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Coal-Prices

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-energy-2025

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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methane

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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energy-report

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
UPCOMING EVENTS

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