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Indonesia Halts Coal Exports, Threatening Regional Supply Shortage

2/4/2026

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Summary

Story summary

Indonesia halted spot coal exports due to government output-limit proposals, risking a regional coal shortfall.
Indonesia is the world's largest coal supplier and provided half of global thermal coal exports in 2025; long-term contracts continue.
Key importers including the Philippines, Bangladesh, Vietnam, and China rely on Indonesian coal, with the Philippines sourcing 98% of its imports from Indonesia.

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Story summary

Indonesia halted spot coal exports due to government output-limit proposals, risking a regional coal shortfall.
Indonesia is the world's largest coal supplier and provided half of global thermal coal exports in 2025; long-term contracts continue.
Key importers including the Philippines, Bangladesh, Vietnam, and China rely on Indonesian coal, with the Philippines sourcing 98% of its imports from Indonesia.