石炭
概要
欧州では、制裁措置により石炭の輸入先がロシアから他の供給国にシフトしています。電力ミックスにおける石炭の役割はピーク負荷用へとさらにシフトしており、今後のプランニングはより困難になっています。
アジア太平洋地域では、一般炭が電力・産業部門の柱であり続けています。世界の石炭貿易のフローと価格スプレッドは変化しており、主要供給国であるロシア、インドネシア、オーストラリア、南アフリカ、コロンビア、米国からのフローは、価格ダイナミクスと貿易障壁に対応して新しい市場に浸透しつつあります。
価格と市場動向を常に注視し、石炭市場が他のエネルギーやコモディティのベンチマークとどのように交差しているかを把握することが、今後数年間はより一層重要になってきます。
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Kyrgyzstan sets coal price regulations for winter
Kyrgyzstan sets coal price regulations for winter
London, 18 August (Argus) — Kyrgyzstan has introduced a new coal price regulation mechanism aimed at making the solid fuel more affordable through the upcoming winter heating season. The Kyrgyz government will maintain its control over domestic coal sales. The mechanism also eliminates any unnecessary middlemen in the sales process. It is designed to create a transparent pricing system, guarantee economically justified prices and prevent any sharp price increases, according to a statement released by the Kyrgyz ministry of economy and commerce last week. State-owned coal producer Kyrgyzkomur will be able to sell coal directly to retail buyers, while the government's Anti-monopoly Regulation Service (ARS) will oversee compliance, monitor the market and respond to citizen appeals. Kyrgyzkomur started official sales of thermal coal for residents of Bishkek and the Chui region at specialised fuel depots from late last week. The company urged citizens to buy in advance to avoid queues during the colder season. The producer said coal from the Kara-Keche mine — in Naryn and one of the country's most important coal deposits — was delivered to depots in Bishkek and the Chui region on 12 August, and deliveries from the Agulak section of the Minkush deposit will start soon. Retail coal prices at state depots have been set by the ARS. In Bishkek, coal was priced at 7,000 soms/t ($80.05/t), while in the northern Chui district prices ranged from 6,600 Soms/t in Kemin to 7,500 Soms/t in Panfilov, depending on cost of transportation. Kyrgyzstan typically ramps up state monitoring of its coal sector ahead of the heating season and sometimes during to ensure energy security through the harsh winters. The country had set a maximum retail price for coal across its regions in early 2025. It had also imposed a 90-day price cap on coal starting last October to prevent any sudden price increases leading up to the last winter. More recently, Kyrgyzstan imposed a six-month ban on coal exports by road, which came into effect from 23 June. But the ban did not apply to shipments through the Irkeshtam and Torugart border crossings. By Shreyashi Sanyal Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Vietnam's power sector braces for heavy rains
Vietnam's power sector braces for heavy rains
Singapore, 18 August (Argus) — Vietnam is stepping up preparations to safeguard power infrastructure and maintain electricity supply in the northern region ahead of heavy rainfall and flooding forecast this week. The National Centre for Hydro-Meteorological Forecasting expecting northern Vietnam and the provinces from Thanh Hoa to Ha Tinh to receive 150-300mm of rainfall during 17-21 August, with some areas expected to receive more than 450mm. Heavy rainfall could replenish reservoirs and support hydropower output, which has been weak so far this year and lower reliance on coal-power output, and utility demand for seaborne cargoes. The rains can also disrupt the power supply system in the region. State-owned utility EVN instructed its transmission, distribution and generation subsidiaries, along with the Son La, Hoa Binh, Tuyen Quang and Huoi Quang-Ban Chat hydropower plants, to implement emergency preparedness measures in a directive on 17 August. This followed an order from the country's industry and trade ministry (MOIT) requiring industry departments, power-sector entities, hydropower operators and mining companies to prepare for flooding, flash floods and landslides. The move comes as the country enters the peak of the wet season and the steps are intended to ensure power supply reliability as the peak flood season has also coincided with the region's annual peak electricity consumption in recent years, EVN said. The MOIT also ordered local authorities and industry participants to closely monitor weather developments, review emergency-response plans and ensure hydropower dams, reservoirs and mining facilities are prepared for severe weather. The ministry instructed operators to check communications systems, monitoring equipment, flood-warning systems and emergency-response resources. EVN directed utilities in northern Vietnam and the north-central region to inspect power lines and substations vulnerable to flooding or landslides and prepare personnel, materials and equipment to respond to potential network disruptions. The utility also instructed the Son La, Hoa Binh, Tuyen Quang and Huoi Quang-Ban Chat hydropower plants to closely monitor reservoir inflows and notify downstream authorities and residents before carrying out flood releases. Hydropower output The rains could support hydropower output, and raise its share in the generation mix. Hydropower generation totalled 45TWh in January-July, down by around 9pc from a year earlier, according to Argus analysis of National System and Market Operator (NSMO) data. Lower hydropower availability increased reliance on coal-fired generation, which rose by 12pc on the year to 106.7TWh in the first seven months of 2026, supporting demand for imported coal. Vietnam imported 47.41mn t of coal in January-July, up by 9.8pc from 43.18mn t a year earlier, according to customs data . The statistics do not distinguish between thermal and coking coal. By Saurabh Chaturvedi Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
UAE firm to invest in Kazakhstan coal sector
UAE firm to invest in Kazakhstan coal sector
London, 17 August (Argus) — UAE-based private-sector company MQ Emirates has obtained a 25-year licence to a large-scale coal project in eastern Kazakhstan, according to Kazakh government documents released last week. The licence will allow MQ Emirates to start coal mining operations at the Kenderlyk deposit, which is close to Kazakhstan's border with China. Geological exploration will start this year and coal production is expected to begin from 2028, with full-scale operations continuing until 2050. Initial output is expected at 10,000 t/yr, before increasing to 50,000 t/yr by 2034, the documents show. Recoverable reserves are estimated at 940,000t. The Kenderlyk deposit has around 11.3mn t of coal reserves across three coal-bearing seams, according to Kazakhstan's National Geological Service. MQ Emirates will be developing coal field no. 1, which has high-ash content coal, at around 35-40pc. The firm will use open-pit mining. The investment is part of a recent round of foreign interest in Kazakhstan's coal industry, as the government pushes for more development in the sector. It has attracted major investments from Russia, China, Germany and the US this year so far. Kazakhstan plans to produce around 128.9mn t of coal this year, most of which is to meet domestic demand. It is aiming to boost its exports to various countries, especially Poland, which remains the largest European consumer of Kazkh coal. By Shreyashi Sanyal Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Rhine hits record lows, halts shipping south of Mainz
Rhine hits record lows, halts shipping south of Mainz
Hamburg, 13 August (Argus) — Rhine River water levels have again dropped to record lows, and barge operators said most traffic is now halted south of Mainz. Navigation is also increasingly restricted further north, as water levels continue to fall. Freight rates from the Amsterdam-Rotterdam-Antwerp (ARA) hub to Rhine destinations have hit record highs. The water gauge at Kaub, the Rhine's key bottleneck, was at 11cm on 13 August. The Federal Waterways and Shipping Administration forecasts a drop to 6cm by the weekend, another all-time low. At this level, river transport from ARA to the Upper Rhine and Main River is near-impossible. Only a few specialised barges can pass through Kaub under extremely challenging conditions, shipowners said. Storage sites along the Main, including Frankfurt, Hanau and Aschaffenburg, and depots on the Upper Rhine in Karlsruhe, Mannheim, Kehl and Basel, Switzerland, are effectively cut off from ARA. Shipping south of Kaub, to Basel, is barely feasible because of shallow water at the Maxau gauge south of Karlsruhe. Shipowners said quoted spot freight rates for ARA-Karlsruhe cargoes are largely theoretical, as volumes are too low to ascertain a reliable market price. The Argus rate for ARA-Karlsruhe route is a record €215/t, but urgent cargoes that still move to the Upper Rhine on specialised vessels are commanding even higher lump-sum rates. Most transport is confined to the Lower Rhine. Duisburg, Dortmund and Neuss remain accessible from ARA, shipowners said. Of the Cologne terminals — Köln-Molenkopf, Köln-Niehl, Godorf and Wesseling — only the former can still theoretically be served by conventional barges. The others are already too shallow for regular operations. Water levels are also dropping on the Lower Rhine. On 13 August, the Duisburg gauge was 136cm, another historic low. Barges can reach Duisburg from ARA at only about 15pc of capacity, according to shipowners. If Duisburg falls below 130cm, inland shipping could be halted on parts of the Lower Rhine. Forecasts show little short-term relief. While local thunderstorms are expected, dry soils mean these may not raise river levels significantly. A sustained recovery would need widespread, prolonged rainfall across the basin. By Johannes Guhlke and Marc Hauschild Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
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主な価格査定
アーガスの価格は、実際の市場価値を知る、信頼できる指標として市場で認められています。最も広く利用され、関連性の高い価格査定の一部をご覧ください。
