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Coronavirus fallout: Nearly 36% of seaborne coal supply at risk

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28 April 2020

Coronavirus fallout: Nearly 36% of seaborne coal supply at risk

Report summary

The extent of the coronavirus’ impact on the economy remains difficult to pin down at the present, with the situation remaining highly volatile. Seaborne thermal and metallurgical prices are in near-freefall as measures to combat the virus take a toll on the economy. In order to attempt to quantify the impact on the global seaborne supply, we’ve analysed estimated 2020 cash margins using spot values for exchange rates, prices and diesel costs. We then compared these margins with our current net present values to quantify each operations relative risk of production curtailment.

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    Spot_Margin_Analysis_April_2020.xlsx

    XLSX 799.89 KB

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    Coronavirus fallout: Nearly 36% of seaborne coal supply at risk

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    Spot_Margin_Analysis_April_2020.pdf

    PDF 1.19 MB