石炭
概要
欧州では、制裁措置により石炭の輸入先がロシアから他の供給国にシフトしています。電力ミックスにおける石炭の役割はピーク負荷用へとさらにシフトしており、今後のプランニングはより困難になっています。
アジア太平洋地域では、一般炭が電力・産業部門の柱であり続けています。世界の石炭貿易のフローと価格スプレッドは変化しており、主要供給国であるロシア、インドネシア、オーストラリア、南アフリカ、コロンビア、米国からのフローは、価格ダイナミクスと貿易障壁に対応して新しい市場に浸透しつつあります。
価格と市場動向を常に注視し、石炭市場が他のエネルギーやコモディティのベンチマークとどのように交差しているかを把握することが、今後数年間はより一層重要になってきます。
Latest coal news
Browse the latest market moving news on the global coal industry.
New Zealand’s Fonterra starts electrode boiler
New Zealand’s Fonterra starts electrode boiler
Sydney, 9 May (Argus) — New Zealand dairy co-operative Fonterra has turned on an electrode boiler at its Edendale plant and commissioned two more. This will help reduce CO2 equivalent (CO2e) emissions by 72,800 t/yr from 2027. The co-operative's three boilers will replace coal-fired systems and be powered by renewable energy generated at Edendale, it said on 7 May. Emissions reductions from the plant will account for 4pc of Fonterra's target of a 50.4pc reduction in scope 1 and scope 2 emissions relative to 2018 levels by 2030. The co-operative has committed NZ$70mn ($41.3mn) to build the Edendale boilers, with additional co-funding from New Zealand's Energy Efficiency and Conservation Authority (EECA). Fonterra's on-farm emissions are excluded from New Zealand's emissions trading system , but its coal boilers fall under the scheme. The co-operative has been moving away from coal boilers since 2018, reducing its CO2e emissions by 200,400 t/yr through six conversions. Fonterra has converted coal boilers into wood-fired and electrode boilers in collaboration with EECA. Its 2020 Te Awamutu coal-to-biomass boiler conversion led to a 98.4pc decline in CO2e emissions, from 90,395 t/yr to 1,425 t/yr, according to an EECA study. Fonterra was looking for 80,000-100,000t of Vietnamese wood pellets on a one-year contract starting in mid-2025 as it moves away from fossil fuels to renewables, market participants told Argus in December 2024. By Avinash Govind Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
Australian renewable projects gain power grid access
Australian renewable projects gain power grid access
Sydney, 8 May (Argus) — A total of 10 renewable energy projects have been granted access to a power grid in New South Wales (NSW), Australia, to avoid over 10mn t/yr of CO2 equivalent (CO2e) of emissions by 2031, the NSW state government said today. The 10 private solar, wind and battery storage projects will connect to the Central-West Orana Renewable Energy Zone (REZ) , a 20,000 km² area about 400 km west of state capital Sydney that will avoid 10.29mn t/yr of carbon emissions, according to the state's energy minister. Construction of the 240 km transmission line connecting the renewable energy projects to the national electricity market will start in mid-2025 and is estimated to cost A$3.2bn ($2.1bn). The 10 projects will provide total renewable energy and storage capacity of 7.15 GW, capable of powering over half the households in NSW by 2031. The Central-West Orana REZ is expected to be completed by December 2028 and is part of the NSW's transition to renewable energy. The REZ is expected to generate 15,000 GWh/yr of energy when fully operational, around 5pc of the total 273,000 GWh generated in the country in 2023, according to the Australian Department of Environment. The REZ improves the state's chances of meeting its target of reducing emissions by 50pc from 2005 levels by 2030 through lowering its reliance on coal-fired generation, which accounted for 70pc of fuel used in NSW in May 2024-April 2025. Australia's largest coal-fired power station Origin's 2,880 MW Eraring provides 18pc of the state's electricity and will close in August 2027, around a year before the expected completion of the Central West Orana REZ project. By Grace Dudley Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
US EIA will not release international outlook in 2025
US EIA will not release international outlook in 2025
Washington, 6 May (Argus) — The US Energy Information Administration (EIA) no longer expects to publish one of its major energy reports this year after losing some of its staff through President Donald Trump's efforts to downsize the federal workforce. The EIA does not plan to publish its International Energy Outlook (IEA) — which models long-term global trends in energy supply and demand — this year because of a loss of staff responsible for producing the report, according to an internal email initially reported by the news outlet ProPublica . The EIA confirmed the authenticity of the email. "At this point, you can assume that we will not be releasing the IEO this year," the EIA's Office of Energy Analysis assistant administrator Angelina LaRose wrote in the 16 April email. "This was a difficult decision based on the loss of key resources." Oil and gas producers, traders, utility companies, federal regulators and foreign governments have come to rely on the data and models from the EIA, an independent agency within the US Department of Energy. The 2025 version of the IEO might still be published early next year, the EIA said. The agency for now is focusing on trying to "preserve as much institutional knowledge as possible" with an "all hands-on deck" effort under which remaining staff will document models and procedures on long-term modeling, LaRose wrote in the email. Trump and his administration have worked to cut the size of the government's workforce through voluntary buyouts and a process known as a reduction in force. The EIA has yet to say how many personnel it has lost, but about a third of the agency's 350 staffers have accepted voluntary buyouts, according to a person familiar with the situation. The White House last week proposed an 18pc budget cut for the non-nuclear portions of the Department of Energy, but has yet to say if it is seeking to cut spending at the EIA. Last month, the EIA released its premier report, the Annual Energy Outlook , but omitted its traditional in-depth analysis. A technical issue on 1 May delayed the release of a key natural gas storage report by more than three hours, the EIA said. By Chris Knight Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
Australia's Labor win may aid low-carbon Fe, Al sectors
Australia's Labor win may aid low-carbon Fe, Al sectors
Sydney, 5 May (Argus) — The Australian Labor party's victory in the country's 3 May parliamentary election could support low-carbon iron and aluminium developers, providing policy clarity and public capital to the sectors. Labor's victory provides more certainty around Australia's A$14bn ($9.06bn) green hydrogen subsidy scheme, which will help steel producers transition towards hydrogen-powered steel furnaces. The opposition Coalition during the election pledged to scrap the programme, which will allow producers to claim A$2/t of green hydrogen produced from 2027. Australian steelmaker NeoSmelt and South Korean steelmaker Posco are developing electric iron smelters in Western Australia (WA) that produce hot-briquetted iron, which is used in the green steel process. Both projects will initially rely on natural gas but may transition to hydrogen-based processing as hydrogen production rises. Australia's hydrogen tax credits may prove crucial given ongoing hydrogen production challenges. South Australia's state government closed its Office of Hydrogen Power SA on 2 May, following a funding cut earlier this year. Labor can now also move forward with plans for A$2bn in low-emissions aluminium production credits, beginning in 2028-29. Smelters will be able to claim credits per tonne of low-carbon aluminium produced, based on their Scope 2 emission reductions. The party's proposal does not include any blanket credit for producers. Labor's aluminium production credits are aimed at supporting the Australian government's goal of doubling the country's share of renewable power from about 40pc to 82pc by 2030. Australian producers export about 1.5mn t/yr of aluminium, according to industry body Australian Aluminium Council, from four smelters located around the country. Green iron funding Labor's election win also secures its A$1bn lower-emission iron support pledge , first announced in late February. Half of the fund will go towards restarting and transitioning the 1.2mn t/yr Whyalla steelworks in South Australia into a green steel plant. The other half will support new and existing green iron and steel projects to overcome initial funding barriers. Labor has not allocated any funding through the programme yet. By Avinash Govind Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
Spotlight content
Browse the latest thought leadership produced by our global team of experts.
Explore our coal products
Real time access to trusted price assessments, indexes, global market intelligence, analytics and outlooks for European, Asia-Pacific, Americas and African coal markets.
主な価格査定
アーガスの価格は、実際の市場価値を知る、信頼できる指標として市場で認められています。最も広く利用され、関連性の高い価格査定の一部をご覧ください。
Related events
