COAL INDUSTRY GOS-015
A GLOBAL OUTLOOK, SEPTEMBER 2008
CONTENTS
1. Overview 1
Coal – An Important Fossil Fuel 1
The Types 1
2. Mergers & Acquisitions 1
3. Strategic Corporate Developments 21
4. A Global Perspective 25
Primary Energy Source for Developing Countries 25
Table 1: Global Primary Coal Market (2000 & 2030): Percentage
Breakdown of Demand by End-Use Segment – Power Generation,
Industry, Residential Services, and Other End-Uses 26
Table 2: Global Electricity Generation (2030): Percentage
Breakdown based on Fuel Type – Coal, Gas, Hydro, Nuclear,
Oil, and Others 26
Table 3: Global Primary Energy Sources (2005): Percentage
Breakdown for Oil, Coal, Natural Gas, Nuclear, Hydro, and
Others 26
Impact on Environment 26
Global CO2 Emissions 27
Table 4: CO2 Emissions from Fossil Fuels (2004): Percentage
Breakdown by Fuel Type – Oil, Coal, and Gas 27
Fast-Paced Growth in the Coking Coal Market 27
Declining Production Cost for Coal-Fired Power Generation 27
Major End-Use: Thermal Power Generation 27
Primary Exporters of Coal 27
Table 5: Global Coal Market (2005): Exports in Million Tons
by Country – Australia, Indonesia, Russia, South Africa,
China, Colombia, USA, Canada, and Poland 28
Table 6: Global Coking Coal Market (2005): Exports in Million
Tons by Country – Australia, Canada, USA, Indonesia, Russia,
and China 28
Leading Importers 28
Table 7: Global Coal Market (2005): Imports in Million Tons
by Country – Japan, South Korea, Chinese Taipei, UK, and
Germany 28
Table 8: Global Coking Coal Market (2005): Imports in Million
Tons by Country – Japan, South Korea, India, Brazil, China,
Germany, UK, and France 28
Major Geographic Regions 29
Table 9: Global Coal Market (1990 & 2020): Percentage
Breakdown of Demand by Region – Developing Regions and
Industrialized Regions 29
Global Coal Reserves 29
Table 10: Global Coal Market (2005): Reserves in Billion
Tonnes of Oil Equivalent (Btoe) by Select Country – USA,
Russia, India, and China 29
Leading Coal Producers 29
Table 11: Leading Hard Coal Producers in the Global Market
(2005): Production in Million Tons by Country – China, USA,
India, Australia, South Africa, Russia, Indonesia, Poland,
Kazakhstan, and Colombia 29
Leading Consumers of Hard Coal 29
Table 12: Leading Consumers of Hard Coal in the Global Market
(2005): Consumption Volume in Million Tons by Region –
Asia-Pacific, North America, Europe, Former Soviet Union
(FSU), and Others 30
Influencing Factors 30
5. United States 30
Market Highlights 30
Current Scenario 30
Evolving Trends in Coal Mining in the West Coast 30
Technological Advancements 31
Coal Production 31
Overview 31
Market Trends 31
Government Initiatives 31
Growth Inhibitors 31
Coal Production by Region 31
Table 13: Coal Market in the US (2005 & 2006): Production in
Million Short Tons by Region – Appalachia, Interior, and
Western 31
Table 14: Coal Market in the Appalachian Region of the US
(2005 & 2006): Production in Million Short Tons by State –
Alabama; Kentucky, Eastern; Maryland; Ohio; Pennsylvania;
Tennessee; Virginia; and West Virginia 32
Table 15: Coal Market in the Interior Region of the US (2005 &
2006): Production in Million Short Tons by State –
Illinois; Indiana; Kansas; Kentucky, Western; Louisiana;
Mississippi; Missouri; Oklahoma; and Texas 32
Table 16: Coal Market in the Western Region of the US (2005 &
2006): Production in Million Short Tons by State – Alaska,
Arizona, Colorado, Montana, New Mexico, North Dakota, Utah,
Washington, and Wyoming 32
Coal Consumption 33
By Region 33
Table 17: Coal Market in the US (2005): Consumption in ‘000
Short Tons by Region – East North Central, South Atlantic,
West North Central, West South Central, Mountain, East South
Central, Middle Atlantic, Pacific, and New England 33
By End-Use 33
Table 18: Coal Market in the US (2005 & 2006): Consumption
in Million Short Tons by Sector – Electric Power, Coke
Plants, Other Industrial Plants, and Residential/ Commercial
Users 33
Coal Imports and Exports 33
Table 19: Coal Market in the US (2005 & 2006): Imports in
Million Short Tons 33
Table 20: Coal Market in the US (2005 & 2006): Exports in
‘000 Short Tons by Region – Europe, North America, South
America, Asia-Pacific, and Africa 33
Table 21: Coal Market in the US (2005 & 2006): Exports in
‘000 Short Tons to Europe by Country – Italy, United Kingdom,
Belgium, Netherlands, Germany, Spain, France, Turkey,
Romania, Finland, Bulgaria, Sweden, Denmark, Croatia,
Portugal, Slovenia, Ukraine, Austria, Iceland, and Others 34
6. Canada 34
Overview 34
Table 22: Coal Market in Canada (2005): Percentage Breakdown
of Metallurgical Coal Shipments by Region – Asia-Pacific,
Europe, USA, and South America 35
7. Japan 35
Overview 35
Table 23: Power Generation in Japan (2003-2005): Percentage
Breakdown of Production by Category – Coal and Others 35
Table 24: Energy Sector in Japan (2003-2005): Percentage
Breakdown of Output by Category – Coal and Others 35
8. A European Perspective 36
Year 2004-2005 36
Table 25: Principal Energy Sources in the EU (2005):
Percentage Breakdown for Oil, Natural Gas, Coal, Nuclear, and
Renewables 36
Table 26: Coal Market in Europe (2003): Production in
Millions of Tons by Country – Germany, Poland, Greece, Czech
Republic, Turkey, Romania, UK, Bulgaria, Spain, Hungary,
France, and Others 36
8a. France 37
Overview 37
Table 27: Energy Sector in France (2003-2005): Percentage
Breakdown of Consumption by Segment – Coal and Others 37
Table 28: Coal Market in France (2003-2006): Consumption in
Millions of Tons for Energy Production 37
8b. Germany 38
Overview 38
Table 29: Principal Energy Sources in Germany (2005):
Percentage Breakdown for Oil, Natural Gas, Nuclear, Lignite,
Hard Coal (Imports), Hard Coal (Domestic), and Others 38
Demand for Steam Coal 38
Coal Imports for Consumption in Major End-Use Segments 38
Hard Coal 38
8c. The United Kingdom 39
Table 30: Leading Coal Producers in the UK (2005): Percentage
Breakdown of Deep & Open Cast Mine Production for UK Coal,
Scottish Coal, Celtic Energy, and Others 39
Market Trends 40
8d. Finland 40
Market Trends 40
Table 31: Coal Market in Finland (2003-2006): Consumption of
Hard Coal in Thousand Tons 40
Outlook 40
9. An Asia-Pacific Perspective 41
Overview 41
Table 32: Coal Market in Asia-Pacific (2005-2020): Percentage
Breakdown of Demand by Country – China, India, Japan, Korea,
and Others 41
9a. Australia 42
Overview 42
Market Snapshots 42
Premium Position in Coking Coal 42
Australian Coking Coal 42
Table 33: Coal Market in Australia (2005): Coking Coal
Exports in Million Metric Tons by Region – Japan, India,
Korea, Taiwan, China, Other Asia, Europe, and Others 43
9b. China 43
Coal: The Prime Energy Resource 43
Structure of Coal Mines in China 43
Coal Exports 43
Growing Dependence on Coal Imports 44
Market Players – Competitive Factors 44
Influencing Factors 44
EXIM Trends 44
Coal Mining Industry: Threats Overrule 44
Outlook 45
Table 34: Coal Market in China (2006): Consumption in Million
Tons 45
Table 35: Coal Market in China (2004-2030): Consumption in
Quadrillion Btu by End-Use – Electricity, Industrial, and
Others 45
9c. India 46
Overview 46
Thermal Power – Facing Huge Deficit 46
Coal Production 46
Consumption and Imports Scenario 46
Coal Reserves 47
Table 36: Coal Market in India (2006): Consumption in Million
Tons 47
9d. Indonesia 47
Overview 47
Table 37: Coal Market in Indonesia (2005): Mining Equipment
Imports in US$ Million by Region – USA and Others 47
Production Scenario 48
Table 38: Coal Market in Indonesia (2004-2006): Production in
Million Tons 48
Table 39: Coal Market in Indonesia (2003): Production in
Millions of Tons by Region – East Kalimantan, South
Kalimantan, South Sumatra, Central Sumatra, and Bengkulu 48
Coal Consumption by End-Use Segment 49
Major Issue of Power Shortages 49
EXIM Trends 49
Coal Exports 49
Coal Varieties 49
Coal Mining Companies 49
9e. Malaysia 50
9f. South Korea 50
Overview 50
Table 40: Electricity Sector in South Korea (2003-2015):
Percentage Breakdown of Power Generation Capacity by Segment
– Coal and Others 50
Table 41: Anthracite Coal Market in South Korea (2005-2010):
Percentage Breakdown of Demand by Category – Industry,
Residential/Commercial Sector, and Power Generation 51
9g. Thailand 51
Coal to Meet Increased Needs of Energy Sector 51
Demand for Coking Coal 51
9h. Vietnam 52
10. Africa 52
Table 42: Coal Market in Africa (2003-2005): Percentage
Breakdown of Production by Country – South Africa, Zimbabwe,
and Others 52
GLOBAL DIRECTORY