On October 26, the Gaidar Institute hosted a lecture by Anastasia Levchenko, Researcher at the Industry Organization and Infrastructure Economics Department, titled “The Shift of Russian Coal to the East: The Chinese and Indian Markets.” The event drew an audience interested in global energy trends and structural shifts in the Russian coal industry.
During the session, the expert presented a comprehensive analysis of the position of Russian coal in global markets. The lecture began with an examination of the classification and quality characteristics of Russian coal products, as well as the regulatory framework and areas of its use. Special attention was given to a comparative analysis of coal consumption forecasts from leading international organizations—the IEA, OPEC, and BP.
Anastasia Levchenko provided a detailed breakdown of coal production trends in Russia for 2021–2025 and analyzed the process of reorienting exports following the introduction of trade restrictions in 2022. The discussion focused on the issue of declining global coal consumption and its impact on Russian exports, the real limits to growth in Asian markets amid the energy transition, and opportunities to offset price losses resulting from the shift toward the East.
The concluding part of the lecture was devoted to an analysis of the competitiveness of Russian coal in the Chinese and Indian markets—Russia’s key partners in the Asia-Pacific region. Attendees were able to ask questions and participate in a discussion about the industry’s prospects.
A recording of the lecture is available on the Rutube channel.