Commodity market report
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7 Pages

North America coal short-term outlook November 2015

North America coal short-term outlook November 2015

Report summary

 Heading into the holiday season, final 2015 production and thermal coal demand numbers are not likely to show much uplift. A warm start to the winter and stronger competition with ever lower natural gas prices have further depressed an already bearish coal market in the US. Current coal volumes and prices demonstrate the over supply in the marketplace. Additional mine closures and cost containment measures are expected to remove excess coal supply in 2015 and set reasonable expectations for 2016 and beyond.  

What's included?

This report includes 2 file(s)

  • North America coal short-term outlook November 2015 PDF - 316.15 KB 7 Pages, 1 Tables, 5 Figures
  • WM Coal Monthly North America November.xls XLS - 3.84 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
    • Henry Hub price outlook
  • Supply
  • Demand
    • Fundamentals for US coal exports remain bleak
  • Infrastructure
  • Supply-demand balances
    • Connecting the dots between: Competition, Supply, Demand, Stockpiles and Prices – a refresher

In this report there are 6 tables or charts, including:

  • Executive summary
    • Total US Supply Demand Balance (Mst)
  • Prices
    • Prices: Image 1
    • Coal prices - history and forecast (FOB mine)
  • Supply
  • Demand
    • CAPP netback prices into ARA
    • PRB netback prices into South Korea
  • Infrastructure
  • Supply-demand balances
    • US coal stockpiles (Mst)
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