Coal demand may rise due to Gulf war impact
pre-market1 source ↓written by the desknot a recommendation
- China’s imports
- 10%
- 25 mt
- also dropped
- 13%
- increase in coal
- 9%
- coal flows
- 19 mt
Global seaborne coal flows fell over 1% in February 2026, with China’s imports down 10% to 25 mt. Indonesia's coal exports also dropped nearly 13%. However, the ongoing war in the Arabian Gulf may bolster coal demand as oil and gas supplies tighten, particularly benefiting India's industrial sector, which saw a 9% increase in coal flows to 19 mt.
• China’s coal imports decreased by 10%
• Indonesia's coal exports fell by 13%
• India’s coal flows rose by 9%
Traders should monitor shifts in demand dynamics as geopolitical tensions evolve.
Not investment advice. For informational purposes only.