US Coking Coal Push to Squeeze Russia, Australia, Singapore in Indian Market

• India's commitment to buy $500 billion in US energy products, including coking coal, over five years could reshape its import mix.
• This shift may pressure existing coking coal suppliers like Russia, Australia, and Singapore, according to a Moneycontrol analysis.
• Australia's share in India's coking coal imports has declined from 68% in 2019 to 44.5% in 2025, while the US share rose from 8% to 14.5%.
• Russia's share, which surged to over 11% by 2025, could be vulnerable to increased US supply commitments.
• Singapore, a trading hub, also saw its share rise to 11% in 2025, but direct sourcing from the US could reduce intermediary trade.