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What’s inside this report?
A deep-dive into hard coking coal (HCC) price dynamics.
It is commonly accepted that US$200/t prices for seaborne HCCs are unsustainable. But the market had become accustomed to sky high prices.
After prices plunged to below US$160/t in early August, we explore the obvious question: when will prices stabilise?
We also look at the four main reasons behind the price drop.
Why buy this report?
Get answers to all your questions about HCC prices, including:
- What can we expect for the rest of the year? And how will the US-China trade dispute affect the market?
- When do we think prices will recover?
- What are the key risks to short-term prices?
Report summary
Table of contents
-
Introduction
- Four reasons for the price fall
- 1. Chinese port restrictions
- 2. Seasonal demand slowdown
- 3. Improved supply availability
- 4. Economic reality
- Where is the price support?
- What can we expect for the remainder of the year?
- Supply will come under more pressure in Q4
- Import activity should also pickup
- The US-China dispute is a doubled-edged sword
Tables and charts
This report includes 2 images and tables including:
- Hay Point versus Luilin Price equivalence
- HCC total cash cost curve 2019 (US$/t FOB), adjusted
What's included
This report contains:
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