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Coal Reference: Commodity Price 2 comments
Commodity prices:
NG : www.cmegroup.com/trading/energy/natural-...
CAPP : www.cmegroup.com/trading/energy/coal/cen...
PRB : www.cmegroup.com/trading/energy/coal/wes...
Platts (not public, but google their frequent press releases on coking coal and steel prices)
China Steel, HRS: http://www.bloomberg.com/quote/CDSPHRAV:IND
China Steel, Rebar: www.bloomberg.com/quote/CDSPDRAV:IND
China various: en.sxcoal.com/
China various: www.steelhome.cn/en/shpi/
EIA thermal (way out of date): www.eia.gov/totalenergy/data/monthly/pdf...
more EIA (way out of date): www.eia.gov/coal/news_markets/coal_price.cfm
EIA coking (way out of date): http://www.eia.gov/coal/production/quarterly/pdf/t12p01p1.pdf
RBA data (moderately out of date but great collection): http://www.rba.gov.au/chart-pack/pdf/chart-pack.pdf
Relationship between gas and coal:
Henry Hub NG to CAPP coal price ratio = 16-18x
but apply this ~12 months into the future, since the contango / storage cost of coal vs NG are different.
Transport:
cost of coal freight, east coast to china:
$30 / ton ??????? (source? check this)
cost of coal freight, rail inside the US:
$0.035 / ton / mile (source: www.aar.org/StatisticsAndPublications/Documents/AAR-Stats- 2013-01-10.pdf )
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nomura upgrades $ACI. PT $6.
Mar 18, 2013
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$ANR $JRCC $BTU $CNX : Article: Coking coal prices may struggle http://bit.ly/13YPHA3
Mar 14, 2013
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long $AMZN jan2014 $200 put
Mar 14, 2013
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