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Stock impact report

U.S. Coal Rides Wave Of Soaring Global Gas Prices [Seeking Alpha]

S&P Global Inc. (SPGI) 
Last s&p global inc. earnings: 4/28 07:10 am Check Earnings Report
US:NYSE Investor Relations: stocktwits.com/symbol/s
Company Research Source: Seeking Alpha
US coal demand has strengthened modestly, as increased competitiveness against natural gas boosts power-sector consumption. In the longer term, S&P Global Market Indicative Power Forecast projects 36.5 GW of coal plant retirements by 2035, amid market pressure to retain existing coal and natural gas generation. The US Energy Information Administration estimated December 2025 coal stockpiles at 109 million st, decreasing by 3 million st from November. Yevgeniy Sambulov/iStock via Getty Images The war in the Middle East and related disruptions to Qatari LNG exports have triggered fuel switching from gas to coal, especially in regions facing LNG supply risk. This has been particularly pronounced in Europe, where coal This article was written by Quick Insights The Middle East war has driven US coal prices higher, especially for export benchmarks, as global LNG disruptions and higher shipping costs boost international coal demand. US coal demand and production are expected Show less Read more
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