Thermal coal outlook reports

Evaluate the thermal coal outlook with short-term and long-term forecasts. Understand market fundamentals and support better decisions with industry-leading analysis. Our experts provide unparalleled insight on the thermal coal forecast to support your business.

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Thermal coal outlook reports

09 August 2022

Thermal coal outlook under the accelerated energy transition scenario

Commodity Market Report

Thermal coal outlook under the accelerated energy transition scenario

We have explored an alternative scenario, beyond our base case, whereby the world follows a 1.5-degree warming pathway. This scenario, published by...

21 July 2022

Global seaborne thermal coal outlook under the Russia ban scenario

Insight

Global seaborne thermal coal outlook under the Russia ban scenario

In the April 2022 Strategic Planning Outlook for global thermal coal, we assumed that the Russia-Ukraine conflict will de-escalate during 2022. Rus...

28 April 2022

Global Thermal Coal Strategic Planning Outlook – H1 2022

Commodity Market Report

Global Thermal Coal Strategic Planning Outlook – H1 2022

The Russia-Ukraine war has shocked the coal and the broader energy markets. The war threatens to radically upend long-term traditional seaborne tra...

31 March 2022

Thermal coal markets short-term outlook March 2022

Commodity Market Report

Thermal coal markets short-term outlook March 2022

Three key issues will drive coal markets over the short term. How the Ukraine-Russia conflict will impact coal supply and demand, whether China wil...

25 February 2022

Thermal coal markets short-term outlook February 2022

Commodity Market Report

Thermal coal markets short-term outlook February 2022

The Russia-Ukraine tension looms to a boiling point that has rattled global commodity markets. Gas and oil prices rallied further amid the Russia/U...

29 January 2022

Thermal coal markets short-term outlook January 2022

Commodity Market Report

Thermal coal markets short-term outlook January 2022

Seaborne thermal coal markets were short coal again this month with the announcement of Indonesian’s coal export ban for January. The Indonesian go...

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