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

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