Російські експортери вугілля втрачають позиції на міжнародних ринках - розвідка

05.10.2026, 06:14◉ 02 min readEditorial team “SHCHO STALOSIA”

Російські експортери вугілля втрачають позиції на ключових ринках через дорожчу логістику, імпортні мита та відсутність можливості знижувати ціни. — Укрінформ.

English translation is temporarily unavailable. The Ukrainian original is shown.

Російські експортери вугілля втрачають позиції на міжнародних ринках - розвідка

The Foreign Intelligence Service of Ukraine reports, Ukrinform reports.

According to the SZR, in January-August, Russian coal supplies to China decreased by 10.8% year-on-year, to 53.15 million tons.

Imports from Mongolia during this period increased by 48.9%, to 78.39 million tons, while shipments from Indonesia amounted to 121 million tons. In total, China imported 310 million tons in eight months, "the ministry said.

As noted in the SVR, Mongolia is increasing supplies thanks to much cheaper logistics and zero duties. The common land border with China gives it an advantage over Russian coal from Kuzbass, which is delivered through the overloaded Eastern landfill. For Russian coal, China maintains import duties at 3-6%, while Mongolia, as well as Australia and Indonesia, have zero rates under free trade agreements.

Details

The export of thermal coal may suffer the most in the near future. It is simultaneously under pressure from competition from Chinese mines, import duties and rising transport costs. Since October, railway tariffs have been rising again in Russia, and the demand for gondola cars increases the price of their use.

Context

According to the SZR, the cost of transporting coal from the port of Vostochny to China from the beginning of the year to September 11 increased by 45.5%. In September, the profitability of thermal coal exports from Kuzbass through the ports of the Far East increased by 30% compared to August and three times – by last year.

What's next

Intelligence data show that Russian companies are already offering discounts of about 10%, but there is almost no space left for further price reductions. Therefore, even with the current price concessions, it will be difficult for Russian suppliers to maintain the share of the Chinese market, and Mongolia remains the main beneficiary of this process.