Commodity Market Report
North America coal short-term outlook July 2019: low gas prices dampen summer coal demand
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
International prices saw some relief in July after several months of continued losses. Average ARA prices saw the healthiest boost on the back of a heatwave and lower wind generation in Europe. Unfortunately, prices are still too low to provide healthy margins to US producers. However, international stock withdrawals will temporarily improve fundamentals overseas. Domestically, warmer weather peaked seasonal demand, but gas generation still prevailed over coal and left domestic coal prices unchanged. Average gas prices in July will continue declining amid oversupply. Even in the hottest regions, gas prices remained mostly unphased and did not allow for any coal-gas switching. Metallurgical prices are healthy in both domestic and international markets but continue falling from recent highs as demand in Europe and Asia faulters.
Table of contents
- Thermal Export
- Metallurgical
- Bankruptcies
Tables and charts
This report includes the following images and tables:
- ILB netback prices into ARA
- NAPP Netback prices into ARA
- Thermal and metallurgical coal exports (Mst)
- US apparent capacity vs. EIA annualised weekly shipments
- 2018 PRB Production by company (Mst)
- Coal and coke tonnage shipped on internal US waterways (Mst)
- EGU Stockpiles by Census Region (Mst)
What's included
This report contains:
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