Insight
Opportunity knocks for US coal exports
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
After a year of high prices and much turbulence, the coal market appears to be cooling down in 2023. As the domestic market shows signs of weakening, miners of high calorific value coal are pursuing opportunities to shift more coal into the seaborne market. Eroding domestic profit margins and replenished stockpiles will send producers searching near and far for the most promising outlets to sell uncommitted tons. At the same time, the US metallurgical coal industry is increasing its capacity from new and existing operations, with the focus on the export market.
Table of contents
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Domestic demand tapping the breaks
- Thermal
- Metallurgical
-
Export demand helped by global disruptions
- Thermal
- Metallurgical
-
Investments to increase capacity start bearing fruit
- Thermal
- Metallurgical
- In short, export markets will provide support for US producers
Tables and charts
This report includes the following images and tables:
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Total US thermal coal stockpiles (days supply; average burn)US metallurgical coal production
What's included
This report contains:
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