Insight

Metallurgical coal price spike: Will it last?

Get this report

$1,100

You can pay by card or invoice

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.
 

- Available as part of a subscription
- FAQ's about online orders

14 September 2016

Metallurgical coal price spike: Will it last?

Report summary

Memories of the Queensland floods of 2010-11 have been rekindled the by the meteoric rise in metallurgical coal prices in August and September. Supply disruption due to Government policy, production mishaps and weather, have occurred in both China and Australia, whilst seasonal demand in China, and unexpected additional demand from India, have compounded the market tightness. Prices have spiked to around US$200/t in recent days. At such high prices the incentives are high for new supply, but production constraints, and reticence from some miners to re-enter the market after years of pain, will keep things tight in 2016.

Table of contents

    • Coking coal and Iron Ore price trends Dec 2015 to Sept 2016 (index: 1st Dec = 1)
    • Chinese metallurgical coal supply is critically short
      • Chinese metallurgical coal production 2015 and 2016
    • Demand in China and India has spiked
    • International suppliers have been unable to provide the additional coal
    • Buyer and seller behaviour has been extreme
    • HCC 2016 margins at US$200/t
  • So what does this all mean for prices?

Tables and charts

This report includes 3 images and tables including:

  • Metallurgical coal price spike: Will it last?: Image 1
  • Metallurgical coal price spike: Will it last?: Image 3
  • Metallurgical coal price spike: Will it last?: Image 2

What's included

This report contains:

  • Document

    Insight Met coal price spike will it last.xls

    XLS 1.58 MB

  • Document

    Metallurgical coal price spike: Will it last?

    PDF 309.62 KB

  • Document

    Metallurgical coal price spike: Will it last?

    ZIP 1.41 MB

Other reports you may be interested in

Browse reports by Industry Sector