Insight
The Hormuz effect: Middle East conflict revives thermal coal
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Military action by the US and Israel against Iran, and Tehran's response, have upended global energy markets, pushing coal back into the spotlight. Governments are turning to coal to secure energy supplies as LNG routes face disruption. Any sustained conflict will maintain upward pressure on coal prices, with Asian buyers switching from expensive gas to coal and driving a global price rally.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Webinar: Middle East conflict and implications for upstream supply and corporate strategies - June 2026
Watch the recording of our 15 June webinar on the Middle East conflict's imlplications for upstream supply and corporate strategies
$1,350
Commodity Market Report
Middle East conflict scenarios: implications for European power markets
This insight explores european power markets prices under different Iran war scenarios
$18,000
Insight
Global cleantech supply chain: Mid-year review 2026
This report analyses mid-2026 global cleantech supply chain trends and industry-shaping key developments.
$3,000
