Supplies of thermal coal in Indonesia may face a shortage during October-December, several Chinese and Indonesian traders have warned, noting that some major coal producers in Indonesia have already sold out most of their cargoes scheduled for delivery during the period.
Supply would be particularly tight for low-calorific value (CV) grades, including the most-traded 3,800 kcal/kg NAR, they said. These remarks came just after the end of Coaltrans Asia 2025 held during September 21-23 in Bali, where many participants expressed optimism about the Q4 performance, citing the support of seasonal heating demand from countries in the northern hemisphere.
Preliminary statistics provided by the Ministry of Energy and Mineral Resources (ESDM) show that Indonesia only produced 509 million tonnes of coal in the first nine months of 2025, or 68 per cent of the country's annual target of 739 million tonnes.
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