Uniper

Chinese buyers begin negotiations for 2026 thermal coal deliveries, favouring shorter contracts to maintain flexibility in a stable price environment.
Queensland coal producers are struggling to rein in costs, which remain above pre-2022 levels as the impact of royalty hikes and margin pressures continues to weigh on the sector.

Coal expected to surpass natural gas this winter in two U.S. markets

Coal will temporarily become the main source of electricity in the Midwest markets MISO and SPP during winter, according to the latest federal forecasts.
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The Trump administration plans to open millions of federal hectares to coal and ease environmental rules governing this strategic industry.
The integration of private operators into South Africa’s rail network marks a turning point for coal exporters, with a target of 55 million tonnes exported in 2025 from the Richards Bay terminal.

Russia shifts coal exports toward Asia, expert says

Facing Western restrictions, Russia plans to increase coal deliveries to China, India and Turkey, according to a recent presentation on the sector’s outlook.
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The visit of the Pakistani president to Shanghai Electric marks a new strategic phase in China-Pakistan energy cooperation, centred on the Thar mining and power project and local skills development.
Port congestion in Australia has boosted Russian and Indonesian coal exports to South Korea, with both now dominating the market due to lower prices and reliable delivery schedules.

JSW restarts coal output with two new longwalls in September

Polish state-owned producer JSW confirms its 13.4 million tonnes production target for 2025 thanks to new equipment coming online, despite recent disruptions at multiple sites.
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Russia and Indonesia overtook Australia as South Korea's top thermal coal suppliers in August, driven by lower prices and more reliable logistics amid persistent Australian shipment delays.
Uniper has demolished cooling tower F at its Scholven power plant, marking a new stage in the dismantling of the Gelsenkirchen coal site, where the energy company plans to build a hydrogen-ready gas-fired plant.

Australian coal exposes global steelmakers to hidden climate risk

Underreported methane emissions from Australian mines could increase steelmakers’ carbon footprint by up to 15%, according to new analysis highlighting major gaps in global supply chains.
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The new Russian railway line linking the Elga mine to the Sea of Okhotsk port will reach full capacity in 2026, after an operational testing phase scheduled for 2025.
The Romanian government is asking the European Union for a five-year delay on the closure of 2.6 gigawatts of coal capacity, citing delays in bringing gas and solar alternatives online.

Colombia: Petro blocks coal to Israel in a political showdown

President Gustavo Petro bans all coal exports to Israel, a decision with minor energy effects but strong diplomatic weight, illustrating his anti-Americanism and attempts to reshape Colombia’s domestic politics.
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India’s coking coal imports are rising and increasingly split between the United States and Russia, while Australian producers redirect volumes to China; 2025 results confirm a shift in trade flows.
China approved 25 GW in H1 2025 and commissioned 21 GW; the annual total could exceed 80 GW. Proposals reached 75 GW and coal’s share fell to 51% in June, amid declining imports.

Vitol and Breakwall finance $150M to support a metallurgical coal mine

Valor Mining Credit Partners completes its first major financing with a secured loan to strengthen the operational capacity of a U.S. mining site.
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Amid tensions on the Midwest power grid, Washington orders the continued operation of the J.H. Campbell plant to secure electricity supply over the coming months.
Peabody Energy abandons the acquisition of Anglo American’s Australian coal assets, triggering an arbitration process following the failure of a post-incident agreement at the Moranbah North mine.
The United States has announced its withdrawal from the Just Energy Transition Partnership with South Africa, thereby reducing the country’s international financial commitments in its gradual exit from coal.
Indonesia sets a floor price for coal to strengthen its control over domestic prices and influence international markets. This new strategy will take effect on March 1, 2025.

Indonesia: Growing Dependence on Coal Undermines Climate Commitments

Indonesia continues to strengthen its dependence on coal, jeopardizing its greenhouse gas emission reduction commitments. This paradox is highlighted in a recent report, emphasizing the tension between environmental goals and economic realities.
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Australian mining giant BHP saw its net profit multiply fivefold, reaching $4.4 billion, despite an 8% drop in revenue. Sustained demand and signs of recovery in China strengthen its outlook.
In 2024, China began building new coal power plants, a decision that threatens its goal of reaching peak carbon emissions by 2030, according to a report published by the Centre for Research on Energy and Clean Air (Crea) and Global Energy Monitor (GEM).

Historic Reduction of Coal Share in Australia’s Energy Mix by End of 2024

By the end of 2024, coal's share in Australia's electricity generation dropped below 50%, a historic first, thanks to the surge in solar energy production.
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In the midst of prolonged tensions with Russia, Ukraine offers to provide free coal to Transnistria, a pro-Russian region of Moldova, to alleviate an energy crisis worsened by the cutoff of Russian gas supplies.
The Pokrovsk mine, Ukraine's sole coke producer, closes under Russian military pressure. This decision threatens the steel industry, the economy, and Ukraine's strategic logistics.

China and the Future of Coal: A Plateau at 8.77 Billion Tonnes by 2027

As coal reaches a historic peak in 2024, renewable energy reshapes global dynamics. In China, where one-third of the world’s coal is consumed, the energy transition remains a pivotal factor for the sector's future.
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China confirms its central role in the Asian coal market with a forecast of 330 million tons of coal imports in 2025, according to an Australian report.
Australia revises its metallurgical coal export forecast to reach 163 million tons for the 2024-25 fiscal year. However, revenues are expected to decline due to falling global market prices.

Global coal demand reaches record in 2024 but stabilizes until 2027, says IEA

Global coal demand peaked at 8.77 billion tons in 2024. Thanks to the rise of renewable energy, it is expected to stabilize by 2027, according to the International Energy Agency (IEA).
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In China, Harbin Electric Corporation inaugurates a 660 MW ultra-supercritical coal-fired CFB boiler, blending technological innovation and ecological management. A project that raises questions as coal declines globally.
China's coal imports increased by 19% in November compared to October, reaching nearly 55 million tons. This growth is driven by stable supply from long-term contracts, despite muted spot demand.

Indonesia Faces the Colossal Challenge of a Coal-Free Energy Transition

President Prabowo Subianto commits to eliminating coal power plants by 2040, marking an unprecedented ambition. This radical shift poses significant technical and financial challenges as the country remains heavily reliant on coal.
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Bosnia faces the coal challenge between dependence and environmental pressures
China, the world's largest emitter of greenhouse gases, is expected to reach its peak coal consumption by 2025, according to a recent report. This represents a key step toward energy transition despite the challenges of a rapidly growing economy.

Anglo American exits steelmaking coal with major Australian sale

The British mining giant Anglo American sells its steelmaking coal mines in Australia to Peabody Energy for $3.775 billion, marking its strategic withdrawal from this sector.
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In Ankara Province, Turkey, 500 miners occupy a coal mine to protest a privatization project, fearing job losses and worsening working conditions.
The restart of the Cordemais coal plant, planned to address the cold wave, has been halted by a strike. Workers oppose the scheduled closure and demand guarantees for their future.