Commodity market report
| |
25 Pages

North America coal markets long-term outlook H2 2014


North America coal markets long-term outlook H2 2014

Report summary

2014 draws to a close with a discouraging outlook for the coal markets – for both producers and consumers. Producers face several more years of low prices and weak demand. Consumers must contend with continuing deliverability issues, over-contracted positions as natural gas producers lower prices to move volume into the power markets and even the future viability of some coal suppliers. 

What's included?

This report includes 11 file(s)

  • North America coal markets long-term outlook H2 2014 PDF - 970.63 KB 25 Pages, 0 Tables, 19 Figures
  • 1 US Coal LTO Executive Summary 12 17 2014.xls XLS - 13.44 MB
  • 2 US Coal LTO Demand Analysis 12 19 2014.xls XLS - 511.00 KB
  • 3 US Coal LTO Environment and Emissions Data 12 17 2014.xls XLS - 9.30 MB
  • 4 US Coal LTO Basin Level Analysis 12 17 2014.xls XLS - 1.10 MB
  • 5 US Coal LTO Total Coal Production 12 17 2014.xls XLS - 477.50 KB
  • 6 US Coal LTO Prices Coal Gas and Emissions 12 17 2014.xls XLS - 735.00 KB
  • 7 US Coal LTO Census Region Analysis 12 17 2014.xls XLS - 1.68 MB
  • 8 US Coal LTO Unit Coal Choices 12 17 2014.xls XLS - 3.73 MB
  • 9 US Coal LTO Unit Coal Economics 12 17 2014.xls XLS - 17.76 MB
  • LTO Graph Tool H2 2014.zip ZIP - 7.54 MB

Description

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
    • Assumption updates
      • US coal outlook (Mst)
    • Key issues
    • Market implications
      • Near term markets – Do railroads need to deliver?
      • Mid term markets – Will it be CPP…or something else?
      • Long term markets – exports vs. carbon
  • Prices
    • Market coal price forecast factors (Real 2012 US$)
  • Economic outlook
  • Policy and regulation
    • Base case Environmental policy assumptions
    • Scrubber status of EGUs (GW)
    • CO2 price comparison (US$/metric tonne)
  • Demand
    • Gas Market
  • Supply
    • CAPP
    • NAPP
    • ILB
    • PRB
    • Colorado/Utah
    • Other
  • Infrastructure
    • Domestic
  • Risks and uncertainties

In this report there are 19 tables or charts, including:

  • Executive summary
    • US supply/demand balance (Mst)
    • Executive summary: Image 2
    • Market coal price forecast (Real 2014 US$)
    • Key market data
  • Prices
    • Prices: Image 1
  • Economic outlook
  • Policy and regulation
    • Policy and regulation: Image 1
    • Policy and regulation: Image 2
    • Policy and regulation: Image 3
  • Demand
    • Electricity Demand Outlook
    • Generation Mix Outlook
    • US coal demand by sector
    • Pacific seaborne thermal coal demand by country and rank (Mt)
    • US thermal coal demand growth compared to 2014
    • US natural gas demand by sector (bcfd)
    • Henry Hub gas price forecast (Real 2012 US$/mmbtu)
  • Supply
    • US thermal coal supply outlook (Mst)
  • Infrastructure
    • Infrastructure: Image 1
    • Infrastructure: Image 2
  • Risks and uncertainties
    • Assumed probability, timing and impact of risks*
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

Questions about this report?

Frequently Asked Questions

Mailenquiries@woodmac.com
  • Europe: +44 131 243 4699
  • Americas: +1 713 470 1900
  • Asia Pacific: +61 2 8224 8898
contact us

Why Wood Mackenzie?

As the trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, we empower clients to make better strategic decisions with objective analysis and advice. Find out more...