North America coal short-term outlook December 2018: Strong 2018 US coal fundamentals weaken in 2019 Report

Commodity Market Report 28 December 2018

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Report summary

2018 has closed with relatively strong fundamentals for coal demand and prices. A cold Fall has moved into a barely warmer than average Winter while natural gas prices jumped to over $3.50/mmbtu at Henry Hub. Exports of US coal remained strong as well. Yet even so, 2018 will end with total US production below that of 2017 due to the continued retirement of coal plants. Only the drastic reduction in supply in 2016 has allowed coal prices domestically and internationally to remain at healthy levels. The fundamentals in 2019 will not be as supportive as has been the case in 2018 leading to further declines in production and erosion in prices.

Domestic
Export
- Thermal
- Metallurgical

Tables and charts

This report includes 10 images and tables including:

National Weather Service three-month outlook [Updated 12/17/2018]
AER three-month outlook [Updated 12/17/2018]
Generation profile for West South Central (WSC)

Generation profile for East North Central (ENC)
Generation Profile for the Mid-Atlantic (MAT)
Generation Profile in the South Atlantic (SAT)
Illinois Basin netback prices into ARA
Northern Appalachia netback prices into ARA
Class 1 coal rail loadings
Utility stockpiles by census region (Mst)

What's included

This report contains:

North America coal short-term outlook December 2018: Strong 2018 US coal fundamentals weaken in 2019

PDF 1.96 MB
WM_Coal_Monthly_North America_December_2018.xls

XLS 4.80 MB