Sample Coal Market Report


Coal Market Report
Friday, 19 August 2022       
 
 
Daily Thermal Coal Indices
Product Week TD Daily % Ch Month TD Daily % Ch Best Qualifying Index Bid Best Qualifying Index Offer
NEWC 436.990.49 %408.680.17 %439.00452.00
DES ARA 325.000.00 %331.330.00 %305.00345.00
RB 320.000.00 %344.000.00 %315.00325.00

Daily Metallurgical Coal Indices
Product Week TD Daily % Ch Month TD Daily % Ch Best Qualifying Index Bid Best Qualifying Index Offer
HCCA 205.4011.63 %191.133.88 %285.00297.00

Market Overview
We closed the week out with more interest being shown on the physical index priced arenas, though with wide differences in value between buyers and sellers. This was again exacerbated by another big move on the paper side, as Cal 23 API#2 gained a further $14/t, rounding off a $54/t gain week-on-week. Elsewhere the Sep Swap NEWC was also $14/t better off, and the wider energy complex was broadly all positive as well, with front month Brent gaining $0.34/bbl to sit at $96.93/bbl near the end of the session.

From the Asian Desk
Today's activity seemed to focus on the prompt Phys NEWC Index Linked markets. September also saw bids at +$30/mt for 25kt. On the fixed price markets we have been testing record highs again with bids of $449.75/mt in 25kt.

From the Met Desk
Market levels for premium hard coking coal moved up roughly 40 dollars over the course of a busy week, culminating with an offer on Friday morning for Sep Branded HCCA at $297.0 in 75kt, against bids of $285.0 for both Oct Branded HCCA and Oct HCCLV Peak Downs later in the evening. In the further out delivery months, Nov Branded HCCA and Nov HCCLV Peak Downs were also bid at $285.0.

globalCOAL Thermal Coal Trades this Week
  Product Expiry Price Volume Origin Delivery Point Add.Terms
18/Aug/2022Phys NEWC Index (FOB Newcastle)Oct'22$ 36.0025,000   

globalCOAL Metallurgical Coal Trades this Week
  Product Expiry Price Volume Brand
No Trade

Recent Thermal Coal Indices
Weekly 22 Jul 29 Jul 05 Aug 12 Aug 19 Aug
NEWC404.43420.88392.84396.21436.99
DES ARA367.65362.38343.00326.00325.00
RB 370.00370.00370.00342.00320.00
globalCOAL Indices: Last 3 months (US$)
   NEWC    DES ARA  RB 
Monthly Mar 22 Apr 22 May 22 Jun 22 Jul 22
NEWC326.38326.22406.52397.63410.83
DES ARA216.70303.29317.25355.29379.67
RB310.58291.37330.32341.30361.50

Recent Metallurgical Coal Indices
Weekly 22 Jul 29 Jul 05 Aug 12 Aug 19 Aug
HCCA221.42196.30184.00184.00205.40
globalCOAL Indices: Last 3 months (US$)
   HCCA 
Monthly Mar 22 Apr 22 May 22 Jun 22 Jul 22
HCCA521.18516.61489.70414.07264.36


globalCOAL Weekly Thermal Indices: Last 12 months
   NEWC    DES ARA  RB 

globalCOAL Weekly Metallurgical Indices: Last 12 months
   HCCA 

Coal Forward Prices
Representing best bids / best offers on the globalCOAL Platform Between 00:00 and 18:00 Local London Time
 
 
  Phys NEWC Phys NEWC Index    
  Bid Offer Mid Bid Offer Mid Bid Offer Mid Bid Offer Mid
Oct'22439.00485.00462.00-36.25-      
Nov'22-452.00-         
 
  Phys DES ARA Phys API#2 Index Phys ARA 5700 (DES)  
  Bid Offer Mid Bid Offer Mid Bid Offer Mid Bid Offer Mid
Oct'22   -40.00-      
Q4'22   17.00--      
Q1'23   18.0040.0029.00      
 
  Phys RB Phys RB Index Phys API#4 Index  
  Bid Offer Mid Bid Offer Mid Bid Offer Mid Bid Offer Mid
Oct'22      -10.0019.004.50   
Nov'22      -10.0019.004.50   
 
  Phys HA AUS 5500 Phys API#5 5500
(HA AUS)
Phys FOB INDO 3800 Phys FOB INDO 3800 Index
  Bid Offer Mid Bid Offer Mid Bid Offer Mid Bid Offer Mid
Oct'22170.00170.00170.00         
 
  Phys HCCA (FOB Aus) Phys HCCA Branded
(FOB Aus)
Phys HCCLV PCIA
  Bid Offer Mid Bid Offer Mid Bid Offer Mid Bid Offer Mid
Sep'22   -297.00-      
Oct'22   285.00--285.00--   
Nov'22   285.00--285.00--   

globalCOAL 6000 Physical Curves: Fixed Price
 
  Phys NEWC Phys ARA (DES) Phys RB
Aug'22428.00389.50330.00
Sep'22476.00413.00369.00
Oct'22469.00410.00360.00
Nov'22453.00402.00352.50
Q4'22453.00402.00352.50
Q1'23413.00378.00331.50
Q2'23376.00345.00309.00
Q3'23353.00324.00296.50
CAL-23369.00339.50305.25
CAL-24307.00304.50272.50
6000 Physical Curves: Fixed Price
   Phys NEWC  Phys ARA (DES)  Phys RB1
 Previous day 

globalCOAL 6000 Physical Curves: Index-Linked
 
  Phys NEWC Index Phys API#2 Index (DES) Phys gC RB Index
Aug'2218.0017.5010.00
Sep'2232.0019.0014.00
Oct'2234.0025.0015.00
Nov'2228.0025.0016.00
Q4'2228.0025.0016.00
Q1'2322.0025.0016.50
Q2'2317.0020.0016.00
Q3'2316.0015.0015.50
CAL-2317.0017.5015.75
CAL-2410.0012.5014.00
6000 Physical Curves: Index-Linked
   Phys NEWC Index  Phys API2# Index (DES)  Phys gC RB Index
 Previous day 

gC NEWC Futures Curve
 
  Bid Offer Mid Change
Aug'22409.75410.25410.000.00
Sep'22443.75444.25444.008.00
Oct'22434.75435.25435.008.00
Nov'22424.75425.25425.006.00
Q4'22424.75425.25425.006.00
Q1'23390.75391.25391.006.00
Q2'23358.75359.25359.008.00
Q3'23336.75337.25337.007.00
CAL-23351.75352.25352.007.00
CAL-24296.75297.25297.004.50
gC NEWC Futures Curve (Mid-Point)
 Previous day 


Phys RB2 5700
 
  Bid Offer Mid Change
Aug'22283.75284.25284.000.00
Sep'22321.75322.25322.005.00
Oct'22318.75319.25319.004.00
Nov'22315.25315.75315.503.50
Q4'22315.25315.75315.503.50
Q1'23299.75300.25300.002.00
Q2'23282.75283.25283.004.00
Q3'23272.75273.25273.006.00
CAL-23279.75280.25280.004.50
CAL-24258.25258.75258.507.50
Phys RB2 5700(Mid-Point)
 Previous day 


Phys RB2 5700 Index (API#4)
 
  Bid Offer Mid Change
Aug'22-36.25-35.75-36.000.00
Sep'22-33.25-32.75-33.000.00
Oct'22-26.25-25.75-26.000.00
Nov'22-21.25-20.75-21.000.00
Q4'22-21.25-20.75-21.000.00
Q1'23-15.25-14.75-15.000.00
Q2'23-10.25-9.75-10.000.00
Q3'23-8.25-7.75-8.000.00
CAL-23-9.75-9.25-9.500.00
CAL-24-0.250.250.000.00
Phys RB2 5700 Index (API#4) (Mid-Point)
 Previous day 


Phys RB3 5500
 
  Bid Offer Mid Change
Aug'22215.17215.67215.420.00
Sep'22253.67254.17253.924.59
Oct'22249.08249.58249.333.66
Nov'22249.54250.04249.793.21
Q4'22249.54250.04249.793.21
Q1'23240.83241.33241.081.83
Q2'23225.25225.75225.503.67
Q3'23218.83219.33219.085.50
CAL-23223.88224.38224.134.13
CAL-24209.21209.71209.466.88
Phys RB3 5500 (Mid-Point)
 Previous day 


Phys RB3 5500 Index (API#4)
 
  Bid Offer Mid Change
Aug'22-85.25-84.75-85.000.00
Sep'22-78.25-77.75-78.000.00
Oct'22-73.25-72.75-73.000.00
Nov'22-64.25-63.75-64.000.00
Q4'22-64.25-63.75-64.000.00
Q1'23-52.25-51.75-52.000.00
Q2'23-47.25-46.75-47.000.00
Q3'23-42.25-41.75-42.000.00
CAL-23-45.25-44.75-45.000.00
CAL-24-30.25-29.75-30.000.00
Phys RB3 5500 Index (API#4) (Mid-Point)
 Previous day 


Phys RB4 4800
 
  Bid Offer Mid Change
Aug'22131.75132.25132.000.00
Sep'22163.75164.25164.004.00
Oct'22163.75164.25164.003.20
Nov'22160.95161.45161.202.80
Q4'22160.95161.45161.202.80
Q1'23159.75160.25160.001.60
Q2'23146.15146.65146.403.20
Q3'23144.55145.05144.804.80
CAL-23147.35147.85147.603.60
CAL-24134.55135.05134.806.00
Phys RB4 4800 (Mid-Point)
 Previous day 


Phys RB4 4800 Index (API#4)
 
  Bid Offer Mid Change
Aug'22-155.25-154.75-155.000.00
Sep'22-150.25-149.75-150.000.00
Oct'22-140.25-139.75-140.000.00
Nov'22-135.25-134.75-135.000.00
Q4'22-135.25-134.75-135.000.00
Q1'23-115.25-114.75-115.000.00
Q2'23-110.25-109.75-110.000.00
Q3'23-100.25-99.75-100.000.00
CAL-23-105.25-104.75-105.000.00
CAL-24-90.25-89.75-90.000.00
Phys RB4 4800 Index (API#4) (Mid-Point)
 Previous day 

globalCOAL 5500 Physical Curves: Fixed Price
 
  Phys HA Aus Phys CFR Kemen/Liuheng
Aug'22215.00154.00
Sep'22215.00154.00
Oct'22210.00150.00
Nov'22205.00154.00
Q4'22205.00152.65
Q1'23200.00152.00
5500 Physical Curves: Fixed Price
     Phys HA Aus  Phys CFR Kemen/Liuheng
 Previous day 


globalCOAL Low CV Physical Curves Index-Linked
 
  Phys NEWC Index HA Aus 5500 Phys INDO 3800 Index
Aug'22-178.450.00
Sep'22-204.200.00
Oct'22-200.900.00
Nov'22-200.350.00
Q4'22-201.350.00
Q1'23-171.800.00
5500 Physical Curves: Index-Linked
   Phys NEWC Index HA Aus 5500  Phys Phys INDO 3800 Index
 Previous day 


globalCOAL 3800 Physical Curves: Fixed Price
 
  Phys INDO 3800
Aug'2273.00
Sep'2272.00
Oct'2272.00
Nov'2274.00
Q4'2273.00
Q1'2373.00
3800 Physical Curves: Fixed Price
     Phys INDO 3800
 Previous day 

globalCOAL Met Coal Curves: Fixed Price
 
  HCCA HCCA Branded HCCLV PCIA
Aug'22255.00260.00265.00-
Sep'22277.00280.00280.00-
Oct'22282.00286.00286.00-
Nov'22282.00286.00286.00-
Met Coal Curves: Fixed Price
  HCCA  HCCA Branded  HCCLV PCIA
 Previous day 


Freight Forward Prices
 
  RB - Rott Bol - Rott C5
  Bid Offer Mid Bid Offer Mid Bid Offer Mid
Aug 2212.4012.7012.557.808.107.95
Oct 2214.0014.5014.259.009.509.25
Sep 2213.2513.7513.508.008.258.13
Q4 2213.5014.0013.758.609.008.80
Cal 2312.0012.5012.259.209.509.35
Source: SSY (Capesize Coal FFA Market Prices)


Energy Market Data
  Unit Price US$ / GJ Equiv US$ / MMBtu US$ / MWh Equiv
DES ARA (1)US$ / mt325.0012.9413.6646.60
RB (1) + PM Freight RB-Rott (2)US$ / mt320.0012.7413.4545.89
NBP Gas - Front Month (3)p / th459.2651.3754.19184.95
TTF Gas PM (3)EUR / MWh245.6627.4828.9998.93
ICE Gas Oil PM (3)US$ / mt1050.5024.4325.1385.77
ICE Brent PM (3)US$ /barrel94.6115.4616.3155.67
UK Baseload Power PM (3) GBP / MWh421.50138.16145.77497.37
German Baseload Power PM (3)EUR / MWh500.00140.29148.02505.05
EUA Spot (3)EUR / t97.61
View sources and notes

UK Clean Power Spread Prices
   UK Clean Dark Spread  UK Clean Spark Spread
 
View methodology

ICE Futures Oil and Gas Daily Settlement Prices PM
   PM NBP Gas Futures (p / th)    PM Brent Futures (US$ / barrel)

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