Coal prices held above $130 per ton, below the 17-month high of $146.5 reached on March 20, but still up nearly 15% since the war began in late February. The move reflects spillover from higher oil and LNG risk premiums as failed US-Iran peace talks keep key shipping routes uncertain. Asia is leaning on coal for baseload power, with Japan extending coal plant use and South Korea easing curbs, while China boosts domestic coal output and advances coal-to-gas projects to cut import risk. The shift underscores a broader energy-security pivot as gas and oil supply fears persist. Still, any rebound in Middle Eastern energy flows could unwind recent gains, while long-term demand faces pressure from accelerating renewable energy growth and policy transitions worldwide. In corporate news, Anglo American is attracting at least three bidders for its Australian steelmaking coal assets, with Stanmore Resources, Mitsubishi Corporation and PT Buma Internasional Grup among suitors.
Coal fell to 134.40 USD/T on May 5, 2026, down 0.85% from the previous day. Over the past month, Coal's price has fallen 2.54%, but it is still 35.21% higher than a year ago, 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 May 6 of 2026.
Coal fell to 134.40 USD/T on May 5, 2026, down 0.85% from the previous day. Over the past month, Coal's price has fallen 2.54%, but it is still 35.21% higher than a year ago, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Coal is expected to trade at 135.64 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 144.83 in 12 months time.