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.
We calculate the coal power output for major European countries and the coal-to-gas switching price in Europe.
Around major supply regions providing an overview of the supply and demand balance in the Atlantic versus Pacific.
Temperature anomalies in major demand centres presented, as well as precipitation at major ports and Rhine river levels to catch demand strength during heating/cooling season and potential supply disruptions to coal supply.
In my opinion, I believe Nena Analysis provides the most fact-based and objective analysis in the market.Alexander Arnesen
Head of Power Procurement, Elkem Power AS
Coal Market Analysis
We cover the global coal market with special emphasis on China and Europe.
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.
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.
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.
Sigbjørn Seland, Chief Analyst and Sigurd Lie, Senior Analyst
Nena Analysis builds fundamental models and methods with strong emphasis on a combination of economic theory, market models, weather impacts and marginal cost calculations.
Our analyses reveal coherence between numerous price drivers, enabling us to explain substitution pricing, and ultimately consequences for future pricing of various commodities.
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