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

Insight

Adaro and EMR diversify into Australian metallurgical coal with US$2.25 billion Kestrel acquisition

On 27 March, Adaro Energy and EMR Capital announced they had jointly agreed to purchase Rio Tinto's 80% interest in the Kestrel coking coal mine in...

Insight

Global coal M&A activity August 2018: deal implied prices move higher

Global coal M&A spend (ex. China and India) continued to strengthen in 2018, largely due to Rio Tinto's exit from coal. In this insight we take a c...

Insight

Is China’s rail freight rate cut for coal working?

China wants more coal to be carried by rail rather than road transport, to help reduce pollution. However, year-to-date coal freight in 2019 has fa...

Commodity Market Report

China coal short-term outlook October 2019: prices tumble on weak market sentiment

China’s thermal coal prices slid RMB25/t in October, underpinned by strong supply. With high inventory at gencos and strong supply, we believe the ...

Asset Report

American Consolidated Natural Resources Appalachia coal mines

American Consolidated Natural Resources (ACNR) is the largest coal producer in Northern Appalachia (NAPP) - producing over 30 Mst or one third of t...

Commodity Market Report

China coal short-term outlook February 2019: another mine accident prompts price rally

The delay in mine restarts following the Chinese new year weighed heavily on China's coal market in February. The price for Qinhuangdao 5500 increa...

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