Coal Market Analysis

Details and Specifications

Our Coal Daily web offers access to:

• Daily coal prices around major supply regions providing an overview of the supply and demand balance in the Atlantic versus Pacific.
• Freight cost development for all major routes connecting buyers and sellers.
• Daily arbitrage opportunity matrix in the global coal market, helps depict shifts in trade flow trends.
• Daily coal burn in power for seven major European countries provide an overview of coal demand from the power sector in Europe.
• Wind & solar power index for EU7 offers an overview of how much coal can be replaced by wind and solar in power generation in NW Europe. Wind, solar and coal power forecasts for Germany stress out the impact from renewables.
• Weather drivers: temperature anomalies in major demand centres, precipitation at major ports and Rhine river levels to catch demand strength during heating/cooling season and potential supply disruptions to coal supply.
• Coal-to-gas switching in Europe and Asia indicating the risks faced by coal prices from gas price volatility.
• Hydropower index in China: as hydropower is the second most important power generation source in China, it represents a major driver for coal demand in power production.
• Coal consumption in power and inventories levels at Indian power plants offer an impression on coal import demand.

Coal Market Analysis

We cover the global coal market with special emphasis on China and Europe.

• Web-based platform with daily coal market comment from our analysts, a directional price forecast for API2 and data access for your own use
• Weekly reports
• Monthly reports

Nena Coal Weekly report offers short term directional coal price forecasts for API2, API4 and API8, while Nena Coal Monthly presents scenario-based price forecasts for API2 (CIF ARA) front month and next four quarters.

We calculate the coal power output for major European countries and the coal-to-gas switching price in Europe. We assess the Global Arbitrage Coal Matrix in order to depict trade flow opportunities and trends.

A global perspective on coal

The Nena Coal reports focus on major power markets and coal supply regions to highlight weather, political (e.g China’s coal policies) and economic risk factors affecting the global coal market balance.

The coal and dry freight team at Nena work closely to monitor the global steam coal market by covering market fundamentals that influence supply, demand, cash costs, freight cost and arbitrage opportunities in both the Atlantic and Pacific coal markets.

The reports provide scenario analyses, offering clients a comprehensive insight into the European thermal coal balance and in-depth understanding of coal price effects.

Coal workshop

Nena offers workshops at client premises or at the Nena office in Oslo where pre-agreed topics related to the coal market are presented and discussed. Use this opportunity to enhance your understanding of the market and to challenge Nena.

Coal Analyst team

Sigbjørn Seland, Chief Analyst and Sigurd Lie, Senior Analyst