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6.7

IEA: Ormuz LNG disruptions push global coal demand to record 8.94 Mt in 2026

The IEA projects global coal demand will rise 1.2% in 2026 to a record 8.940 million tonnes, attributing the surge to higher natural gas prices from LNG shipment disruptions via the Strait of Hormuz. This marks a reversal of prior expectations of coal demand plateauing, signaling energy security concerns overriding climate goals. The forecast hinges on the duration of the Ormuz crisis, which remains uncertain.

BioBío Chile1 day agoIR, AE, SACredibility 20%View source

Score Breakdown

Mosaic Score6.7
Confidence0.5
Significance0.8
Source credibility0.2

Intelligence Tags

#coal#lng#energy-security#iea#strait-of-hormuz#natural-gas

Locations

Strait of Hormuz

Entities

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Source

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