2026 Coal market partial rebound into structural adjustment period

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Early 2026International coal price trend remains weak, according to Lufthansa data, on Monday, January 5, coalClosed at $104.85/tonne(math.) genusSingle day drop of 0.62%(math.) genusCumulative losses over the past two days amount to 1.4%, continuing the downward trend.

Global seaborne coal trade shrinks in tandemJanuary-September 2025, AXS Marine Vessel Tracker data showsGlobal seaborne coal shipments down 4.3% year-on-yearDown to967.4 million tons(excluding domestic coastal shipping).

Among major exporters.Indonesia's exports slump 9.61 TP3T year-on-year to 351.4 million tons(math.) genusAustralia down 2.21 TP3T year-on-year to 255.4 million tons.;Russia's exports buck the trend, up 3.5% to 128.6 million tons(math.) genusSouth Africa up 6.91 TP3T year-on-year to 46.8 million tonsWhile the United States, Colombia and other countries have seen a significant decline in exports.

Weak demand from major global consumers at the heart of low coal prices. 2025, January-September.Seaborne coal imports from the four largest coal importers - China, India, Japan and South Korea - fell by 13.0%, 4.9%, 2.4% and 6.3% year-on-year respectivelyThe

India asThe world's second largest importer of seaborne coal2025 onwardsMarket share is about 18.2%. But.China's domestic power coal market sees volatile gains after New Year's Day holidaywhich is affected by seasonal demand and supply-demand adjustments.Coal stocks at northern ports fall sequentially on sharp drop in rail arrivals(math.) genusDemand from power plants and industrial sectors picks up slightlythat drove coal prices slowly higher.

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