YEAR ROUND COMMENT ON THE GLOBAL COAL MARKETS, ITS PARTICIPANTS AND FUTURE
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JEREMY SUSSMAN FROM CLARKSONS PLATOU SECURITIES GIVES US HIS VIEWS ON THE US COAL INDUSTRY
Published November 2018 by Tatiza Gondim, Marketing Manager, Coaltrans Conferences
Why have met coal prices remained elevated, and above most expectations?
China, and financial discipline. When China stopped subsidizing a massive amount of loss making production in 1H16, this changed everything. Since then, we’ve seen about 10% of high cost Chinese production come offline....INTERVIEW WITH FASTMARKETS AMM EDITOR, THORSTEN SCHIER: US COKING COAL AND STEEL MARKETS
Published November 2018 by Tatiza Gondim, Marketing Manager, Coaltrans Conferences
What is the outlook for US steel consumption this year?
Consumption overall will likely be up modestly, however, the domestic share of that pie is expected to climb. Imports, traditionally as much as 30% of a market that is typically estimated between 100-120 million short tons of consumption, could be closer to 20% this year given Section 232 tariffs in place. That should help domestic met coal producers, although some facilities have captive supply, so their increases won’t affect the merchant market.
INDIA SET TO TAKE CENTRE STAGE AS COKING COAL IMPORTER, STEEL PRODUCER
Published August 2018 by Deepali Sharma, Steel Raw Materials Editor, Metal Bulletin
An impetus to infrastructure development in India and the government’s plans targeting steel production capacity of 300 million tonnes per year by 2030-2031 has put India on course to replace China as the top coking coal importer in the world and as a major steel producer.
By 2020, India’s imports of the steelmaking raw material are slated to reach 69 million tonnes, according to the Australian government’s resources and energy quarterly report published last month.
ADAPTING TO CHANGES IN THE INDONESIAN REGULATORY REGIME
Published June 2018 by Adam Richardson, Partner, HFW Singapore
& Haydn Dare, Partner, Rahayu & Partners in association with HFW
At Coaltrans Asia, we talked about recent changes in the Indonesian regulatory regime for coal trading and shipping, the effects these changes might have on your sale contracts, and some practical steps parties can take to protect against changes in the regulatory landscape.
Changes in any regulatory regime can be fast paced, unpredictable and often implemented at short notice, and that is certainly the case in Indonesia. In 2018, the Minister of Energy and Mineral Resources (MEMR) issued two decrees which affect the sale of coal by Indonesian sellers...
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MOZAMBIQUE'S COAL REVIVAL
Published June 2018 by Barry Baxter, Reporter, World Coal Magazine
Over the years, the headlines on World Coal’s reports on the re-establishment of Mozambique’s coal industry after almost 20 years of civil war have moved from the optimistic ‘Coal Fires Peace and Prosperity’ (2008), to the warning ‘At the Crossroads As Logistics Threaten Coal Developments’ (2009), ‘Going Somewhere, Slowly’ (2013) and ‘A Game of Risk As Rebels Threaten Rail Operations’ (2014), to the reminder in 2015, ‘Getting There Too Slowly’. This report shows that a major move to re-establish suitable logistics for the newly-emerging coal industry has, at last, achieved considerable success...
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$70/T CAP ON INDONESIAN PRICES HIGHLIGHTS TIGHTENING COAL MARKET
Published March 2018 by Guillaume Perret, Founder and Director, Perret Associates
The surprising announcement by the Indonesian government that it will cap the price of domestic coal at $70/t (basis 6,000 NAR) is a sign of the issues and contradictions that the coal and wider energy markets will increasingly face in the decades to come. Indonesia’s largest utility, PLN, was surprised (as were many market participants) by the strength of the recovery in coal prices in 2017...
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TAKEAWAYS FROM COALTRANS USA AND COALTRANS INDIA: COMMERCIAL MINING, GOOD NEWS FOR COAL IMPORTERS, AND INCREASED INVESTMENT IN COAL PROJECTS
Published March 2018 by Harry Riley-Gould, Senior Conference Producer, Coaltrans Conferences
The last month has been very busy for us at Coaltrans Conferences, with barely a moment to spare between the closing of Coaltrans USA and the opening of Coaltrans India. However, writing from our London office where we are currently being with blessed with heavy snowfall, the charms of escaping to the suns of Miami and Goa can hardly be understated. What’s more, both of the events were full of fascinating insights into the key market trends we should expect from the global coal industry in 2018...
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COKING COAL MARKET TO REMAIN UNSETTLED IN 2018
Published January 2018 by Thorsten Schier, NA steel and ferrous scrap editor, American Metal Market
The coking coal market could again be in for a volatile ride in 2018 after a helter-skelter 2017 that saw massive price volatility caused by weather events and Chinese policy decisions. Last year also saw a significant shift in the way coal was priced, with indices provided by price reporting agencies instead of one-on-one negotiations being used for the first time by Japanese steelmakers to settle quarterly benchmarks...
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THE IMO 2020: A SHIPPING REGULATION THAT MAY RESHAPE THE GLOBAL COAL TRADE
Published January 2018 by Alex Younevitch, Managing Editor - Freight Markets, S&P Global Platts
It is not uncommon for people in various commodity industries to believe that their markets exist in some kind of a happy bubble, where only the obvious supply and demand forces or targeted regulations can make or ruin their day. This often goes for the world of coal too. Shipping is a perfect example of a factor which sometimes gets overlooked...
A DRAMATIC YEAR FOR METALLURGICAL COAL
Published December 2017 by Miriam Falk, Senior Analyst – Steel Raw Materials, Metal Bulletin Research
A year ago when we last focussed on metallurgical coal in this blog, prices had just shot up and the commodity was about to embark on a 12-month journey of great volatility and disruption. This sub-type of bituminous coal, also known as coking coal, emerged as the best performing commodity last year after several years of declining prices...
HOW CAN INDIA’S HUNGER FOR ENERGY BE SATISFIED, WHILE BALANCING THE DEMANDS OF PRICE, ENVIRONMENT, AND INFRASTRUCTURE?
Published September 2017 by Harry Riley-Gould, Senior Conference Producer, Coaltrans Conferences
Every year in August, the Coaltrans team visit India to research market trends for our annual Coaltrans India conference. The conference is the largest gathering for the Indian coal industry, and so naturally we met with a number of key industry stakeholders during our hectic but valuable trips through Mumbai, Kolkata and Delhi. Indian energy architecture is at a vital...
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IN A PARIS AGREEMENT WORLD, COAL WILL MEET GROWING ASIAN ENERGY NEEDS
Published August 2017 by Benjamin Sporton, CEO, World Coal Association
A TESTING TIME FOR THE COKING COAL MARKET
Published September 2016 by Daisy Tseng, Steel Raw Materials Editor, Metal Bulletin
PROGNOSIS FOR THE FUTURE OF THE CHINESE COAL INDUSTRY
COAL IS AT A TURNING POINT
Published April 2016 by Guillaume Perret, Founder and Director, Perret Associates
As Perret Associates has just released a new quarterly edition of their Long Term Price Forecast Coal And Freight 2016-30 they share a few of their findings with Coaltrans readers. The timing is critical as, after a 5 year bear trend, the international steam coal market could be at a turning point. The main positive development since the beginning of…
COAL IS NOT IN THE BEST OF PLACES AT THE MOMENT
Published March 2016 by Jonathan Rowland, Editor, World Coal
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