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China’s potential thermal coal import reduction: a premature concern
The China National Coal Association’s recent proposal to control coal output and imports raises questions about the future of China’s coal market. ...
Global thermal coal prices retreat to multi-year lows
Global coal prices plummeted to their lowest levels since mid-2021. A mild northern hemisphere winter and relatively benign weather in key coal-pro...
Central Appalachia coal supply summary
The Central Appalachia coal supply summary provides an overview and key trends in the region. The report includes a summary of key issues, annual p...
Fire at Core's Leer South coal mine sours Arch-CONSOL merger completion
On 13 January 2025, around 1 a.m., a fire broke out underground at one of the largest metallurgical coal mines in the US, Leer South, located in We...
India’s Quantitative Restriction on met coke: impact on seaborne trade and coking coal prices
India, the largest importer of seaborne coke and coking coal, has announced a Quantitative Restriction (QR) on “imported low-ash metallurgical coke...
China coal supply summary
We expect the limited production elasticity in 2025 with less than 1% year-on-year growth due to 1) safety inspections will continue to impact prod...
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