Insight
Global coal M&A June 2022: Deals on hold as prices surge
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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
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Executive summary
- Deal-implied prices move higher
- Deal pipeline value swells as prices surge
Tables and charts
This report includes the following images and tables:
- 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:
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