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How U.S. coal secured much of its federal policy wish list
Financial Times
A Financial Times analysis examines the coal industry’s ties to the administration and the federal policy changes it has secured. The report also notes that Energy Information Administration data show production has yet to rise substantially despite the new support.

University of Houston develops compact carbon-capture system for growing AI loads
University of Houston
University of Houston researchers have developed a shipping-container-sized carbon-capture system designed for power plants serving rapidly growing AI infrastructure. The team says the compact approach could reduce energy use while helping existing generation meet new electricity demand.

Coal prices hold near three-year high on strong demand and costly LNG
Trading Economics
Coal futures are trading just below $150 per ton and remain near a three-year high. Strong demand and elevated LNG prices, amplified by supply disruptions, continue to support the international thermal-coal market.

India may need substantially more coal-fired capacity as electricity demand surges
Reuters
India’s rapid electricity-demand growth may require the country to add substantially more coal-fired generation than currently planned, according to a senior official. The outlook reinforces coal’s central role in meeting the nation’s expanding power needs.

Asian thermal-coal prices reach two-year high as winter demand tightens supply
Bloomberg
Asian thermal-coal prices have climbed to a two-year high as power producers build inventories ahead of winter. Stronger seasonal demand is tightening a market already constrained by supply pressures.

Bharat Coking Coal raises raw-coal prices by as much as 14%
PSU Watch
Bharat Coking Coal Limited has increased raw coking-coal prices by as much as 14% for non-regulated customers. The adjustments affect multiple grades and provide a fresh pricing signal for India’s steelmaking-coal market.

Malaysia steel-plant carbon-capture pilot set to conclude in 2027
The Star
A carbon-capture pilot at an East Coast steel plant in Malaysia is scheduled to conclude by the end of 2027. The project is expected to provide cost and performance data for broader industrial deployment.

Carbon-capture industry groups propose insurance framework to unlock investment
Carbon Herald
Carbon-capture industry groups have outlined an insurance framework intended to reduce project risk and attract financing. The proposal addresses liability and coverage questions that can delay large-scale capture, transportation and storage investments.