Insight
Global thermal coal market service - Risks H1 2020
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The global thermal coal market has been subjected to extensive volatility over the past decade and we see that continuing. We have attempted to turn the main risks into quantifiable impacts so that we could model the results and present a range of prices. The results of these scenarios are two divergent 10 year trends with the upside being that the thermal coal trade returns to strength within Asia post-coronavirus with a relaxation in protectionist policies. Or weakens as countries change policy to favour domestic companies, the coronavirus economic damage lingers, and the energy transition accelerates.
Table of contents
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Low Price Scenario
- Low economic growth
- Stricter emission policies
- Increased gas competition
- Supply surplus
- Country level low case scenarios
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High Price Scenario
- Relaxing trade restrictions and quick recovery from coronavirus
- Producer discipline is maintained
- Country-level high case scenarios
Tables and charts
This report includes the following images and tables:
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Low price scenario demand changesHigh price scenario demand changes
What's included
This report contains:
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