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Coal prices: what's next after a roller coaster ride?
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Report summary
Coal prices bottomed out after ARA saw a US$20/t drop within only two weeks and hit US$51/t, a three-year low. The collapse was significant enough to pull Newcastle benchmark down from the high US$90s to the low US$70s. What's behind the collapse? Is the recovery temporary? What are the risks ahead? In this piece, we discuss how gas prices have contributed to the drop, as well as key assumptions and risks behind our near term coal prices forecast.
Table of contents
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Event
- Causes
- Near-term price outlook and key risks
Tables and charts
This report includes the following images and tables:
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Price spread between Newcastle and ARAShort-term gas price forecast
What's included
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