PREMIUM CONTENT

Indonesia coal policy raises concerns over proposed export monopoly
Indonesia coal exports could face significant changes under a proposed government initiative to centralise exports of selected natural resources through a state-owned enterprise. This analysis examines the rationale behind the proposal, the practical challenges of implementation and why the policy has already begun to generate uncertainty across the coal industry. The proposed mechanism was initially expected to cover coal, ferro-alloys and […]
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Malaysia: coal retirements must not create LNG dependence
Coal retirements present a complex challenge for countries seeking to decarburise their power systems without compromising energy security. Using Malaysia as a case study, this report explores how renewables, storage, coal flexibility, site repurposing and transitional gas can be combined to phase down coal while avoiding long-term dependence on imported LNG. The report highlights Malaysia’s target to fully transition away from […]
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US coal shipments remain dominated by the power sector
US coal distribution reached an estimated 100.5 million short tons during the first quarter of 2026, according to this quarterly statistical report. The publication provides detailed domestic coal distribution data by origin state, destination state, transport mode and consuming sector, offering a valuable reference for analysing U.S. coal supply chains. Most of the volume moved to the electric power sector, underlining the continued […]
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Power generation costs and the changing competitive landscape for coal-fired power
Power generation costs remain one of the most important drivers of coal demand. Although this report focuses on renewable energy technologies, it provides valuable insight into the economics of the generation sources that increasingly compete with coal in electricity markets, helping readers better understand the changing competitive landscape for coal-fired power. IRENA’s analysis shows that most new utility-scale renewable projects […]
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MARKET INSIGHTS

Russian coal crisis deepens as diesel market risks mount
Russian coal faces mounting pressure as refinery disruptions, diesel supply risks and rising fuel costs add another challenge to an

Global coal prices show mixed trends as Europe rises and China weakens
Global coal prices showed mixed dynamics over the past week, with European indices continuing to recover, Chinese coal prices softening,

Pakistan coal demand rises as LNG supply risks return
Pakistan coal demand could remain supported as LNG supply constraints continue to reshape the country’s power mix. The latest analysis
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