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.
Colombia not cancelling coal: Mining authority
Colombia not cancelling coal: Mining authority
Cartagena, 24 March (Argus) — Colombia will honour the terms of coal mining firms' contracts and is not forcing companies out of the industry, which is instead under pressure from market conditions, mining regulator ANM president Alvaro Pardo said. "Today, no thermal coal owner in the country can say that the state violated their rights," Pardo told Argus on the sidelines of the Colombia Genera conference in Cartagena. "We are respectful of their contractual rights." The administration of Colombian president Gustavo Petro has made several anti-fossil fuel statements, and is working on moving to less carbon-intensive energy sources — although it has not included coal in its list of strategic minerals and intends to honour existing coal mining licences until the end of their terms, Pardo said. Instead, market factors are likely to end coal production before the government does, he added. Colombia's thermal coal exports increased by 8.8pc on the year in 2024, but revenues of Colombia's largest thermal coal producers declined by 25pc over the same period, reflecting the difficult market conditions of lower coal prices and tighter margins, Pardo stressed. The government is concerned with the drop in international thermal coal prices because it fears that the large open-pit coal mines including Drummond and Cerrejon may hand back the coal titles to the government as Glencore did in 2021. With global coal prices falling this year, coal demand has also shifted to Asian markets, such as South Korea, India, Japan and China, but freight costs for Colombian coal to reach these markets are around $37/t, compared with $16-17/t to traditional markets such as Europe. "Europe is no longer demanding Colombian coal nor is Chile," Pardo said. When asked whether the government may consider cutting royalties on coal mining firms, Pardo said ANM will not reduce royalties. But the Colombian mining association has stressed that the Colombian mining sector, including coal, has the highest tax rates among peers. The government recently slapped an additional 1pc surcharge on coal exports. The government will not grant new contracts to large open-pit thermal coal mines, Pardo said. The IEA predicts that global coal demand will plateau through 2027, although it reached a record high in 2024 of 8.77bn metric tonnes (t). Anticipating the downturn, the Petro administration is looking at how to convert mining areas to other uses such as for renewable energy, tourism or production of other minerals, Pardo noted. By Diana Delgado Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
Electricity drove surge in energy demand in 2024: IEA
Electricity drove surge in energy demand in 2024: IEA
London, 24 March (Argus) — Electricity demand drove a jump in overall global energy consumption growth in 2024, lifting it well above the average pace of increase in recent years, energy watchdog the IEA said today. Global energy demand rose by 2.2pc in 2024 — higher than the average annual demand increase of 1.3pc between 2013 and 2023 — according to the Paris-base agency's Global Energy Review . Global electricity consumption rose by 4.3pc, driven by record-high temperatures that led to increased cooling demand, growing industrial consumption, the electrification of transport and from data centres and artificial intelligence, the IEA said. Renewables and nuclear covered the majority of growth in electricity demand, at 80pc, while supply of gas-fired power generation "also increased steadily", it said. New renewable power capacity installations reached around 700GW in 2024 — a new high — while renewable power sources and nuclear together made up 40pc of total generation in 2024, it said. Global gas demand rose by 2.7pc in 2024, with an increase in "fast growing Asian markets", the IEA said. It noted growth of more than 7pc and 10pc in China and India, respectively. But "growth in global oil demand slowed markedly in 2024", the organisation said. Oil demand rose by 0.8pc — compared with 1.9pc in 2023 — and oil's share of total energy demand fell below 30pc last year "for the first time ever". A rise in electric vehicle (EV) purchases was a key contributor to the drop in oil demand for road transport, and this offset "a significant proportion" of the rise in oil consumption for aviation and petrochemicals, the IEA said. The rate of increase in coal demand slowed to 1.1pc in 2024, half the pace seen in 2023. "Intense heatwaves" in China and India "contributed more than 90pc of the total annual increase in coal consumption globally", for cooling needs, the IEA found. Renewables limit rise in emissions The IEA repeatedly noted the significant effect that extreme weather in 2024 had on energy systems and on demand patterns. Last year was the hottest ever recorded, beating the previous record set in 2023. "Weather effects contributed about 15pc of the overall increase in global energy demand", the IEA said. Global cooling degree days were 6pc higher in 2024 on the year, and 20pc higher than the 2000-20 average, it said. But the "continued rapid adoption of clean energy technologies" restricted the rise in energy-related CO2 emissions, which fell to 0.8pc in 2024 from 1.2pc in 2023, the IEA said. Energy-related CO2 emissions still hit a record high of 37.8bn t in 2024, but the rise in emissions was lower than global GDP growth, it said. "The majority of emissions growth in 2024 came from emerging and developing economies other than China," the IEA said. Emerging and developing economies accounted for more than 80pc of the increase in global energy demand last year, it said. By Georgia Gratton Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
Upper Mississippi River reopens for transit
Upper Mississippi River reopens for transit
Houston, 20 March (Argus) — The first towboat arrived at St Paul, Minnesota, today, marking the start of the 2025 navigation season on the upper Mississippi River, according to the US Army Corps of Engineers (Corps). The Neil N. Diehl passed through Lock 2 at Hastings, Minnesota, with nine barges, crossing into St Paul on 19 March. Tows reaching St Paul signify the unofficial start of the navigation season, as St Paul is the last port to open on the Mississippi River after winter ice thaws each year. This is considered an average start time for the navigation season, which typically opens the third week of March. The first tow to reach St Paul in 2024 arrived on 17 March. The Corps released the final Lake Pepin ice measurements of 17in on 12 March and was unable to take new measurements this week since the ice had melted significantly. Lake Pepin measurements help determine when the ice will be thin enough for barges to transit up river. By Meghan Yoyotte Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
Turkish lira at all-time low against dollar
Turkish lira at all-time low against dollar
London, 19 March (Argus) — Turkey's lira currency fell to record lows against the US dollar today, after the arrest of Istanbul's mayor provoked concern about instability. The depreciation could cause imports of dollar-denominated commodities to become more expensive, although reaction was mixed across markets. The lira went as low at 40/$1 in early trading, from below 37/$1 on Tuesday 18 March, before easing to around 38/$1 later in the day. The lira has been slowly depreciating against the dollar for many years, but the sharp fall today came after Ekrem Imamoglu, one of President Recep Tayyip Erdogan's main political rivals, was held on suspicion of corruption and aiding a terrorist organisation. Turkey is a significant importer of natural gas, crude and LPG, as well as coal and petcoke, although demand for many commodities will be muted currently because of the Islamic fasting month of Ramadan. Early indications from the coal and petcoke markets were that all import trades had halted as the lira hit the record low. In polymers markets the focus is on whether demand recovers after Ramadan ends on 30 March. But a trading source in Turkey said the fall is not enough for "massive changes" to imports of oil products. The OECD forecasts headline inflation in Turkey at 31.4pc this year, the highest among its members, easing to 17.3pc in 2026. The IMF has forecast Turkey's economy will grow by 2.6pc this year, after an expansion of 2.7pc in 2024. By Ben Winkley, Aydin Calik, Joseph Clarke, Amaar Khan and Dila Odluyurt 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。
