Coal prices rose above $145 a tonne, hovering near a three-month high, as the International Energy Agency warned that global consumption is set to reach a record this year. The IEA expects demand to increase 1.2% to 8.94 billion tons in 2026, reversing its earlier forecast for a decline. Higher natural gas prices, driven partly by uncertainty over LNG supplies through the Strait of Hormuz, are encouraging power generators to switch from gas to coal. This trend has been evident across major markets including China, South Korea, Japan and Europe. Strong El Niño conditions are also boosting electricity demand for cooling while reducing hydropower generation in countries such as India and Vietnam. Although expanding wind and solar capacity is limiting the growth of fossil fuels, rising global electricity demand continues to support coal consumption. The IEA warned that if LNG flows through Hormuz remain disrupted, global coal demand could reach another record in 2027.
Coal fell to 146.75 USD/T on September 11, 2026, down 0.84% from the previous day. Over the past month, Coal's price has risen 13.32%, and is up 45.73% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Historically, Coal reached an all time high of 457.80 in September of 2022. Coal - data, forecasts, historical chart - was last updated on September 14 of 2026.
Coal fell to 146.75 USD/T on September 11, 2026, down 0.84% from the previous day. Over the past month, Coal's price has risen 13.32%, and is up 45.73% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Coal is expected to trade at 147.43 USD/MT by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 160.85 in 12 months time.