Energy Shift
Which Countries Are Most Reliant on Coal?
Which Countries Are Most Reliant on Coal?
Global energy policies and discussions in recent years have been focused on the importance of decarbonizing the energy system in the transition to net zero.
However, despite efforts to reduce carbon emissions, fossil fuels still account for more than 80% of primary energy use globally—and coal, the world’s most affordable energy fuel, is also the largest source of energy-related CO2 emissions.
The graphic above uses data from the Statistical Review of World Energy to show how much select countries rely on fossil fuels, particularly coal.
Coal’s Importance in Emerging Economies
Coal is the largest source of electricity generation and the primary fuel for iron, steel, and cement production, making it central to climate and energy discussions.
The fossil fuel continues to be an affordable and abundant source of energy, particularly in emerging economies where demand is expanding rapidly.
South Africa is the world’s most coal-dependent nation featured in the statistical review, with coal accounting for 69% of its primary energy consumption in 2022.
Primary energy use, by fuel type (2022) | ||||
---|---|---|---|---|
Country | Coal % | Oil % | Gas % | Other % |
🇿🇦 South Africa | 69% | 22% | 3% | 6% |
🇨🇳 China | 55% | 18% | 8% | 18% |
🇮🇳 India | 55% | 27% | 6% | 11% |
🇮🇩 Indonesia | 45% | 31% | 14% | 10% |
🇻🇳 Vietnam | 45% | 22% | 6% | 27% |
🇵🇱 Poland | 42% | 34% | 15% | 9% |
🇵🇭 Philippines | 40% | 42% | 5% | 13% |
🇯🇵 Japan | 27% | 37% | 20% | 15% |
🇦🇺 Australia | 26% | 35% | 25% | 14% |
🇹🇷 Türkiye | 25% | 30% | 26% | 19% |
🇰🇷 South Korea | 23% | 43% | 17% | 17% |
🇺🇦 Ukraine | 22% | 17% | 30% | 31% |
🇲🇾 Malaysia | 19% | 36% | 37% | 8% |
🇩🇪 Germany | 19% | 35% | 23% | 23% |
🇹🇭 Thailand | 14% | 47% | 32% | 7% |
🇷🇺 Russia | 11% | 24% | 51% | 14% |
🇺🇸 U.S. | 10% | 38% | 33% | 19% |
🇮🇹 Italy | 5% | 40% | 38% | 16% |
🇬🇧 United Kingdom | 3% | 36% | 35% | 25% |
🇫🇷 France | 2% | 35% | 16% | 46% |
Percentages may not add to 100 due to rounding. Select countries shown above.
In 2022, global consumption of coal surpassed 8 billion tonnes in a single year for the first time, with China and India being the two biggest consumers in absolute terms.
China’s power sector alone accounts for one-third of global coal consumption. Meanwhile, with a growth rate of 6% annually, India has doubled its coal consumption since 2007—and is expected to lead the growth in coal consumption for years to come.
Coal Demand in Developed Countries
U.S. consumption of coal has dropped almost 50% compared to the early 2010s.
With initiatives like the Inflation Reduction Act (IRA), which includes nearly $370 billion to accelerate the U.S.’s energy transition, coal consumption is expected to remain on a downward trajectory in the United States.
Source: BP Energy Outlook 2023. The forecast is based on BP’s scenario for global net-zero emissions by 2050.
The same movement is seen in the European Union.
France, for example, only has 2.5% of its primary energy consumption coming from coal, a share that is just half of what it was in the early 2000s.
In Germany, Europe’s biggest economy, coal still accounts for 18.9% of total energy consumption (a small increase over 2021, due to the energy crisis). However, a decade ago in 2012, that number stood even higher at 24.9% of primary energy use.
With coal consumption falling in developed nations but remaining steady in emerging economies, the International Energy Agency projects that coal demand will plateau at 2022 levels until 2025 when it will begin to fall.
Energy Shift
How Many New Mines Are Needed for the Energy Transition?
Copper and lithium will require the highest number of new mines.

How Many New Mines Are Needed for the Energy Transition?
Nearly 300 Mines
According to Benchmark Mineral Intelligence, meeting global battery demand by 2030 would require 293 new mines or plants.
Mineral | 2024 Supply (t) | 2030 Demand (t) | Supply Needed (t) | No. of Mines/Plants | Type |
---|---|---|---|---|---|
Lithium | 1,181,000 | 2,728,000 | 1,547,000 | 52 | Mine |
Cobalt | 272,000 | 401,000 | 129,000 | 26 | Mine |
Nickel | 3,566,000 | 4,949,000 | 1,383,000 | 28 | Mine |
Natural Graphite | 1,225,000 | 2,933,000 | 1,708,000 | 31 | Mine |
Synthetic Graphite | 1,820,000 | 2,176,000 | 356,000 | 12 | Plant |
Manganese | 90,000 | 409,000 | 319,000 | 21 | Plant |
Purified Phosphoric Acid | 6,493,000 | 9,001,000 | 2,508,000 | 33 | Plant |
Copper | 22,912,000 | 26,576,000 | 3,664,000 | 61 | Mine |
Rare Earths | 83,711 | 116,663 | 32,952 | 29 | Mine |
Copper, used in wires and other applications, and lithium, essential for batteries, will require the most significant number of new mines.
Manganese production would need to increase more than fourfold to meet anticipated demand.
Not an Easy Task
Building new mines is one of the biggest challenges in reaching the expected demand.
After discovery and exploration, mineral projects must go through a lengthy process of research, permitting, and funding before becoming operational.
In the U.S., for instance, developing a new mine can take 29 years.
In contrast, Ghana, the Democratic Republic of Congo, and Laos have some of the shortest development times in the world, at roughly 10 to 15 years.
Energy Shift
Visualizing Europe’s Dependence on Chinese Resources
Europe depends entirely on China for heavy rare earth elements, critical for technologies such as hybrid cars and fiber optics.

Visualizing Europe’s Dependence on Chinese Resources
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Despite efforts by European countries to reduce their reliance on China for critical materials, the region remains heavily dependent on Chinese resources.
This graphic shows the percentage of EU raw material supply sourced from China for 12 raw materials used in various industries. Bloomberg published this data in May 2024 based on European Commission research.
China’s Dominance in Clean Energy Minerals
Europe is 100% dependent on China for heavy rare earth elements used in technologies such as hybrid cars, fiber optics, and nuclear power.
Additionally, 97% of the magnesium consumed in Europe, for uses ranging from aerospace alloys to automotive parts, comes from the Asian country.
Raw Material | Percentage Supplied by China | Usage |
---|---|---|
Heavy rare earth elements | 100% | nuclear reactors, TV screens, fiber optics |
Magnesium | 97% | Aerospace alloys, automotive parts |
Light rare earth elements | 85% | Catalysts, aircraft engines, magnets |
Lithium | 79% | Batteries, pharmaceuticals, ceramics |
Gallium | 71% | Semiconductors, LEDs, solar panels |
Scandium | 67% | Aerospace components, power generation, sports equipment |
Bismuth | 65% | Pharmaceuticals, cosmetics, low-melting alloys |
Vanadium | 62% | Steel alloys, aerospace, tools |
Baryte | 45% | Oil and gas drilling, paints, plastics |
Germanium | 45% | Fiber optics, infrared optics, electronics |
Natural graphite | 40% | Batteries, lubricants, refractory materials |
Tungsten | 32% | Cutting tools, electronics, heavy metal alloys |
Almost 80% of the lithium in electric vehicles and electronics batteries comes from China.
Assessing the Risks
The EU faces a pressing concern over access to essential materials, given the apprehension that China could “weaponize” its dominance of the sector.
One proposed solution is the EU’s Critical Raw Materials Act, which entered into force in May 2024.
The act envisions a quota of 10% of all critical raw materials consumed in the EU to be produced within the EU.
Additionally, it calls for a significant increase in recycling efforts, totaling up to 25% of annual consumption in the EU. Lastly, it sets the target of reducing dependency for any critical raw material on a single non-EU country to less than 65% by 2030.
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