Thermal coal market outlook

Excellent presentation looking at the current and short term outlook for the thermal coal market. The focus is on pricing, trade flow and fuel-switch trends. The presentation covers price trends as well as providing an overview of supply markets for high-calorie coal including South Africa, Colombia, and Russia. It covers the demand side in key markets and looks at the prospects for inter-fuel competition and fuel switching in the energy sector. The conclusions and implications focus on Europe and North-East Asia.