2/): Global coal prices remained firm during the week as supply tightness across key exporting regions continued to outweigh uneven demand signals. European API2 futures reached a six-month high while South African coal prices strengthened on steady Indian buying interest. The market tone remains driven by constrained availability and strategic inventory positioning rather than immediate consumption
- [Clean coal technology and the indispensable role of coal in ASEAN energy](https://thecoalhub.com/report-presentation/clean-coal-technology-and-the-indispensable-role-of-coal-in-asean-energy/): Clean coal technology is emerging as ASEAN’s pragmatic response to the reality that coal-fired power is not going away anytime soon. As electricity demand rises and affordability remains critical, the focus is shifting to improving existing coal plants through efficiency upgrades and emissions controls. The report reviews policy options and technology pathways including HELE, co-firing
- [U.S. coal market tightens as consumption rises and exports slip](https://thecoalhub.com/report-presentation/u-s-coal-market-tightens-as-consumption-rises-and-exports-slip/): U.S. coal exports in the third quarter of 2025 slipped slightly to 22.3 MMst, as weaker steam coal exports offset higher metallurgical shipments. Domestic coal consumption rose sharply, driven overwhelmingly by the electric power sector, while coal stockpiles declined quarter-on-quarter. U.S. coal market conditions strengthened in the third quarter of 2025 as rising domestic demand
- [Coal prices to remain elevated before gradual long-term easing](https://thecoalhub.com/report-presentation/coal-prices-to-remain-elevated-before-gradual-long-term-easing/): Coal prices are projected to stay relatively high over the next few years before gradually declining toward long-term equilibrium levels. Consensus forecasts across thermal and metallurgical coal markets indicate that supply discipline, geopolitical risks and resilient demand—particularly from Asia—will continue to support prices in the near term. Over time, however, additional production capacity, shifting energy
- [Global electricity demand growth: peak coal does not mean irrelevant coal](https://thecoalhub.com/report-presentation/global-electricity-demand-growth-peak-coal-does-not-mean-irrelevant-coal/): Global electricity demand is set to grow strongly through the end of the decade, driven by electrification, industrial activity and rising consumption in emerging markets. While renewables and nuclear account for a growing share of new capacity, rapid demand growth increases pressure on power system reliability, reinforcing the need for dispatchable generation during periods of
- [APEC coal demand remains resilient amid diverging regional energy transitions](https://thecoalhub.com/report-presentation/apec-coal-demand-remains-resilient-amid-diverging-regional-energy-transitions/): While APEC economies continue to accelerate investment in renewables and low-carbon technologies, this report highlights how APEC coal demand remains resilient across several markets. Population growth, rising electricity consumption and energy security considerations continue to underpin coal use, particularly in emerging economies, even as the pace and shape of transition differs widely across the region.
- [Global coal prices firm as supply tightness offsets uneven demand](https://thecoalhub.com/report-presentation/global-coal-prices-firm-as-supply-tightness-offsets-uneven-demand/): Global coal prices remain firm, supported by coal-specific supply tightness and lingering strength across energy markets, even as demand signals remain uneven. Limited spot availability and disciplined exports are helping to stabilise benchmarks despite weaker gas pricing in Europe. The latest price action highlights coal’s continued sensitivity to broader energy market dynamics. Global coal prices
- [European power market highlights continued need for dispatchable generation](https://thecoalhub.com/report-presentation/european-power-market-highlights-continued-need-for-dispatchable-generation/): While the primary focus of this report is Europe’s energy transition, it nevertheless highlights how the European power market continues to rely on dispatchable generation during periods of system stress. Grid constraints, intermittency and peak demand events mean firm capacity remains essential to market stability. In this context, coal — though reduced — continues to
- [Tajikistan coal demand set to rise gradually despite hydropower dominance](https://thecoalhub.com/report-presentation/tajikistan-coal-demand-set-to-rise-gradually-despite-hydropower-dominance/): Tajikistan coal demand is unlikely to disappear in the coming decades, with the report projecting a gradual rise through to 2050. Although the country is heavily reliant on hydropower, seasonal water variability and winter shortages mean coal continues to serve as an important complementary fuel for electricity and heat. The analysis highlights that coal consumption
- [Data centres and coal: AI demand could slow the decline of US coal](https://thecoalhub.com/report-presentation/data-centres-and-coal-ai-demand-could-slow-the-decline-of-us-coal/): Data centres and coal are becoming increasingly linked as AI-driven electricity demand accelerates across the US. The report finds that, under current policies, much of the incremental load from data centres is likely to be met by existing fossil generation — including coal — rather than new renewables. In practice, the AI boom could slow
- [China coal demand faces structural headwinds from weaker steel and construction sectors](https://thecoalhub.com/report-presentation/china-coal-demand-faces-structural-headwinds-from-weaker-steel-and-construction-sectors/): China coal demand faces structural headwinds as weaker steel and construction activity weigh on industrial consumption. While power-sector coal use remains relatively resilient, softer heavy-industry conditions point to a structurally weaker demand outlook. At the same time, Indonesia is likely to remain the main beneficiary if Chinese coal imports rebound, given its continued dominance of
- [The pace of coal plant retirements is putting US grid reliability at risk](https://thecoalhub.com/report-presentation/the-pace-of-coal-plant-retirements-is-putting-us-grid-reliability-at-risk/): This report warns that the speed of coal plant retirements is outstripping the deployment of firm replacement capacity, heightening reliability risks across parts of the US power system. While retirements support decarbonisation goals, they are reducing dispatchable baseload and system stability services that the grid still relies on during extreme conditions. The key takeaway is
- [Global coal prices edge higher as API2 regains $100/t](https://thecoalhub.com/report-presentation/global-coal-prices-edge-higher-as-api2-regains-100-t/): Global coal prices firmed at the end of January, with European API2 futures rebounding above the $100/t threshold after a volatile start to the year. Trading activity picked up into the front of the curve, suggesting renewed near-term buying interest despite still-fragile fundamentals. The move highlights how weather, gas prices, and power demand continue to
- [India coal imports remain elevated as power and steel demand stay firm](https://thecoalhub.com/report-presentation/india-coal-imports-remain-elevated-as-power-and-steel-demand-stay-firm/): India coal imports remained elevated through December 2025, supported by sustained demand from the power and steel sectors despite high domestic stock levels. Thermal coal continued to dominate import volumes, with Indonesia and Australia retaining their positions as India’s main suppliers, while coking coal inflows stayed firm on steady steel production. The data underlines India’s
- [Global thermal coal prices firm as gas volatility and supply tightness support markets](https://thecoalhub.com/report-presentation/global-thermal-coal-prices-firm-as-gas-volatility-and-supply-tightness-support-markets/): Global thermal coal prices firmed over the past week, supported by renewed volatility in European gas markets and tightening supply across key exporting regions. While demand signals remain uneven—particularly in China—energy market spillovers and constrained availability continue to underpin prices. Global thermal coal markets strengthened this week as volatility in European gas prices lifted coal’s
- [Coal-to-gas switching in Europe slows as ETS signals weaken and coal displacement matures](https://thecoalhub.com/report-presentation/coal-to-gas-switching-in-europe-slows-as-ets-signals-weaken-and-coal-displacement-matures/): Coal-to-gas switching in Europe is entering a late-stage phase, with recent market analysis showing that most economically viable coal and lignite displacement has already been realised. While gas-fired generation remains structurally more competitive than coal—particularly in Germany—recent declines in gas prices are no longer generating additional switching away from coal. The analysis shows that EU
- [Global coal demand stabilises as power system dynamics replace commodity price signals](https://thecoalhub.com/report-presentation/global-coal-demand-stabilises-as-power-system-dynamics-replace-commodity-price-signals/): Global coal demand is entering a plateau phase, with regional trends increasingly shaped by power system conditions rather than commodity price signals. While structural decline continues in parts of Asia and Europe, coal remains relevant as a balancing fuel during periods of renewable variability and elevated gas prices. Global coal demand is showing signs of
- [European coal fired generation falls to record low as wind and solar overtake fossil power](https://thecoalhub.com/report-presentation/european-coal-fired-generation-falls-to-record-low-as-wind-and-solar-overtake-fossil-power/): Coal fired generation in the EU fell to a new historic low in 2025 as wind and solar overtook fossil fuels in the electricity mix for the first time. While coal remains present in a small number of markets, its role in EU power generation is becoming increasingly marginal. Coal fired generation across the EU
- [Asia-Pacific coal demand faces growing transition risk, but low-cost producers remain resilient](https://thecoalhub.com/report-presentation/asia-pacific-coal-demand-faces-growing-transition-risk-but-low-cost-producers-remain-resilient/): Asia pacific coal demand is expected to decline over the next decade, but the pace and impact vary widely depending on policy ambition. New modelling shows that while transition risks increase—particularly for higher-cost producers—low-cost exporters are likely to retain or even expand market share as the sector consolidates. Asia pacific coal demand is projected to
- [China coal demand set to rebound in 2026 as power growth offsets renewable gains](https://thecoalhub.com/report-presentation/china-coal-demand-set-to-rebound-in-2026-as-power-growth-offsets-renewable-gains/): China coal demand is poised to rebound in 2026 as power demand growth reaccelerates after a weak 2025, driven by rising residential consumption, data centre expansion, AI-related load and electric vehicle penetration. While renewables and nuclear will deliver most of the incremental supply, they are unlikely to fully cover peak and low-output periods, leaving coal-fired
- [Global thermal coal prices firm as gas strength and supply tightness offset uneven demand](https://thecoalhub.com/report-presentation/global-thermal-coal-prices-firm-as-gas-strength-and-supply-tightness-offset-uneven-demand/): Global thermal coal prices moved higher this week, supported by a stronger energy complex and tightening supply across several key export regions. In Europe, API2 futures advanced as a sharp rebound in Dutch TTF gas prices improved coal’s relative competitiveness in the power sector, encouraging gas-to-coal switching and lifting near-term sentiment. In Asia, API4 prices
- [EU ETS sets coal’s role in the European power market](https://thecoalhub.com/report-presentation/eu-ets-sets-coals-role-in-the-european-power-market/): The EU ETS continues to set the framework for coal use within Europe’s power market by influencing dispatch economics and fuel-switching decisions. While carbon costs constrain coal’s baseload role, coal remains available as a flexible option during periods of gas price volatility, low renewable output or system stress. The EU ETS sets the operating framework
- [China coal demand remains resilient amid China’s energy transition](https://thecoalhub.com/report-presentation/china-coal-demand-remains-resilient-amid-chinas-energy-transition/): While the primary focus of this report is China’s energy transition, it nevertheless shows how resilient coal remains within the country’s power and industrial systems, even as renewables and electrification expand rapidly. China coal demand continues to be underpinned by power-sector capacity requirements, ongoing coal plant development and limited retirement activity, highlighting the gap between
- [US coal remains part of the power mix despite renewable-led capacity growth](https://thecoalhub.com/report-presentation/us-coal-remains-part-of-the-power-mix-despite-renewable-led-capacity-growth/): Coal continues to provide dispatchable power during periods of tight gas supply and high electricity demand, while metallurgical coal exports remain a key source of support for the US coal sector. While renewables dominate new capacity additions in the United States, US coal continues to provide dispatchable power during periods of tight gas supply and
- [China coal imports shift as Russian volumes fall and Indonesian supply grows](https://thecoalhub.com/report-presentation/china-coal-imports-shift-as-russian-volumes-fall-and-indonesian-supply-grows/): China coal imports are increasingly dominated by Indonesian and Mongolian supply, while shipments from Russia and Australia have fallen both month-on-month and year-on-year. Russia is now lobbying Beijing to remove import duties on its coal, as Australian and Indonesian suppliers enjoy a tariff-free advantage under China’s free trade agreements. China’s coal import structure continues to
- [Thermal coal prices firm as supply tightness offsets uneven demand](https://thecoalhub.com/report-presentation/thermal-coal-prices-firm-as-supply-tightness-offsets-uneven-demand/): Global thermal coal prices moved higher this week, underpinned by tightening supply conditions across key export regions, even as demand signals remained mixed. Supply constraints in Indonesia, rail and port bottlenecks in South Africa, and firmer buying interest from China provided upward pressure on prices, offsetting softer consumption trends in parts of Europe and India.
- [Coal-fired power underpins energy security in China and India despite renewable growth](https://thecoalhub.com/report-presentation/coal-fired-power-underpins-energy-security-in-china-and-india-despite-renewable-growth/): Coal-fired power continues to play a central role in the electricity systems of China and India, supplying the majority of power generation despite rapid growth in renewable capacity. Together, the two countries account for nearly 40% of global electricity demand, with coal still providing around 58% of generation in China and 75% in India, supported
- [Australian coal exports diverge as metallurgical markets offset thermal weakness](https://thecoalhub.com/report-presentation/australian-coal-exports-diverge-as-metallurgical-markets-offset-thermal-weakness/): Australian coal exports are set to follow diverging paths over the outlook period, with thermal coal export earnings forecast to ease from $32 billion in 2024–25 to $27 billion by 2026–27, reflecting softer demand and pricing. In contrast, metallurgical coal exports are expected to remain resilient at around $36–37 billion, underpinned by sustained steelmaking demand
- [Thermal coal prices weighed down by weak demand and ample inventories](https://thecoalhub.com/report-presentation/thermal-coal-prices-weighed-down-by-weak-demand-and-ample-inventories/): Thermal coal prices remain under pressure across key regions as weak import demand, high inventories and subdued utility buying continue to cap any meaningful recovery. While freight dynamics are increasingly shaping regional competitiveness, cautious restocking behaviour in China and India is keeping global thermal coal markets largely rangebound despite pockets of policy and freight-related support.
- [Indonesian coal exports adjust to shifting global trade flows](https://thecoalhub.com/report-presentation/indonesian-coal-exports-adjust-to-shifting-global-trade-flows/): Indonesian coal exports are entering a period of adjustment as softer global demand, weaker prices and changing trade patterns reshape international coal markets. Reduced import appetite from key buyers, particularly in Asia, is weighing on export volumes, while ample domestic supply and elevated inventories add further pressure. Despite these headwinds, Indonesian coal remains a cornerstone
- [Coal demand remains resilient amid shifting power generation mix](https://thecoalhub.com/report-presentation/coal-demand-remains-resilient-amid-shifting-power-generation-mix/): Global coal demand has reached a plateau at record levels and is expected to remain broadly stable through 2030, despite accelerating growth in renewable energy. While coal’s share in power generation continues to decline in many regions, coal-fired power remains critical for electricity system reliability, particularly in China, India and parts of Southeast Asia. Non-power
- [Coal-fired power as a security backstop in Europe’s grid](https://thecoalhub.com/report-presentation/coal-fired-power-as-a-security-backstop-in-europes-grid/): Europe’s accelerating energy transition is reshaping its power mix, but coal-fired power has not disappeared from the continent’s security-of-supply framework. ACER’s Security of EU electricity supply – 2025 Monitoring Report shows that, while coal-fired generation is declining in energy markets, it continues to be retained as a strategic backstop through capacity and reserve mechanisms. Germany
- [Coal-fired power declines in Kentucky under least-cost scenarios](https://thecoalhub.com/report-presentation/coal-fired-power-declines-in-kentucky-under-least-cost-scenarios/): Coal-fired power in Kentucky is projected to decline sharply under least-cost planning scenarios, as ageing units retire and are replaced by a mix of gas, renewables and storage. The report highlights how economic modelling, rather than policy mandates alone, increasingly drives coal’s reduced role in state-level power planning. Kentucky’s latest long-term energy planning shows coal-fired
- [India coal-fired power to underpin grid reliability this decade](https://thecoalhub.com/report-presentation/india-coal-fired-power-to-underpin-grid-reliability-this-decade/): India coal-fired power is set to underpin grid reliability this decade, even as solar and wind continue to scale. With coal still representing the largest share of installed capacity, the power system will continue to rely on coal-fired generation to meet peak demand and balance intermittency. India’s coal-fired power fleet is set to remain a
- [US coal consumption rises in 2025 on stronger power demand](https://thecoalhub.com/report-presentation/us-coal-consumption-rises-in-2025-on-stronger-power-demand/): US coal consumption is expected to increase in 2025 as higher natural gas prices and rising electricity demand support coal-fired power generation. The rebound is driven primarily by the power sector, while longer-term trends still point to a gradual decline beyond 2025. US coal consumption is forecast to rise in 2025, supported by stronger power-sector
- [Global coal prices weaken ahead of year-end holidays](https://thecoalhub.com/report-presentation/global-coal-prices-weaken-ahead-of-year-end-holidays/): Global coal prices softened further in mid-December as year-end holidays, high inventories, and weak spot demand weighed on market sentiment. European API2 futures slipped below $96/mt, while South African API4 futures eased toward $87.5/mt as European support faded and traders reduced positions ahead of year-end. Across Asia, demand remained muted, with China and India prioritising
- [Coal-fired power to remain in Australia’s energy mix until 2049](https://thecoalhub.com/report-presentation/coal-fired-power-to-remain-in-australias-energy-mix-until-2049/): Australia’s energy market operator now expects coal-fired power to remain part of the National Electricity Market until 2049, later than previously forecast. The revised outlook reflects rising grid costs, reliability concerns and the scale of investment required to replace ageing coal capacity while meeting growing electricity demand. Australia’s Draft 2026 Integrated System Plan outlines a
- [Coal fired generation remains globally resilient despite renewables’ growing market share](https://thecoalhub.com/report-presentation/coal-fired-generation-remains-globally-resilient-despite-renewables-growing-market-share/): Despite record renewable additions in early 2025, coal fired generation remained globally resilient, with only marginal declines and gains in several major markets. Global electricity data for the first half of 2025 shows that coal fired generation remains deeply embedded in power systems, even as renewables achieved record growth. Coal output fell only slightly worldwide, declining less
- [Global coal prices drift lower as API4 weakens and demand softens](https://thecoalhub.com/report-presentation/global-coal-prices-drift-lower-as-api4-weakens-and-demand-softens/): Global coal prices moved lower over the past week, with South African API4 futures falling toward USD 89/t amid muted buying interest and continued pressure from high stocks and mild seasonal demand. European fundamentals also remained soft, with weaker power prices and robust gas inventories limiting coal burn. In Asia, China maintained stable port inventories
- [India’s met coal dependence grows as Australian coal exports face rising risks](https://thecoalhub.com/report-presentation/indias-met-coal-dependence-grows-as-australian-coal-exports-face-rising-risks/): India remains one of the world’s largest importers of metallurgical coal, with domestic production unable to meet the needs of its expanding steel industry. As a result, India relies heavily on Australian coal exports, which supply most of its high-quality met coal. However, Australia’s long-term export outlook is weakening due to reduced investment, regulatory uncertainty,
- [Indonesian coal exports face structural risks as China cuts demand and ASEAN growth plateaus](https://thecoalhub.com/report-presentation/indonesian-coal-exports-face-structural-risks-as-china-cuts-demand-and-asean-growth-plateaus/): Indonesian coal exports are entering a structurally weaker phase as China, the country’s largest buyer, cuts thermal coal imports and shifts further toward domestic production and non-fossil power. Export volumes to China peaked in 2023–24 but have since declined, and the report shows that ASEAN markets—despite strong long-term energy demand—cannot fully replace Chinese import capacity.
- [Australian coal price forecasts signal a steady medium-term outlook](https://thecoalhub.com/report-presentation/australian-coal-price-forecasts-signal-a-steady-medium-term-outlook/): Australian coal price forecasts show only modest movements across thermal and metallurgical benchmarks, with most contributors expecting broadly stable price trajectories through 2026–2029. The bulletin also gathers medium-term AUD:USD expectations, which cluster around a gradually firmer Australian dollar. Australian coal price forecasts compiled in this bulletin show relatively modest shifts across key export benchmarks, with
- [Global coal prices show mixed trends amid tight supply and soft demand](https://thecoalhub.com/report-presentation/global-coal-prices-show-mixed-trends-amid-tight-supply-and-soft-demand/): Global coal prices moved in different directions this week as regional fundamentals diverged across major markets. European API2 futures firmed on colder weather and stronger utility coal burn, while South African API4 prices climbed on tight December availability and winter restocking. Thermal coal showed mixed movements: China’s high inventories kept domestic and import demand soft,
- [Hunter Valley coal access rules: ACCC ensures fair pricing and delivered capacity](https://thecoalhub.com/report-presentation/hunter-valley-coal-access-rules-accc-ensures-fair-pricing-and-delivered-capacity/): This Hunter Valley coal report explains how the ACCC checks that ARTC’s access charges and cost recovery on the Hunter Valley rail network are fair and within agreed limits . In simple terms, it’s about stopping overcharging and making sure miners get the rail capacity they’ve paid for in the world’s biggest coal export supply
- [India petcoke imports rise modestly as prices firm in 2025](https://thecoalhub.com/report-presentation/india-petcoke-imports/): India petcoke imports rose in Jan–Oct 2025, with volumes edging higher year-on-year as cement and gasification demand stayed firm and buyers leaned on US and Middle Eastern supply. Prices for key CFR India grades are now above 2024 averages but still below the 2022 peak, while domestic production and overall demand keep the India petcoke
- [Indonesian coal faces structural risks as China cuts imports and margins shrink](https://thecoalhub.com/report-presentation/indonesian-coal-faces-structural-risks-as-china-cuts-imports-and-margins-shrink/): Indonesian coal exports are increasingly exposed to structural risks as China cuts imports, boosts domestic production and shifts toward higher-grade coal. With cash margins now well below those of Chinese miners, Indonesian coal producers face weakening profitability as oversupply, low prices and concentrated reliance on China squeeze the sector. The report warns that these pressures
- [Economic impact of coal in Alaska: essential for affordable energy](https://thecoalhub.com/report-presentation/economic-impact-of-coal/): The report assesses the economic impact of coal in Interior Alaska, showing that Usibelli Coal Mine plays a central role in keeping regional energy affordable and reliable . Coal provides nearly half of Interior electricity and is the lowest-cost, most stable fuel source in a region with some of the highest energy prices in the
- [Indonesia's thermal coal benchmark hits 6 month low](https://thecoalhub.com/report-presentation/indonesias-thermal-coal-benchmark-hits-6-month-low/): Indonesia's thermal coal benchmark, the Harga Batubara Acuan (HBA), has hit a six-month low, settling at $ 114.43/mt in November 2024 for coal with a calorific value of 6,322 kcal/kg. This price reflects a steep descent from $ 131.17/mt in October 2024 and $ 139.80/mt in November 2023. The November figure signals a sharp decline,
- [Coal props up PJM reliability as data centre power demand drives up costs](https://thecoalhub.com/report-presentation/coal-props-up-pjm-reliability-as-data-centre-power-demand-drives-up-costs/): Surging data centre power demand is pushing up wholesale electricity costs and tightening reliability margins across PJM, according to the market monitor. With coal still accounting for more than one-fifth of installed capacity, these pressures directly shape outcomes in PJM coal power markets, influencing capacity revenues, dispatch signals and the system’s ability to meet peak
- [Global coal prices show mixed momentum across Atlantic and Pacific markets](https://thecoalhub.com/report-presentation/global-coal-prices-show-mixed-momentum-across-atlantic-and-pacific-markets/): Global coal prices show mixed momentum across regions, with API2 firming while API4 and Newcastle spot values eased on softer buying interest. Indonesian export prices remained broadly stable, and several domestic Asian markets saw only marginal week-on-week movements. Global coal prices moved in different directions this week, with Europe’s API2 easing on softer gas prices
- [US coal production hits new lows with steep cuts in Western states](https://thecoalhub.com/report-presentation/us-coal-production-hits-new-lows-with-steep-cuts-in-western-states/): US coal production fell sharply in 2024, dropping 11.3% year-on-year to 512.5 million short tons as output declined across all major regions. The Western states saw the steepest cuts — including a 19.6% drop in Wyoming — reflecting lower demand, reduced capacity utilisation and weakening market fundamentals. US coal production declined 11.3% in 2024 to
- [Indonesian coal sector faces oversupply and ageing power fleet risks](https://thecoalhub.com/report-presentation/indonesian-coal-sector-faces-oversupply-and-ageing-power-fleet-risks/): The Indonesian coal sector faces growing structural pressures as persistent oversupply, slow grid expansion, and an ageing coal-fired power fleet undermine system efficiency and investment signals. The report warns that without faster reforms and clearer transition planning, Indonesia risks locking in higher costs, stranded assets, and continued reliability challenges across its coal-heavy power system. The
- [US coal dynamics reflect long-term shifts in consumption and generation](https://thecoalhub.com/report-presentation/us-coal-dynamics-reflect-long-term-shifts-in-consumption-and-generation/): US coal consumption and production have fallen dramatically over the past two decades, with 2024 consumption down 64% from its 2007 peak and output continuing to contract despite recent policy actions. The report shows that ageing coal plants, cheaper natural gas and renewables, and structural market shifts are driving the decline, while federal incentives and
- [Repurposing Pakistan coal assets: strategic options for a modern power system](https://thecoalhub.com/report-presentation/repurposing-pakistan-coal-assets/): Pakistan coal assets are becoming increasingly difficult to sustain as low utilisation rates, rising circular debt, and expensive take-or-pay contracts strain the country’s power sector. This report analyses the financial and operational case for the early retirement of the 1,320MW Sahiwal coal-fired plant, modelling scenarios that compare upfront buyouts, staggered compensation payments, and return-on-equity renegotiations.
- [Expansion of Indonesian coal output continues as market fundamentals shift](https://thecoalhub.com/report-presentation/expansion-of-indonesian-coal-output-continues-as-market-fundamentals-shift/): Indonesia’s coal industry continues to expand, with record output in recent years, even as Indonesian coal faces weakening demand i