Insight
Global seaborne thermal coal outlook under the Russia ban scenario
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
In the April 2022 Strategic Planning Outlook for global thermal coal, we assumed that the Russia-Ukraine conflict will de-escalate during 2022. Russian coal exports, disrupted by sanctioning and self-sanctioning by importers and ocean carrier providers, would gradually recover thereafter. The EU, UK and Japan have since announced their decisions to completely stop importing Russian coal, with varying timelines. In 2021, Russian coal comprised over two-thirds of the EU’s seaborne thermal coal imports and over 13% of Japan’s. In this insight, we explore the implications of a full and permanent ban on Russian coal imports into the EU, UK and Japan from 2023 for the seaborne thermal coal market.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Country Report
Russian Federation coal supply summary
This report provides a detailed overview of historical and forecast Russian coal production, exports, costs, and infrastructure.
$6,750
Insight
The evolution of seaborne coal pricing
China and India are pivotal players in setting global coal pricing.
$1,100
Insight
Getting to the Core of the Arch – CONSOL merger
Summary of the Arch Resources and CONSOL merger, looking at the key assets and implications of the deal for domestic and export markets.
$1,100
