Commodity market report
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10 Pages

North America coal short-term outlook August 2016

North America coal short-term outlook August 2016

Report summary

By most measures, the US coal market should be experiencing a bullish upswing; however, if you are in a coal producer's shoes, you may not know it yet. This summer has been hotter than expected – increasing cooling needs and subsequent power demand. Natural gas prices and international coal prices are up too – rising 20% from May 2016 levels. Yet, excessive coal stockpiles at utilities – a remnant of 2015 oversupply- continue to limit prices and delay future production.

What's included?

This report includes 2 file(s)

  • North America coal short-term outlook August 2016 PDF - 355.40 KB 10 Pages, 1 Tables, 10 Figures
  • WM Coal Monthly North America August.xls XLS - 4.39 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 Coal Market Short 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 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
    • Key market data
  • Prices
  • Demand
    • US coal exports gain ground on a tightening international market
  • Supply
  • Infrastructure
  • Supply-demand balances

In this report there are 11 tables or charts, including:

  • Executive summary
    • Total US supply-demand balance (Mst)
  • Prices
    • Coal prices: history and forecast
  • Demand
    • Contract term of May US coal deliveries
    • Contract term of May PRB coal deliveries
    • Northern Appalachia netback prices into ARA
    • Powder River Basin netback prices into South Korea
  • Supply
    • US coal mining employment
    • Major publicly traded producers operational capital expenditure per ton sold
  • Infrastructure
    • BNSF coal railcar loads
  • Supply-demand balances
    • EGU stockpiles by census region (Mst)
    • US natural gas storage inventories (bcf)
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