In 2025, the total U.S. coal exports are expected to be 94.1 million short tons (approximately 85.4 million metric tons), a 13.1% decrease from the 108 million short tons in 2024. Of this, 43.6 million tons will be thermal coal, a 15.7% decrease year-on-year; and 50.5 million tons will be metallurgical coal, a 10.8% decrease year-on-year.
In 2025, the total U.S. seaborne coal exports were 78.6 million tons, a 12% decrease from the previous year.
The significant reduction in U.S. coal exports in 2025 is likely due to trade tariffs and weak global demand.
The main reason for the decline in coal exports is the tariff policy that U.S. President Donald Trump forcefully implemented. He insists on confronting every country on Earth, including China, which has historically been a major customer of U.S. coal exports.
The U.S. Energy Information Administration explains the reason for the decline in coal exports as follows: one is the impact of tariff policies. When the United States initiated tariff disputes, China imposed an additional 15% tariff on U.S. coal imports in February and higher retaliatory tariffs on U.S. goods in April, leading to a significant decline or even near cessation of U.S. coal exports to China. Second, the reduction in U.S. coal exports also largely reflects the characteristics of the global market, as coal prices continue to decline due to ample global supply and weak demand. Third, due to increased domestic demand and rising natural gas prices, coal consumption in the U.S. power sector has increased.