Commodity Market Report
Global Thermal Coal Strategic Planning Outlook H1 2024
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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
The global thermal coal seaborne market is entering its declining journey though it still has some life with the energy transition delayed. However, demand faces a terminal decline by the end of the forecast - a shadow of its former self. While current operating supply is enough to meet demand, the market enters an interesting phase were new projects will be required despite a declining demand profile. Suppliers face real hurdles to bring new projects on including ESG, financing and permits risks. Looking past the price fireworks of 2022, prices look to settle into a range supported initially above marginal costs but a looming overcapacity will see prices under pressure. Longer term, prices must rise to support critical project development
Table of contents
- Key assumptions
- 2024 Global Thermal Coal Strategic Planning Outlook - at a glance
- Report name change
Tables and charts
This report includes the following images and tables:
- H1 2024
- DEMAND
- SUPPLY
- PRICE
What's included
This report contains:
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