Coal Market Intelligence & Reports

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

David Callanan
October 12, 2026

Chinese coal investment overseas faces restrictions as captive power projects advance

David Callanan
October 5, 2026

Germany coal phase-out roadmap signals declining demand for power generation

David Callanan
October 5, 2026

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US coal distribution — Top five coal origin and destination states, second quarter 2026. Source: U.S. Energy Information Administration.

US coal distribution falls 6.4% as power generation dominates deliveries

October 5, 2026

US coal distribution totalled 92.2 million short tons in April–June 2026, down 6.4% from the same period a year earlier and 8.3% from the previous quarter. Electric utilities and independent power producers received 90.7% of shipments. Wyoming remained the leading supplying state, Texas was the largest destination, and rail carried more than two-thirds of domestic deliveries. Why we chose this […]

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Bar chart of total bank coal financing by year: 2022 (~0B), 2023 (~0B), 2024 (~0–115B), 2025 (~5–120B).

Coal financing remains steady globally as banks diverge on sector support

October 5, 2026

Coal financing totalled $467 billion across 744 commercial banks between 2022 and 2025, covering loans and underwriting to companies across the thermal coal value chain. Annual financing remained broadly steady, but regional trends diverged: EU banks reduced support while banks in China, the US and the UK increased financing over the period. Why we chose this report: This briefing provides […]

Line chart of API2 Rotterdam Coal Futures showing the price trend from Nov 2025 to Sep 2026, current price 142.900 on Oct 2, 2025.

Global coal prices strengthen as tight supply and firm gas support markets

October 5, 2026

Global coal prices turned firmer as tighter supply and stronger gas markets supported major thermal coal benchmarks. European futures advanced on higher coal burn, firm gas prices and constrained ARA availability, while South African cargoes drew steady demand from India and other Asian buyers. November API2 rose to $142.90/t, up $6.20 week on week. The strength extended across several origins […]

Wyoming coal shipments by end-use sector from 2015 to 2024

Wyoming coal demand, reserves and export prospects assessed

September 29, 2026

Wyoming coal production recovered in 2025 but remains far below its 2008 peak. This study examines domestic power-sector demand, mine reserves and the prospects for exporting Powder River Basin coal to Asia, including the limits imposed by rail costs and Pacific port capacity. Why we chose this report: Published in February 2026, this study has gained fresh relevance following Peabody’s […]