Vietnam is considering expanding coal-fired power capacity due to LNG supply constraints from the US-Iran war.

ZeroHedge reports that a Super El Niño could trigger a major coal boom in India.

Bloomberg reports that China's new five-year energy plan allows for coal consumption growth, prioritizing energy stability over climate concerns.

Asia coal prices hit 22-month high after Indonesia's new export rules delay shipments as summer demand rises.

Chinese domestic futures closed mixed overnight, with PTA down over 2%, synthetic rubber up over 1%, and plastic and soybean meal up nearly 1%.

EIA forecasts U.S. electricity demand to hit new records in 2026-2027, driven by AI data centers, crypto mining, and electrification; commercial use to surpass residential.

The post reports that US airlines' fuel bills increased by $3 billion in May, according to Reuters.

The post reports that India's power demand is expected to grow 6% annually through 2030, supported by renewable energy capacity additions of 45-50 GW per year.

A study warns that a super El Niño would strain India's power grid more than any other globally, slowing its shift away from coal.

Japan increased coal-fired power generation last month after reducing natural gas use, due to LNG supply disruptions around the Strait of Hormuz.

ZeroHedge reports IEA data that China's data center electricity supply is nearly 70% coal, with renewables at nearly 20%, nuclear close to 10%, and natural gas for the rest.

Chen Guo of Oriental Fortune research says coal prices may beat expectations in H2, recommends not selling coal stocks at current prices.

China's National Development and Reform Commission announces plans to accelerate clean energy generation to cover new electricity demand growth and implement decarbonization actions across nine high-emission industries.

China's National Development and Reform Commission reports that as of June 16, national coal inventory at dispatched power plants reached 210 million tonnes with 34 days of average supply available.

Coking coal and coke futures fell sharply intraday on 18 June: coking coal down 6% to 1268 yuan/tonne, coke down 5% to 1985 yuan/tonne.

Multiple commodities including precious metals, coking coal, fuel oil, and methanol declined; post questions why low-sulfur fuel oil rose instead, promoting Jin10 Futures app.

China's domestic futures markets opened lower on June 18, with declines in coking coal, soda ash, platinum and fuel oil, while polysilicon, xylene and PTA rose.

Indonesia releases details on export overhaul including palm oil, coal and ferronickel.