Indonesia's coal cut lands on one island

Indonesia is the world's largest thermal-coal exporter, and in 2026 it chose to ship less: the government approved a production quota of about 600 Mt, against roughly 790 Mt produced in 2025, with exports running at a 564 Mt annualised pace, 9.5% below the year before. A quota is a national number decided in Jakarta. The physical valve it operates is much narrower.

Turn on the mine and coal-terminal layers over Kalimantan, filtered to operating, and the funnel appears on the map: 298 operating coal mines in this one view, reporting 608 Mtpa between them, feeding 29 operating export terminals rated at 557 Mt a year - almost all of them river or coastal loading points along the island's south and east.

Two caveats worth holding: reported mine capacity is not realised output, and terminal ratings are nameplate, so treat the figures as the scale of the system rather than a flow. The geography is the finding. A supply decision taken nationally is executed along a few hundred kilometres of the Barito and Mahakam river systems, which is also where a drought, a barge backlog or the next policy change shows up first.

Layers in this view