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What’s the influence of the Middle East conflict on NEWC HA coal markets?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The Middle East conflict has prompted many regions to shift energy demand from gas to coal. NEWC 6000, the global benchmark high energy thermal coal prices, spiked over the two weeks since the conflict began. However, this trend has not extended to the Asian middle-energy coal market. NEWC 5500 coal prices declined marginally during the same period. What explains this market divergence? Read the report to understand the different dynamics at play in this sector.
Table of contents
- Event
- China's domestic supply carries more weight than imports
- High seaborne prices stimulate China's domestic supply
- China drives Asian middle energy coal markets
- The conflict adds market uncertainty in 2026
Tables and charts
This report includes the following images and tables:
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Arbitrage between NEWC 5500 and QHD 5500
What's included
This report contains:
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