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Global thermal coal markets: 5 things to look for in 2020

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20 January 2020

Global thermal coal markets: 5 things to look for in 2020

Report summary

The seaborne thermal coal market enters the year challenged by low priced LNG in the Atlantic and increasing coal supply in the Pacific. Economic indicators are weak globally and a warm winter in the northern hemisphere threatens Q1 demand. Will the market turn the corner later in the year? These are the top five areas themes to follow in 2020, followed by our 2020 global thermal coal production guidance.

Table of contents

  • 1) China’s domestic market will remain oversupplied
  • 2) Weaker Indian imports, as domestic supply recovers and demand growth slows
  • 3) Low-cost LNG will continue to drag on coal demand in the Atlantic
  • 4) Retiring coal-fired capacity in Europe will be offset by new units starting in APAC
    • Falling transportation costs aid Russian producers as export competition intensifies
    • US producer distress
    • Supply downside risk in Colombia due to lawsuit challenges

Tables and charts

This report includes 3 images and tables including:

  • Seaborne import and QHD price
  • Investment planned in the energy sector for the fiscal year 2020-21
  • Global coal production by country (Mt): guidance vs forecast

What's included

This report contains:

  • Document

    Global thermal coal markets: 5 things to look for in 2020

    PDF 799.88 KB

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