Europe at US$60/t: when do US thermal coals become competitive?
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:
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