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Coal Exports Surge Amid Global Energy Shifts

9/23/2025

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Summary

Story summary

In August 2025, thermal coal shipments reached their highest level since 2024, with exports at 85.34 million metric tons.
Newcastle, Australia export prices averaged $111 per ton—the highest in five months.
China’s coal output falls as overcapacity cuts bite; Japan and South Korea pivot to nuclear and renewables, while tighter seaborne demand squeezes markets.

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Story summary

In August 2025, thermal coal shipments reached their highest level since 2024, with exports at 85.34 million metric tons.
Newcastle, Australia export prices averaged $111 per ton—the highest in five months.
China’s coal output falls as overcapacity cuts bite; Japan and South Korea pivot to nuclear and renewables, while tighter seaborne demand squeezes markets.