Insight
The US coal industry in 2015: the impact on buyers
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Electric power, steel, refining, manufacturing, chemical and pharmaceutical industries that depend on coal are concerned about the health of the market and wonder how another round of new-era mine closures and consolidation will change competition or diversity of the commodity they depend on. In this insight, we discuss how this "new normal" may evolve, for coal buyers.
Table of contents
- Executive Summary
- Consolidation fears: for sellers too
- Consolidation as survival
- Market concentration of the coal industry
- Self-managing supply risk
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Buyers and Sellers adapting to a New Normal
- Changing contractual patterns
- A push for contract flexibility
- CONSOL's new flex-fuel contract: will it work?
- Conclusion
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Appendix
- HHI Explained
- Case Example
Tables and charts
This report includes the following images and tables:
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2015 Thermal Coal Production cuts/delays announced in 2015 YTD (Mst)2014 Coal industry concentration and HHI based on MSHA production2014 Coal industry concentration of large producers and with Murray/Foresight merger
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EIA Contract deliveriesEIA Delivered coal pricesHerfindahl–Hirschman Index (HHI) senario example tableHerfindahl–Hirschman Index (HHI) senario example chart
What's included
This report contains:
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