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4 Pages

Glencore's 2015 Australian production cuts - what do they really mean?

Glencore's 2015 Australian production cuts - what do they really mean?

Report summary

Glencore's February 26 announcement of a 15 million tonne cut to its 2015 Australian coal production has generated speculation and considerable confusion as to how much coal is actually coming out of the market. Our analysis is that Glencore's production cuts will have only a minor impact on supply in comparison to 2014 levels.

What's included?

This report includes 2 file(s)

  • Glencore's 2015 Australian production cuts - what do they really mean? PDF - 277.23 KB 4 Pages, 1 Tables, 1 Figures
  • Assessing Glencore's 2015 Australian production cuts.xls XLS - 121.00 KB


This Coal Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

Participants, suppliers and advisors can use it to look at the trends, risks and issues within the coal industry and gain an alternative point of view when making decisions.

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  • Executive summary
  • Background and assumptions
  • Glencore's strategic rationale

In this report there are 2 tables or charts, including:

  • Executive summary
    • Estimated production impact (controlled or 100% ownership basis)
  • Background and assumptions
    • Production breakdown by operation (controlled or 100% ownership basis)
  • Glencore's strategic rationale
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