Coal mining industry outlook reports

What is the short-term and long-term outlook for coal? How are transformative technologies changing power markets? When will disruption accelerate? Identify opportunities and mitigate risks with detailed coal forecasts, featuring unparalleled insight on the coal mining industry.

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Coal industry outlook reports

06 April 2021

China coal short-term outlook March 2021: QHD price ready to soar

Commodity Market Report

China coal short-term outlook March 2021: QHD price ready to soar

China’s coal market took some dramatic turns in March. On the thermal coal side, although inventory at ports is high and the shoulder demand season...

31 March 2021

Global metallurgical coal short-term outlook March 2021: Australian HCC prices retreat on razor thin trading

Commodity Market Report

Global metallurgical coal short-term outlook March 2021: Australian HCC prices retreat on razor thin trading

Prices for spot PLV cargoes steadily declined over March. A dearth of Australian cargo sales plagued the premium HCC market over the month. Without...

31 March 2021

North America coal H2 2020 long-term outlook: No (Federal) Carbon Policy Case

Commodity Market Report

North America coal H2 2020 long-term outlook: No (Federal) Carbon Policy Case

Our base case "Federal Carbon" tax assumption is one of many possible futures that might unfold to accelerate long-term decarbonization. However, t...

31 March 2021

Global thermal coal short-term outlook March 2021: supply disruptions postpone shoulder season price lull

Commodity Market Report

Global thermal coal short-term outlook March 2021: supply disruptions postpone shoulder season price lull

Supply-side issues drove the market in March, leading to a tighter seaborne balance and rising prices for high energy coal. Disruptions to Australi...

02 March 2021

China coal short-term outlook February 2021: price tumble after the holiday amid weak demand

Commodity Market Report

China coal short-term outlook February 2021: price tumble after the holiday amid weak demand

While coal supply maintained its momentum during the Chinese new year holiday, the demand side tells a different story. Both thermal and metallurgi...

28 February 2021

Global metallurgical coal short-term outlook February 2021: volatility rules in rudderless market

Commodity Market Report

Global metallurgical coal short-term outlook February 2021: volatility rules in rudderless market

Like a sea captain navigating through fog, the met coal market has precious few visual signals to guide it. China’s ongoing Australia ban, and a de...

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