North America coal short-term outlook April 2020: Coronavirus crisis drops demand Report

Commodity Market Report 29 April 2020

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Report summary

Powder River Basin production will fall 20% to 241 Mst in 2020 but this is highly dependent on a recovery in gas prices projected during H2. Total coal-fired generation will fall below 750 TWh – approximately 41% below the national 5-year average. Stockpiles are, or will be soon be, at maximum operational capacity as contractual deliveries continue and coal-to-gas switching increases. These factors place serious risk around our supply and demand forecast as market stakeholders weather the storm.

Thermal
Metallurgical

Tables and charts

This report includes 7 images and tables including:

Coal prices: history and forecast (US$/st)
US gross domestic production (US$ billions)
Coal-Fired Generation (GWh)

Deliveries of coal to US EGUs (Mst)
US apparent capacity vs. EIA annualized weekly shipments (Mstpa)
Metals and mining impacts of COVID19 (%)
EGU Stockpiles by Census Region (Mst)

What's included

This report contains:

WM Coal Monthly North America April_2020.xlsx

XLSX 1.93 MB
North America coal short-term outlook April 2020: Coronavirus crisis drops demand

PDF 901.71 KB