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US coal fleet should remain in service into the 2040s, report says
The US coal fleet should remain in service into the 2040s to help meet rising electricity demand, strengthen grid reliability and support growing power requirements from artificial intelligence, data centres and advanced manufacturing, according to a new report. The analysis argues that retaining existing coal plants is one of the most cost-effective ways to preserve dispatchable capacity while new generation […]
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Coal-fired generation rises as higher gas prices drive fuel switching
Coal-fired generation is expected to increase in 2026 as higher natural gas prices encourage fuel switching and rising electricity demand boosts the need for reliable thermal power, according to new forecasts. Global coal-fired output is projected to rise by 1.4% this year after remaining broadly flat in 2025, supported by stronger utilisation in several major markets. The increase in coal-fired […]
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US power market under pressure from growing demand and reliability risks
The US power market is facing growing reliability challenges as electricity demand continues to rise and the coal fleet experiences higher levels of forced outages, highlighting the increasing pressure on conventional generation. Annual energy demand reached nearly 4.95 million GWh in 2025, while conventional generation’s weighted equivalent forced outage rate increased to 9.2%, above the historical range of 7–8%. Pressure […]
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India coal imports fall 7% in June as thermal coal demand softens
India’s coal and coke imports fell 7% year-on-year to 22.36 million metric tonnes (MMT) in June 2026, reflecting softer overall import demand, although coking coal imports continued to outperform on a year-to-date basis amid resilient steel sector requirements. Imports were also 2% lower month-on-month, while cumulative volumes for January–June declined 8% year-on-year to 128.10 MMT. The decline in India coal […]
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MARKET INSIGHTS

RZD freight tariff hike intensifies pressure on Russia’s struggling coal industry
RZD freight tariffs are set to rise earlier than planned, adding further financial pressure to Russia’s struggling coal industry. The

Losses of Russian coal companies reach $1.5 billion in January-May 2026
Net losses of Russian coal companies in January-May 2026 amounted to 1.5 bln USD, down 0.3 bln USD y-o-y, according

Global coal prices correct as European markets fluctuate and Australian coal weakens
Global coal prices corrected over the past week as European indices fluctuated and Australian thermal and metallurgical coal weakened. Over
UPCOMING EVENTS
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