🚨 MARKET ALERT: Thermal Coal Crashes While Met Coal Surges - Get May 2025 Analysis

‍Global Coal Markets at a Critical Juncture

The thermal/metallurgical divergence reaches record levels as supply chains fracture

May 2025 Global Coal Fundamentals | DBX Research Observatory

If you are following the coal markets closely, April's data will surprise you. While most expected seasonal stability, we witnessed the biggest supply disruptions in over a year – and demand patterns that challenge conventional wisdom.

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Three Forces Reshaping Coal Markets

Queensland Weather Chaos 🌩️Heavy rainfall and rail disruptions choked Australian metallurgical coal exports, pushing premium hard coking coal from $170 to $195 per ton in just weeks.

European Demand Collapse ⚡Germany's economic stagnation, Spain's 36-hour blackout, and unseasonably warm weather created a perfect storm, cratering thermal coal demand.

Asian Steel Resilience 🏭Despite global headwinds, Asian steel production maintains momentum, supporting metallurgical coal imports while thermal markets struggle.

Inside Our Complete 21-Page Analysis

Supply Intelligence 🎯

• Why Indonesian producers are cutting output despite strong demand
• Colombian mining economics forcing 5-10M ton production cuts
• Russian coal export surge amid Western sanctions
• South African rail bottlenecks choking export capacity

Demand Dynamics 📊

• India's summer power surge creating import opportunities
• China's strategic shift toward domestic coal sources
• European industrial electricity consumption patterns
• Asian steel sector demand sustainability analysis

May Forecasts Preview

🔮 May 2025 Forecasts Preview

Our proprietary satellite and AI-powered analysis suggests:

• 🇮🇩 Indonesia: Export rebound to 42.6M tons (+4.6M MoM)
• 🇦🇺 Australia: Gradual supply chain normalization
• 🇮🇳 India: Record summer power demand incoming
• 🇪🇺 Europe: Thermal imports remain subdued

Title: "Trusted by Over 100 Coal Market Professionals"

Testimonial:

"DBX's satellite intelligence reveals supply chain disruptions weeks before traditional data sources. Essential reading for coal market participants."

Attribution:– Senior Coal Trader, Major Mining Company

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Download the full 21-page Global Coal Fundamentals report with detailed forecasts, trading recommendations, and exclusive satellite-powered insights.

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