Will mine closures in the Illinois Basin result in a coal shortage in 2017?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- 20% of Illinois Basin mine capacity shuttered in two years
- Higher natural gas prices should result in greater demand for ILB coal next year
- Stockpile adjustments needed before buyers return to the market
- Growth in ILB export demand is another wildcard
- Latent capacity in the ILB is available but miners need to be re-called
- Coal supply from other regions in 2017 will be limited but sufficient
- Conclusion
Tables and charts
This report includes the following images and tables:
- Henry Hub: history and forecast
- Basin stockpiles (average) vs. days burn
- Basin stockpile change
- ILB domestic price vs. export netback
- Illinois Basin netback prices into ARA
- ILB shuttered mine production and capacity compared to demand
What's included
This report contains: