Coal Market Intelligence & Reports

Australian coal outlook shows diverging thermal and metallurgical export trends

David Callanan
October 13, 2026

China thermal coal imports outlook hinges on domestic recovery and Indonesian supply

David Callanan
October 13, 2026

Global coal demand forecast to fall 40% by 2040

David Callanan
October 13, 2026

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Vietnam coal-fired power generation cost comparison by power source

Vietnam coal-fired power generation forecast to rise 23.5% in 2026

October 13, 2026

Vietnam coal-fired power generation is forecast to rise 23.5% in 2026 to 180.7 TWh, according to this broader power-sector investment outlook prepared in June 2026. Strong electricity demand, weaker hydropower output and anticipated El Niño conditions underpin the forecast. Coal accounted for 53% of Vietnam’s electricity generation in the first quarter of 2026. The report examines increased thermal power dispatch, […]

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Global coal demand within the Slow Evolution scenario energy consumption chart

Global coal demand could keep growing until around 2040

October 13, 2026

Global coal demand could continue rising through the 2030s before peaking around 2040 under the Continued Momentum baseline scenario in this latest report on the global energy outlook. Asian demand, energy security priorities and the continued use of existing assets help explain coal’s resilience. The report explores how rising electricity demand, AI development and constraints on grids and alternative generation […]

Indonesian coal supply chart showing coal production, consumption and prices

Indonesian coal supply restrictions could tighten Asian seaborne markets

October 13, 2026

Indonesian coal supply restrictions could tighten Asian seaborne markets, according to this coal-sector investment research report. Lower production allocations are expected to constrain supply, while high gas and LNG prices, cooling demand and weaker hydropower output support coal consumption. The report puts global coal demand growth at 1.2% in 2026, reaching 8.94 billion tonnes, alongside a projected 0.7% decline in […]

API2 Rotterdam coal futures rise to 6.80 per tonne for November 2026

Global coal prices extend rally as tight supply meets returning Chinese demand

October 12, 2026

Global coal prices strengthened further as tight supply, higher gas prices and renewed Chinese interest supported thermal coal markets. European futures reached more than two-year highs, with November API2 rising to $146.80/t, while South African coal also advanced on firm Asian demand and constrained prompt availability. Chinese buyers returned after Golden Week with fresh inquiries, although elevated prices kept demand […]