New Era, New Opportunities for Coal

Coal market imbalances the 2014 reality

> Thermal and coking coal prices weak as market over-supplied

> Demand still growing steadily – global thermal coal trade up by 5% pa – driven by India and China. Japan desperate to ensure supply given nuclear uncertainty.

> Marginal suppliers to Asia (e.g. USA) being squeezed out

> Costs and shareholder returns focus

> Australian producers waiting for someone else to blink, but can it last?

> Signs that rail providers willing to share some pain on ‘take or pay’

> 25 per cent of all Qld coal produced at a loss (and half of all thermal coal)

> 10 per cent of all Qld coal produced at a loss of more than $US14/tonne

Click on the link below to download the PDF

Download PDF

Related Posts

Leave a Reply

Your email address will not be published. Required fields are marked *

Trending Posts

Recent Post

Welcome Back!

Login to your account below

Create New Account!

Fill the forms bellow to register

Retrieve your password

Please enter your username or email address to reset your password.

Are you sure want to unlock this post?
Unlock left : 0
Are you sure want to cancel subscription?