Global metallurgical coal short-term outlook February 2020 - Supply and demand drivers upended by Covid-19
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Report summary
Table of contents
- Virus impacts fully revealed after Chinese New Year
- Customs clearances provides avenue to trader price discounts
- Price weakens into April before demand rebound
- PCI and SSCC spot prices enjoy moderate run-up
- What’s the price downside of a spreading global outbreak?
- China: domestic supply improving slowly
- Mongolia: limited Chinese border crossings beginning 15 March
- Australia: Anglo’s met coal output impacted by roof collapse at Moranbah North
- Australia: Kestrel hits production record in 2019 with still more to come
- Mozambique: Vale’s HCC output significantly down in 2019 but plan in works to address
- Canada: Teck and CST Coal Q1 volumes drop on cold weather and rail blockades
- USA: exports brace for weak H1 demand despite Chinese tariff exemption
- 9 more item(s)...
Tables and charts
This report includes the following images and tables:
- Premium Low Volatile HCC monthly price forecast changes
- Key prices - history and quarterly forecasts (US$/t, nominal)
- Covid-19 Global pandemic scenario – Factors affecting price from April to December 2020
- Canadian coal railcar traffic - January through February
What's included
This report contains: