Global thermal coal short-term outlook March 2021: supply disruptions postpone shoulder season price lull
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- General discussion and base case
- High/low scenarios
- China – rocketing ocean freight curtails China’s buying interest
- India – coal generation growing, but power sector imports declining
- Japan – extended closure of earthquake-hit plants weighs demand in Q2
- Taiwan – coal phase-out pace in debate
- Europe – coal generation challenged by natural gas yet again
- Australia – exports slow on shiploading and rail outages
- Indonesia – exports tick up
- Colombia – Drummond opens a new mine
- Russia – coal industry shaken
Tables and charts
This report includes the following images and tables:
- Key prices - history and forecast (nominal, US$/t)
- Low and high cases for Newcastle 6,000 kcal/kg at confidence intervals of 5%, 33%, 66% and 95% (US$/t)
- Indian power vs non-power thermal coal imports
- NCIG coal export change CY20 v CY21
- Newcastle coal exports YTD comparison
- Australia thermal coal exports
- Indonesia coal production and exports
What's included
This report contains:
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