Global coal demand is expected to increase by 1.2% in 2026, potentially reaching a record of 8.94 billion tonnes. This growth is due to the Middle East conflict, which has been affecting energy transport routes.
The International Energy Agency (IEA) states that prospects for coal demand depend on the recovery of traffic in the Strait of Hormuz, one of the most important maritime routes for energy transport worldwide.
The Middle East conflict has been creating uncertainties in global energy markets, leading to increased demand for coal as an energy alternative.
However, demand evolution is expected to change again in 2027, suggesting that the projected growth may not be sustained long-term, depending on geopolitical developments in the region.



