Insight
Metallurgical Coal: What to look for in 2020
Report summary
Moving into 2020 after a Jekyll and Hyde year in 2019, expect a cautious rebound in global economic growth underpinned by Chinese and Indian government stimulus and the recent Phase 1 trade deal between the US and China. The speculation surrounding IMO 2020 impacts ends as ships face sulphur compliance 1 January. This could be the year China reaches peak steel production. On the back of a record hot metal demand forecast, the country will look to impose another round of annual import quotas as the government balances between supporting domestic supply and importing high quality coals. Suppliers face growing pains as the world's eyes are firmly focused on fossil fuel development. The dawn of a new decade brings a coming (re)evolution in coal mining and green steel production. We examine what to look for in the seaborne metallurgical coal trade during 2020, highlighting our top seven themes.
Table of contents
- 1. Global macroeconomic conditions to improve
- 2. Government stimulus to be a key demand driver
- 3. Chinese crude steel demand to peak in 2020
- 4. IMO 2020 sulphur limits to raise bulk shipping rates
- 5. Supply growth to become more challenging
- 6. An end to bi-lateral quarterly contract negotiations
-
7. The emergence of new long-term themes in 2020
- World’s first widescale autonomous haulage fleet
- Hydrogen for PCI replacement test run begins
Tables and charts
This report includes 1 images and tables including:
- China crude steel production, hot metal, coke and coking coal demand
What's included
This report contains:
Other reports you may be interested in
Insight
Lithium and cobalt: what to look for in 2019
In this report we look at some of the key events of 2018, and what to expect this year in the lithium and cobalt sectors.
$1,050
Insight
China's commodity markets: 5 things to look for in 2017
We look ahead to what 2017 could have in store for China's commodity markets and discuss five factors that could surprise the markets.
$950
Insight
2024 guidance: upstream companies' capital budgets and production targets
Rolling company guidance tracker with 2024 investment plans and volume targets
$1,350