Webinar

Thermal Coal Outlook

Thermal coal's next 25 years won't be a straight line downward. Behind the headline of structural decline is a market of contradictions: short-term price spikes from geopolitics, a supply crunch as ageing mines deplete, and a growing split between high-quality and low-rank coal that will decide who wins and who loses.

Date

8th of September

Time

9:00 AM EST

Join Wood Mackenzie for a live webinar on what's really driving global thermal coal markets through 2050 — China's seaborne exit, India's rise as the dominant buyer, and the supply risks facing Australia, Indonesia and other key producers. We'll share our latest demand, supply and price forecasts, and what they mean for miners navigating both near-term volatility and long-term change.

 

Key topics

  • Where are coal prices headed in the short term, and how long will the volatility last?
  • How disruptive will Indonesia's export overhaul be?
  • What is behind China's fall in coal imports, and will other buyers fill the gap?
  • Which suppliers gain share by 2050, and which lose ground?
  • Where's the long-term price floor for high-rank coal?

Speakers

Sholpan Gabbassova, Senior Research Analyst, Thermal Coal Markets, Wood Mackenzie

Sholpan Gabbassova

Senior Research Analyst, Thermal Coal Markets

Shoplan is responsible for analysing and forecasting trends in Northeast and Southeast Asian thermal coal markets.

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Ashis Kumar Pradhan

Senior Research Analyst, Thermal Coal Markets

Ashis is responsible for analysing the coal industry performance, demand-supply forecasting and price forecasting.

View Ashis Kumar Pradhan's full profile