Coal demand may rise amid Gulf conflict, says Breakwave Advisors
after close1 source ↓written by the desknot a recommendation
- in February 2026
- 1%
- decrease in coal
- 10%
- increase in seaborne
- 9%
- coal flows
- 19 Mt
Global seaborne coal flows fell over 1% in February 2026, driven by a 10% decrease in coal imports to China. However, the ongoing war in the Arabian Gulf may support coal demand as oil and gas supplies tighten. Notably, India saw a 9% increase in seaborne coal flows to 19 Mt, fueled by robust industrial demand, particularly in the steel sector.
Not investment advice. For informational purposes only.