2024年年中煤炭市场报告

Coal Mid-Year UpdateJuly 2024The IEA examines the full spectrum of energy issues including oil, gas and coal supply and demand, renewable energy technologies, electricity markets, energy efficiency, access to energy, demand side management and much more. Through its work, the IEA advocates policies that will enhance the reliability, affordability and sustainability of energy in its 31 member countries, 13 association countries and beyond.This publication and any map included herein are without prejudice to the status of or sovereignty over any territory, to the delimitation of international frontiers and boundaries and to the name of any territory, city or area.Source: IEA. International Energy Agency Website: www.iea.orgIEA member countries: AustraliaAustriaBelgiumCanadaCzech RepublicDenmarkEstoniaFinlandFranceGermanyGreeceHungaryIrelandItalyJapanKoreaLithuaniaLuxembourgMexicoNetherlandsNew ZealandNorwayPolandPortugalSlovak RepublicSpainSwedenSwitzerlandRepublic of TürkiyeUnited KingdomUnited StatesThe European Commission also participates in the work of the IEAIEA association countries:Argentina BrazilChinaEgyptIndiaIndonesiaKenyaMoroccoSenegalSingapore South Africa Thailand UkraineINTERNATIONAL ENERGYAGENCYCoal Mid-year Update Abstract July 2024 PAGE | 3 I EA. CC BY 4.0. Abstract Coal markets are stabilising following recent years of uncertainty unleashed by the global energy crisis. Coal remains the primary global energy source for electricity generation, and increased demand for electricity continues to fuel global coal demand. Clean energy technologies such as solar, wind and hydropower are gaining traction but what impact have recent world events had on their uptake, and are we yet at the point of a structural decline in coal demand? This Coal Market Update, which provides the latest analysis of coal demand, production, trade and prices, finds that coal demand, supply and trade volumes reached an all-time high in 2023, confirming previous forecasts. It also provides preliminary estimates for the first half of 2024 and outlooks for the full year 2024 and towards 2025, based on recent trends, data and forecasts for economic growth across regions. Coal continues to be the largest source of carbon dioxide (CO2) emissions and, while carbon capture, utilisation and storage technologies can help reduce coal-related CO2 emissions, the ongoing use of coal has major implications for efforts to reach international energy and climate goals. Coal Mid-year Update Overview July 2024 PAGE | 4 I EA. CC BY 4.0. Overview Demand Global coal demand in 2023 grew by 2.6% to reach an all-time high Driven mainly by strong growth in the People’s Republic of China and Hong Kong (hereafter, “China”) of 6%, or 276 million tonnes (Mt), and in India (9.2% or 105 Mt), global coal demand grew by 2.6% in 2023, to reach a new record of 8.7 billion tonnes. The increases in China and India more than offset significant declines in the European Union (-22.5% or -103