Thermal coal outlook reports
Evaluate the thermal coal outlook with short-term and long-term forecasts. Understand market fundamentals and support better decisions with industry-leading analysis. Our experts provide unparalleled insight on the thermal coal forecast to support your business.
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Thermal coal outlook reports
Understanding the recent surge in Chinese thermal coal prices
China's domestic thermal coal prices have been on an upward trend for the past four months, following a fatal mine accident in Shanxi province on 2...
The Hormuz effect: Middle East conflict revives thermal coal
Military action by the US and Israel against Iran, and Tehran's response, have upended global energy markets, pushing coal back into the spotlight....
Three factors driving China's thermal coal market in 2026
China's thermal coal market experienced oversupply throughout 2025. In July, China implemented anti-involution policies to curtail overproduction. ...
Trump’s impact on thermal coal markets after half a year in office
Trump's pro-coal policies after 7+ months include fast-tracked mining permits, royalty reductions, and delayed plant retirements. Five mine expansi...
China thermal coal: Guangdong and Fujian research trip takeaways
China’s coal sector showed mixed signals in April, with domestic output growth slowing and imports declining. As the summer demand peak nears, Qinh...
China coal supply summary
We expect production to remain stable in 2026. The Liushenyu mine explosion in Shanxi in May 2026 triggered intensified province-wide safety inspec...
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