PREMIUM CONTENT

Australian coal generation declines as batteries reshape power market dynamics
Australian coal generation fell 4.4% year-on-year in the first quarter of 2026, as rising battery storage and renewable capacity continued to reshape electricity market dynamics in one of the world’s largest coal-exporting economies. Australian coal-fired generation dropped to a new Q1 low in 2026, averaging 13,102 MW, down 4.4% from the same period last year, according to the Australian Energy […]
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India coal generation falls as renewable generation rises
India coal generation fell by 1% in Q4 2025–26 even as electricity demand rose by about 3%. Renewable generation expanded strongly, led by solar, wind and large hydro, but curtailment remained a major grid-flexibility challenge. India coal generation declined in Q4 2025–26 despite rising power demand, as renewable output grew strongly across the quarter. CREA’s snapshot shows coal and lignite […]
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Coal in cement and concrete: global fuel use and decarbonisation pathways
Coal in cement and concrete remains a major source of industrial fuel demand, with the global cement sector using about 284 Mt of coal in 2024. The report highlights where coal dependence is concentrated and how lower clinker content, alternative fuels and calcined clay can reduce emissions. Coal in cement and concrete remains central to global clinker production, with the […]
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Global coal prices firm as Asian restocking and supply tightness support market
Global coal prices remained broadly firm during the week as Asian restocking demand, tighter Indonesian supply and South African logistics constraints supported sentiment. API2 stayed largely stable, while API4 and most seaborne thermal coal grades moved higher. Global coal prices showed a firm undertone this week as stronger Asian summer restocking demand and supply-side constraints supported seaborne thermal coal markets. […]
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MARKET INSIGHTS

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

Indonesia thermal coal bullish into H2 2026 as El Niño tightens supply
Indonesia thermal coal is turning bullish into H2 2026 as a strong El Niño threatens exports, tightens logistics and raises

US coal production weekly update | Week ending April 25
U.S. coal production remained slightly ahead of last year’s pace on a cumulative basis, even as weekly output stayed below
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Coal Production

Coal production in Kuzbass down 7.5% in Q1 2026

US coal production weekly update | Week ending April 11









