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

23 September 2016

The case for coal to LNG switching in Japan and South Korea: nearly there?

Insight

The case for coal to LNG switching in Japan and South Korea: nearly there?

The recent uptick in coal prices has narrowed the price differential to spot LNG in Japan and South Korea, two primary market for the traded fuel i...

30 January 2020

The Coronavirus: Assessing the impacts on bulks

Insight

The Coronavirus: Assessing the impacts on bulks

The Coronavirus epidemic emanating from Wuhan in central China has started to undermine domestic economic sentiment. While it is impossible to accu...

15 September 2016

WICET creates opportunity for Glencore's Wandoan

Insight

WICET creates opportunity for Glencore's Wandoan

We have assessed projects at the Wiggins Island Coal Export Terminal (WICET) in Queensland, given the potential opportunity to secure spare port ca...

22 May 2019

LNG pricing with coal indexation: why it matters

Insight

LNG pricing with coal indexation: why it matters

In April, Tokyo Gas announced a 10-year non-binding HOA with Shell Eastern Trading Pte Limited for supply of 0.5 mmtpa of LNG from 2020. The contra...

19 April 2017

Queensland rail recovery accelerates but impact still significant

Insight

Queensland rail recovery accelerates but impact still significant

Repairs to Aurizon's coal rail infrastructure in Queensland have progressed more quickly than we initially expected. Three of the four main rail sy...

30 August 2019

North America coal short-term outlook August 2019: where did summer demand support go?

Commodity Market Report

North America coal short-term outlook August 2019: where did summer demand support go?

As US coal producers search for a silver lining in this summer market, they seem to only be finding grey skies. Mild temperatures have shaved the p...

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