Commodity market report
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9 Pages

North America coal long-term outlook H2 2015

North America coal long-term outlook H2 2015

Report summary

Competition from natural gas and climate change regulations dominate the outlook for North American thermal coal. The super abundance of natural gas developed from new technologies applied to tight oil and shale gas have driven North American natural gas prices down sharply. Cleaner burning and efficient, natural gas can often generate electricity less expensively than coal in much of US. The competitiveness of natural gas is significantly reducing the demand for coal to generate electricity – a market segment that makes up 90% of coal demand in North America. Natural gas/coal competition will dominate coal market fundamentals in the near-term.

What's included?

This report includes 3 file(s)

  • North America coal long-term outlook H2 2015 PDF - 1.18 MB 9 Pages, 1 Tables, 6 Figures
  • CMS North America Coal Markets Long-term Outlook H2 2015.pdf PDF - 1.71 MB
  • CMS Executive Summary November.xls XLS - 13.80 MB


Global coal markets are facing extraordinary challenges and uncertainties. Factors such as global overcapacity, weakening demand and falling prices have created cautious investors. These factors have caused delays and cancellations of many mine and infrastructure projects, as well as lower growth rates at others.

This Thermal Coal Market Long Term Outlook report gives global and regional coal producers, consumers, transporters and investors detailed supply, demand and price forecasts for the coal industry, covering all the key domestic markets in North America, China and India.

Use this report to gain a better understanding of market dynamics, including revenue and demand potential for different coals. It will also help you identify trade patterns and changes affecting the thermal coal markets.

Wood Mackenzie is the only coal industry service provider that offers a market outlook integrated with other sector analyses, including macroeconomics, coal supply, steel markets and gas and power markets. Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future investments.

From market dynamics to trade patterns, we give you confidence in your strategic planning.

  • Executive summary
    • Introduction
    • Outlook Summary
    • Key Issues
    • Market fundamentals and what has changed since H1 2015
    • Prices
    • Supply
    • Demand
    • Risks and uncertainties

In this report there are 7 tables or charts, including:

  • Executive summary
    • US supply/demand balance (Mst)
    • Henry Hub gas price forecast (Real 2015 US$/mmbtu)
    • Executive summary: Image 2
    • Market coal price history and forecast (Real 2015 US$)
    • US thermal coal supply outlook (Mst)
    • US coal demand by sector
    • Assumed probability, timing, and impact of risks
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We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

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