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Coal Reference: Commodity Price

|Includes:ARLP, Peabody Energy Corp. (BTUUQ), CLD, CNX, KOL, NC, UNG, WLB

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EIA thermal (way out of date): www.eia.gov/totalenergy/data/monthly/pdf...

more EIA (way out of date): www.eia.gov/coal/news_markets/coal_price.cfm

EIA coking (way out of date): http://www.eia.gov/coal/production/quarterly/pdf/t12p01p1.pdf

RBA data (moderately out of date but great collection): http://www.rba.gov.au/chart-pack/pdf/chart-pack.pdf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 )

Stocks: BTUUQ, ACIZQ, CLD, CNX, ARLP, NC, WLB, WLTQ, KOL, UNG