Insight

Failure to develop the Galilee basin will trigger soaring thermal coal prices in the future

Loading current market price

Get this report

Loading current market price

Get this report as part of a subscription

Enquire about Subscriptions

Already have subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

Contact us about this report

Report summary

Pessimism is growing in the Galilee basin with Adani s announcement that engineering work will be halted at its Carmichael project. Once seen to be inevitable basin development now seems uncertain given weak markets rising costs financing concerns and environmental opposition. Our analysis shows that without Galilee basin exports seaborne thermal coal markets will witness up to a 20% increase in price over time.

What's included

This report contains

  • Document

    no galilee basin final.xls

    XLS 237.50 KB

  • Document

    Failure to develop the Galilee basin will trigger soaring thermal coal prices in the future

    PDF 332.33 KB

  • Document

    Failure to develop the Galilee basin will trigger soaring thermal coal prices in the future

    ZIP 418.52 KB

Table of contents

Tables and charts

This report includes 9 images and tables including:

Images

  • Failure to develop the Galilee basin will trigger soaring thermal coal prices in the future: Image 1
  • Change in demand by rank given no Galilee basin exports (Mt)
  • Change from base case in high rank demand given no Galilee basin exports (Mt)
  • Change from base case in high rank demand given no Galilee basin exports (Mt)
  • Change in supply given no Galilee basin exports (Mtpa)
  • Failure to develop the Galilee basin will trigger soaring thermal coal prices in the future: Image 6
  • Price forecast for selected marker coals, two cases ($/t)

Tables

  • Key changes in trade flows with no Galilee basin exports (Mt)
  • Failure to develop the Galilee basin will trigger soaring thermal coal prices in the future: Table 2

Questions about this report?

  • Europe:
    +44 131 243 4699
  • Americas:
    +1 713 470 1900
  • Asia Pacific:
    +61 2 8224 8898