Commodity market report

Global metallurgical coal long-term outlook H1 2017: Supply growth pressuring prices

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

For further information about this report submit the form below.

Summary

With Australian mines returning after the recent cyclone and other global producers expanding prices should fall in the near term. But Nippon Steel s switch to index based pricing for quarterly contracts will add some uncertainties while China s policy efforts to allow producers to pay back debt will hold LV prices somewhat over marginal costs averaging US$115/t FOB between 2019 and 2022. India is the key driver to long term demand growth which will elevate prices to US$128/t by 2035.

What's included

This report contains 7 images and 17 pages

  • Document

    Global metallurgical coal long-term outlook H1 2017.pdf

    PDF 1.64 MB

  • Document

    Global metallurgical coal long-term outlook H1 2017: Supply growth pressuring prices

    PDF 359.40 KB

  • Document

    Global metallurgical coal long-term outlook H1 2017: Supply growth pressuring prices

    ZIP 13.43 MB

  • Document

    CMS data metallurgical trade long term outlook 2017 H1.xlsx

    XLSX 17.78 MB

  • Document

    CMS data-pivot view-metallurgical trade long term outlook 2017 H1.xlsx

    XLSX 2.96 MB

  • Document

    CMS price charts metallurgical trade long-term 2017 H1 data.xls

    XLS 2.11 MB

  • Document

    CMS supply demand charts metallurgical trade long-term 2017 H1.xlsx

    XLSX 1.44 MB

  • Document

    Executive summary

    PDF 80.95 KB

  • Document

    Prices

    PDF 133.98 KB

  • Document

    Supply

    PDF 104.01 KB

  • Document

    Demand

    PDF 100.08 KB

  • Document

    Risks and uncertainties

    PDF 90.61 KB

Why buy this report?

This report can also help you make informed strategic planning and investment decisions by allowing you to:

  • Identify global trade patterns in metallurgical coal
  • Gain a thorough understanding of coal market dynamics, including revenue and demand
  • Understand the risks to metallurgical coal from geopolitical and regulatory developments
  • Discover India's role in long-term demand growth, and how investment can keep prices high

Our objective analysis is based on proprietary data from regional experts who work across sectors to generate cross-commodity, macroeconomic market view for every topic they explore.

This report is based on data and insights from coal analysts local to the markets they study. It includes:

  • Metallurgical coal price data, plus high and low case models
  • The effects of Chinese policy and natural disasters on pricing and supplier diversity
  • Global metallurgical coal supply and Chinese domestic demand
  • Risks to the market, including global regulation and trends toward low-carbon energy

Related subscription products

Table of contents

  • Executive summary
  • Prices
  • Supply
  • Demand
  • Risks and uncertainties

Tables and charts

This report includes 7 images and tables including:

Images

  • Seaborne metallurgical coal exports by country (Mt)
  • Top 10 seaborne metallurgical coal importers (Mt)
  • Hay Point versus Liulin #4 prices
  • HCC capacity versus demand
  • Existing HCC mine capacity versus demand
  • Incentive price (adjusted to HCC benchmark), US$/t real 2017
  • High/low price ranges: FOB Queensland LV HCC term contract (US$/t, real 2017)

Questions about this report?

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