Sample Coal Market Report


Coal Market Report
Friday, 18 June 2021       
 
Daily Thermal Coal Indices
Product Week TD Daily % Ch Month TD Daily % Ch Best Index Bid Best Index Offer
NEWC 130.500.37 %126.100.13 %129.50134.50
DES ARA 103.750.00 %100.280.00 %102.50107.00
RB 116.47-0.12 %116.11-0.04 %115.00116.00

Daily Metallurgical Coal Indices
Product Week TD Daily % Ch Month TD Daily % Ch Best Index Bid Best Index Offer
HCCA 174.380.00 %166.830.00 %167.00178.50

Market Overview
A lacklustre end to the week saw muted physical interest, with front end RB1 restricted to bids and offers. The bid levels were safely behind previous traded levels, so failed to attract any selling interest. Paper markets saw small gains added across the three hubs, with Q3'21 API#2 edging $0.25/t higher, while Cal 22 Swap NEWC was up by the same margin. The wider energy complex again saw multiple gains, notably front month Brent, which added 0.57/bbl to sit at $73.65/bbl near close of play.

From the Asian Desk
The INDO 3800 NAR market values increased by another $5.00/mt comparing to last week, with buying interest for Jul21 was seen at close to $60.00/mt level. Aug21 was bid at $59.00/mt. In the NEWC physical market, Jul21 was offered at $137.20/my. Aug21 was bid at $127.50/mt and offered at $135.60/mt. Sep21 was bid at $118.10/mt and offered at $134.50/mt, The HA Aus 5500 market did not see much movement with buying interest seen at around $69.00/mt for Jul21 and Aug21. The Zhengzhou Commodity Exchange (ZCE) main contract 2109 decreased by 24.2CNY($3.76)to close at 835.0($129.66)

From the Met Desk
The physical market ended the week without new traded levels and with the pricing framed on HCCLV by a bid at $177.0 on August and an offer at $187.0 for July, both for Peak Downs.

globalCOAL Thermal Coal Trades this Week
  Product Expiry Price Volume Origin Delivery Point Add.Terms
14/Jun/2021Phys RB1Jul'21$ 119.0050,000   
14/Jun/2021Phys API#4 Index (RB2 5700)Jul'21-$ 7.0025,000   
14/Jun/2021Phys API#2 Index (DES)Sep'21$ 1.5050,000ACPRS Ams/Rot  
15/Jun/2021Phys NEWC (FOB Newcastle)Jul'21$ 130.6025,000  ND 
16/Jun/2021Phys NEWC Index (FOB Newcastle)Aug'21$ 5.4525,000  ND 
16/Jun/2021Phys RB1Aug'21$ 113.0050,000   
17/Jun/2021Phys NEWC Index (FOB Newcastle)Sep'21$ 5.7525,000  ND 
17/Jun/2021Phys RB1Jul'21$ 117.0050,000   

globalCOAL Metallurgical Coal Trades this Week
  Product Expiry Price Volume Brand
14/06/2021Phys HCCA Branded ND (FOB Aus)Jul'21$ 176.0075,000

Recent Thermal Coal Indices
Weekly 21 May 28 May 04 Jun 11 Jun 18 Jun
NEWC104.50123.88122.40125.40130.50
DES ARA85.1389.9294.65102.45103.75
RB 105.21111.41114.05117.81116.47
globalCOAL Indices: Last 3 months (US$)
   NEWC    DES ARA  RB 
Monthly Jan 21 Feb 21 Mar 21 Apr 21 May 21
NEWC86.1785.5094.4193.29106.02
DES ARA67.4166.3568.3570.8285.20
RB91.3187.3895.4794.03105.85

Recent Metallurgical Coal Indices
Weekly 21 May 28 May 04 Jun 11 Jun 18 Jun
HCCA126.93126.94156.74169.37174.38
globalCOAL Indices: Last 3 months (US$)
   HCCA 
Monthly Jan 21 Feb 21 Mar 21 Apr 21 May 21
HCCA117.47145.22119.38115.55122.03


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
Jul'21130.00137.20133.60-7.90-      
Aug'21127.50135.60131.554.007.455.72      
Sep'21118.10134.50126.302.806.904.85      
Oct'21-129.70--6.85-      
Nov'21   -6.25-      
Dec'21   1.552.752.15      
Q4'21   -5.75-      
Q1'22   2.805.354.08      
Q2'22   -6.50-      
 
  Phys RB Phys RB Index Phys API#4 Index  
  Bid Offer Mid Bid Offer Mid Bid Offer Mid Bid Offer Mid
Jul'21115.00148.90131.95         
Aug'21112.00116.00114.00         
 
  Phys RB2 5700 Phys RB Index (RB2 5700) Phys API4# Index
(RB2 5700)
 
  Bid Offer Mid Bid Offer Mid Bid Offer Mid Bid Offer Mid
Jul'21      --7.25-   
 
  Phys RB3 5500 Phys RB Index
(RB3 5500)
Phys API#4 Index
(RB3 5500)
 
  Bid Offer Mid Bid Offer Mid Bid Offer Mid Bid Offer Mid
Aug'21      -18.50--   
 
  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
Aug'21-87.00-         
Sep'21-86.50-         
Oct'21-88.00-         
 
  Phys HCCA (FOB Aus) Phys HCCA Branded
(FOB Aus)
Phys HCCLV  
  Bid Offer Mid Bid Offer Mid Bid Offer Mid Bid Offer Mid
Jul'21      -187.00-   
Aug'21      177.00--   

globalCOAL 6000 Physical Curves: Fixed Price
 
  Phys NEWC Phys ARA (DES) Phys RB
Jun'21124.00109.50119.00
Jul'21131.00106.00118.15
Aug'21126.05104.25114.65
Sep'21119.90100.40108.45
Q3'21125.65103.55113.75
Q4'21113.8098.25104.40
Q1'22105.5591.7598.50
Q2'22102.6585.2593.50
CAL-2297.0082.8590.50
CAL-2389.1576.3584.70
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
Jun'210.002.005.00
Jul'217.502.256.00
Aug'217.553.005.00
Sep'214.001.651.75
Q3'216.352.304.25
Q4'213.251.251.40
Q1'223.000.501.00
Q2'222.750.250.75
CAL-222.500.250.50
CAL-231.000.000.25
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
Jun'21123.75124.25124.000.50
Jul'21123.25123.75123.50-1.00
Aug'21118.25118.75118.50-0.25
Sep'21115.65116.15115.902.15
Q3'21119.05119.55119.300.30
Q4'21110.30110.80110.550.55
Q1'22102.30102.80102.550.55
Q2'2299.65100.1599.900.40
CAL-2294.2594.7594.500.25
CAL-2387.9088.4088.150.25
gC NEWC Futures Curve (Mid-Point)
 Previous day 


Phys RB2 5700
 
  Bid Offer Mid Change
Jun'21105.75106.25106.000.00
Jul'21103.90104.40104.150.15
Aug'21102.40102.90102.65-0.10
Sep'21100.15100.65100.400.70
Q3'21102.15102.65102.400.25
Q4'2196.5097.0096.750.25
Q1'2291.5092.0091.750.25
Q2'2287.0087.5087.250.15
CAL-2284.2584.7584.500.00
CAL-2379.2079.7079.450.00
Phys RB2 5700(Mid-Point)
 Previous day 


Phys RB2 5700 Index (API#4)
 
  Bid Offer Mid Change
Jun'21-8.25-7.75-8.000.00
Jul'21-8.25-7.75-8.000.00
Aug'21-7.25-6.75-7.000.00
Sep'21-6.55-6.05-6.300.00
Q3'21-7.35-6.85-7.100.00
Q4'21-6.50-6.00-6.250.00
Q1'22-6.00-5.50-5.750.00
Q2'22-5.75-5.25-5.500.00
CAL-22-5.75-5.25-5.50-5.50
CAL-23-5.25-4.75-5.000.00
Phys RB2 5700 Index (API#4) (Mid-Point)
 Previous day 


Phys RB3 5500
 
  Bid Offer Mid Change
Jun'2187.7588.2588.000.00
Jul'2186.0586.5586.300.13
Aug'2184.2284.7284.47-0.09
Sep'2182.2582.7582.500.64
Q3'2184.1884.6884.430.23
Q4'2179.0479.5479.290.23
Q1'2274.4674.9674.710.23
Q2'2270.5671.0670.810.13
CAL-2268.2768.7768.520.00
CAL-2363.6464.1463.890.00
Phys RB3 5500 (Mid-Point)
 Previous day 


Phys RB3 5500 Index (API#4)
 
  Bid Offer Mid Change
Jun'21-18.25-17.75-18.000.00
Jul'21-18.25-17.75-18.000.00
Aug'21-17.75-17.25-17.500.00
Sep'21-16.95-16.45-16.700.00
Q3'21-17.65-17.15-17.400.00
Q4'21-16.75-16.25-16.500.00
Q1'22-16.25-15.75-16.000.00
Q2'22-15.75-15.25-15.500.00
CAL-22-15.50-15.00-15.25-15.25
CAL-23-15.00-14.50-14.750.00
Phys RB3 5500 Index (API#4) (Mid-Point)
 Previous day 

globalCOAL 5500 Physical Curves: Fixed Price
 
  Phys HA Aus Phys CFR Kemen/Liuheng
Jun'2158.0072.00
Jul'2169.0080.00
Aug'2172.0082.00
Sep'2171.4070.00
Q3'2170.8084.00
Q4'2168.0084.00
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
Jun'21-62.700.00
Jul'21-49.701.00
Aug'21-41.451.00
Sep'21-38.101.00
Q3'21-43.101.00
Q4'21-36.800.75
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
Jun'2154.75
Jul'2160.00
Aug'2155.00
Sep'2155.00
Q3'2156.50
Q4'2155.00
3800 Physical Curves: Fixed Price
     Phys INDO 3800
 Previous day 

globalCOAL Met Coal Curves: Fixed Price
 
  Phys HCCA Phys HCCA Branded Phys HCCLV
Jun'21174.50176.00175.00
Jul'21174.50176.00175.00
Aug'21173.50175.00177.00
Sep'21166.50168.00169.00
Met Coal Curves: Fixed Price
 Phys HCCA  Phys HCCA Branded  Phys HCCLV
 Previous day 


Freight Forward Prices
 
  RB - Rott Bol - Rott C5
  Bid Offer Mid Bid Offer Mid Bid Offer Mid
Aug 2114.7515.2515.0013.4013.7013.55
Jul 2114.7515.2515.0013.5013.8013.65
Jun 2112.5013.0012.7511.6011.8011.70
Sep 2114.5015.0014.7513.3013.6013.45
Q1 2212.7513.2513.008.208.508.35
Q3 2114.6515.1514.9013.4013.7013.55
Q4 2113.5014.0013.7512.4012.7012.55
Cal 2213.0013.5013.259.209.509.35
Source: SSY (Capesize Coal FFA Market Prices)


Energy Market Data
  Unit Price US$ / GJ Equiv US$ / MMBtu US$ / MWh Equiv
DES ARA (1)US$ / mt103.754.134.3614.88
RB (1) + PM Freight RB-Rott (2)US$ / mt116.474.644.8916.70
NBP Gas - Front Month (3)p / th71.839.409.9133.83
TTF Gas PM (3)EUR / MWh29.483.864.0713.88
ICE Gas Oil PM (3)US$ / mt594.1313.8214.2148.51
ICE Brent PM (3)US$ /barrel73.6412.0312.7043.33
UK Baseload Power PM (3) GBP / MWh77.2529.6131.24106.61
German Baseload Power PM (3)EUR / MWh74.4024.6025.9688.57
EUA Spot (3)EUR / t51.81
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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