PRB exports at crossroads of risk, opportunity: IHS Markit

摘要

Powder River Basin coal producers are going to have to be innovative and overcome domestic headwinds and profitability issues if they are to become more than cyclical swing suppliers to Asian thermal markets, according to IHS Markit senior directors James Stevenson and Mark Morey. This is especially true for coal from the northern PRB, railed to western Canadian ports and mostly shipped to South Korean and Japanese utilities.