Is coal really the energy insurance policy governments hoped for?
Coal is back in the conversation, but supply constraints, infrastructure challenges and market disruption tell a more complicated story
1 minute read
Alex Griffiths
Director, Metals & Mining, Curated Services
Alex Griffiths
Director, Metals & Mining, Curated Services
Alex draws on his experience as a Resource Geologist to analyse and forecast global steel and iron ore markets.
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Natalie Biggs
Global Head of Thermal Coal Markets
Natalie Biggs
Global Head of Thermal Coal Markets
Natalie is the global head of our thermal coal markets research for the Metals and Mining group.
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Emily Brugge
Principal Analyst, Copper Supply
Emily Brugge
Principal Analyst, Copper Supply
Emily contributes to the Copper Markets and Copper Concentrates services.
View Emily Brugge's full profileThe narrative is familiar: energy security concerns have pushed countries back towards thermal coal. But has the shift been as straightforward as many expected?
In this episode of Mined Over Matter, we put that assumption to the test. Together, we explore why coal prices have risen even as global imports continue to decline, the supply-side disruptions affecting major exporting regions, and the challenges countries face when turning to coal to strengthen energy security. The result is a more nuanced picture of thermal coal's role in today's energy market, and what it could mean for the months ahead.
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