Insight
Coal: Five things to look for in 2017
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
2016 was a year of extremes in prices for both met and thermal coal and 2017 should also prove exciting. There are uncertainties around China’s work day restrictions and efforts to curtail coal steel and power capacity. Most global producers are looking for ways to gain from the still-high prices; and there is the potential for a banner year for M&A. The new Trump Administration could usher in a number of changes, but we believe the ability to greatly improve the marketplace will be limited.
Table of contents
-
Chinese policy reforms in coal, steel and power sectors
- Further direct price intervention is possible
- The speed of Chinese "de-capacity" could alter global coal seaborne market balances
- Operating mines will lead the international supply surge
- Weather impacts on supply
- Trump's policies - a two-edged sword
- M&A: Australia's year as majors continue to exit
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Global oil refining: five things to look for in 2017
We have selected the key issues that we think will affect refiners in 2017, detailing their relevance and potential impact.
$900
Insight
CCUS: 5 things to look for in 2026
We highlight the five key themes to look out for in 2026
$1,250
Insight
CCUS: 5 things to look for in 2025
We highlight the five key themes to look out for in 2025
$1,250
