Insight
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7 Pages

Mongolian coking coal exports via Russia: In for the long haul


Mongolian coking coal exports via Russia: In for the long haul

Report summary

The announcement in mid-September of the signing of Memoranda of Understanding (MOU) between Aspire Mining Limited and port operators in the Black Sea and Russia's Far East, highlighted the potential of sending Mongolian metallurgical coal profitably out of Russian ports. Our analysis shows that a Mongolian mine producing a premium coking coal can profitably export coal through Russian ports. This is despite transport distances ranging from 3650 – 7300 kilometres.  Based on our cost and...

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  • Mongolian coking coal exports via Russia: In for the long haul PDF - 579.54 KB 7 Pages, 1 Tables, 4 Figures

Description

This Coal Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

Participants, suppliers and advisors can use it to look at the trends, risks and issues within the coal industry and gain an alternative point of view when making decisions.

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  • Executive summary
  • Export options
  • Russian route offers market diversity and higher prices
  • Exports via Russia generate positive cash margins
  • Viability of Northern Mongolian projects enhanced by Russian export option
  • Implementation will be complicated and uncertain
  • Conclusion

In this report there are 5 tables or charts, including:

  • Executive summary
  • Export options
    • Export options through Russia
    • Export Options through Far East Ports
  • Russian route offers market diversity and higher prices
  • Exports via Russia generate positive cash margins
    • Mongolian Export Costs, 2018
    • Mongolian export options margin comparison, 2018
  • Viability of Northern Mongolian projects enhanced by Russian export option
    • Remaining Present Value of export options
  • Implementation will be complicated and uncertain
  • Conclusion
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