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South Korea's coal imports rose 10.8% year on year to 101.2 million tonnes in January to October, while LNG imports fell 3.8% to 36.94 million tonnes. Coal's share of power generation rose above nuclear for the first time since 2023, and the Northeast Asian LNG spot price was about USD32/MMBtu, roughly triple its level at the start of the year.
High LNG prices are pushing Korean power generators toward coal, which keeps energy-intensive feed and processing costs elevated. The shift also shows how the Middle East supply shock is raising energy costs across Asian importers.
biz.heraldcorp.comNov 15, 2026After 155 past bullish macro events, Natural Gas moved a median +0.1% over 5 sessions (51% higher; middle half -4.0% to +7.1%), and +2.0% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
