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Poland thermal coal output to bounce back but EU emissions cap poses a risk

Poland’s thermal coal sector is set for several years of growth, supported by a commitment to expand coal-fired power generation capacity. However, the outlook for coking coal is less rosy, owing to waning demand from the steel industry.

BMI Research states in a research note that thermal coal, which comprises 90% of the country’s total coal output, will enjoy significant growth opportunities, as power generation capacity fails to meet an increase in demand.