Metallurgical coal price tumble threatens profitability
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive summary
- Prices fall to three-year low
- China reemerges as price setter
- Will cost and margin stop the fall in prices?
- Our 90th percentile breakeven price for HCC lays the foundation
- What does it mean for PCI and SCC?
- Where to from here?
Tables and charts
This report includes the following images and tables:
- Steel and met coal prices & spot HCC cargo availability
- Chinese domestic prices equivalent to FOB Australia
- HCC seaborne export total cash cost curve (unadjusted for quality) for 2024
- HCC seaborne export 90th percentile total cash cost change over time
- HCC seaborne export margin curve for 2024
- Benchmark HCC seaborne export breakeven prices (15% IRR, real 2024 terms)
- PCI seaborne export total cash cost curve (unadjusted for quality) for 2024
- PCI seaborne export margin curve for 2024
- SCC seaborne export total cash cost curve (unadjusted for quality) for 2024
- SCC seaborne export margin curve for 2024
What's included
This report contains:
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