Happy days in coal country: back in the money!
*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
- Coal to the world: reports of my death are greatly exaggerated
- China coal supply reforms are a lifeline to the global coal industry
- Atlantic prices are impacted by events in China, but also by circumstances unique to Europe
- Colombian coal shipments into NE Asia are shorting Europe
- Seaborne opportunity nearer for the US but domestic markets improving also
- 2016 Russian production rises but rail car shortages limit growth
- What were the factors that caused met coal prices to rise so quickly during August/September?
- Conclusions
Tables and charts
This report includes 10 images and tables including:
- 2016 thermal coal price history ($/t)
- 2016 metallurgical coal price history ($/t)
- Prakash Sharma, Wood Mackenzie’s Research Director for Coal
- 2016 Asian FOB cash cost curve (adjusted to Newcastle 6,000 kcal NAR
- Andy Roberts, Research Director for Global Thermal Coal
- 2016 ARA delivered cost curve (adjusted to 6,000 kcal)
- Jaime Correal, Research Director for Coal
- Matt Preston, Research Director for North American Coal
- Natasha Tyrina, Senior Research Analyst for Coal
- Jim Truman, Research Director for Global Metallurgical Coal
What's included
This report contains:
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