【Drone Attacks Disrupt Black Sea Coal Shipments, Threatening Russian and Kazakh Export Supply】

Published: Aug 11, 2026 14:05

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Drone attacks, war-risk insurance withdrawals and terminal suspensions reportedly brought Russian and Kazakh coal exports through the Azov–Black Sea basin to a near standstill in August. Taman Port has largely suspended coal transshipment, while handling rates at some southern ports have fallen to 19%.

Russian coal deliveries to Türkiye declined by 22.9% year on year to 12.1 million tonnes in the first half of 2026, with reduced supply already pushing up imported coal prices. If the disruption persists, the global market could lose 10–12 million tonnes of supply in the second half of 2026, supporting short-term seaborne coal prices in the Black Sea and Türkiye. The actual impact will depend on transport recovery and replacement supply.

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