Investor Presentaiton
Million Tonnes
Seaborne Metallurgical Coal Demand and Supply Outlook
adaro
Global metallurgical coal imports demand (Mt)
Global metallurgical coal supply (Mt)
350
300
250
200
150
100
50
0
2022 2023 2024 2025 2026 2027 2028 2029 2030
China India Japan South Korea
Sources: Adaro Analysis
Europe Others
350
300
250
200
150
100
50
0
2022
2023
2024 2025
2026 2027
2028
2029
2030
Australia
Canada
United States Mongolia
Russia
Mozambique Indonesia
Others
Underinvestment and Robust Demand expected to lead to Undersupplied market
The long-term outlook shows a positive and stable growth of demand and supply.
India to be the main driver of growth for the next decade, outpacing China and Japan.
Australia continues to be the main supplier in seaborne market, but supply growth will be constrained due to underinvestment in some supplying
countries.
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