Montel News - Energy Insights

Will LNG shortages push Europe back towards coal?

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May 12, 2026

Europe’s thermal coal imports have fallen sharply this year, but tightening gas markets, with ongoing LNG supply disruptions linked to war in the Middle East, are raising questions about whether coal demand could rebound ahead of winter.

Reporting by Laurence Walker, Deputy Editor-in-Chief, Montel News. Contributors: Gustavo Fernandez, Managing Director, Capricorn One; Sareena Patel, Associate Director, McCloskey by Opis, a Dow Jones company; Firat Ergene, Lead Analyst, Kpler.