Insight

Where next for JPU pricing?

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Report summary

In this insight we have analysed supply demand and costs of typical JPU type supply and present a forecast of JPU prices. The premium will stay high in the short term: global oversupply persists but for JPU type supply availability is decreasing. The premium declines over the mid term as supply increases from new projects with high quality bituminous coal but increases to almost US$10/t by 2035 (JPU price of US$121/t in real US$2013).

What's included

This report contains

  • Document

    WM Coal Insight Thermal Trade Where next for JPU pricing 11 Dec.xls

    XLS 1.68 MB

  • Document

    Where next for JPU pricing?

    PDF 594.20 KB

  • Document

    Where next for JPU pricing?

    ZIP 1.75 MB

Table of contents

  • Executive Summary
    • Typical JPU contract volumes (Mt)
    • The Delta – JPU contract versus FOB Newcastle spot (US$/t)
  • Development of the high ash market: what it means for Asia-Pacific pricing
  • Japanese power generation: how long until “normal” returns
  • JPU pricing: the future

Tables and charts

This report includes 7 images and tables including:

Images

  • Growth of High Ash Market from Australia: 2007-2013
  • JPU typical supply availability and Japan’s declining share of the Asia-Pacific high-bituminous market
  • Price forecast, US 2013 US$/t
  • JPU contract and FOB Newcastle spot price relationship (US$/t)
  • Where next for JPU pricing?: Image 2

Tables

  • Where next for JPU pricing?: Table 1
  • Where next for JPU pricing?: Table 2

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