Commodity Market Report
Global thermal coal market service – Risks H2 2018
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Report summary
Global energy transition could accelerate faster with disruptive changes driven by a potentially unprecedented growth in renewables that is hard to predict. Meanwhile, today's policy dilemmas and financing constraints have already raised the risk profile of the global seaborne coal market, which is facing more volatility ahead. As we have provided price banding based on a +/-10% variation in coal demand from our 2018 H2 base case, there are certain scenarios that could be framed towards these pricing bands.
Table of contents
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Short-term risks
- Upside
- Downside
- Mid-term risks skewed to the upside
- Long-term risks skewed to the downside
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What's included
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