Asian Coal Resurgence: Supply Shock Meets Demand Shift: BI Replay

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Duration: 52 Minutes

Original Date: July 23, 2026

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The Asian coal market is undergoing a significant reset, driven by Iran war-related energy security concerns, the Shanxi mine blast disruption, and rising political risks from Indonesia. China’s thermal coal benchmark has surged over 25% year-to-date, with El Niño-driven peak summer demand yet to materialize. Join Bloomberg Intelligence analyst Ortis Fan and Bloomberg metals and mining specialist Ying Xia for a focused discussion on the critical forces shaping Asian coal trade flows and supply-demand dynamics in an increasingly volatile macro environment.

Asian Coal Resurgence: Supply Shock Meets Demand Shift: BI Replay

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