Why is global coal demand forecast to rise to a record 8.94 billion tonnes in 2026, according to the IEA?

Global coal demand is forecast to rise by 1.2% in 2026 to a record 8.94 billion tonnes due to disruptions to oil and liquefied natural gas shipments through the Strait of Hormuz since the U.S.-Iran war started, which have driven up energy prices and encouraged higher electricity generation from coal in countries with gas-fired power fleets and spare coal capacity.

What impact has the May mine accident in China had on global coal production?

The May mine accident in China triggered safety inspections that led to a significant reduction in coal production in China—the world’s biggest producer—causing global coal production to decline this year, though it remains above 9 billion tonnes for a third consecutive year.

Global coal demand forecast to rise by 1.2% in 2026 to a record 8.94 billion tonnes due to Middle East conflict, IEA says

Sep 9, 2026

The IEA forecasts global coal demand will reach a record 8.94 billion tonnes in 2026, driven by Middle East conflicts disrupting LNG supplies. Global production remains above 9 billion tonnes, though China's output declined following a major mine accident.

reuters

2026-02-02

IEA Forecasts Record European LNG Imports in 2026

2026-03-12

IEA Projects Global Oil Supply Drop of 8 Million Barrels Daily Amid Middle East Conflict

2026-04-09

Rare Earths Capacity Outside China Must Expand to Meet Magnet Demand – IEA

2026-04-16

IEA Says Middle East Energy Output Loss Will Take Two Years to Recover

2026-04-19

Global 2025 Power Demand Rose as EV, Data Centers Grew, IEA Says