Insight
US sanctions hit Russia’s major coal producers
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
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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 9 images and tables including:
- Russian seaborne coal exports vs eastbound rail capacity
- Forecast 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 Star
- SUEK Kuzbass
- SUEK Far East
- Mechel Kuzbass
- Mechel Far East
- Russian thermal and metallurgical coal exports, to South Korea and Taiwan, 2023
What's included
This report contains:
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