Commodity market report
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10 Pages

Northern Appalachia coal markets long-term outlook H1 2014

Northern Appalachia coal markets long-term outlook H1 2014

Report summary

NAPP supply is poised to increase significantly as Murray Energy pursues a strategy that seeks to maximize volume (and minimize unit cost) and CONSOL and Alliance continue mine expansions at Harvey (the renamed BMX mine) and Tunnel Ridge respectively.  As it turns out, an otherwise lacklustre market for coal finds itself surprisingly short after a brutal 2013-2014 winter that sent natural gas prices well above $4.00/mmbtu.  

What's included?

This report includes 2 file(s)

  • Northern Appalachia coal markets long-term outlook H1 2014 PDF - 355.18 KB 10 Pages, 0 Tables, 10 Figures
  • 1 US Coal LTO NAPP Analysis 7 10 2014.xls XLS - 307.50 KB


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 Long 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 data
    • Key issues
      • Murray Energy mining plan
  • Prices
    • NAPP price forecast
  • Demand
    • EGU retirements erode demand
    • Metallurgical demand a potential bright spot
      • Regional demand for NAPP coal at electric generating units
      • NAPP demand by sector
      • Retiring capacity of plants that burn NAPP coal (MW)
      • NAPP demand at retiring plants (Mst)
  • Supply
    • NAPP thermal supply by source
    • NAPP thermal coal mining reserves
    • Evolution of cost curve in NAPP thermal coal
  • Infrastructure
    • Transportation alternatives favour Pittsburgh Seam operations
    • Winter woes
  • Risks and uncertainties

In this report there are 10 tables or charts, including:

  • Executive summary
    • Executive summary: Image 1
    • Executive summary: Image 2
  • Prices
    • Prices: Image 1
  • Demand
    • Demand: Image 1
    • Demand: Image 2
    • Demand: Image 3
    • Demand: Image 4
  • Supply
    • Supply: Image 1
    • Supply: Image 2
    • Supply: Image 3
  • Infrastructure
  • Risks and uncertainties
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