Insight
Global coal M&A June 2022: Deals on hold as prices surge
Report summary
Fortune favours the brave, and perhaps those with a bit of luck. That rings true for the handful of companies that managed to secure a transaction in 2021 ahead of the record price spikes seen in recent months. For miners unable to strike deals, rewards were still forthcoming owing to soaring coal prices and surging cashflow. The surge in market capitalisations, and asset prices more broadly has halted deals in 2022.
Table of contents
-
Executive summary
- Deal-implied prices move higher
- Deal pipeline value swells as prices surge
Tables and charts
This report includes 8 images and tables including:
- Acquisition spend by region
- Number of deals by region
- Deal-implied long-term benchmark thermal coal prices vs Newcastle export thermal coal price
- Deal-implied long-term benchmark metallurgical coal prices v Queensland HCC coal spot price
- Listed equities (coal sector) performance LTM
- Market capitalisation (20 June 2022)
- Deal pipeline value (by region)
- Deal pipeline by coal type and region
What's included
This report contains:
Other reports you may be interested in
30 September 2016
Global coal M&A deal pipeline: September 2016
Insight
Global coal M&A deal pipeline: September 2016
The net value of the pipeline decreased to US$8.5 billion, due to further valuation reductions and deal announcements.
$1,10018 May 2021
Global coal M&A activity May 2021: ESG commitments bolster pipeline
Insight
Global coal M&A activity May 2021: ESG commitments bolster pipeline
M&A rebounds on Russian and Colombia deals as global pipeline swells to US$11 billion
$1,10010 January 2020
Global coal M&A activity January 2020: thermal divisions under scrutiny
Insight
Global coal M&A activity January 2020: thermal divisions under scrutiny
Deal making in 2019 collapses, but a recovery is expected in 2020 on potential completion of ongoing processes
$1,100