Thermal Coal in Colombia: Perspectives and Risks for …
demand for thermal coal, because its main markets are Turkey (23 percent) and the Atlantic ports in Europe (19 percent), two markets where demand will likely diminish in the short term. The contraction in demand would have various effects ... Mexico Korea Brazil United States Guatemala Canada China Rest of world 23% 19% 7% 10% 7% 7% 6% 4% 4% …
Thermal coal markets short-term outlook August 2021
— China – record-high QHD price will result in 14% year-on-year increase in seaborne thermal coal imports in 2021 India – strong demand momentum continues Vietnam: weak hydro supports coal but surge in Covid cases poses downside risk Australia – Covid Delta variant spread yet to hit mining activity
Coal | Challenges and opportunities
Coal has been in the news over the past few months. Not without reason. The recent power crisis in India has moved coal to the centre stage. India's energy sector depends heavily on coal as fuel for its thermal power …
Global Thermal Coal Market Midyear Insights 2024 | Argus …
— Get comprehensive insights on coal supply, demand, pricing and industry outlook. Discover the latest trends and analysis in the global thermal coal market with Argus Media's Midyear Insights 2024. Get comprehensive insights on coal supply, demand, pricing and industry outlook. ... Blogs. Africa spodumene assessments support lithium pricing in ...
Phasing out investments in thermal coal | Technical guide
— While many investors may consider phasing out thermal coal alongside reductions to other fossil fuel assets (such as oil sands, crude oil, natural gas and metallurgical coal), this section focuses on thermal coal assets as a starting point due to their high CO2 content (and potential for carbon reduction), the high risk that some …
Delayed tender in Mexico adds more pressure to …
— London — Mexico's 2.1 GW Petacalco coal-fired power plant has delayed one of its coal tenders amid increasing competition with cheap gas pricing, a move …
Global coal demand to grow 6% in 2021, threatening net …
— Overall coal demand is set to grow 6% in 2021, threatening net-zero goals, the International Energy Agency said Dec. 17. This could lead global coal production -- of thermal and metallurgical qualities -- to rise to its highest-ever level in 2022, after output failed to keep pace with 2021's demand rebound, IEA said in its Coal 2021 report.
Indonesia fires thermal coal exports to new highs
— Key to Indonesia's market share growth has been the relatively low price of Indonesian coal compared to the higher grades peddled by rivals such as Australia. The benchmark grade of Indonesian thermal coal – with a calorific value of 4,200 kilocalories per kilogram (kcal/g) – has averaged around $65 a ton so far in 2023, according to LSEG.
Thermal coal prices soar as demand for electricity rebounds
— Supply disruptions, a drought in China and rebounding electricity demand have fired up the market for thermal coal, making the world's least liked commodity one of this year's best-performing ...
China's Thermal Coal 2023: The Bedrock Of …
— Government policies in China are set to flatten domestic coal prices in 2023. But thermal coal producers have some protection against the retreating prices and high costs, after strengthening their balance …
Global coal demand by forecast, 2000-2024 – Charts – Data …
— Global coal demand by forecast, 2000-2024 - Chart and data by the International Energy Agency.
Executive summary – Coal 2022 – Analysis
Supply and demand imbalances combined with high gas prices pushed thermal coal prices to unprecedented highs in October 2021. Almost immediately, China and India accelerated production in order to ease the market, and prices soon fell back to lower levels.
Global Thermal Coal December 2021 Outlook to 2050
— Blogs. Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making. ... Thermal coal demand in terminal decline though new project blood needed long-term. $10,000. Commodity Market Report Global thermal short-term outlook July 2024.
Reasons behind the price premium for U.S. metallurgical coal …
— U.S. metallurgical coal, used primarily as a raw material in the steelmaking process, historically has sold into export markets at prices higher than those for U.S. thermal coal, a major fuel for electricity generation. From 2001 to 2023, U.S. metallurgical coal sold at an average premium of 90% to the price of thermal coal.
Thermal Coal—Now and Next
— Exacerbated by the COVID pandemic, coal demand in the U.S. has fallen off an estimated 25% in 2020. Given the cheap prices for thermal coal assets, there will most likely be distressed merger and ...
Global thermal short-term outlook August 2023
— Yet, steady Indian demand provided some support to the low-CV market. Demand in China and India remained robust in H1, whereas European demand remained lackluster throughout H1 2023. How will the thermal coal demand-supply dynamics behave in H2 2023 and what will be the impact of weather changes on the market?
Thermal Coal Price: Charts, Forecasts & News
Demand continued to be supported by strong imports from developed North Asian economies, which tend to favor the high-grade thermal coal produced by Australia. In Japan, despite easing, imports remained the second-strongest since January; in South Korea, the strongest since July 2022; and in Taiwan, the second-strongest since …
Australian government forecasts peak thermal …
— Global thermal coal trade is beyond its peak. That's what Australia's Department of Industry, Science and Resources has signalled in its March 2023 Resources and Energy Quarterly, which states that "the …
Mexico was once a climate leader – now it's betting big on coal
18 February 2021. As the climate crisis worsens, Andrés Manuel López Obrador plans to buy nearly 2m tons of thermal coal from small producers. The men on the midnight shift …
Global Thermal Coal Market Midyear Insights 2024 | Argus …
— Discover the latest trends and analysis in the global thermal coal market with Argus Media's Midyear Insights 2024. Get comprehensive insights on coal supply, …
The world's coal consumption is set to reach a new high in …
— This means coal will continue to be the global energy system's largest single source of carbon dioxide emissions by far. Expected coal demand in 2022 is very close to the IEA forecast published a year ago in Coal 2021, even if coal markets have been shaken by a range of conflicting forces since then. Higher natural gas prices amid the global ...
Global Thermal Coal Strategic Planning Outlook – H1 2022
— Blogs. Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making. ... Thermal coal demand in terminal decline though new project blood needed long-term. $10,000. Commodity Market Report North America Coal Strategic Planning Outlook - H1 2024.
Executive summary – Coal 2023 – Analysis
In October 2021, thermal coal prices reached unprecedented levels when supply was insufficient to meet a sudden rise in demand after Covid restrictions were eased in many countries. After Russia's invasion of Ukraine in 2022, high gas prices, supply-side constraints, and energy security concerns drove coal prices to all-time highs.
THERMAL COAL SERIES: An unstoppable China, with curious …
— A record-high thermal coal imports by China in 2023, attributed to rebounding demand after the COVID-19 pandemic, did not quite stir the markets since it was largely expected that an economy of such scale and population would not stop any time soon as far as energy needs are concerned.
Long-term thermal coal demand in China and other emerging markets
— China is the largest consumer of thermal coal worldwide and, in 2016, the country is expected to consume just over half of total global demand. At its peak in 2013, thermal coal demand in China, across both the power and non-power sectors, comprised over 54% of total global demand, as the country industrialised and power consumption …
Declining coal prices reflect a reshaping of global …
— Both coal prices and demand are expected to decline in the medium term. Average annual coal prices are forecast to decrease in 2023 compared to 2022 but remain well above their five-year average. Coal …
Demand – Coal Market Update – July 2023 – Analysis
The non-power sector grew by 96% to a total of about 69 Mt. Meanwhile, coal demand in Viet Nam decreased to 81 Mt (-4.2%), driven by the electricity sector, in particular higher renewable generation. Coal demand in Japan remained stable, while demand in Korea (-5.3%) and Taiwan (-6.4%) decreased despite high gas prices.
Argus Seaborne Coal Outlook
Thermal coal 3 Metallurgical coal 4 Forecast review 5 Swaps & Spreads 10 Demand and supply Thermal coal 12 Metallurgical coal 13 Fundamentals Thermal coal Exports 16 Regional fundamentals China 17 India 18 Europe 19 North Asia & Asean 20 Metallurgical coal Exports 21 Regional fundamentals China 22 India 23 Other 23 Macro 25 0 100 200 …
Thermal coal prices diverge as Japan, South Korea buy …
— The prices of differing grades of seaborne thermal coal in Asia are diverging as strong demand for high-quality fuel coal by Japan and South Korea drives a rally, but lacklustre imports by China ...
China coal strategic planning outlook
— Blogs. Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making. ... Thermal coal demand in terminal decline though new project blood needed long-term. $10,000. Commodity Market Report Global Metallurgical Coal Strategic Planning Outlook 2024.
Demand – Coal Mid-Year Update
In line with our estimates in Coal 2023, global coal demand reached a new record of 8.70 billion tonnes (Bt) in 2023, surpassing the previous year's record by 2.6%. Once again, …
Energy Transition: Thermal Coal Will Remain Important In …
— Demand for thermal coal is set to decline after peaking in 2024 as coal-fueled power is increasingly replaced with renewables in Europe and the U.S. However, transitioning away from coal is complex and slow for countries like China and India, which account for 70% of global coal demand and are facing a steep rise in power demand, …
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— Thermal Coal Markets & Research; Steel Raw Materials Service; North American Coal Market News, Analysis and Data ... As Gasoline Demand Wanes in the U.S., Mexico Provides a Long-Term Opportunity for U.S. Refiners. Read More. May 26, 2021. ... OPIS Blog Toolkit. Fuel prices in 2020 have been rocked by COVID-19 and an oil price …
Indonesian thermal coal exports scale new highs in early 2024
— Indonesia seasonal thermal coal exports to key markets. Shipments to India topped 13.5 million tons through February, which is the highest for that time slot since 2020. India imported 100.85 million tons of Indonesian coal in total in 2023, and so far in 2024 Indonesian shipments are running around 3.5% ahead of the 2023 pace.
Global Thermal Coal Strategic Planning Outlook
— This year could see peak global demand for thermal coal as China's economy recovers and coal plant retirements are getting a... Read More & Buy Now ... Blogs. Unique energy insight, spanning the renewables, energy and natural resources supply chain, to support strategic decision-making.