Insight
Ukraine/Russia conflict supercharges PCI bull run
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Russia's place amongst the largest seaborne metallurgical coal exporters is without question. Though the Ukraine/Russia conflict has many end-users questioning where these coals now fit into their blends. Of particular concern is Russia's position as a key PCI supplier to many global steel mills. Some regions are particularly vulnerable as they rely heavily on Russian cargoes. Sanctions have created a two tiered market with ex-Russian PCI selling at a significant premium to historical values. Prices are factoring in risk premiums but for how long. Russian PCI can be purchased at deep discounts with many caveats. Buyers are trying to pivot away from Russia though can they truly reduce their reliance.
Table of contents
- Russian coking and PCI supply
- Russian PCI dependency
- Price
- Who or what can fill any potential PCI supply gaps?
Tables and charts
This report includes the following images and tables:
-
2021 Russian seaborne met exports by destination2021 Russian seaborne PCI exports by destinationPCI spot price and discounts to the Queensland PLV benchmark price
What's included
This report contains:
Other reports you may be interested in
Asset Report
Kuzbassrazrezugol coal mines
A detailed analysis of the Kuzbassrazrezugol coal mines.
$2,550
Insight
Turbocharged vs turbo lag: The new landscape for gas-fired power
Rather than turbocharged growth, the gas turbine market could experience turbo lag in the next fifteen years.
$1,250
Insight
Will Russian gas and LNG come back?
Three possible peace agreement between Russia and Ukraine and the implications on global gas and LNG markets and prices.
$950
