Global thermal short-term outlook April 2022
Report summary
Table of contents
- High/low scenarios
- China – soaring seaborne prices continued to curtail China’s buying interest
- India – escalating coal crisis to drive imports growth
- Japan – uncertainty around the Russia coal phase-out may cause more panic buying
- Europe – prices to remain elevated as the market readies for a full Russian coal embargo
- Australia – Supply set to recover, but labour challenges persist
- Indonesia – strong demand and easing rainfall bodes well for exports
- Russia – Europe stocks up on Russian coal before bans begin
- South Africa – Rail uncertainty still a big risk for exports, while heavy rainfall persists
Tables and charts
This report includes 6 images and tables including:
- Low and high cases for Newcastle 6,000 kcal/kg at confidence intervals of 5%, 33%, 66% and 95% (US$/t)
- Australia thermal coal exports
- NSW power netbacks to 5,500 nar
- Indonesia coal production and exports (Mt)
- Average rainfall across SA coal mines
- Worst impacted SA export coal mines (1 Oct to 26 Apr)
What's included
This report contains:
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