歐亞煤炭市場(chǎng)報告2010-2EURACOAL-Market-Report-2010-2(2010)

英國石油公司2010年統計報告最近宣布，2009年全球一次能源消耗下降了1.1%。煤炭占能源消費總量的29.4%，達到1970年以來(lái)的最高水平。全球煤炭消費量小幅下降0.2%，石油消費量下降1.7%，天然氣消費量下降2.1%。對2010年第一季度的初步估計顯示，蒸汽煤(+10噸)和焦煤(+11噸)貿易均有所增長(cháng)。然而，在分析這些趨勢時(shí)應該注意到，2009年第一季度的數據非常低。動(dòng)力煤(見(jiàn)表2)b)太平洋市場(chǎng)在太平洋市場(chǎng)動(dòng)力煤出口增加了8噸。主要觀(guān)察從印尼增加(+ 12噸),而澳大利亞和中國都降低了出口2 Mt.b)大西洋市場(chǎng)供應在大西洋市場(chǎng)動(dòng)力煤出口增加了2噸,增加了完全由南非。所有其他國家的出口都保持與前一年一樣的水平。焦煤供應(見(jiàn)表3)焦煤市場(chǎng)的主要出口增長(cháng)來(lái)自美國(+5噸)、澳大利亞(+3噸)、加拿大(+2噸)和俄羅斯(+1噸)。4. 價(jià)格演變(見(jiàn)表1)a)動(dòng)力煤價(jià)格在年初短暫上漲后，回落至接近去年的水平，但在5月和6月出現回升，升至每噸90美元以上。與亞洲市場(chǎng)的差價(jià)也有所收窄，與歐洲市場(chǎng)的差價(jià)僅略高于南非市場(chǎng)的實(shí)際價(jià)格。運費率發(fā)展情況見(jiàn)表1，從表中可以看出，理查茲灣到鹿特丹的平均運費最近幾個(gè)月平均在每噸12美元左右，盡管每周的數據在這個(gè)水平附近仍然很不穩定。

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.