Coal in Russia: Market, Pricing, Transportation and Forecast

Annotation

1. Conclusions on the results of the study

2. Balance of supply and demand for coal in the Russian Federation in 2014-2017, 1st half of 2018

2.1. Coal mining in the Russian Federation in 2014-2017, the 1st half of 2018

2.2. Coal consumption in the Russian Federation in 2014-2017, the 1st half of 2018

2.3. Coal exports from the Russian Federation in 2014-2017, 1 half of 2018

2.4. Coal imports in the Russian Federation in 2014-2017, 1 half of 2018

3. Coal prices

3.1. Coal prices in the domestic market of the Russian Federation in 2016-2017, 1 half of 2018

3.2. Export prices for Russian coal in 2014-2017, 1 half of 2018

3.3. Coal price forecast (Russian and world) until 2025

4. Transportation of coal

4.1. Overview of Russian Marine Coal Terminals

4.2. Assessment of the current share of innovative cars in the transportation of coal by rail and a forecast of freight turnover up to 2025

4.3. The transshipment rates in the main ports, transshipping coal for export, the rationale for the formation of the value of the rate

Table 1. The volume of coal production by the world's leading manufacturers in 2012-2017, million tons

Table 2. The volume of coal mining by underground and open pit (million tons) and the number of operating coal mining enterprises (units) in Russia in 2007-2018

Table 3. The volume of coal production in Russia by type in 2007-2018, mln t

Table 4. Volumes of coal mining by the largest Russian companies in 2012-2018, mln t

Table 5. The largest energy coal mining companies in Russia in 2012-2018, million tons

Table 6. The largest enterprises producing anthracite in Russia in 2012-2018, million tons

Table 7. Production of coking coal by the main producers in Russia in 2010-2018, million tons

Table 8. Main indicators of the development of the coal industry in Russia in the period up to 2030, million tons

Table 9. The volume of coal consumption in Russia in 2012-2018, mln t

Table 10. The largest Russian exporters of coal in 2014-2018, mln t

Table 11. The largest Russian exporters of coking coal in 2014-2018, million tons

Table 12. The volume of exports of Russian coal by major brands in 2014-2018, mln t

Table 13. Export of coal through Russian ports in 2014-2018, million tons

Table 14. The volume of export supplies of Russian stone coal in the directions in 2012-2018, million tons

Table 15. Exports of Russian hard coal by main regions of departure in 2014-2018, million tons

Table 16. The volume of coal imports to the Russian Federation by type and region of departure in 2013-2018, mln t

Table 17. Volumes of coal import in Russia by areas and types of coal in 2013-2018, mln t

Table 18. The volume of imported coal in the main regions of destination in 2014-2018, million tons

Table 19. The largest importers of coal in Russia in 2012-2018, kt

Table 20. Forecast of prices for hard coking coal on delivery terms FOB Australia, $ / t

Table 21. Price forecast for low-caking coking coal on FOB Australia delivery terms, $ / t

Table 22. The list of operating ports of the Russian Federation in which coal transshipment is carried out

Table 23. Characteristics of the main coal terminals in the seaports of Russia

Table 24. Major projects for the construction of new and expansion of existing sea terminals for coal transshipment

Table 25. Coal transfer rates in Russian seaports

Figure 1. Dynamics of coal production in the world in 2001-2017, billion tons

Figure 2. The structure of world coal production in 2017,%

Figure 3. Dynamics of production capacity of coal-mining enterprises of the Russian Federation in 2012-2017, mln t

Figure 4. Dynamics of coal production in Russia by underground and open pit in 2007-2017, mln t

Figure 5. Dynamics of coal production in Russia by coal basins in 2013-2018, million tons

Figure 6. Structure of coal production in Russia by economic regions in 2017,%

Figure 7. Dynamics of coal production in Russia in 2000-2018, mln t

Figure 8. Dynamics of investment in the coal industry of Russia in 2011-2017, billion rubles

Figure 9. The largest Russian producers of coking coal in 2017, million tons

Figure 10. Dynamics of coal consumption in Russia in 2012-2017, mln t

Figure 11. Regional structure of coal consumption in Russia,%

Figure 12. Structure of coal consumption in the domestic market of Russia in 2017,%

Figure 13. Forecast of the share of different types of fuel in the global energy balance for the period up to 2035

Figure 14. The forecast of coal consumption in different regions of the world until 2040, million tons of fuel equivalent

Figure 15. The demand for primary energy by type of fuel in different regions of the world until 2040, mln t AD

Figure 16. Changes in primary energy consumption by type of fuel in different regions by 2040, million tons of standard fuel.

Figure 17. Dynamics of supply of Russian coal to the domestic market and for export in 2000-2017, mln t

Figure 18. Dynamics of Russian coal exports by type in 2000-2018, mln t

Figure 19. Dynamics of Russian export of hard coal in physical and monetary terms in 2007-2017, million tons, billion $

Figure 20. Dynamics of Russian export of brown coal in physical and monetary terms in 2012-2017, million tons, million $

Figure 21. Dynamics of Russian coal export in the main areas in 2014-2018, mln t

Figure 22. Structure of export of Russian coal through ports and land border crossings in 2012-2017,%

Figure 23. Structure of coal exports through the seaports of Russia in 2012-2017,%

Figure 24. Structure of coal transshipment by seaports of Russia in 2017,%

Figure 25. Regional structure of exports of Russian hard coal in 2012-2017,%

Figure 26. Dynamics and structure of export supplies of brown coal in 2012-2017, mln t

Figure 27. Dynamics of imports of coal of the Russian Federation in physical and monetary terms in 2013-2017, million tons, million $

Figure 28. Dynamics of prices for C, T grade coal and anthracite on the domestic market of Russia in 2014-2018, rubles / ton, including VAT

Figure 29. Dynamics of prices for grade B and grade D coal on the domestic market of Russia in 2014-2018, rub / ton, including VAT

Figure 30. Dynamics of prices for coal concentrate grades KO and K in the domestic market of Russia in 2012-2018, rub / t

Figure 31. Dynamics of prices for coking coal concentrate in the domestic market of Russia in 2014-2018, rub / ton, excluding VAT

Figure 32. Dynamics of energy coal quotes (based on 6000 kcal / kg) in key ports of the world in 2013-2018, $ / t, excluding VAT

Figure 33. Dynamics of export prices for semi-soft coking coal of Russia and Australia in 2014-2018, $ / t excluding VAT

Figure 34. Dynamics of export prices for coking coals of the largest Russian producers in 2017-2018, $ / t

Figure 35. Coal price forecast for metallurgy until 2022 from Ernst and Young

Figure 36. Dynamics of freight turnover of Russian seaports and coal transshipment in seaports in 2012-2018, million tons

Figure 37. Structure of transshipment of dry cargo in seaports of the Russian Federation in 2017,%

Figure 38. Structure of coal transshipment in Russia by end beneficiaries of terminals in 2017,%

Figure 39. Development of coal terminals in Russia

Figure 40. Structure of loading on the network of JSC "Russian Railways" by type of cargo in 2017,%

Figure 41. Freight car fleet (million units) and innovative car fleet (thousand units) in the Russian Federation in 2013-2017,

Figure 42. Forecast of the carriage of goods and rail freight (conservative scenario)