Commodity Market Report

Global thermal coal short-term outlook May 2018: China intervenes in an attempt to cool prices

From

$1,350.00

You can pay by card or invoice

From

$1,350.00

You can pay by card or invoice

Get this Commodity Market Report as part of a subscription

Enquire about subscriptions

Already have a subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

Submit your details to receive further information about this report.

  • An error has occurred while getting captcha image
For details on how your data is used and stored, see our Privacy Notice.
 

Report summary

With summer fast approaching in China and India, utilities have been in preparation mode and restocking activity has been in full effect. Also, for China, the threat of further import restrictions at the ports is causing heightened interest in building up supplies. Prices have strengthened over the last month as a result of the restocking activity, weak nuclear generation in Japan and South Korea, and supply issues at some exporting countries. The Newcastle 6,000 kcal NAR price gained 12% over the last month.

What's included

This report contains

  • Document

    wm coal monthly thermal trade May 2018.xls

    XLS 2.63 MB

  • Document

    Global thermal coal short-term outlook May 2018: China intervenes in an attempt to cool prices

    PDF 343.68 KB

  • Document

    Global thermal coal short-term outlook May 2018: China intervenes in an attempt to cool prices

    ZIP 2.22 MB

Table of contents

    • Key market prices
  • Prices
    • China: hot weather and weak hydro generation sustain strong coal demand
    • South Korea: new sulphur cap could push high energy coal prices up
    • India: strong imports as domestic production continues to struggle
    • Poland: largest utility moves towards wind and gas
    • Europe: strong hydro and renewables challenge coal generation
    • China: NDRC takes steps to ease domestic supply
    • Colombia: heavy rain causes production decline
    • South Africa: domestic supply issues continue
    • Indonesia: fishermen disrupted operations at the port of Samarinda
    • Indonesia: shipping rule implementation postponed to 2020
    • US exports continue to grow despite railroads bottlenecks
    • US rail providers working on bottlenecks

Tables and charts

This report includes 9 images and tables including:

Tables

  • Key market data
  • Executive summary: Table 2

Images

  • ARA and Richards Bay 6,000 kcal price differentials to Newcastle 6,000 kcal
  • Key prices – history and forecast (nominal, US$/t)
  • Key thermal coal suppliers to South Korea (since 2010)
  • Sulphur content of global thermal exports 2018
  • Coal demand, dispatch, and production
  • Closing coal stocks at utilities
  • Colombian exports (Mt)

Questions about this report?

  • Europe:
    +44 131 243 4699
  • Americas:
    +1 713 470 1900
  • Asia Pacific:
    +61 2 8224 8898