The dockworkers' strike on the U.S. East and Gulf Coasts, which began on October 1st, has not significantly raised thermal coal prices, despite logistical disruptions. This situation is mainly due to an existing oversupply and weak global demand. Key importers, such as India, are reducing their dependence on U.S. coal in favor of cheaper domestic alternatives like petroleum coke. According to the latest assessment by S&P Global Commodity Insights, the existing oversupply continues to weigh heavily on U.S. coal prices, limiting the potential impact of the strike.