TLGS Research · Prepared 2026-09-15 · policy

Coking coal’s critical-mineral classification: a business review trigger

Policy change announced

Source-supported facts

A government statement dated 29 January 2026 reports the inclusion of coking coal within the critical and strategic minerals framework.

TLGS assessment

Steel and mining businesses should examine what the actual amendment changes for their activities, rather than assuming automatic access to blocks or blanket concessions. Mine-development, logistics and beneficiation opportunities still need their own project evidence.

Practical next steps

• Read the applicable amendment and subsequent auction or policy instruments.
• Map the implications to an identified investment or supply-chain requirement.

Status & scope

This note does not assert an automatic licence, tax benefit or new open coal block.

Official sources