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U.S. coal-fired generation rises 13% as electricity demand increases
U.S. coal-fired generation increased by 13% in 2025 as stronger electricity demand from data centres, manufacturing and hotter summer weather lifted power generation, contributing to a rise in power-sector carbon dioxide emissions. Total electric power generation increased by 3%, or 119 TWh, reaching a new annual record. The increase in U.S. coal-fired generation amounted to 85 TWh and raised coal-related power-sector […]
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Australian coal industry contributes $164.9bn to the national economy
The Australian coal industry contributed an estimated $164.9 billion in gross value added to the national economy in 2024/25 while supporting more than 782,000 jobs, according to a new industry report. The study also estimates the sector generated $74.5 billion in direct spending, supplied more than 14,400 businesses, and remained a major source of employment and economic activity across Australia’s coal-producing regions. The report estimates the Australian […]
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Global coal prices split as European winter demand firms and Asian buying softens
Global coal prices showed mixed movements as European winter procurement supported API2 futures, while API4 and several Asian benchmarks weakened. Heatwaves improved Chinese demand late in the week, but India’s monsoon continued to limit imports, while petcoke and Russian coal remained firm. Australian, Indonesian and South African coal markets remained under pressure as cautious Asian buying, comfortable inventories and limited […]
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US coal exports could grow with new ports, rail investment and regulatory reform, report says
US coal exports could increase significantly through new port infrastructure, expanded rail capacity and regulatory reforms that improve the competitiveness of American coal in global markets, according to a new report. The analysis says export growth is currently constrained by limited West Coast terminal capacity, high logistics costs and a complex permitting and regulatory environment. The outlook for US coal […]
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MARKET INSIGHTS

Russian coal exports to China fall 20% as Mongolia gains market share
In H1 2026, Russian coal supplies to China dropped to 34.9 mio t (-8.7 mio t or -20.0% vs. H1

Russian coal exports to Turkey fall 22.9% as Colombia and Kazakhstan gain market share
In H1 2026 Russian coal exports to Turkey dropped to 12.1 mio t (-3.6 mio t or -22.9% y-o-y). Meanwhile,

Russian and Kazakh coal exports via Black Sea ports halted after drone attacks
Russian coal exports through Black Sea ports have been severely disrupted as drone attacks, insurance withdrawals and suspended terminal operations
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