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UPDATE 1-Coal prices fall to 12-year lows as China, India join demand slowdown

Published 19/08/2015, 12:30 pm
© Reuters.  UPDATE 1-Coal prices fall to 12-year lows as China, India join demand slowdown
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* Coal prices down 75 pct since 2008, 60 pct since 2011

* Falling prices have clobbered mining shares

* Investors start to shun coal

* Competitive pricing may stimulate demand (Updates comment, detail throughout)

By Henning Gloystein

SINGAPORE, Aug 19 (Reuters) - Coal futures have fallen to 12-year lows, hit by soaring production and a slowdown in global buying, including from India and China which until recently have been pillars of strong demand.

Benchmark coal futures last settled at $52.85 a tonne, a level not seen since November 2003. The contract is now over 75 percent below its 2008 all-time peak and more than 60 percent below its most recent high following the 2011 Fukushima nuclear disaster in Japan.

The steady and sharp fall in coal prices has knocked down shares of big mining companies like BHP Billiton (LONDON:BLT) BHP.AX , Glencore GLEN.L and Rio Tinto RIO.L , and it has seen many financers exit the sector.

The price fall follows a rise in output from exporters like Australia at the same time as a sharp slowdown in overseas orders from major importers like the United States, and now also China and India.

"Indian coal imports are now under pressure ... Both thermal and met coal imports ran at their weakest annualised rates since October 2014," Australian bank Macquarie said on Wednesday.

"Such a fall might not be just a temporary blip. On the thermal coal side we have seen power plant inventories reach record high levels, domestic production growth improve significantly and demand growth slow," it added.

Thermal coal is used in power plants while metallurgical coal is used to make iron ore.

Demand from China has also slowed as its economy grows at its slowest pace in decades and the government has started a fight against rampant pollution, to which coal contributes significantly.

In the United States, soaring natural gas from shale formations has made gas much cheaper, eating into coal's U.S. power generation share, and the government also plans to move away from coal for environmental reasons.

Demand in Europe has been flat as energy efficiency improves, renewables take increasing shares of the power mix and many of its economies struggle to grow.

Yet at some point the low coal prices could also start to stimulate demand as it has made the fuel super-competitive against its main competitor, natural gas.

Reuters calculations show that the revenues from selling electricity generated from coal in Germany are around 20 euros per megawatt-hour higher than those produced from natural gas.

Emerging markets which have yet to provide blanket electricity to its households and need cheap energy to develop their industry also still mostly rely on coal as their main fuel as they prioritize low costs over environmental concerns.

(Editing by Richard Pullin)

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