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🔴 The global energy map is undergoing a forced transformation at the beginning of the second quarter of 2026, as escalating military tensions since the onset of the war in Iran and direct threats to oil and gas supplies through the Strait of Hormuz have led major countries to revive reliance on coal as an urgent strategic option to avoid the collapse of national electricity grids.
🔴 In light of the sharp cut in natural gas supplies, reports from Bloomberg and The Guardian have observed rapid movements from major economic powers to secure immediate alternatives:
📌 In Asia: India and China have increased their domestic coal production, and New Delhi has ordered coal plants to operate at full capacity to compensate for the shortfall in liquefied gas.
📌 Coal Market: Coal prices surged by 20% to reach $150 per ton, with expectations of hitting the $200 threshold if the conflict extends beyond May.
🔴 The global energy map is undergoing a forced transformation at the beginning of the second quarter of 2026, as escalating military tensions since the onset of the war in Iran and direct threats to oil and gas supplies through the Strait of Hormuz have led major countries to revive reliance on coal as an urgent strategic option to avoid the collapse of national electricity grids.
🔴 In light of the sharp cut in natural gas supplies, reports from Bloomberg and The Guardian have observed rapid movements from major economic powers to secure immediate alternatives:
📌 In Asia: India and China have increased their domestic coal production, and New Delhi has ordered coal plants to operate at full capacity to compensate for the shortfall in liquefied gas.
📌 Coal Market: Coal prices surged by 20% to reach $150 per ton, with expectations of hitting the $200 threshold if the conflict extends beyond May.