Global metallurgical coal short-term outlook July 2019: Falling prices seek turning point
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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
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The bad news: Myriad forces drive hard reversal of fortune
- PCI spot prices under intense pressure
- The good news: Prices will be stronger by year's end
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Plenty of possible externalities remain
- Australia looks to build on solid second quarter
- Anglo American benefits from early longwall moves
- BHP production climbs but will be hard to maintin
- South32’s production up 20% on Appin revival
- Anglo approves Grasstree's replacement
- Vale lowers its Mozambique metallurgical coal outlook for 2019
- More Russian coal moving to Asian markets
- US sees a flurry of bankruptcies
- Blackhawk Mining should be a quick process
- Cambrian Coal assets are likely to be sold out of bankruptcy
- Blackjewel outcome is more uncertain
- China’s economy has slowed substantially, but should be stable in H2
- China’s met coal demand remain robust, as coke profits improve
- ArcelorMitall holds off on Krakow idling
- India buying should improve after monsoon, but other headwinds exist
Tables and charts
This report includes 6 images and tables including:
- Key Prices - history and quarterly forecasts (US$/t, nominal)
- Queensland Ports: Metallurgical coal exports (Mt)
- Global and Chinese crude steel production (Mt)
- Crude steel production - other major producers (Mt)
- Global and Chinese blast furnace hot metal production (Mt)
- Blast furnace hot metal production - other major producers (Mt)
What's included
This report contains:
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