---
title: "Global Coal Demand Surges As Middle East Energy Crisis Deepens"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286123759.md"
description: "Global coal demand has surged as the Middle East energy crisis disrupts oil and gas supplies. In March and April, coal imports reached their third-highest monthly level, with a 27% increase in shipments to South Korea, Japan, and the EU compared to last year. The closure of the Strait of Hormuz has further impacted LNG shipments, leading to an 8% year-on-year drop. Countries are delaying coal plant retirements and shifting policies to enhance energy security amid the ongoing crisis."
datetime: "2026-05-12T15:07:20.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286123759.md)
  - [en](https://longbridge.com/en/news/286123759.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286123759.md)
---

# Global Coal Demand Surges As Middle East Energy Crisis Deepens

_Authored by Tsvetana Paraskova via Oilprice.com,_

**Global coal shipments and imports surged in March and April as buyers scrambled for fuel amid massively disrupted oil and gas supply from the Middle East.**

The trend has been accelerating in recent weeks, and global coal imports are on track to reach their third-highest monthly level on record, according to estimates by analytics platform Kpler cited by theFinancial Times.

In the wake of the **worst oil and gas supply disruption in history**, coal is back in demand, so much so that **even countries and regions that believed coal use was in an irreversible terminal decline have boosted imports.**

For example, last month coal shipments to South Korea, Japan, and the European Union surged by 27% from a year earlier, data from BIMCO, the world’s biggest shipowners’ association,saidlast week.

**The Asian importers and the European bloc are scrambling for alternatives to gas supply from the Middle East,** currently trapped behind the Strait of Hormuz or not produced at all in Qatar, which halted LNG production as early as on March 2 and two weeks latersustained damagesto the world’s largest LNG complex, Ras Laffan, from Iranian missile strikes.

_“The closure of the Strait of Hormuz has disrupted LNG shipments out of the Persian Gulf and has contributed to an 8% y/y drop in global seaborne LNG shipments in April,”_ BIMCO said.

**South Korea haspushed backthe retirement of coal-fired power generation capacity amid the oil and gas shock caused by the Middle East war.**

Europe, for its part, is currently losing the competition with Asia for spot LNG supply, at a time when it needs to fill gas storage sites ahead of the next winter.

**Energy security concerns are shifting policy responses, accelerating coal usage across key Asian and European markets, and delaying coal plant retirements,** analysts at Wood Mackenziesay.

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