For details on how your data is used and stored, see our Privacy Notice.
The majority of the US coking coal exporters would theoretically be profitable again if the recent surge in pricing leads to a quarterly benchmark settlement of over US$140/t. However, there is a strong likelihood that these high prices for coking coal will be short-lived.
This report contains
Higher global prices could spell relief for US coking coal exporters
Table of contents
Global coking coal prices suddenly rebound in September
US coking coal producers have suffered financially in recent years
US exports would be limited to current operating capacity
Smaller producers are expected to be the first to return to profitability
High benchmark prices are unlikely to be sustained
Tables and charts
This report includes 4 images and tables including:
Historical benchmark price against US metallurgical coal exports by basin
US metallurgical coal export supply with positive margins by quality
US metallurgical coal export supply with positive margins by producer
Capital expenditures on US metallurgical coal mines