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Risks to coal markets with escalating tensions in Ukraine

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15 February 2022

Risks to coal markets with escalating tensions in Ukraine

Report summary

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?

Table of contents

  • How much does Europe depend on Russian coal exports?
  • What would it take to replace Russian coal exports to Europe?
  • What would be the impact from production disruptions in Ukraine?

Tables and charts

This report includes 2 images and tables including:

  • Europe thermal coal imports
  • Eastern Ukraine coal mines and basin in Donbass region with railroad network

What's included

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  • Document

    Risks to coal markets with escalating tensions in Ukraine

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