Inform
Coal prices: what's next after a roller coaster ride?
This report is currently unavailable
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
-
Event
- Causes
- Near-term price outlook and key risks
Tables and charts
This report includes 2 images and tables including:
- Price spread between Newcastle and ARA
- Short-term gas price forecast
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
Global gas & LNG weekly summary: 25 April 2024
EGAS makes progress in securing cargoe for summer while second-tier buyers pick up activity in the current price market
$4,000
Asset Report
Huize Qilinchang zinc mine
A detailed analysis of the Huize Qilinchang zinc mine.
$2,250
Asset Report
Atlas - Cebu (Closed) gold mine
A detailed analysis of the Atlas - Cebu (Closed) gold mine.
$2,250