Industry Trend Analysis - New Projects, Improving Prices In Key Sectors To Drive Recovery - AUG 2017
Americas July 2017 / Canada / Industry
Canada's mining industry will experience a recovery in 2017, following a multi-year downtrend, supported by improving prices, a strong project pipeline and competitive advantages in technology and...
Industry Trend Analysis - Coal Outlook Still Grim Despite Executive Order - MAY 2017
Americas May 2017 / United States / Industry
President Trump's energy-focused executive order will have a minimal impact on the coal mining industry, as a subdued coal price outlook and state and local opposition keep full recovery at b...
Industry Trend Analysis - Return To Growth In 2017, But Long-Term Outlook Still Bleak - FEB 2017
Americas February 2017 / United States / Industry
We have revised upward our US coal production growth outlook in 2017 and 2018, on the back of the country's coal demand outlook and rising metallurgical coal prices over the coming quarters. Howeve...
Industry Trend Analysis - US Election: Upside Risk To Metal Sector, Artificial Boost To Mining - DEC 2016
Americas November 2016 / United States / Industry
While the incoming Trump administration and a Republican-controlled Congress pose a clear upside risk to our US coal production and metal demand outlooks, we expect the country's coal industry to...
Industry Trend Analysis - Steep Cuts In 2016 Before Hints Of Relief - JUNE 2016
Americas June 2016 / United States / Industry
US coal miners will continue to rein in output and lay off workers to withstand the weak coal price environment over the next few quarters. The Powder River Basin and Illinois Basin will remain relatively resilient than the Appalachian Basin, due to lower operating costs.
READ FULL ARTICLE
Industry Trend Analysis - Peabody Bankruptcy To Add Pressure To Struggling US Coal - MAY 2016
Americas May 2016 / United States / Industry
Peabody Energy's bankruptcy highlights the extent of the industry's rout, giving way to further consolidation. The announcement comes on the back of industry-wide challenges, namely high debt levels, low energy prices and increasingly stringent environmental regulations.
READ FULL ARTICLE
Industry Trend Analysis - New Projects To Target Export Market - JAN 2016
Americas January 2016 / Canada / Industry
Canada's coal production will experience modest growth, supported by a strong export market and vast reserves. While persistently weak prices will subdue coal output growth over the short term...
Industry Trend Analysis - Clean Power Plan: Another Nail In The Coffin - SEPT 2015
Americas September 2015 / United States / Industry
On top of continued coal price weakness, US coal producers will face significant headwinds from stricter EPA environmental regulations and declining coal demand growth.
READ FULL ARTICLE
Industry Trend Analysis - Coal: Long-Term Decline - FEB 2015
Americas February 2015 / United States / Industry
Rising natural gas-fired electricity generation and increasing regulatory headwinds will both contribute to declining coal consumption and production in the coming years. Moreover, global seaborne...
Industry Trend Analysis - Coal: Long-Term Woes To Persist - DEC 2014
Americas November 2014 / United States / Industry
US coal production will fall in the coming years, seeing average annual declines of 0.2% in 2015-2018, with total production of 899mnt in 2018. Coal producers will come under increasing pressure...