Risks to coal markets with escalating tensions in Ukraine

There is a threat of military escalation in Ukraine. Western countries are concerned about the developing situation. This conflict would prompt a Western response ranging from a broad spectrum of sanctions to military action. Already, rising tensions have impacted global coal and gas markets. Poland reported increased seaborne coal imports, as Russian trains were diverted for the military buildup at the border, lowering landborne Russian coal. Broader impacts saw Japan rationing some of its LNG supply to Europe as countries there help build up energy supplies in preparation for a potential disruption. European interest in US and Colombian coal picked up over the last month, over concerns about the conflict. Could sanctions spill over to already stressed coal and gas markets in Europe? Aside from sanction issues, how might a conflict structurally impact Ukrainian coal production?