Global metallurgical coal long-term outlook H1 2020: Pandemic forces backward step, but better days ahead
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- H1 2020 forecast at a glance
- Covid-19 impacts on forecast
- Decarbonisation and green steel considerations in base case
- H1 2020 price forecast overview
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Forecast breakdown
- 2020-2023: Post-Covid-19 recovery undermined by China steel trend
- 2024-2030: India’s influence grows but need for projects pushed out by Covid-19
- 2031-2040: Demand accelerates, deepening supply needs
- Key trends
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Supply forecast overview
- Australia
- United States
- Canada
- Russia
- Indonesia
- Mozambique
- Overview
- PCI in high demand long-term, but pricing is fragile
Tables and charts
This report includes the following images and tables:
- Benchmark HCC-US$/t Real 2020$
- Supply by coal type
- Demand versus operating capacity (with disruption)
- Incentive price curve
- Supply change by country
- Long-term Chinese crude steel, hot metal, coke production and coal imports
- Demand change by country
- Breakeven curve
- Cash cost curve
What's included
This report contains: