Global Steam Coal

IHS CERA Global Steam Coal Advisory Service integrates the McCloskey^®—the premier source of global coal news, data and analysis—with IHS CERA power sector expertise to deliver an enhanced, thorough examination of the international steam coal business. Members benefit from a uniquely comprehensive view that leverages our deep understanding of electricity and carbon markets, technological trends, environmental issues and fuel competitiveness.

IHS CERA Global Steam Coal experts provide monthly client updates on supply, demand, price, inventory, and trade flow data, as well as in-depth analytical reports on key industry issues. Members receive online entry into our extensive proprietary databases as well as access to a worldwide network of IHS CERA and McCloskey researchers.

As a subscriber, you will be able to:

• Access the latest fundamentals:
  • Global Coal Watch
  • Coal Market Briefing
  • Long-Term Forecasts
• Receive our strategic reports on the Big Questions:
  • Will demand from China and India keep supporting the seaborne market, and if so to what scale?
  • How do the world's coal-producing regions compare in supply cost and quality?
• Download key industrial statistics from our Data Center:
  • Short- and long-term forecasts for international steam coal supply, demand, trade flows, freight, and prices
  • Country-level historical supply, demand, and price data
• Call our research staff to interpret complex data and find answers to uncommon questions

Benefits:

IHS CERA Global Steam Coal enables you to:

• Understand the contribution of coal to the energy mix from a global and regional perspective, including analysis of carbon, emissions trading schemes, price spreads and arbitrage opportunities
• Analyze world market fundamentals that influence supply, demand and price dynamics, with in-depth focus on the key global markets of China and India
• Anticipate price inflection points, new technological developments--including carbon capture and storage (CCS)--and government policy changes
• Assess future international coal prices, including freight costs
• Identify key structural changes arising from changes in trade patterns, competing fuels' pricing structure (e.g., gas trade patterns), technological innovation and policy changes

Fundamentals Reports:

• Global Coal Watch
  • Periodic Issues
  • Five-year outlook 
  • Short- to medium-term supply and demand forecast for more than 50 countries 
  • European demand by power station 
  • Import and export stats and forecasts downloadable in Excel spreadsheets
  • Price forecasts derived through supply cost curve analysis, providing  details on coal supply costs from all existing and potential major coal exporters
• Coal Market Briefing
  • Monthly issues
  • Supply, demand, inventory, price and market developments
  • Trends in specific FOB prices and freight costs
  • Scorecard ranking key market drivers as the fundamentals change, including McCloskey indices, the industry benchmark for steam coal prices
• Long-term Demand, Supply and Price Forecast
  • Annual issue
  • Outlook to 2035 
  • In-depth supply and demand analysis by country
    • Currently focused on all demand countries, with special attention regarding the United States, China and India, and on all supply countries using cost curve supply analysis
  • Business as usual format
    • Aligned with IHS scenarios as they are developed
      • Power station and mine development tracker 10-year outlooks
• Strategic Reports
  • Private Reports and Decision Briefs based on research driven by the Service's Big Questions. Corporate leaders, investors, policymakers and energy users rely on our answers to these questions to guide decisions that shape the industry's strategic future.
    • Individual country supply cost reports
      • Used to update long-term supply cost curve model and mine cost indicator
      • Utilizes our coal expert relationships in every major exporting country

Data center

• Short- and long-term forecasts for international steam coal supply, demand, trade flows and prices
• Coal demand data, derived from generation data provided by IHS CERA research
• Country-level historical supply, demand and price data
• Coal Stocks Tracker, derived from national inventory data 
• Mine cost indicator

Event invitations:

• Exclusive client-IHS CERA expert gatherings
• Seats at IHS CERA spring and fall Executive Roundtables 
• CERAWeek, IHS CERA Executive Conference, held annually in Houston - for an additional fee

Subscriber receive Private Reports and Decision Briefs based on research driven by the Advisory Service's Big Questions including:

• Will coal demand from China and India continue to support the seaborne market, and if so, on what scale?
• As the global economy recovers, will coal demand revive as well—and can supply respond?
• How do the world's coal-producing regions compare in supply cost and quality?
• Where are the supply bottlenecks, and are they being addressed adequately?
• Can Australian and Indonesian coal capacity keep up with international demand as economies recover?
• Will coal quality continue to decline, or will new supply areas with high-quality reserves open up? 
• Are freight rates destined to fall with the volume of new build expected to come online? Will freight rate volatility continue?
• Will political resolve to improve energy efficiency and strengthen environmental performance hold?
• Will CCS become commercialized in time for coal to become the long-term solution for both energy supply security and sustainability? Or will it lag behind the pace of nuclear power and other technology expansion with the result that coal's share of the global energy mix erodes?

Subscribers receive access to our recent and historical research, available in either English or Russian, including such topics as:

• IHS McCloskey Nice Conference Points to Sustained High Prices
  Although there remains resistance to the very high prices paid to metallurgical coal suppliers, this does not seem to be affecting the ability of steam coal prices to rise as confidence about Chinese and steel market demand grows.
• Metcoal Boom Raises Pacific Prices
  The steam coal market is increasingly influenced by rising metallurgical coal prices, as the steel industry recovery continues to strengthen globally. Steam coals that could qualify as metcoals are being pulled into this more lucrative sector, and affecting the spot Newcastle marker, a key indicator of steam coal prices in the Pacific.
• China Drives Coal Prices
  The steam coal market is short in Asia but long in the Atlantic. Virtually all of the main upward price drivers are coming from the East, while most of the downward drivers are emanating from Europe and the United States. Asian buyers are now pulling steam coal supplies from all export regions except for the US East Coast.