Name: North America coal short-term outlook May 2019: Second quarter recovery?
Brand: Wood Mackenzie
SKU: 111080
Price: 5000 USD
Availability: OnlineOnly
Author: Wood Mackenzie

Commodity Market Report 31 May 2019

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Report summary

The Spring always brings weaker fundamentals to the coal markets as electricity demand falls off with milder weather – but this year there are additional underlying weaknesses. Domestically, Henry Hub natural gas prices will struggle to get above US$2.80/mmbtu while basis to many regions of the country is very low, or even negative, driving deeper coal to gas switching. 23 GW of renewables is scheduled to come online this year. Weak international demand coupled with supply recovery in Asia is collapsing international prices. As a result, US spot coal prices will fall. However, there are some mitigating circumstances that will slow the rate of decline.

Coal Contracting
Metallurgical demand
Thermal export demand

Tables and charts

This report includes the following images and tables:

EGU Deliveries by contract length (Mst)Thermal and metallurgical coal exports (Mst)NAPP employment and productivity

NAPP production and hours worked per employeeCAPP employment and productivityCAPP production and hours worked per employeeILB employment and productivityILB production and hours worked per employeePRB employment and productivityPRB production and hours worked per employeeTotal US class I coal railcar loadsUtility stockpiles by census region (Mst)