Investor Presentaiton
Average realised thermal coal price of A$76/t was
down 24% from 2019 as lower economic activity
affected demand for thermal coal.
Thermal benchmarks (US$/t), YAL Average thermal coal sale price (US$/t)*
120
Average realised met. coal price of A$124/t was down
26% from 2019 as low-grade met. coal prices declined
due to reduced steel making activity.
Met. coal benchmarks (US$/t) & YAL Average met. coal sale price (US$/t)*
150
Coal market conditions
100
80
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60
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For personal use only.
40
000000
-Jul-20
125
100
Oct-20
75
50
25
Platts Low Vol PCI FOB Aust., US$/t
Platts Semi-Soft FOB Aust., US$/t
YAL Average met. coal sale price, US$/t
°
Apr-19
$/t
Jan-19
Source: Platts
Jul-19
Oct-19
Jan-20
Apr-20
Jul-20
Oct-20
Index prices now benefiting from supply restructure and improved demand
GlobalCoal NEWC 6,000kCal, US$/t
20
Argus McCloskey API5 5,500kCal, US$/t
YAL Average thermal coal sale price, US$/t
Jan-20
Apr-20
7
Average sale price is the average price in AUD term for each half-year period converted to USD terms at the average AUD:USD exchange for the period
$/t
Jan-19
Apr-19
Jul-19
Oct-19
Source: Argus/McCloskey, GlobalCOAL
YANCOAL
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