Metallurgical coal
Metallurgical (coking) coal is turned into coke, the fuel and reducing agent of the blast furnaces that make about 70% of the world's steel. China mines more than half of it, while Australia is the largest exporter.
Supply risk
Reviewed 3 Oct 2026 · Methodology
Elevated
EU embargo on Russian coal, with weather and accidents hitting Queensland supply
Policy (high) sets the level: Russia, the third-largest coking coal producer, has been barred from the EU market since August 2022. Supply concentration (elevated, China about half of output) and Queensland disruptions in 2026 (elevated) compound it, but seaborne supply from Australia, the US and Canada keeps the level below high.
Since 1 Jan 2023 · Sources: EU Neighbours East, European Commission, DG GROW
Get alerts for this materialRisk drivers
- Supply concentrationElevated
- The European Commission put China's share of coking coal production at 53% over 2016–20, ahead of Australia (18%), Russia (9%) and the US (6%). China uses almost all its output at home; Australia supplied about 54% of world exports in 2017.Sources: European Commission, DG GROW, European Commission
- Export controlsLow
- No export licensing, bans or quotas on coking coal by Australia, the US, Canada or other major exporters were identified as of October 2026.
- Policy & tariffsHigh
- Council Regulation (EU) 2022/576 banned imports of Russian coal, including coking coal, with the ban fully in force from 11 Aug 2022. Since 10 Feb 2025 China has charged an extra 15% tariff on US coking coal. Metallurgical coal was added to the US critical minerals list in Nov 2025.Sources: EUR-Lex, EU Neighbours East, S&P Global Commodity Insights, Federal Register
- Operational disruptionElevated
- Heavy rain in Queensland, which supplies over half of seaborne coking coal, led Stanmore, Pembroke and others to declare force majeure on some shipments in January 2026. A fatal accident on 24 Jul 2026 temporarily halted BHP Mitsubishi Alliance's Peak Downs mine.Sources: Mining Weekly, Mysteel
- Demand shockLow
- Demand follows blast-furnace steel output. The IEA expected world metallurgical coal trade to fall by 3% in 2025 after rising in 2024, with no demand-driven shortage identified.Source: International Energy Agency
A supply-availability rating, not a price forecast or investment view. Export-control information is factual and is not legal advice.
Trade flows
2024 · HS 270112
CombinedBituminous coal, not agglomerated
Recorded world imports: 771.2 Mt · $116B
Top exporters
- Australia37%284.3 Mt · $48B
- Russia16%120.8 Mt · $14.7B
- Indonesia13%99.2 Mt · $11.9B
- Mongolia10%76 Mt · $8.17B
- United States8%63.6 Mt · $12.3B
- Colombia6%45.7 Mt · $5.75B
- Canada4%34.2 Mt · $7.6B
- South Africa2%19.3 Mt · $2.45B
- Kazakhstan<1%7.2 Mt · $898M
- Mozambique<1%3.7 Mt · $827M
Top importers
- China39%297.7 Mt · $35.4B
- Japan20%152.4 Mt · $27.9B
- South Korea14%108.8 Mt · $15.4B
- Taiwan (Other Asia, nes)5%40 Mt · $7.79B
- Türkiye5%39.1 Mt · $4.86B
- Germany2%18.8 Mt · $3.79B
- Brazil2%15.4 Mt · $3.06B
- Indonesia2%14.1 Mt · $2.76B
- Thailand<1%6.1 Mt · $735M
- Netherlands<1%5.8 Mt · $1.13B
Largest routes
- Australia→Japan104.3 Mt · $18.9B
- Australia→China82.9 Mt · $9.51B
- Mongolia→China76 Mt · $8.17B
- Russia→China69.7 Mt · $8.3B
- Indonesia→China38.5 Mt · $4.08B
Source: UN Comtrade, imports reported by 95 countries for 2024. Exporters are ranked by what importing countries recorded (mirror data), so countries that do not report their own exports are still counted. Values are in US dollars including freight and insurance. Weights are product weight. Recent years can be incomplete, and unrecorded trade is not included.
Overview
Metallurgical coal, also called coking coal, is bituminous coal of a quality suitable for making coke. It has more carbon and less sulfur, phosphorus and alkalis than the steam coal burned in power plants. Coke is made by heating coking coal to high temperature without air; in the blast furnace it acts both as the reducing agent for iron and as the support for the furnace charge.1
That role makes coking coal hard to replace in primary steelmaking. About 70% of the world's steel is made by the blast furnace–basic oxygen furnace (BF-BOF) route, which uses roughly 780 kg of coal per of crude steel. World crude steel output was 1,849 million t in 2025.2
The United States added metallurgical coal to its list in November 2025, on the recommendation of the Department of Energy, citing its use in steel production.3 The European Commission's 2023 assessment, which formed the basis of the EU list, rated coking coal as critical.4
Where it comes from
Coking coal is a subset of hard coal and made up about 17% of world hard coal production in 2017, when output was about 1.08 billion t. China is by far the largest producer, followed by Australia, Russia and the United States.1
- China52%
- Australia18%
- Russia8%
- United States6%
- Other countries16%
Shares of world coking coal production of about 1.08 billion t. Source: Study on the EU's list of Critical Raw Materials (2020): Factsheets on Critical Raw Materials
Averaged over 2016–2020, the Commission put the shares at China 53%, Australia 18%, Russia 9%, the United States 6%, India 4%, Canada 3% and Mongolia 2.5%.4
Only about a quarter of coking coal is traded internationally; the rest is used in the country where it is mined, mainly China and India. China exports little coking coal and imports significant amounts of high-quality grades. Australia is the largest exporter, with about 54% of world exports in 2017, followed by the United States, Canada, Mongolia and Russia.1 World metallurgical coal trade rose by 21 million t to 368 million t in 2024; the IEA expected it to fall by 3% to 357 million t in 2025.5
Because exports come from a small number of mining regions, ports and rail lines, supply is exposed to weather and accidents. Floods and cyclones in Queensland, Australia, disrupted shipments in 2009, 2011 and 2017–18.1
What it is used for
Steelmaking dominates. In the EU, 89% of coking coal is used to make coke for blast furnaces and another 6% in other iron and steel uses, with the remainder going to industrial and other energy uses and chemicals.4 of coke ovens, such as tar and benzole, feed the chemical industry, and some are used to make carbon fibers.1 The Commission also lists battery electrodes among its selected uses.4
Grades and forms
Coking coals vary widely in quality. Hard coking coal and premium hard coking coal are the grades most needed for high-quality coke, and not every coal deposit can supply them.1
Hard coking coal
The highest-quality coking coal, with premium grades valued for making strong coke.
Pulverized coal for injection (PCI)
Coal blown directly into the blast furnace to replace part of the coke.
Metallurgical coke
The porous carbon product of carbonizing coking coal at high temperature, charged to blast furnaces.
Coke-oven by-products
Tar, benzole, ammonium sulfate, sulfur and coke-oven gas, used in chemicals and for heat and power.
Trade and policy
The EU's import reliance for coking coal was 66% in the Commission's 2023 assessment. Its main sources were Poland (26%), Australia (24%), the United States (20%), Russia (8%), Canada (5%) and Czechia (5%).4 Hard coal mining in Germany ended in 2018, leaving Poland and Czechia as the only EU producers of coking coal.1
Export measures have applied in producing countries: in 2017 China levied a 3% export tax on coking coal, Mongolia a 3% fiscal tax on exports of coking coal , and India restricted captive mining.1
This section is factual background, not legal or trade-compliance advice.
Recycling and substitution
Coking coal is consumed in use and cannot be .1 No other material can fully replace coke in the blast furnace. Pulverized coal injection can replace part of it, but the industry has already reached the technical limits of that .1
The main alternatives bypass the blast furnace altogether. About 30% of steel is made in from , direct reduced iron and electricity, and direct reduction of iron ore with natural gas, and in future hydrogen, avoids the blast furnace and emits less CO₂.2
Sources
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Study on the EU's list of Critical Raw Materials (2020): Factsheets on Critical Raw Materials. European Commission, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4 ↩5 ↩6 ↩7 ↩8 ↩9 ↩10
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Steel facts (June 2026 update). World Steel Association, accessed 2026-10-03. ↩ ↩2
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Final 2025 List of Critical Minerals (90 FR 50494). Federal Register, accessed 2026-10-03. ↩
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Study on the Critical Raw Materials for the EU 2023 – Final Report. European Commission, accessed 2026-10-03. ↩ ↩2 ↩3 ↩4 ↩5
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Coal 2025: Trade. International Energy Agency, accessed 2026-10-03. ↩