Insight
Mongolian coking coal exports via Russia: In for the long haul
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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...
Table of contents
- 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
Tables and charts
This report includes the following images and tables:
- Export options through Russia
- Export Options through Far East Ports
- Mongolian Export Costs, 2018
- Mongolian export options margin comparison, 2018
- Remaining Present Value of export options
What's included
This report contains:
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