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Coal still a lifeline
for South Africa as transition begins

While the global focus on environmental, social and governance (ESG) issues looks to phase out coal as an energy resource, the prospects for South African coal production remain strong for coming decades.

Following the 3rd Coal Industry Day, held online in July, SRK Consulting principal coal geologist Lesley Jeffrey said coal remains a key contributor to the country’s economy – both in terms of energy production and mineral export revenues. Coal was only recently overtaken by platinum group metals as the country’s leading commodity by sales, but it remains the most significant component of the country’s mining in terms of value added – accounting for 25%.1

“Strong international coal prices of around US$130/t have raised the attractiveness of exports, with most of South Africa’s export coal going to Pakistan,” said Jeffrey. “China is also opening up opportunities for imports from South Africa following its trade wrangling with Australia, previously an important coal source for them.”Although there has been less coal demand from India due to a surge in local production there, South African coal still remains better suited to India’s production of sponge iron, she noted. This suggests that the recent dip in exports to that country may only be temporary; the added advantage is that this market takes relatively low-grade product from South Africa. Coal Industry Day Presenter, Xavier Prévost, confirmed that coal remained the largest single source of power generation globally. Prévost also said the coal sector expected a strong recovery in 2021 – a reminder of coal’s central role in fuelling some of the world’s largest economies.

Jeffrey highlighted that coal-fired power stations are still being built on a large scale in developing regions like south-east Asia – as this provides an affordable route to powering broader economic development. While South Africa has mined out much of its traditional export quality coal, there remained a long horizon of demand abroad for our lower grade coal.

“Unreliable rail services to the Richards Bay Coal Terminal continue to constrain South Africa’s coal exports, and this has been exacerbated by a recent hacking event and the spate of looting in parts of the country,” she said. The export market was vital to sustain, she emphasised, as it created the economic balance that keeps coal producers profitable while they continue to supply Eskom at low margins. Without the higher-value exports, local electricity prices would likely have to rise even faster to meet the full cost of mining.

Looking further ahead, there was a level of consensus among Coal Industry Day speakers that South Africa could still expect another 20 – 30 years of reliance on coal.

“Between now and 2050, we have few options apart from coal for most of our energy generation,” she said. “Of course, there will have to be a change toward less carbon-intensive energy sources – and it is constructive that work has been initiated on charting a just transition towards renewables.”

The coal industry’s employment of approximately 90 000 workers2 – nearly a fifth of mining’s head-count – means that as many as half a million people3 are directly reliant on coal mining. These are among those who will be affected as the country moves toward a lower-carbon future, said Jeffrey. Eskom has recently completed comprehensive social impact studies for its Komati, Hendrina, Grootvlei and Camden power stations to assess the local impact of closure. Closing these plants could have devastating effects on direct and indirect employment in these areas.

“While power stations like Komati are relatively small, it is a good place to start,” she said. “It is vitally important that practical ways are found to transition away from coal while not leaving communities stranded.”

The challenge, she pointed out, was that the pace of South Africa’s transition was going to be slower than the climate change deadlines being pursued by developed countries. It was to be expected that developing countries will be looking for more time to make the necessary changes in line with global commitments.

Published in World Coal, 11 August 2021

This month's top international coal headlines

  • Indonesian Nov HBA thermal coal price sets another record high — sxcoal.com
  • Taiwan's September thermal coal imports down 5% on year at 6Mt
    — Platts CTI
  • Asian thermal coal buyers scout for cheaper deals as winter demand gains pace — Platts CTI
  • Bring on non-binary debates for a redefined, realistic just transition, says WCA — Mining Weekly
  • Coal CEOs say their fuel is far from being consigned to history — Bloomberg
  • Buyers seek lower prices for Asian thermal coal as buying interest picks up
    — Platts CTI
  • Coal drags mining production down in September
    — Southern African Coal Report
  • African Energy Resources to offload Botswana coal assets
    — Southern African Coal Report
  • RB off-spec diffs tighten sharply, hinting a short-term bottom
    — Southern African Coal Report
  • Optimum’s future at risk again over fresh legal wrangling
    — Southern African Coal Report
  • Oct thermal coal derivatives volume down 9% on month to 57.6Mt: LEBA
    — Platts CTI
  • Traders left on the hook for expensive coal after China squashes prices
    — Reuters
  • Govt wants to sell Eskom's coal-fired power plants, Godongwana says
    — Bloomberg
  • Atlantic thermal coal prices search for floor — Platts CTI
  • Draft Glasgow climate deal something of a cop out — Platts CTI
  • Indonesian Nov HBA thermal coal price sets another record high — sxcoal.com
  • COP26: India's 2030 goals pose challenge on long haul to 2070 net-zero
    — Platts CTI
  • China power crisis: Zhejiang scraps rationing as electricity crunch shows signs of easing — South China Morning Post
  • AMCU expresses concern over South Africa’s proposed transition from coal-based resources — Mining Weekly
  • CME October coal volumes fall 18% on year to 19.8Mt — Platts CTI
  • COP26: Europe is accelerating away from coal but needs biomass: EU's Timmermans — Platts CTI
  • Tepid buying dents Asian thermal coal export sentiment despite supply tightness — Platts CTI
  • Sharp Richards Bay sell-off yet to spark major Indian buying
    — Southern African Coal Report
  • SA Sep bituminous exports rebound 22% on month
    — Southern African Coal Report
  • SA will not sign COP26 parallel pledge to move away from coal, says Environment Minister Creecy — Daily Maverick
  • Early winter snow in northern China threatens to deepen energy crisis
    — South China Morning Post
  • Tragic truth: Anti-mining fundamentalists are not helping to solve the unemployment crisis — Daily Maverick
  • Can carbon capture facilities reverse climate change? — Al Jazeera
  • Work set to start on Botswana coal mine in 2022 despite pressure — Reuters
  • China's coal producers rake in huge profits over Jan-Sep — sxcoal.com
  • China, India, other big coal users missing from COP26 phase-out deal
    — Reuters
  • COP26: South Korea, Indonesia among 23 signatories to phase out coal power — Platts CTI
  • COP26: South Africa hails deal to end reliance on coal — BBC Africa
  • COP26: Western nations pledge $8.5 billion for South African coal phase-out
    — Platts CTI
  • Mantashe wants new energy council to speak as one, not as competitors
    — Engineering News
  • Asian thermal coal export sentiment turns bearish, prices fall — Platts CTI
  • Tumbling RB prices help revive Indian demand — Southern African Coal Report
  • Glencore’s SA coal output slumps 16% on weak home demand
    — Southern African Coal Report
  • S Africa coal exports rise 21% on month to 5.9Mt in Sep — Platts CTI

2021 archive

October 2021
  • Coal is making a comeback. Supplies are so scarce that Pa.’s and N.J.’s electric grid operator is worried — The Philadelphia Enquirer
  • Atlantic thermal coal prices extend losses — Platts CTI
  • Musina-Makhado seeks clarity on China funding
    — Southern African Coal Report
  • SA’s biggest debt lender opposes funding coal — Southern African Coal Report
  • Further drop in RB prices could prompt Indian demand
    — Southern African Coal Report
  • Sasol Q1 exports up 17% despite Transnet troubles
    — Southern African Coal Report
  • Eskom holds ample coal supplies, but load-shedding still a problem
    — Southern African Coal Report
  • Indian interest surface for South African coal — Platts CTI
  • Atlantic coal market declines, stockpiles dwindle — Platts CTI
  • India's coal imports drop again despite acute shortage in utilities — sxcoal.com
  • India Giant Seeks Coal Imports for First Time in Two Years — Bloomberg
  • Climate change: Why India can't live without coal — BBC
  • COP26: India says coal will be mainstay in leaked report — BBC
  • Jun thermal coal imports rise 57% on year to 1.5Mt — Platts CTI
  • Zimbabwe’s power utility to finish new coal-fired units in 2022 — Bloomberg
  • Taiwan August thermal coal imports up 6% on year at 7Mt — Platts CTI
  • Tight South Africa supplies to keep RB prices at record highs
    — Southern African Coal Report
  • Mining output dragged down by coal production
    — Southern African Coal Report
  • Record S. Africa prices open alternative export hubs, but limited 19 Oct 2021
    — IHS Markit
  • The Energy Transition Will Take Decades Not Years — OilPrice.com
  • Richards Bay prices hit record highs; NW Europe steady
    — McCloskey Coal Report
  • The E in ESG Means Cancelling the S and the G — RealClearEnergy.org
  • Coal Generation in UK Jumps as Wind Speed Drops — OilPrice.com
  • The Global Energy Debate Must Mature — American Coal Council
  • Atlantic thermal coal prices rise as global shortage buoys prices — Platts CTI
  • South Africa's Transnet declares force majeure at Richards Bay port
    — Platts CTI
  • South Africa’s Transnet confirms second fire at Richards Bay — Platts CTI
  • RB eyes fresh record highs on tightening global supplies
    — Southern African Coal Report
  • Indian buying interest surfaces for Australian thermal coal as utility stockpiles fall — Platts CTI
  • Govt enables imported coal power plants to sell in markets; Adani, Tata plants to ease crisis — The Economic Times
  • South Africa's Richards Bay port hit by fire, impact unclear: sources
    — Platts CTI
  • Mining companies sail through Covid-19 storm thanks to commodity price boom - PwC report — fin24
  • Fire damages conveyor belt at Port of Richards Bay — Zululand Observer
  • EU looking into complaints that Russia stoking gas price surge — Reuters
  • SA coal miners to “make good money” for 10 years despite freight opportunity costs — Miningmx
  • Exclusive: Commodity traders face big margin calls as gas prices soar
    — Reuters
  • RB prices scale new heights on Europe, Asia supply fears
    — Southern African Coal Report
  • South Africa August coal exports fall 18% on year to 4.9Mt: customs
    — Platts CTI
  • China Coal Hub Suspends Mines After Floods Amid Energy Crises
    — Bloomberg
  • China's Zhejiang province imports first thermal coal from Kazakhstan - state media — Reuters
  • Global coal prices to remain high to Q1 2022 — McCloskey Coal Report
  • Coal miners bet rally continues rather than lock in record prices — IHS Markit
  • Does the UK face a gas shortage this winter? — BBC
  • Atlantic thermal coal prices rally to record highs amid global supply shortage — Platts CTI
September 2021
  • Soaring energy prices climb EU's political agenda — Reuters
  • China power crisis looks set to spur rush for the “dirtiest” fuel — Bloomberg
  • RB prices to test fresh 13-yr highs on India, Pakistan demand — Southern African Coal Report
  • Botswana's Minergy more than doubles coal sales in 2020-21 to 416,185 t — Platts CTI
  • Pakistan May thermal coal imports soar on year to 1.4Mt: customs data — Platts CTI
  • Atlantic thermal coal markets rally as supply shortages bite — Platts CTI
  • India's Jul coal imports down 15% on month, official data — sxcoal.com
  • ACE and WCA: Modest clean coal investment will cut ASEAN emissions
    — World Coal
  • South Asian thermal coal restocking could support South African pricing: sources — Platts CTI
  • Seriti renames South32 SA Coal Holdings to Seriti Power
    — Mining Review Africa
  • Atlantic thermal coal prices continue to push record highs — Platts CTI
  • Britain’s last coal power stations to be paid huge sums to keep lights on
    — The Guardian
  • August thermal coal derivatives volume drops 7% to 47.1Mt: LEBA — Platts CTI
  • Ultimate irony: Climate change forcing coal-fired comeback in many regions
    — POWERGEN
  • Tight global supplies keep RB prices at 13-year highs
    — Southern African Coal Report
  • Touted as clean, 'blue' hydrogen may be worse than gas, coal, researchers say — ScienceDaily
  • China and India send coal prices soaring amid green-energy push
    — Nikkei Asia
  • Australia vows to keep mining coal despite climate warning — France24
  • Atlantic coal prices rise amid supply shortages — Platts CTI
  • Fewer bids heard for Indonesian thermal coal as prices remain bullish
    — Platts CTI
  • UK had to turn on coal power plant to help National Grid cope with low winds — Sky News
  • ARM Coal suffers bigger losses on falling coal sales
    — Southern African Coal Report
  • UN gives Australia a 10-year deadline to shut down the entire coal mining industry and find workers new jobs as it ramps up pressure on Scott Morrison to back zero-carbon pledge — Australian Associate Press
  • RBCT prices to find support on Indian import demand hopes
    — Southern African Coal Report
  • CME July coal volumes fall 8% on year to 14.5Mt — Platts CTI
  • Supply constraints push Atlantic thermal coal prices higher — Platts CTI
  • Coal stockpiles of India's 57 power plants decline below critical level amid rising demand — sxcoal.com
  • No credible explanation for missing mining data: a department in meltdown' — Cape Talk
  • South Africa July coal exports fall 19% on year to 5Mt: customs — Platts CTI
August 2021
  • Coal still a lifeline for South Africa as transition begins — World Coal
  • RBCT prices may take breather from 13-year highs with Nov roll over
    — Southern African Coal Report
  • Atlantic thermal coal prices recover lost ground in end of week — Platts CTI
  • Namibia can produce green hydrogen at Eur1.5-2/kg, says German minister
    — Platts CTI
  • Pakistan April thermal coal imports up 28% on year at 1.13Mt: customs data
    — Platts CTI
  • Gwede Mantashe pours cold water
    on Eskom’s green dream — BusinessLIVE
  • RB prices to stay steady on weak Indian sponge iron demand
    — Southern African Coal Report
  • Eskom’s bold coal phase-out plan faces stiff union opposition
    — Southern African Coal Report
  • Japan's Shikoku Electric shuts 296 MW Sakaide gas-fired unit, to burn more coal — Platts CTI
  • Thungela’s H1 earnings soar in first results since Anglo demerger
    — McCloskey Coal Report
  • Richards Bay prices hover at highs, NW Europe ease — McCloskey Coal Report
  • Atlantic thermal coal prices relax in line with wider energy markets — Platts CTI
  • Transnet abandons coal rail expansion as part of broad effort to restore credibility — Mining.com
  • July thermal coal derivatives volume drops 41% to 34.1Mt: LEBA — Platts CTI
  • India's oil, coal addiction hurdle for speeding up emission goals — Platts CTI
  • Disrupted railway shipment to cut S Africa's coal exports by 9Mt in H1
    — sxcoal.com
  • Richards Bay rally to continue as India demand perks up
    — Southern African Coal Report
  • Germany set for biggest rise in CO2 emissions since 1990: Agora
    — S&P Global Platts
  • Spotlight: Gas-to-oil switching in South Asia; the biggest price signal in recent history — S&P Global Platts Analytics
  • Asia coal demand surge in stark contrast with UN climate warning — Reuters
  • Power outage impacts coal freight services by South Africa’s Transnet
    — Platts CTI
  • New study questions climate sense of blue hydrogen in UK strategy
    — Platts CTI
  • Laycan uncertainties keep Indonesian thermal coal buyers at bay — Platts CTI
  • Australia locks down key coal production area amid COVID-19 spread
    — sxcoal.com
  • China July coal imports rose 15.62% on year — sxcoal.com
  • Now climate activists want BHP to keep hold of its fossil fuels — Bloomberg
  • RB prices climb to fresh 13-year highs as exporters eye China, India
    — Southern African Coal Report
  • Explosion at S. Africa's Medupi coal-fired power station suspends operations: Eskom — Platts CTI
  • Australia’s Covid lockdown may tighten coal supplies — Argus Media
  • Thermal import enquiries from Indian end-users emerge
    — McCloskey Coal Report
  • India’s coal-fired sponge iron production slips 10% in June
    — McCloskey Coal Report
  • German hard coal-fired generation up 36% in H1 - VDKi
    — McCloskey Coal Report
  • Turkey's June thermal coal imports down 21% on year to 2.1Mt — Platts CTI
  • Atlantic thermal coal prices move higher on supply concerns — Platts CTI
  • Eskom's Medupi Power Station's last unit achieves commercial operation
    — World Coal
  • CME July coal volumes fall 39% on year to 9.7Mt — Platts CTI
  • THERMAL TRACKER: Gas-fired output extends decline in July as nuclear, coal step up — Platts CTI
  • Indonesia HBA thermal coal price reaches record high in Aug — sxcoal.com
  • Juniors struggle to recover from Covid-19; case for M&A grows
    — Southern African Coal Report
  • South Africa June coal exports fall 19% on year to 5.1Mt: customs — Platts CTI
July 2021
  • If done responsibly, coal mining can add value to economies – panel
    — Mining Weekly
  • Technology will secure coal’s place in a sustainable future, says WCA
    — Mining Weekly
  • Atlantic thermal coal prices supported by lack of prompt supply — Platts CTI
  • Cutting coal not as clear-cut as some wish, says analyst — Mining Weekly
  • China H1 coal consumption up 10.7%, power generation up 15.7% YoY, NEA
    — sxcoal.com
  • Supply issues keep Atlantic thermal coal prices elevated — Platts CTI
  • South32 July-June thermal coal output falls 19% on year to 19.6 million mt
    — Platts CTI
  • South Africa's Transnet port and rail operations normalize amid civil unrest
    — Platts CTI
  • Delivered-Pakistan thermal coal prices surge amid supply disruption
    — Platts CTI
  • The double-edged sword of a ‘just transition’ Investing in the coal economy can be done responsibly — Daily Maverick
  • Atlantic coal prices push to fresh record highs — Platts CTI
  • June thermal coal derivatives volume plummets 30% on year: LEBA
    — Platts CTI
  • MC Mining suspends South African coal operation amid civil unrest
    — Platts CTI
  • Transnet Richards Bay DBT, MPT terminals operations halted; coal loading continues — Platts CTI
  • CME June coal volumes down 46% on year at 10.9 million mt — Platts CTI
  • South Africa’s Transnet launches inquiry after coal train derailment
    — Platts CTI
  • South Africa May coal exports down 12% at 4.89 million mt: customs
    — Platts CTI
  • Mr Coal’s final deal sends a message to the world
    — The Sydney Morning Herald
June 2021
  • Bitcoin Miners Are Giving New Life to Old Fossil-Fuel Power Plants
    — The Wall Street Journal
  • China 'needs a future coal industry, not a future without coal' — Platts CTI
  • Pakistan March thermal coal imports climb 58% on year: WTS — Platts CTI
  • SA prices ease from decade highs as India, Pakistan demand slows
    — Southern African Coal Report
  • Mining industry seeks overhaul of "unimplementable" regulations
    — Southern African Coal Report
  • Pakistan avoiding pricey South African thermal coal — Platts CTI
  • Indonesian coal association calls to boost domestic supply as export prices soar — sxcoal.com
  • Tanzania to fast-track China-backed coal, iron ore mines — Platts CTI
  • The Last Oil Price Boom May Be in Sight — BCG
  • South African coal supply to fall off coalcliff from 2025 onwards – Jones
    — Mining Weekly
  • Michael McCormack says coal here to stay as G7 countries commit to decarbonised power by the 2030s — The Guardian
  • Atlantic thermal coal prices soar to decade highs — McCloskey Coal Report
  • IEA’s net-zero roadmap is unrealistic, lacks localized approach – Chinese experts — Platts CTI
  • Atlantic thermal coal prices touch nearly 10-year high — Platts CTI
  • May thermal coal derivatives volume down 15% on year: LEBA — Platts CTI
  • Leveraging R&D Strength to a Sustainable Future for Coal
    — American Coal Council
  • Indian buyers seek blended coal — Platts CTI
  • Citi and Trafigura Are Pitching 'Coal to Zero' Mining Vehicle — Bloomberg
  • Pakistan's Feb thermal coal imports down 25% on month: WTS — Platts CTI
  • RB prices hits 10-year high, Indian demand reawakens
    — Southern African Coal Report
  • Coal juniors seek fresh approach to the funding conundrum
    — Southern African Coal Report
  • Anglo responds to dossier on coal demerging, Thungela shares fall
    — Mining Weekly
  • Anglo's SA coal spinoff left bleeding on its first day — fin24
  • Richards Bay port upgrade to boost Durban — IOL
  • Atlantic thermal coal prices touch fresh multiyear highs — Platts CTI
  • CME May coal volumes down 47% on year at 9.5Mt — Platts CTI
  • South Africa April coal exports up 40% at 5.57Mt: customs — Platts CTI
  • Tight supplies to keep RBCT prices near decade high — McCloskey Coal Report
  • SA’s newest exporters take to the stage as prices run rampant
    — McCloskey Coal Report
May 2021
  • SA’s coal exporters face a shrinking market — Freight News
  • Northern summer to stoke thermal market — McCloskey Coal Report
  • Turkey April thermal coal imports up 92% on year: TUIK — Platts CTI
  • Atlantic thermal coal prices continue rally to multi-year highs — Platts CTI
  • Pakistan thermal coal price hits 11-month high amid supply constraint
    — Platts CTI
  • Pickup seen in Chinese inquiries for thermal coal; India spot demand muted
    — Platts CTI
  • RB hits fresh multi-year highs on tight supplies, China demand
    — Southern African Coal Report
  • India debates zero emission target: What is at stake? — India News
  • The IEA's shift away from coal and gas makes things awkward for the government — ABC News
  • Volatile Atlantic thermal coal prices rally to end week — Platts CTI
  • Energy Experts to Biden: You Can’t Go Green Without Getting Serious About Mining — InsideSources
  • Indonesian coal exports drop for 4th straight month in April — sxcoal.com
  • Trading activities stay muted in seaborne thermal coal on sagging demand
    — Platts CTI
  • Rains in Indonesia tighten thermal coal supply while China on wait-and-watch — Platts CTI
  • RB prices hit fresh multi-year highs on dwindling stocks
    — Southern African Coal Report
  • Eskom suspends coal purchase exec amid corruption charge
    — Southern African Coal Report
  • Seriti to conclude acquisition of SAEC from South 32 — Seriti Media release
  • Eskom gives consent to Duvha coal supply agreement, securing coal for the 2 875MW facility — Eskom Media Statement
  • Zimbabwe’s Contango in met coal offtake talks with potential local buyer
    — Platts CTI
  • South32 announces unconditional divestment of South Africa Energy Coal
    — Platts CTI
  • Australian metallurgical coal to continue supporting economies — World Coal
  • Richards Bay off-spec market lags benchmark rally — McCloskey Coal Report
  • South African exporters face logistical headaches at rail and port
    — McCloskey Coal Report
  • Atlantic thermal coal prices rally to multi-year highs — Platts CTI
  • Vietnam to boost coal imports in coming years — sxcoal.com
  • April thermal coal derivatives volume falls to 28-month low: LEBA — Platts CTI
  • Chinese domestic thermal coal prices skyrocket, Indian demand muted
    — Platts CTI
  • Atlantic thermal coal prices rally as supply remains constrained — Platts CTI
  • Indian seaborne thermal coal demand sluggish amid resilient freight rates
    — Platts CTI
  • Transnet to reopen part of S Africa coal export link — Argus Media
  • South Africa orders quarantine for coal vessels returning from India
    — Platts CTI
  • Eastern Mining Company presents concept of ‘Green Coal Cluster’
    — World Coal
  • S African rail disruption may last until 7 May — Argus Media
  • China urges power plants to increase coal inventories — sxcoal.com
  • Transnet says RBCT track repairs to take at least another week
    — McCloskey Coal Report
  • South Africa March coal exports climb 10% to 6.1Mt: customs — Platts CTI
April 2021
  • Atlantic thermal coal demand rises slightly with price increases — Platts CTI
  • South Africa's Transnet confirms derailment halting coal deliveries to export terminal — Platts CTI
  • Biden’s Risking US Energy Independence for ‘Unattainable’ Green Goals, Experts Say — InsideSources
  • South32's S Africa Energy Coal production slides Jan-Mar — Platts CTI
  • RB prices under pressure as record India COVID cases hit demand — Platts CTI
  • Germany’s HMS Bergbau buys majority stake in Botswana project — Platts CTI
  • Is ResGen’s woes the death knell for SA’s Waterberg coal dreams? — Platts CTI
  • Pakistan’s Jan thermal coal imports up 10% on year: 1.5Mt — Platts CTI
  • A Week After Shutting its Coal-Fired Plants Germany Forced to Reopen Them — Energy Education
  • President Xi pledges to strictly rein in coal-fired power projects — sxcoal.com
  • Atlantic thermal coal prices rise amid strengthening freight — Platts CTI
  • Anglo American Q1 thermal coal production down 7% at 8.08Mt — Platts CTI
  • Global energy CO2 emissions forecast to rise 5% in 2021 on revived coal burn: IEA — Platts CTI
  • Exclusive marketing rights secured by acquisiton of 51% in coal mine project in Botswana — HMS Bergbau AG
  • RB prices fall further, narrowing price gap with Newcastle
    — Southern African Coal Report
  • Morupule Coal to expand output ahead of power plant ramp up
    — Southern African Coal Report
  • China urges power plants to increase coal inventories — sxcoal.com
  • Clean coal’s uncertain future in South Africa 20 Apr 2021 – Coal and Mining
  • Emerging coal changes poised to present new electricity price risk
    — Mining Weekly
  • China’s Coal Frenzy Cancels America’s CO2 Emission Reductions
    — Morning Consult
  • The JSE is getting a new coal company - created out of Anglo assets. Here’s how big it could be — Business Insider SA
  • March thermal coal derivatives volume falls 24% on year to 51.33Mt: LEBA
    — Platts CTI
  • Asian thermal coal prices resilient amid firm Indian demand, tight Indonesian supply — Platts CTI
  • Why China not rushing to cut coal power plants as other countries
    — sxcoal.com
  • Anglo American to demerge South African thermal coal assets — Platts CTI
  • Anglo exits SA coal by setting up a new JSE-listed miner — BusinessLIVE
  • RB prices ease from two-year highs on limited Indian demand
    — Southern African Coal Report
  • South Africa tops G20 list for coal reliance — Southern African Coal Report
  • Indonesian thermal coal prices rises as supply tightens amid rains — Platts CTI
  • South Africa February coal exports unchanged at 5.56Mt: customs — Platts CTI
  • Prices: Nex fell by US$1.83/t from last week — Coalfax
  • Atlantic thermal coal prices supported despite limited spot activity — Platts CTI
March 2021
  • Coal-fired 800 MW Kusile Unit 3 begins commercial operation: Eskom
    — Platts CTI
  • SA Reserve Bank data: SA equities, including mining sector, remain unloved by foreign investors — Business Maverick
  • RB prices may ease from two-year highs on June rollover
    — Southern African Coal Report
  • Supply crunch across thermal coal-producing regions supports prices amid cautious buying — Platts CTI
  • India Feb thermal coal imports tumble on sharp fall from S. Africa
    — sxcoal.com
  • Large banks' lending to fossil fuel companies down 9% in 2020 — sxcoal.com
  • Pakistan's 2020 thermal coal imports up 7% on year: WTS — Platts CTI
  • Low-CV Indonesian coal gains steam amid Australia events — Platts CTI
  • Australia's rain will become India's pain as coal flows halt — Reuters
  • Exxaro warns 2Mt in coal exports at risk amid Transnet railing problems
    — Mining.com
  • European thermal coal price hits multi-year high as freight supports market
    — Platts CTI
  • Feb thermal coal derivatives volume falls 34% on year to 44.98Mt: LEBA
    — Platts CTI
  • Eskom to stick to price hike in Duvha coal deal — BusinessLIVE
  • Transition from coal is required, but must be just and managed well
    — BusinessLIVE
  • Eskom focuses on recovering operational performance — World Coal
  • The world’s three biggest coal users get ready to burn even more
    — Engineering News
  • China provides $1 billion in 'green' finance to coal projects in first half of the year — Reuters
  • After shipping grains, a Capesize is moving logs in a rare move — S&P Global
  • China’s Corporate Earnings Set for Biggest Jump in a Decade — Bloomberg
  • IEA official says unfair for developing countries to exit coal without financial assistance — sxcoal.com
  • Biden's 2035 net-zero goal would retire 90% of US coal capacity - consultant
    — Platts CTI
  • More South African coal inroads into China — Platts CTI
  • Seaborne thermal coal demand dips as ocean freight rates skyrocket
    — Platts CTI
  • Continuing rise of miners rests on speedy action by regulators and Transnet
    — BusinessDay
  • CME February coal volumes down 46% on year at 16.3Mt — Platts CTI
  • South Africa Jan thermal coal exports down 46% at 3.69Mt: customs
    — Platts CTI
February 2021
  • Indonesia's mining giants are piling into coal gasification projects as the country's biggest export markets and global investors move toward a carbon-neutral future — NIKKEI Asia
  • The wild history of the commodities boys — Reuters
  • Eskom suspends chief procurement officer over 'non-performance in procurement savings' — NEWS24WIRE
  • Atlantic thermal coal markets see supply constraints push up FOB pricing
    — Platts CTI
  • Pakistan's November thermal coal imports fall 7% on year: WTS — Platts CTI
  • Taiwan 2020 thermal coal imports down 6% at 62.69Mt: customs — Platts CTI
  • South African and Australian arbitrages narrowed — Platts CTI
  • Kalimantan thermal coal prices firm on strong seaborne inquires — Platts CTI
  • RB seeks direction with Indian buyers on side-lines
    — Southern African Coal Report
  • SA exporters ramp-up pressure on Transnet to fix coal line
    — Southern African Coal Report
  • Transnet prioritising capacity improvements on coal lines
    — African News Agency
  • Texas Freeze Highlights Benefits of Coal-Fired Power Plants — CNSNews
  • RB finds support from emerging Indian demand
    — Southern African Coal Report
  • Atlantic thermal coal prices bullish on demand, supply issues — Platts CTI
  • Indonesian thermal coal supply tight amid rains, Indian inquiries grow
    — Platts CTI
  • January thermal coal derivatives fall 30% on year to 50.09Mt: LEBA — Platts CTI
  • Pakistan coal demand dampened by high pricing environment: sources
    — Platts CTI
  • Mopane mining right granted — World Coal
  • Sub-Saharan Africa could green-light 74Mtpa LNG capacity by 2030: ACTING
    — S&P Global Platts
  • RB prices find support from supply uncertainty — Platts CTI
  • SA coal future darkens as Exxaro to halt new investment — Reuters
  • CME January coal volumes down 34% on year at 20.6Mt — Platts CTI
  • South African thermal coal prices could rise on rail disruption: sources
    — Platts CTI
  • Glencore's 2020 thermal coal production down 24% at 94Mt — Platts CTI
  • Indonesian thermal coal prices continue falling despite heavy rain — Platts CTI
  • RB prices under pressure for third straight week, eyes on India
    — Southern African Coal Report
  • RBCT eyes record exports in 2021 via de-bottlenecking project — Platts CTI
January 2021
  • Wescoal CEO resigns, efforts continue to diversify customer base
    — Mining Weekly
  • Glencore is looking lonely as rivals look to abandon coal business
    — Bloomberg
  • Richards Bay Coal Terminal sees coal exports decline in 2020 for third straight year — Platts CTI
  • ZAC restarts operation — World Coal
  • Indonesian thermal coal prices stable to lower, seaborne deals thin
    — Platts CTI
  • Falling RB prices could ignite revival in Indian demand
    — Southern African Coal Report
  • Oil-producing Native American tribe seeks exemption from Biden drilling pause — Reuters
  • Richards Bay lower on weak Indian demand, NW Europe also down
    — McCloskey Coal Report
  • Botswana's private coal miner to double output if it wins Eskom contract, says CEO — Reuters
  • China mulls lifting coal ban as Aussie trade war backfires big — MacroBusiness
  • Cape Town says it’s ready to leave Eskom and load shedding behind
    – but needs national government to catch up — BusinessTech
  • Thermal coal traded derivatives volume at nine-year low in 2020: LEBA
    — Platts CTI
  • BHP, Glencore, Anglo American face OECD investigation over environmental damage and human rights abuses at Colombian coal mine — ABC NEWS
  • Strong RB thermal prices mute Indian, Pakistan demand
    — Southern African Coal Report
  • Fossil fuels to dominate Africa’s power grids — Southern African Coal Report
  • Global seaborne hard coal trade down 11% on year in 2020: VDKi — Platts CTI
  • China looks to new markets for coal, but can it do without Australia?
    — South China Morning Post
  • Colombian coal miner Drummond production, exports fell in 2020 — Reuters
  • WCA: Coal still deemed essential by many countries — IEA
  • South Africa’s Transnet postpones works on coal line until Jan. 16 — Platts CTI
  • Fuel-switching and COVID crush European 2020 coal burn — Argus Media
  • Pakistan's Oct thermal coal imports rise 20% on month to 1.6Mt: WTS
    — Platts CTI
  • Exports steady in 2020 — McCloskey Coal Report
  • Transnet delays maintenance to Richards Bay rail line by a week
    — McCloskey Coal Report
  • Atlantic thermal coal prices rebound after mid-week volatility — Platts CTI

2020 archive

 

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We provide a service in coal information reporting through the creation of client-specific reports to meet unique client coal information needs.

Current industry statistics, including production, sales, exports and pricing data, as well as the latest information on developments in the field are sourced from the records of XMP Consulting, coal industry specialists.

 

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