Europe at US$60/t: when do US thermal coals become competitive?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive summary
- The delivered cost curve moves upwards
- Supply capacity tightness: what does a realistic curve look like?
- US exports and ability to ship
Tables and charts
This report includes 4 images and tables including:
- European delivered cost curve evolution: January to August 2016
- South African thermal exports: destinations and volumes (Mt)
- Delivered cost curve: with capacity restrictions
- US stockpiles – near record levels, and likely to be burned down quickly
What's included
This report contains:
Other reports you may be interested in
Global thermal short-term outlook June 2024
Improved supply and sluggish purchases from key buyers weakened thermal coal prices
$5,000Global thermal coal short-term outlook February 2019 - China policy uncertainty kicks in early
Increased customs clearance time in China fuels rumours on Australian coal imports ban but has limited impact on coal prices.
$5,000Global thermal coal short-term outlook April 2019: prices hit record lows
Coal prices hit record lows in April. Where do we see risks down the road?
$5,000