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10 Pages

Damaged infrastructure in Ukraine: implications across commodities for winter 2014/2015


Damaged infrastructure in Ukraine: implications across commodities for winter 2014/2015

Report summary

The Ukraine crisis took a turn for the worse during the summer months. From July into August, an increase in hostilities in Eastern Ukraine (Donetsk and Luhansk regions) led to major damage to critical pieces of energy and mining infrastructure. This has ramifications for Ukraine’s energy complex in the all-important months leading up to winter. Meanwhile, the violence continues. In this insight we review the impact of the conflict on Ukraine’s coal, steel, iron ore and gas industries.

What's included?

This report includes 1 file(s)

  • Damaged infrastructure in Ukraine: implications across commodities for winter 2014/2015 PDF - 638.66 KB 10 Pages, 2 Tables, 6 Figures

Description

This Coal Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

Participants, suppliers and advisors can use it to look at the trends, risks and issues within the coal industry and gain an alternative point of view when making decisions.

Wood Mackenzie is the only coal industry service provider that offers a market outlook integrated with other sector analyses, including macroeconomics, coal supply, steel markets and gas and power markets.

Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future decision making. From market dynamics to trade patterns, we give you confidence in your strategic planning.

  • Executive Summary
  • Introduction
  • Coal mining
    • Significant reduction in metallurgical and thermal production outlook
  • Steel, iron ore and metallurgical coal
    • Steel production down, risk of increased iron ore exports weakening global price
  • Gas markets
    • Russian imports halted, but storage and alternative import capacity is growing
  • Electricity
    • Damaged infrastructure and lower thermal coal deliveries…
    • 6 Mt shortage of coal this winter …and how to compensate
  • Risks to the outlook: coal and gas downside, and cold weather provide an extreme case
  • APPENDIX
    • Nominal iron and steel making capacity in 2014 (Mtpa)

In this report there are 8 tables or charts, including:

  • Executive Summary
  • Introduction
    • Ukraine Map – damaged infrastructure
  • Coal mining
    • Coal production profile (Mt) – actual and forecast
  • Steel, iron ore and metallurgical coal
    • Key steel, iron and metallurgical coal fundamentals (Mtpa)
  • Gas markets
  • Electricity
    • Electricity output (TWh) - actual and forecast
    • Power generation output by fuel (%, 2013)
    • Reference Case: Coal Generation Gap versus Alternative Supply (TWh)
  • Risks to the outlook: coal and gas downside, and cold weather provide an extreme case
  • APPENDIX
    • Damaged infrastructure in Ukraine: implications across commodities for winter 2014/2015: Table 1
    • Reduction in coke making capacity (Mtpa)
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