Insight
Higher global prices could spell relief for US coking coal exporters
Report summary
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.
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
What's included
This report contains:
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