Thermal coal futures fell below $145 per ton, extending their retreat from near three-year highs after the US and Iran signed an interim peace agreement that paves the way for the reopening of the crucial Strait of Hormuz. The development pushed energy prices lower and reduced incentives for fuel switching. The agreement also includes the lifting of sanctions on Iranian oil exports, while negotiations on nuclear issues and potential additional economic incentives for Iran will follow. The prolonged disruption had previously driven energy importers across Asia and Europe to seek alternatives to Persian Gulf natural gas, with Japan and South Korea notably increasing coal consumption during the conflict. Meanwhile, coal prices had surged to multi-year highs earlier this month after Indonesia tightened export controls on key commodities, a move expected to delay shipments from the world’s largest coal exporter.
Coal rose to 127.70 USD/T on June 29, 2026, up 1.35% from the previous day. Over the past month, Coal's price has fallen 8.98%, but it is still 16.20% 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 June 30 of 2026.
Coal rose to 127.70 USD/T on June 29, 2026, up 1.35% from the previous day. Over the past month, Coal's price has fallen 8.98%, but it is still 16.20% 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 143.30 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 155.13 in 12 months time.