Anthracite Hub
Coalstar's Bogatyr open-pit mine in Russia's Novosibirsk Region produced 1.1 Mt of anthracite in 2025 and plans to raise output to 3.3 Mt by end-2026, Tass reported, citing Regional Acting Minister Denis Ryaguzov. First shipments began in 2026 but remain small. Coalstar has pledged rail transport of at least 10 Mt a year via the Berdsk-Novoaltaisk line to the Trans-Siberian Railway, plus construction of five specialized coal vessels.
The U.S. Department of Energy on May 23 designated coal used in steel production as critical materials under the Energy Act of 2020, a move aimed at safeguarding domestic energy and manufacturing security amid mounting global supply chain risks.
China's domestic market saw moderate rebounds in thermal coal prices over Sep 1-10, with prices for anthracite sliding further and coking coal stabilizing, showed the latest data from the NBS.
Prices for all types of coal saw downward trends in China's domestic market over Aug 21-31, with the reductions of thermal coal and coking coal narrowing yet anthracite expanding, showed the latest data from the NBS.
Russia produced 31.45 Mt of coal in Jul, falling 7.17% YoY and 1.8% MoM, hitting fresh low for recent years, showed data from Rosstat.
Prices for all types of coal saw downward trends in China's domestic market over Aug 11-20, with the reductions expanding further, esp. for coking coal and high-CV thermal coal, showed the latest data from the NBS.
S Korea's coal imports reached 10.18 Mt in Jul, falling 4.81% YoY yet rising 20.29% MoM, according to data from the country's customs.
Thermal coal prices turned to slide in China's domestic market over Aug 1-10, and prices for both anthracite and coking coal recorded downtrends, showed the latest data from the NBS.
Thermal coal prices witnessed narrowed growths in China's domestic market over Jul 21-31, while prices for anthracite saw some rebounds, showed the latest data from the NBS.
Thailand's thermal coal (including bituminous and sub-bituminous coal) imports stood at 1.25 Mt in Jun, hitting the lowest since January 2024, customs data showed.
Thermal coal prices witnessed modest rebounds in China's domestic market over mid-Jul, showed the latest data from the National Bureau of Statistics.
China imported 9.57 Mt of coking coal in Aug, up 49.4% YoY and 34.2% MoM; anthracite imports reached 1.42 Mt, rising 11.2% YoY and 17.3% MoM, showed the latest data released by GAC.
China imported 6.73 Mt of coking coal in May 2023, rising 47.3% YoY but down 19.8% MoM, and anthracite imports reached 1.48 Mt in May, up 63.4% YoY and 12.7% MoM, according to data released by the General Administration of Customs.

