TLGS Research · 2026-09-15 · policy

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

Policy change announced

Project and policy context

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

TLGS commercial 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.

Client priorities

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

Reference documents