IEA sees global coal-fired power generation up 1.4% in 2026 as Hormuz disruptions lift gas prices 30%
AI Market Summary
IEA flags a material energy supply shock: regular Strait of Hormuz blockages disrupt ~20% of LNG flows, lifting natural gas prices ~30% and forcing power generators back toward coal. The shift implies higher power-sector CO2 emissions in 2026 and underscores elevated fuel-price volatility, with knock-on effects across gas/LNG-linked assets and broader inflation-sensitive markets.
Impact level
● High
Affected assets
NCCO7241NATGAS2USD/USDT-0.17%
AI Insight · NCCO7241NATGAS2USD/USDTAI Insight
▲ Bullish
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A report by the International Energy Agency says the U.S.-Iran conflict has led to regular blockages of the Strait of Hormuz since March 2026, disrupting 20% of global LNG transits and lifting natural gas prices 30%. The agency says the shock is pushing power systems in multiple countries back toward coal. It forecasts global coal-fired generation to rise 1.4% in 2026, with power-sector CO2 emissions up 1%.
