Commodity market report
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12 Pages

North America coal short-term outlook September 2016

North America coal short-term outlook September 2016

Report summary

Are we headed for a shortfall in coal supply in 2017? Natural gas price futures are now consistently trading above US$3.00/mmbtu for 2017 and we project prompt gas prices will average US$3.48/mmbtu for the year, which we estimate will add 60 to 80  Mstpa plus to the demand for Powder River Basin coal (PRB) alone.

What's included?

This report includes 2 file(s)

  • North America coal short-term outlook September 2016 PDF - 352.68 KB 12 Pages, 1 Tables, 11 Figures
  • WM Coal Monthly North America September.xls XLS - 4.52 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
    • Recent developments
    • Forward Markets
    • Forecast
  • Demand
    • Electricity demand
    • Non-fossil generation
    • Natural gas combined cycle generation
    • Natural gas prices
    • Exports
    • Demand Summary
  • Supply
  • Infrastructure
  • Supply-demand balances

In this report there are 12 tables or charts, including:

  • Executive summary
    • Total US supply-demand balance (Mst)
  • Prices
    • Coal prices: history and forecast
  • Demand
    • Total electricity generation
    • Regional coal, gas combined cycle and renewable generating capacity
    • Henry Hub natural gas prices: history and forecast
    • Metallurgical exports from the US (Mst)
    • Thermal exports from the US (Mst)
  • Supply
    • US Coal Mining Employment
  • Infrastructure
    • BNSF coal railcar loads
    • UP coal railcar loads
  • Supply-demand balances
    • EGU Stockpiles by census region (Mst)
    • US natural gas storage inventories (bcf)
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Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

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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At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.