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Indonesia coal export image showing coal loading at port, proposed export policy and uncertainty over state control

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 transition image showing coal phase-down, renewables, energy storage and system flexibility for a cleaner power system

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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Chart showing the top five US coal origin and destination states by domestic coal distribution in the first quarter of 2026

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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Chart showing renewables overtaking coal globally in electricity generation while coal remains dominant in China

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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