Tag: Seaborne Coal
Thermal Coal Note
April 18, 2023
Global thermal coal markets saw another decline in forward prices last week, despite stable natural gas prices.
Quick Thoughts on Thermal Coal
April 5, 2023
The shoulder season dip and high coal and gas inventories continue to weigh on spot seaborne thermal coal pricing.
Thungela Resources Acquires Ensham Coal Mine in Australia
February 6, 2023
Thungela Resources Acquires Ensham Coal Mine in Australia for $240 Million – Diversifying from South African Market Amid Power Cuts and Falling Exports
Australian Exports Fall Year Over Year
December 17, 2022
Australian Exports Fall Year Over Year. Shipments of coal from Gladstone in Australia’s Queensland state fell in November and in 2022.
“The days of sub $150/mt for coking coal are in the rear-view mirror”
September 30, 2022
The days of sub $150/mt for coking coal are in the rear-view mirror. Ernie Thrasher (of Xcoal) and Neil Bristow (ex-BHP analyst).
India to Boost Coal Power Fleet 25%
September 27, 2022
China has been growing it’s coal fired power fleet, and now India has announced plans to boost capacity by 56 gigawatts (GW) by 2030.
Germany’s Steag ready to bring back 2.3 GW of coal capacity
September 15, 2022
Germany’s Steag to bring back 2.3 GW of coal capacity. They’re demanding permissions be prolonged to 2024, and not tied to gas scarcity.
Whitehaven Coal Full Year 2022 Earnings
August 26, 2022
Whitehaven Coal Full Year 2022 Earnings. The darling of the coal industry this past quarter has been Australia’s Whitehaven Coal (WHC.AX).
Met Coal to Thermal Switching in Australia
August 18, 2022
Met Coal to Thermal Switching in Australia. More evidence of lower quality metallurgical coal being sold into the thermal market in Australia
API2 Prices in the Absence of Russian Coal
June 9, 2022
The Russian coal ban mainly impacts API2 thermal futures at the delivery point of Antwerp-Rotterdam-Amsterdam (ARA).
