Coal
Sort By Date
- Newest
- Oldest
Apr 2026
Why betting on rising demand for met coal in Asia is a losing strategy
Met coal demand has peaked. As steel shifts to low-carbon EAFs to cut its 11% share of global emissions, further coal investment risks becoming a stranded asset.
Apr 2026
Economics of coal versus renewables in Southeast Asia’s energy crisis
The conflict in Iran has spiked oil and gas prices, driving a gas-to-coal shift that pushed Asia’s coal benchmark 20% above pre-war levels. Replacing planned gas expansions with solar and storage instead of coal could save ASEAN $4 billion by 2030 while providing essential price stability.
Mar 2026
Solar could help Vietnam avoid almost USD 600 million from coal and gas imports, as Iran war drives up energy prices
Vietnam's solar boom means the country has a stronger buffer against rising energy imports prices resulting from geopolitical crises.