Commodity market report
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8 Pages

Global thermal coal short-term outlook July 2017: supply disruptions tightening the market


Global thermal coal short-term outlook July 2017: supply disruptions tightening the market

Report summary

Strong summer demand in China and supply disruptions in major thermal coal exporting countries worked to tighten the market over the last month. 

What's included?

This report includes 2 file(s)

  • Global thermal coal short-term outlook July 2017: supply disruptions tightening the market PDF - 322.80 KB 8 Pages, 2 Tables, 3 Figures
  • wm coal monthly thermal trade july 2017.xls XLS - 2.13 MB

Description

Global coal markets are facing extraordinary challenges and uncertainties. Factors such as global overcapacity, weakening demand and falling prices have created cautious investors. These factors have caused delays and cancellations of many mine and infrastructure projects, as well as lower growth rates at others.

This Thermal Coal Market Short Term Outlook report gives global and regional coal producers, consumers, transporters and investors detailed supply, demand and price forecasts for the coal industry, covering all the key domestic markets in North America, China and India.

Use this report to gain a better understanding of market dynamics, including revenue and demand potential for different coals. It will also help you identify trade patterns and changes affecting the thermal coal markets.

Wood Mackenzie is the only coal industry service provider that offers a market outlook integrated with other sector analyses, including macroeconomics, coal supply, steel markets and gas and power markets. Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future investments.

From market dynamics to trade patterns, we give you confidence in your strategic planning.

  • Executive summary
  • Prices
  • Demand
    • India: weak demand during the monsoon season
    • China: the summer heat brings it on
    • Japan: potential for coal-to-gas switching
    • Vietnam: planning to raise import tariffs
    • Europe: reduced coal demand this year
  • Supply
    • Australia: Glencore making headlines
    • China: miners' profitability improves
    • Indonesia: spot cargos unavailable due to heavy rains
    • Colombia: Prodeco likely to fall short of annual target
    • South Africa: reduced rail shipments in July due to maintenance

In this report there are 5 tables or charts, including:

  • Executive summary
    • Key market data
  • Prices
    • Key prices - history and forecast (nominal, US$/t)
  • Demand
    • Coal vs gas price trends for Japan
  • Supply
    • Glencore mines under industrial action
    • 2017 Colombian coal production by company (Mt)
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