Jean-Luc Wozniak

New Delhi formalises a 307 GW coal capacity cap by 2035, integrating existing projects without initiating closure policies, within a regulatory framework that remains flexible.
Bangladesh temporarily blocks international arbitration with Adani Power pending the conclusions of an expert committee on the legality of the electricity supply contract signed with the Indian conglomerate.

Brussels approves €1.75 bn subsidy for LEAG coal phase-out

The European Commission has approved a €1.75 bn ($2.03 bn) public subsidy from Germany to compensate energy company LEAG for the planned shutdown of its coal-fired power plants by 2038.
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Seoul joins the Powering Past Coal Alliance and confirms a gradual withdrawal from unabated coal, with a regulatory programme targeting the closure of 40 facilities and a strict assessment of the remaining units.
Indonesia’s coal overproduction has cut state revenues and company profits, while methane emissions from mines far exceed official figures.

Brazil extends coal usage despite dominance of renewable energy

The Brazilian government is granting new contracts to coal-fired power plants until 2040, illustrating the weight of regulatory decisions and industrial interests in a country predominantly powered by renewable energy.
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New Delhi is preparing a revised roadmap for its climate commitments while maintaining heavy reliance on coal to sustain economic growth and respond to growing regulatory pressure.
J-POWER announces the retirement of its 500MW coal-fired Takasago Thermal Power Station in Hyogo Prefecture by FY2028, marking a key shift in its energy investment strategy.

Washington invests $100mn to modernise coal plants as exports drop 11%

US coal exports fell 11% in the first half of 2025, prompting the Trump administration to commit $100mn to upgrade domestic power plants and support the national energy sector.
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A modelling study finds India does not need new coal plants beyond current plans through 2032, as overcapacity would raise costs and reduce utilisation across the thermal fleet.
Morocco announces a coal exit target for 2040, subject to international support, while accelerating the deployment of renewable energy in its power mix.

Australia loses Asian markets for seaborne thermal coal

Falling Chinese imports and Asia’s regional pivot increase pressure on Australian thermal coal exporters.
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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.
Greenpeace data shows a renewed wave of coal projects in early 2025, as renewable capacity surpasses thermal energy for the first time.
Financial giant BlackRock highlights economic and strategic risks linked to an antitrust procedure backed by Washington, targeting major asset managers accused of conspiring to reduce coal production in the United States.

Adani Power invests $2bn in a 1,500 MW coal power plant in Uttar Pradesh

Adani Power will supply 1,500 MW to Uttar Pradesh through an ultra-supercritical coal power plant built under the DBFOO model, at a tariff of Rs 5.383 per unit.
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A satellite analysis led by Ember and Kayrros shows that methane emissions from Australian mines are 40% higher than official reports, revealing significant gaps in the current coal sector monitoring.
Donald Trump issues several executive orders aimed at reducing regulations on the U.S. coal industry, addressing economic expectations from coal-producing states while securing national energy supply.

Zambia and Zimbabwe restart coal-fired power plants despite global decline

Backed by Chinese funding, Zambia and Zimbabwe are reviving coal projects in contrast to international energy sector trends.
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New coal-fired electricity capacity added in 2024 dropped to 44 GW, driven mainly by China and India, according to a report released on Thursday.
Finnish energy company Helen has halted operations at the Salmisaari plant, the country’s last coal facility, halving its carbon dioxide emissions in one year.

India surpasses one billion tonnes of coal, reducing imports

India crosses the symbolic milestone of producing over one billion tonnes of coal for the first time, significantly cutting its imports and strengthening energy independence through recent governmental reforms in the mining sector.
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An independent study suggests that the Hail Creek mine may emit up to eight times more methane than reported in Glencore's official disclosures.
Eskom has connected Unit 6 of the Kusile coal-fired power station, adding 800 MW to the national grid amid efforts to stabilise electricity supply in South Africa.

India Proposes the Creation of a Coal Exchange for the Domestic Market

The Indian government presents a project to create a coal exchange for the domestic market, a measure aimed at improving transparency and regulating the local coal market.
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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.