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coal-prices

Mixed signals for international thermal coal prices

International thermal coal prices have diverged, showing a mixed trend. While Indonesian coal prices saw an uptick, prices for coal from the USA, Australia, and Russia remained stable, and South African coal prices took a sharp dip. It’s common to see price support for Indonesian coal following Coaltrans Asia, but even with rising prices, the bid-offer disparity persists. Buyers continue […]

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Global-thermal-coal-market

Global coal markets remain finely balanced

Coal markets remain finely-balanced. However, there are key factors which could greatly impact pricing and trade flows for the remainder of 2024 and beyond. Coal prices have been largely rangebound so far in 2024 with API 2 prices trending between $100-120/t for most of the period in question following a relatively stable seaborne market. Despite this, there are several finely-balanced […]

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August-India-coal

Indian coal demand remains sluggish, buyers remain cautious

This India coal monthly report for August 2024 provides an in-depth analysis of the Indian coal market, global thermal and metallurgical coal trends, and insights into key industries such as power, steel, and cement. The report outlines the fluctuations in India’s coal imports, with detailed data on coking coal, PCI coal, and MetCoke. It also provides a comprehensive overview of […]

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Gas-in-China

Gas demand China shows strong growth but still plays second fiddle to coal

This paper argues that while gas demand is likely to grow strongly in China because it is viewed as a partner fuel in the country’s energy transition, it will still be constrained by the availability of both coal (and even renewables). Gas use will rise across the board, with the biggest gains in industrial consumption followed closely by the power […]

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