Insight
North American coal markets: contracting and deliveries in 2018
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Market expectations for coal demand in 2018 remain neutral. Deliveries in January 2018 totalled 50.3 Mst (2.5 bcfde), a decline of 12% compared with the previous January. Spot deliveries totalled 5.8 Mst (0.3 bcfde), while 44.4 Mst (2.2 bcfde) was delivered under contractual agreements. Deliveries via contracts that expire sometime in 2018, totalled 28.3 Mst (1.5 bcfde), a decline of 22% compared with January 2017.
Table of contents
- Executive summary
- Coal deliveries in 2017
- Coal deliveries in January 2018
-
Expected coal deliveries in 2018
- Contracting levels versus spot deliveries
- Value of coal deliveries
Tables and charts
This report includes the following images and tables:
- Natural gas price volatility and coal stocks (US$/mmbtu or Mst)
- Reported deliveries by basin (Mst)
- Coal deliveries to EGUs by contract type and length (Mst)
- Commodity cost of coal deliveries to EGUs (US$/st)
- Trends of mine margin (US$/st)
- Delivered price of coal versus natural gas (nominal US$/mmbtu)
- Coal deliveries to EGUs by contract type and length (%)
What's included
This report contains:
Other reports you may be interested in
Insight
Q4 2018 North America LNG projects update: FIDs imminent on three Gulf Coast projects
Cheniere, Venture Global, Sempra, Tellurian and Woodfibre all announced offtake agreements supporting new capacity.
$1,050
Insight
The 2024 US election: A fork in the road for energy policy
A look at what to expect from a President Harris or President Trump on US energy issues
$3,000
Insight
North America short-term coal/gas competition
This insight will study in detail the implications of a range of natural gas prices on North American coal markets in 2017 and 2018.
$1,100
