2026 COAL MARKET DYNAMICS CONFERENCE
Navigating the Shift from Volume to Value in Indonesia, China, India, and ASEAN
STRATEGIC OVERVIEW
The global coal market is entering a period of profound structural transformation. The era of "volume maximization," where Indonesian output surged to meet Asian demand, is being challenged.
In 2026, the market faces structural dissonance: Indonesia's strategic plan to cap at 600 million tons — a "managed decline" aimed at boosting prices—has fundamentally altered export cargo availability. Simultaneously, demand patterns are shifting:
- China enforces stricter quality standards (mercury, arsenic, fluorine restrictions), creating cargo rejection risks.
- India oscillates between self-reliance policy and imports dependency, creating unpredictable buying cycles.
- ASEAN markets (Vietnam, Philippines) emerge as structural growth hubs, but infrastructure and credit challenges persist.
- Japan/Korea demand declines but pays premiums for high-quality, ESG-compliant coal.
The 2026 Coal Market Dynamics Conference is a market intelligence platform focused on one question: How to protect profit margins and maintain market access in today's constrained and regulated environment.
WHY ATTEND
- Make the Shift from Volume to Value: See how coal producers are adjusting their cost strategies to stay profitable under the 600 million ton production cap — and what it takes to defend margins at today’s US$95–100 per ton price range.
- Find Solutions to the Logistics Problems : Get practical insights on how companies are moving coal around broken infrastructure and keeping assets moving instead of stranded.
- Avoid Costly Cargo Rejections in China: Learn what Chinese ports are really checking for — including mercury and fluorine limits — and how to meet the rules so your shipments don’t get turned away.
- Know What’s Real Demand and What’s Noise: Cut through the short-term swings in India’s coal imports and focus on where real, long-term growth is happening — especially in Vietnam and the Philippines.
- Join panels that connect boardroom thinking with the real-world execution challenges faced by traders, marketers, and operators on the ground
WHO MUST ATTEND
- CEOs, directors, and sales or marketing heads from coal mining companies
- Mining contractors and supporting service providers
- Hauling, barging, shipping, and port logistics operators
- Procurement managers from power utilities, steel mills, and cement plants
- Coal buyers from ASEAN, India, China, Japan, and Korea
- Coal traders, marketing managers, and trading house executives
- Energy investors, fund managers, and trade finance specialists
- Banks, insurers, risk analysts, and consultants
- Government officials in energy, mining, and related sectors
| 08:30-09:00 | REGISTRATION & NETWORKING BREAKFAST |
|---|---|
| 09:00-09:15 | OPENING REMARKS "Why 2026 Is the Year of Quality Selectivity and Margin Wars" The coal market is undergoing a fundamental shift. The era of volume maximization is over. Indonesia’s 600Mt production cap, China’s strict quality controls, and rising fiscal pressures are reshaping the landscape — where success now depends on price-per-calorie, not just price-per-ton. |
| 09:15-09:45 | OPENING KEYNOTE Indonesia’s Coal Policy 2026: Evolving Priorities and Market Implications An overview of the government’s current policy direction in the coal sector, including efforts to strengthen domestic supply, improve industry compliance, and align fiscal frameworks with long-term national goals. This session will explore how recent policy developments are shaping business operations across the value chain — from production planning to export strategies. |
| 09:45-10:15 |
GLOBAL MARKET OUTLOOK
"Thermal vs. Coking Coal: Why Markets Are Decoupling and the High-CV Premium Persists" Global demand plateau meets quality-based segmentation. Why Newcastle prices don't track Indonesian coal anymore, how 1Mt high-CV replaces 1.5Mt low-CV coal, and where Indonesian producers fit in the changing competitive landscape. |
| 10:15-10:45 | NETWORKING BREAK |
| 10:45-11:45 | PANEL DISCUSSION I: THE CEO PANEL "How Leaders Are Protecting Margins, Assets, and Market Access Under Pressure" Mining and logistics executives discuss survival strategies: defending margins when costs rise faster than prices, managing infrastructure failures, competing on quality compliance, choosing between sustaining assets or strategic exits. |
| 11:45-12:05 |
SPONSOR PRESENTATION |
| 12:05-13:05 | Lunch Break |
| 13:05-13:35 | CHINA FOCUS "Import Quotas, Overcapacity, and the 'Green Fence' Quality Enforcement" China's domestic coal capacity (4.9Bt) versus consumption (750Mt) creates selective import windows. When quotas open, when they close, and how trace element restrictions (Mercury <0.6 μg/g, Fluorine <200 μg/g) determine who gets in. |
| 13:35-14:05 | INDIA FOCUS "Self-Reliance Policy vs. Import Reality: The High-CV Efficiency Shift" India promises "zero imports" while coastal plants buy 21% from Indonesia. The contradiction explained: logistics arbitrage, efficiency calculations, and why high-CV Russian/Australian coal threatens Indonesian market share. |
| 14:05-5:05 | PANEL DISCUSSION II: MARKET & TRADING PANEL "From Mine to Market: How Coal Gets Sold, Priced, and Placed in 2026" Producers, traders, buyers, and analysts connect strategy to execution: pricing mechanisms (HBA vs. Newcastle vs. ICI-4), quality arbitration disputes, ESG certification ROI, credit risk in frontier markets, and contract structures that work. |
| 15:05-15:35 | NETWORKING BREAK |
| 15:35-16:05 | NORTH ASIA FOCUS "Japan & Korea: Declining Volumes, Rising Selectivity, Premium Payments" JKT markets buy less coal but pay more for quality. How energy transition, LNG substitution, and nuclear restarts shrink demand while ultra-low sulfur specs (<0.5%) and ESG mandates create premium opportunities for compliant suppliers. |
| 16:05-16:35 | COKING COAL DEEP DIVE "Met Coal Volatility, Steel Cycles, and Indonesia's Blending Market Position" Metallurgical coal decouples from thermal markets. Chinese steel rationalization versus Indian expansion creates opposing signals. Indonesian semi-soft coking coal finds opportunity in blending markets—but profitability thresholds are tight. |
| 16:35-17:05 |
ASEAN EXPANSION "Vietnam, Philippines, and Frontier Markets: Finding Bankable Demand Beyond China/India" ASEAN markets grow as traditional buyers reduce Indonesian offtake. Identifying structural demand in Vietnam/Philippines versus credit risks in Bangladesh/Pakistan/Cambodia. Contract structuring and payment security in emerging destinations. |
| 17:05-17:15 | End of Conference |
Day/Date
April 29, 2026
Investment
Rp.3,000,000.*/participant
*) Including Coffee break, Luncheon, Conference materials *) Cancellation Fee : 7 days before the event : 80%Venue
Le Méridien Hotel, Jakarta
Further Information
Whatsapp: +62-858-9999-8800
Telephone: +62-21-2245-8787
Email: marketing@petromindo.com
*Please note that this is a draft program and subject to change prior to the conference.
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