Commodity market report
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9 Pages

North America thermal coal short-term outlook June 2015

North America thermal coal short-term outlook June 2015

Report summary

The US coal market continued to undergo structural change in June aimed at right sizing the industry and re-aligning supply with falling demand.  Coal demand is eroded by retiring power plants and competition from low-cost natural gas. We are seeing the effects of an over-supplied domestic and international market where coal buyers have an upper hand in negotiations and prices are falling in search of a floor.

What's included?

This report includes 2 file(s)

  • North America thermal coal short-term outlook June 2015 PDF - 632.47 KB 9 Pages, 0 Tables, 13 Figures
  • WM Coal Monthly North America June.xls XLS - 3.48 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 Thermal 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 thermal 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
  • Demand
  • Supply
  • Supply-demand balances

In this report there are 13 tables or charts, including:

  • Executive summary
    • Total US Supply Demand Balance (Mst)
  • Prices
    • Coal prices - history and forecast (FOB mine)
  • Demand
    • Coal-Fired generation
    • Accumulated cooling degree days
    • US weight average between natural gas and coal generation
    • PRB net-back from South Korea - Vancouver
    • PRB net-back - Vancouver chart
    • PRB net-back from South Korea - Ridley
    • PRB net-back - Ridley chart
  • Supply
    • 2015 US thermal coal production cuts/delays announced in 2015 YTD
    • BNSF and UP railcar loadings (cumulative)
    • CSX and NS railcar loading (cumulative)
  • Supply-demand balances
    • EGU stockpiles by census region
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