Thermal coal markets short-term outlook January 2022
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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
Table of contents
- China – China imported 246 Mt of seaborne thermal coal in 2021
- India – imports revive on stockpile replenishment and strong industrial demand
- South Korea – new annual cap
- Europe – supply disruptions could hinder coal generation
- Australia – better performance expected in 2022 as La Niña subsides
- Indonesia – export’s ban eased, however restriction likely to weigh on production
- Russia – new eastbound quotas could boost thermal coal exports
- South Africa – coal exports plunge to 1996 low
- General discussion and base case
- High/low scenarios
Tables and charts
This report includes the following images and tables:
- China’s seaborne imports and the QHD prices
- European coal imports by supply country
- Australia thermal coal exports
- Rainfall at key mines (ranked by total rainfall over Nov21 to 19 Jan22)
- Indonesia coal production and exports (Mt)
- Indonesian mines 7 day average rainfall (mm/week)
- Indonesia coal producers budget plan for 2022
- SA total coal exports by port
- SA Monthly thermal coal exports
- Key prices - history and forecast (nominal US$/t)
- Low and high cases for Newcastle 6,000 kcal/kg at confidence intervals of 5%, 33%, 66% and 95% (US$/t)
What's included
This report contains:
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