PREMIUM CONTENT

Coal market hit by supply constraints and muted demand
China’s coal market saw a synchronized rise in both domestic and import prices last week, supported by supply constraints, policy enforcement, and strong restocking activity ahead of the Mid-Autumn Festival and National Day holidays. South African coal prices remain under pressure amid intensified competition in an oversupplied market with limited demand. The continuous price decline is also driven by weaker […]
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AI & data centers offer a temporary respite for legacy coal?
This report reassesses how fast AI and hyperscale data centers are reshaping electricity demand. Global data-center consumption could reach 1,000–2,000 TWh by 2030, with AI rising to ~20% of that load; the U.S. share of total power use could climb to 7–13% by 2030 while Europe reaches ~4–5%. Where does coal fired generation fit into this? Grid bottlenecks and the […]
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South Africa’s coal mine methane—from blind spot to bottom-line opportunity
South Africa’s coal sector likely emits far more methane than official inventories suggest making CMM both a risk and a near-term abatement opportunity. The report maps practical options many of which are technically deployable now, with a large share potentially under ~USD 20/tCO₂e and with added safety and community benefits. Case experience (e.g., New Denmark flaring) shows projects need credible […]
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Coal in the New Energy security age
This geopolitics brief argues that surging power demand (AI/data centers, electrification, reshoring) is rewiring energy strategy. For coal, the center of gravity stays in Asia: China began ~95 GW of new coal builds in 2024 and still relies on coal as its primary dispatchable option; India’s coal-fired output remains on a growth path. By contrast, U.S. coal continues to decline […]
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MARKET INSIGHTS

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

European prices recover from 6-month lows; Chinese prices firm up; Australian thermal coal stabilizes, metallurgical coal corrects upwards.
Coal market rebounds: European prices recover from 6-month lows; Chinese prices firm up; Australian thermal coal stabilizes, metallurgical coal corrects

Russian 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
UPCOMING EVENTS
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Coal Production

U.S. coal 2025: demand up 7% as stocks draw down ahead of 2026 retirements

Coal companies in Kuzbass postpone 25% of investment projects

World coal market: brief overview
Coal Demand

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

World coal market: brief overview
