Global metallurgical coal long-term outlook H2 2019: Future brings Indian order after China Chaos
*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
- Reclassification of metallurgical coals
- What has changed since last update?
- What has stayed the same?
-
Price Forecast Overview
- Have Chinese and seaborne prices diverged forever?
-
Forecast
- 2020-2024: Structural change is coming
- 2025-2030: New projects required but supply options are available
- 2030-2040: Demand consolidates as production capacity declines
- What role does de-carbonisation play in our base case?
- What has changed since last update?
- What has remained the same since last update?
-
Supply Forecast Overview
- Australia
- United States
- Canada
- Russia
- Indonesia
- Mozambique
- Global Infrastructure Overview
- What has changed since last update?
- What has remained the same since last update?
- Demand Forecast Overview
-
Indian demand makes it through adolescence
- All Indian steel sectors set to grow
- BF-BOF steel still the first steel-making option for India
- Coal self-sufficiency impossible
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SE Asian demand underpinned by rising per capita consumption of steel
- Indonesia
- Vietnam
- Chinese hot metal in decline but high-quality imports required long-term
- PCI demand outlook exciting, but fragile
- SSCC to grow with India and coke technology the driving force
Tables and charts
This report includes 23 images and tables including:
- India’s delivered average HCC/SCC costs in 2019
- India’s delivered average PCI costs in 2019
- Supply change 2019 to 2040
- Demand change 2019 to 2040
- Long-term Indian crude steel, hot metal, coke production and coal imports
- Long-term Chinese crude steel, hot metal, coke production and coal imports
- Global PCI demand
- Global SSCC demand
- Price support
- 2020 - 2025 Chinese Coke Demand and Seaborne Coal Imports
- Breakeven curve
- Cash cost curve
- Metallurgical coal supply by coal type (Mt)
- HCC Project need YOY
- Demand versus operating capacity (with disruption)
- Incentive price curve
What's included
This report contains:
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