Australia Coal and Laos Power: Operational and Financial Summary
0
100
80
60
40
20
Jan-07
Jul-07
Jan-08
Jul-08
Jan-09
200
180
160
140
120
Jul-09
Jan-10
Jan-11
BANPU ASP VS BENCHMARK PRICES
Unit: $/t
Jul-11
Jan-12
Jul-12
Jan-13
Banpu ASPs vs thermal coal benchmark prices
BANPU
ITM ASP 4Q15
CEY ASP 4Q15
$55.6*
A$66.1*
(-3% QoQ)
(+3% QoQ)
NEX** February 18, 2016
$52.0
Jul-13
Jan-14
Jul-14
Jan-15
Jul-15
Jan-16
*Included post shipment price adjustments as well as traded coal
** The Newcastle Export Index (previously known as the Barlow Jonker Index - BJI)
Monthly NEX
Quarterly ITM ASP
Quarterly Centennial ASP
COMMENTS
■ ITM ASP eased due to general market
weakness
4Q15 ASP was 3% down Q-o-Q
Centennial ASP firmed, weakens on
export has been protected by premium
tier domestic pricing
4Q15 ASP was 3% up Q-o-Q
■ NEX benchmark prices remain weak
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