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  • Insight

    Global coal M&A activity: Australia drives rebound

    • 12 July 2017

    Yancoal leads in bidding for Coal & Allied assets

    $1,100.00

    Summary

    Global coal M&A spend (ex. China and India) rebounded strongly in H1 2017, but the number of deals continued to fall. While we do not presently report on China specific transactions, the potential mega merger between Shenhua and China Goudian to create a coal-power titan would dwarf coal transactions worldwide. Early signs of competition and price escalation for prized assets re-emerged following Yancoal and Glencore's short bidding duel for Rio Tinto's Coal & Allied operations.

    What's included

    • Document

      global coal m&a activity June 2017.xls

      XLS 2.41 MB

    • Document

      Global coal M&A activity: Australia drives rebound

      PDF 347.71 KB

    • Document

      Global coal M&A activity: Australia drives rebound

      ZIP 757.41 KB

  • Commodity market report

    Global thermal coal long-term outlook H1 2017: Capacity-oriented policy steps drive seaborne markets

    • 08 August 2017

    As coal demand from China declines, India's demand grows to overtake China as the largest thermal coal importing country in the world.

    $6,750.00

    Summary

    As emphasis on coal alternatives grows in China, it is apparent that the height of thermal coal demand, supply and imports is past us, having peaked in 2013. China continues to struggle with structural overcapacity in its power and industrial sectors. However, as imported thermal coal demand from China declines overtime, India's demand grows to overtake China as the largest thermal coal importing country in the world.

    What's included

    • Document

      WM CMS Thermal H1 2017 Slidepack July 2017.pdf

      PDF 3.13 MB

    • Document

      cms thermal coal prices data june.xls

      XLS 3.39 MB

    • Document

      Global thermal coal long-term outlook H1 2017: Capacity-oriented policy steps drive seaborne markets

      ZIP 4.45 MB

    • Document

      Global thermal coal long-term outlook H1 2017: Capacity-oriented policy steps drive seaborne markets

      PDF 539.94 KB

    • Document

      Executive summary

      PDF 81.89 KB

    • Document

      Prices

      PDF 126.76 KB

    • Document

      Demand

      PDF 130.12 KB

    • Document

      Supply

      PDF 211.19 KB

    • Document

      Infrastructure

      PDF 133.46 KB

    • Document

      Risks and uncertainties

      PDF 88.78 KB

  • Commodity market report

    Global metallurgical coal long-term outlook H1 2017: Supply growth pressuring prices

    • 26 June 2017

    With Australian mines returning after the recent cyclone and other global producers expanding, prices should fall in the near term.

    $6,750.00

    Summary

    With Australian mines returning after the recent cyclone and other global producers expanding, prices should fall in the near term. But, Nippon Steel’s switch to index-based pricing for quarterly contracts will add some uncertainties, while China’s policy efforts to allow producers to pay back debt will hold LV prices somewhat over marginal costs, averaging US$115/t FOB between 2019 and 2022. India is the key driver to long-term demand growth, which will elevate prices to US$128/t by 2035.

    What's included

    • Document

      Global metallurgical coal long-term outlook H1 2017.pdf

      PDF 1.64 MB

    • Document

      Global metallurgical coal long-term outlook H1 2017: Supply growth pressuring prices

      PDF 359.40 KB

    • Document

      Global metallurgical coal long-term outlook H1 2017: Supply growth pressuring prices

      ZIP 13.43 MB

    • Document

      CMS data metallurgical trade long term outlook 2017 H1.xlsx

      XLSX 17.78 MB

    • Document

      CMS data-pivot view-metallurgical trade long term outlook 2017 H1.xlsx

      XLSX 2.96 MB

    • Document

      CMS price charts metallurgical trade long-term 2017 H1 data.xls

      XLS 2.11 MB

    • Document

      CMS supply demand charts metallurgical trade long-term 2017 H1.xlsx

      XLSX 1.44 MB

    • Document

      Executive summary

      PDF 80.95 KB

    • Document

      Prices

      PDF 133.98 KB

    • Document

      Supply

      PDF 104.01 KB

    • Document

      Demand

      PDF 100.08 KB

    • Document

      Risks and uncertainties

      PDF 90.61 KB

  • Commodity market report

    China coal long-term outlook H1 2017

    • 26 July 2017

    China will drive global coal prices near term, but growing demand elsewhere in Asia will drive the country's domestic coal prices long term.

    $3,400.00

    Summary

    Government policies have been used to control China's coal market for the second consecutive year. To ensure coal and related industries operate stably, the government has announced more policies affecting both supply and demand. We believe this intervention will continue in the near term. China will drive global coal prices in the near term. However, growing demand elsewhere in Asia will drive China's domestic coal prices in the long term. Demand for both thermal and metallurgical coal will decline in the long term. On the thermal coal side, energy demand per capita is reducing as China's economy shifts from manufacturing to services. Meanwhile, coal's share in energy demand is reducing as demand increases for renewable energy sources. On the metallurgical coal side, the use of more scrap in the steel industry is taking its toll on hot metal and subsequent coal demand.

    What's included

    • Document

      China coal long-term outlook H1 2017.pdf

      PDF 1.62 MB

    • Document

      01 CMS China Coal Executive Summary data.xls

      XLS 4.12 MB

    • Document

      02 CMS China Coal Prices data.xls

      XLS 1.82 MB

    • Document

      03 cms china coal demand data.xls

      XLS 1.75 MB

    • Document

      04 CMS China Coal Supply data.xls

      XLS 372.50 KB

    • Document

      05 CMS China Coal Infrastructure data.xls

      XLS 1.20 MB

    • Document

      China coal long-term outlook H1 2017

      ZIP 5.30 MB