Commodity market report
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8 Pages

North America coal short-term outlook December 2015

North America coal short-term outlook December 2015

Report summary

It does not feel like the holiday season for much of the US. An unseasonably warm start to the winter, resulting from the "Super El Nino", is wreaking havoc on coal, gas and power markets. With power demand in the US well below expected levels for December, coal and gas markets now find themselves well oversupplied and fiercely competing for leftover market share for fossil generation. Natural gas prices plummeted to well below US$2/mmbtu – with daily traded prices falling below US$1.70/mmbtu at one point this month. Coal prices subsequently have fallen as well, with both fuels seeking a price level to displace the other and alleviate excess supply.

What's included?

This report includes 2 file(s)

  • North America coal short-term outlook December 2015 PDF - 320.04 KB 8 Pages, 1 Tables, 6 Figures
  • WM Coal Monthly North America December.xls XLS - 3.89 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
    • International
  • Supply
    • Coal producer developments
  • Infrastructure
  • Supply-demand balances

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

  • Executive summary
    • Total US Supply Demand Balance (Mst)
  • Prices
    • Coal prices - history and forecast (FOB mine)
  • Demand
    • US thermal coal demand by basin and equivalent renewable energy demand (mst)
    • NAPP netback prices into ARA
    • PRB netback prices into South Korea
    • Queensland Hard Coking Coal Benchmark
  • Supply
  • Infrastructure
  • Supply-demand balances
    • US coal stockpiles (Mst)
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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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