据CNBC印度尼西亚频道5月27日报道的消息，近期，鉴于已出现对中国煤炭供应和印度强劲需求产生焦虑的情况，全球煤炭价格大幅上涨。

According to a report by CNBC's Indonesian channel on May 27th, recently, due to the emergence of concerns over China's coal supply and India's strong demand, global coal prices have risen significantly.

路孚特(Refinitiv)数据显示， 周二(2026年5月26日)交易日，全球动力煤基准洲际交易所(ICE)纽卡斯尔煤炭期货次月交割合约价格收于139.4美元/吨，环比前一交易日上涨2.16%。 该收盘价是自2026年5月5日以来超过三周的最高价。

According to Refinitiv data, on Tuesday (May 26, 2026), the price of the next-month delivery contract for the global benchmark coal futures on the Intercontinental Exchange (ICE) in Newcastle closed at $139.4 per ton, up 2.16% compared to the previous trading day. This closing price was the highest in over three weeks since May 5, 2026.

山西严重矿难后，中国焦煤价格在主要钢铁厂接受了焦煤生产商提出的涨价提议后达成了今年第四次上涨。最新一轮涨价自5月26日起生效，每吨上涨约50至55元人民币。

After the severe mining accident in Shanxi Province, the price of coking coal in China's major steel mills reached its fourth increase this year after accepting the price hike proposal from coking coal producers. The latest round of price increase took effect on May 26th, with each ton rising by approximately 50 to 55 yuan.

这一价格上涨，是在煤炭供应可能紧张的背景下发生的。大规模的安全检查导致一些矿山暂时停产，市场担心供应可能将进一步减少。

This price increase occurred against the backdrop of potential tight coal supply. Large-scale safety inspections led to the temporary shutdown of some mines, and the market is concerned that supply might further decrease.

行业参与者认为，由于市场上的库存相对较低，而钢铁行业的需求仍然相当稳定，因此炼焦煤生产商的谈判话语权越来越强。

Industry participants believe that due to the relatively low inventory in the market and the relatively stable demand in the steel industry, the bargaining power of coking coal producers is becoming increasingly strong.

另一方面，全球冶金煤市场价格也出现上涨。由于供应紧张和一些采矿地区生产中断，澳大利亚和中国的冶金煤价格在五月整月都可能上涨。

On the other hand, the global price of metallurgical coal has also risen. Due to tight supply and production disruptions in some mining areas, the prices of metallurgical coal in Australia and China are likely to increase throughout May.

除了安全检查，夏天即将来临，电力需求进入高峰期。有分析机构的数据显示，包括火电和化工行业的煤炭消费，今年夏天的需求可能超出预期。

Apart from safety inspections, as summer approaches, electricity demand is at its peak. Data from an analysis agency shows that the coal consumption for both thermal power plants and the chemical industry this summer may exceed expectations.

下游用户确实正在减少淡季的库存，但旺季的补货需求可能随时出现。一方面，煤炭供应减少，另一方面，需求保持不变甚至增加。逻辑上，剩下的煤炭变得越来越受欢迎。因此，每一吨煤炭的价格都立即在市场重新计算。

Downstream users are indeed reducing their inventory during the off-season, but replenishment demands during the peak season may arise at any time. On one hand, the supply of coal is decreasing, while on the other hand, the demand remains unchanged or even increases. Logically, the remaining coal is becoming increasingly popular. Therefore, the price of each ton of coal is immediately recalculated in the market.

最近一个月交割的焦煤期货价格在一天内几乎上涨了8%，而下个月的期货价格也触及了每日上涨的上限。

The price of coking coal futures for delivery in the next month has risen by nearly 8% in just one day, and the price for the following month has also reached the daily increase limit.

另外，印度的煤炭市场情况也一点都不乐观。最近，印度国家煤炭公司(Coal India)要求其子公司，尽快增加煤炭供应电厂。据两位知情人士透露，采取这一措施是力图避免在国家电力需求因极端热浪而创下历史新高时出现供应短缺。

Furthermore, the coal market situation in India is also far from optimistic. Recently, the Indian National Coal Corporation (Coal India) has instructed its subsidiaries to increase coal supply to power plants as soon as possible. According to two informed sources, this measure is taken in an attempt to avoid a shortage of supply when the country's electricity demand reaches a record high due to extreme heatwaves.

印度的多个地区已经历了停电，尤其是在晚上，因为可再生能源供应不足。这种情况是在由厄尔尼诺天气模式引发的极端高温使国家电网承压之后发生的。

Power outages have occurred in several regions of India, especially at night, due to insufficient supply of renewable energy. This situation emerged after the extreme high temperatures caused by the El Niño weather pattern put a strain on the national power grid.

根据印度中央电力局的最新数据，共有21座发电厂的煤炭库存处于严重不足状态，仅够满足不到一周的需求。

According to the latest data from the Central Electricity Authority of India, a total of 21 power plants are experiencing severe shortages of coal reserves, which are insufficient to meet the demand for less than a week.

印度煤炭公司(Coal India)周二表示，已要求电力公用事业公司提前增加煤炭库存，特别是在物流面临挑战的地区，旨在努力在需求高峰前做好准备。

Coal India of India said on Tuesday that it has asked power utility companies to increase their coal stocks in advance, especially in regions where logistics are challenging, in an effort to be well-prepared before the peak demand period.

印度的用电峰值即最大电力需求，上周达到了最高的270.8吉瓦(GW)。尽管印度的非化石能源容量已达到228吉瓦，但煤炭仍占该国发电量的70%以上。

The peak electricity consumption in India, which refers to the maximum power demand, reached its highest level of 270.8 gigawatts (GW) last week. Although the non-fossil energy capacity in India has reached 228 gigawatts, coal still accounts for over 70% of the country's electricity generation.

印度煤炭公司及其八个子公司贡献了印度约80%的煤炭产量。而公司的数据显示，今年4月份煤炭产量为5610万吨，同比下降了9.7%。

The Coal India Corporation and its eight subsidiaries account for approximately 80% of India's coal production. According to the company's data, the coal output in April this year was 56.1 million tons, a decrease of 9.7% compared to the previous year.