Coal Resource Network

India's coal consumption is expected to climb 4.2% YoY to 1.35 Bt in 2026, driven by rising electricity needs and stronger industrial activity, according to a recent report by the International Energy Agency (IEA). Pig iron, DRI and cement sectors are anticipated to contribute significantly. The ITA also notes El Nino may boost cooling demand while limiting hydropower in parts of Asia, further strengthening reliance on coal.

Mongolia exported 6.01 million tonnes of iron ore in the first eight months of 2026, up 7.29% year on year, according to data released by the country's General Administration of Customs. Exports in August 2026 alone reached 851,800 tonnes, with China the sole destination for Mongolian iron ore.

Newcastle port exported 12.67 million tonnes of coal in Aug 2026, up 4.24% YoY and 0.31% MoM, according to the latest data.

The Netherlands added 1.4 GW of solar capacity in 2025, a sharp downturn from 5.2 GW in 2023 and 3.3 GW in 2024, according to the Netherlands Enterprise Agency. The offical figure is below estimates that had put Dutch solar additions at around 2 GW in 2025.

China's futures market saw cumulative trading volume rise 20.36% year on year in the first eight months of 2026, with cumulative turnover up 37.37% year on year, according to a briefing released by the China Futures Association. In August 2026, trading volume increased 29.05% year on year and turnover rose 30.67% year on year.

China's financial regulator will take measures to foster a healthier industry environment, guiding financial institutions to abandon their fixation on scale and shift toward quality and efficiency, a vice minister said on Sept 10. The regulator will crack down on "price wars", illegal rebates and "high-interest, high-rebate" practices, Cong Lin, vice minister of the National Financial Regulatory Administration, told a press conference in Beijing.

China's securities regulator will step up efforts to deepen capital market reforms and enhance market resilience and confidence, Vice Chairman Li Chao said at a press conference held by the State Council Information Office on September 10. The efforts will focus on four areas: invigorating market vitality, consolidating stability, improving regulatory efficiency and strengthening legal safeguards, Li said.

China's central bank will further refine its modern monetary policy framework with Chinese characteristics during the 15th "Five-Year Plan" period, Lu Lei, deputy governor of the People's Bank of China, said at a press conference on September 10. The PBOC will keep the currency stable to promote economic growth and effectively support high-quality development of the real economy, while gradually reducing reliance on quantitative intermediate targets and placing greater emphasis on interest rate-based tools, Lu said.

China's forex regulator will step up efforts to maintain a stable foreign exchange market and crack down on illegal activities such as fraudulent transactions and underground banking during the 15th "Five-Year Plan" period, Li Bin, spokesperson and deputy administrator of the State Administration of Foreign Exchange, said at a press conference on September 10. The regulator will also continue managing the country's foreign exchange reserves with Chinese characteristics to safeguard their safety, liquidity and value, Li said.

Mongolia's coal exports reached 9.42 million tonnes in Aug 2026, up 10.62% YoY and 3.22% MoM, according to the latest data from the General Administration of Customs of Mongolia. Cumulative exports for Jan-Aug totaled 77.77 million tonnes, up 46.92% YoY.

The International Energy Agency (IEA) said in its Coal Mid-Year Update 2026 released on September 10 that soaring natural gas prices triggered by Middle East conflicts and a strong El Nino have reversed earlier expectations of a decline in global coal demand in 2026. The report forecast global coal demand will rise 1.2% to 8.94 billion tonnes in 2026, a record high, while the outlook for 2027 is highly uncertain, with demand potentially falling 0.4% to 8.91 billion tonnes if LNG shipments through the Strait of Hormuz resume.

The Copernicus Climate Change Service, the European Union's climate monitoring agency, said on September 10 that the global average surface temperature in August 2026 reached 16.96 degrees Celsius, tying with July 2023 for the highest on record and exceeding pre-industrial levels by 1.65 degrees Celsius. This marks the first time global monthly average temperatures have breached the 1.5 degrees Celsius threshold since November 2025. Western Europe is also experiencing its hottest summer on record.

Port Alliance's August 2026 export shipments rose 4% YoY to 3.4 Mt, Tass reported, citing the company. Murmansk Commercial Seaport led growth, up 31% to 829 Kt, and Murmansk Bulk Terminal climbed 65% to 260 Kt. Osterra coal exports fell 11% to 1.72 Mt.

Germany's renewable energy installed capacity share will rise to nearly 88% by 2035 from about 73% in 2025, with its share of power generation approaching 80%, according to GlobalData. Solar, offshore and onshore wind are the main drivers, while gas-fired power provides flexible backup. Germany plans to phase out coal-fired power by 2038, keep nuclear power shut down, and build a new capacity market by the end of 2027 to ensure supply security.