00:00Global coal exports could rebound in the final months of 2026.
00:04Coal is becoming much cheaper than liquefied natural gas across Asia.
00:08Australian thermal coal prices are around 80% below LNG prices.
00:12This growing price gap is making coal more attractive for power generation.
00:17China, Japan, and South Korea imported 122 million metric tons of coal in the third quarter.
00:23But winter heating demand could push imports significantly higher.
00:27Together, these countries imported an average of 143 million tons during the final quarter of 2024 and 2025.
00:36Indonesia and Australia are also preparing for a potential increase in export orders.
00:41Indonesia shipped nearly 107 million tons of coal in the third quarter of 2026.
00:47Australia exported around 52 million tons during the same period.
00:51Combined exports from both countries could rise by nearly 30 million tons in the final quarter.
00:57The potential increase highlights coal's continuing role in Asia's energy supply.
01:02Despite global efforts to reduce emissions, lower fuel costs may still shape power generation choices this winter.
01:09Disclosure.
01:10This video contains stock footage and content created or enhanced using AI-assisted tools.
01:14Disclosure.
01:14Disclosure.
