Insight
US sanctions hit Russia’s major coal producers
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
US sanctions against SUEK, Mechel and AEON Mining will give opportunities to thermal coal and metallurgical coal producers to replace the Russians. Which Asian countries will follow Europe's lead and show the door to sanctioned Russian coal producers.
Table of contents
-
Implications
- Impact on China sales will be modest
- South Korea to see the biggest changes but there will be headaches for importers elsewhere
- New constraints will force trade adjustments and artificially tighten high CV segment
- Background
- Conclusions
Tables and charts
This report includes the following images and tables:
-
Russian seaborne coal exports vs eastbound rail capacityForecast Russian seaborne non-coking coal supply – before imposition of US sanctions on SUEK
-
Russian seaborne coking coal supply – before imposition of US sanctions on Mechel & North StarSUEK KuzbassSUEK Far EastMechel KuzbassMechel Far EastRussian thermal and metallurgical coal exports, to South Korea and Taiwan, 2023
What's included
This report contains:
Other reports you may be interested in
Asset Report
Prirazlomnoye (Offshore)
The Prirazlomnoye field was discovered in 1989 and is Russia's first and only offshore Arctic oil development. It lies on the ...
$3,720
Insight
Russian coal industry: structural crisis deepens in 2025
Russian coal exports will remain under pressure as sanctions, discounted pricing, and acute rail constraints limit export flows into Asia.
$1,100
Insight
Vostok Oil: Rosneft’s very big bet on very big oil
Vostok Oil is the biggest onshore oil project currently under development in the world. We evaluate it from all angles.
$1,350
