欧亚煤炭市场报告2010-2EURACOAL-Market-Report-2010-2(2010)

英国石油公司2010年统计报告最近宣布，2009年全球一次能源消耗下降了1.1%。煤炭占能源消费总量的29.4%，达到1970年以来的最高水平。全球煤炭消费量小幅下降0.2%，石油消费量下降1.7%，天然气消费量下降2.1%。对2010年第一季度的初步估计显示，蒸汽煤(+10吨)和焦煤(+11吨)贸易均有所增长。然而，在分析这些趋势时应该注意到，2009年第一季度的数据非常低。动力煤(见表2)b)太平洋市场在太平洋市场动力煤出口增加了8吨。主要观察从印尼增加(+ 12吨),而澳大利亚和中国都降低了出口2 Mt.b)大西洋市场供应在大西洋市场动力煤出口增加了2吨,增加了完全由南非。所有其他国家的出口都保持与前一年一样的水平。焦煤供应(见表3)焦煤市场的主要出口增长来自美国(+5吨)、澳大利亚(+3吨)、加拿大(+2吨)和俄罗斯(+1吨)。4. 价格演变(见表1)a)动力煤价格在年初短暂上涨后，回落至接近去年的水平，但在5月和6月出现回升，升至每吨90美元以上。与亚洲市场的差价也有所收窄，与欧洲市场的差价仅略高于南非市场的实际价格。运费率发展情况见表1，从表中可以看出，理查兹湾到鹿特丹的平均运费最近几个月平均在每吨12美元左右，尽管每周的数据在这个水平附近仍然很不稳定。

WORLD MARKET The BP Statistical Review 2010 announced recently that global primary energy consumption in 2009 fell by 1.1%. Coal’s share of total energy consumption totalled 29.4%, reaching the highest level since 1970. Global coal consumption slightly decreased by 0.2%, oil decreased by 1.7 % and gas by 2.1%.   First estimates for the first quarter 2010 show an increase in both steam coal (+10 Mt) and coking coal (+11 Mt) trade. However, it should be noted in analysing these trends that the first quarter 2009 figures were unusually low.1. STEAM COAL (see Table 2) b) Pacific Market In the Pacific market steam coal exports increased by 8 Mt. A major increase was observed from Indonesia (+12 Mt), whilst Australia and China both decreased exports by 2 Mt.b) Atlantic Market supply In the Atlantic market steam coal exports increased by 2 Mt, with the increase met entirely by South Africa. All other countries kept the same level of exports as in the previous year.2. COKING COAL SUPPLY (see Table 3) Major export increases on the coking coal market were observed from the USA (+5 Mt), Australia (+3 Mt), Canada (+2 Mt) and Russia (+1 Mt). 4. PRICE EVOLUTION (see Table 1) a) Steam Coal PricesAfter a short‐lived price spike at the beginning of the year, prices subsided closer to last year’s levels, but have showed an upturn in May and June, rising above $90/tonne. The discount to Asian prices has also narrowed, and delivered prices to Europe have risen just above loaded prices in South Africa.5. FREIGHT RATES Freight rate development is given in Table 1, where it can be seen that  average rates for Richards Bay to Rotterdam have averaged around $12/tonne in recent months, although weekly figures have remained quite volatile around these levels.