EVA’s Global Thermal Coal Report is a weekly publication delivering timely market intelligence and independent price analysis across the Atlantic and Pacific Basin thermal coal markets. Each issue opens with expert commentary on the key price drivers of the week — from geopolitical developments and weather patterns to LNG competition and freight dynamics — and pairs that narrative with EVA’s forward-looking price forecast benchmarked against the ICE forward curve.
Each report covers:
- Spot and forward price tables for major benchmarks across the Atlantic and Pacific Basins, including CIF ARA (API2), FOB Richards Bay, FOB Newcastle, FOB Kalimantan, CFR South China, and CFR India, with week-on-week and year-on-year changes
- EVA’s independent price forecast versus the ICE forward curve for CIF ARA, FOB Richards Bay, and FOB Newcastle for the next 3 years
- Arbitrage maps showing supply competitiveness from all major export origins into ARA, India, and China, with adjusted CIF prices, netbacks, and arbitrage spreads
- U.S. thermal coal netback analysis comparing export economics to domestic prices for NAPP, ILB, PRB, and Uinta basin coals
- Weekly vessel loading data by origin country and destination region, drawn from Kpler vessel trades, with four-week rolling totals and year-over-year comparisons
- Global thermal coal trade flow forecasts by importing region and major exporting country for the next 3 years
- Demand-side key data updates for China, India, Japan, South Korea, Taiwan, and other Asian markets, including power generation by fuel type, degree-day data, coal-versus-gas dispatch economics, and coal stock levels
- Supply-side key data updates for Indonesia, Australia, Russia, Colombia, South Africa, the United States, and Canada, including production data, export volumes by destination, and mine-level detail where available
- European market data, including natural gas storage levels, CO2 allowance prices, and coal-versus-gas dispatch spreads for Northwest Europe
