Insight
Interest in Canadian projects continues even in the 'Age of Austerity'
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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
Interest in both brownfield and greenfield development of Canadian coal projects remains strong despite a pull-back in expansion capital spending across the coal industry. In this Insight, we examine how nine projects we've classified as "probable" and "highly probable" to move forward stack up in terms of geography, project sponsors, potential returns, margins, capital efficiency and other metrics. We then assess how these projects will compete against global peers.
Table of contents
- Executive summary
- Introduction
- Canada looks like a safe bet
- How do the projects stack up economically?
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High hurdle rates for projects in the current environment
- Mining methods, capital intensity and cash costs of projects
- Canadian projects compare favourably with global peers
- Developers focus on British Columbia's Peace River coalfield
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Significant expansion capital will be deployed in Canada
- Expansion capital expenditure by mine status - Canada
- Conclusion
- Appendix I: Coal price assumptions
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Appendix II: Classification of projects
- Highly probable projects
- Probable projects
- Possible projects
Tables and charts
This report includes the following images and tables:
- Summary of Canadian probable and highly probable projects
- Financial metrics for Canadian probable and highly probable projects
- Seaborne export metallurgical coal margin curve, 2026 (nominal dollars)
- Seaborne export thermal coal margin curve, 2021 (nominal dollars)
- Thermal and metallurgical price assumptions used in project valuation (US$/tonne, nominal basis)
- Interest in Canadian projects continues even in the 'Age of Austerity': Table 3
- Interest in Canadian projects continues even in the 'Age of Austerity': Image 3
- Marketable production by mine status - Canada
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