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UPDATE 1-Peabody, Nippon agree 116 pct rise in Q4 metallurgical coal price

Published 12/10/2016, 04:02 pm
Updated 12/10/2016, 04:10 pm
© Reuters.  UPDATE 1-Peabody, Nippon agree 116 pct rise in Q4 metallurgical coal price
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* Peabody, Nippon set Q4 metallurgical coal benchmark

* Price more than doubles from Q3 to $200/T

* Increase follows spot price gains (Adds quotes, details)

By James Regan

SYDNEY, Oct 12 (Reuters) - Peabody Energy Corp BTUUQ.PK and Nippon Steel 5401.T have set the fourth quarter metallurgical coal contract benchmark at $200 a tonne, more than twice the price in the previous quarter, two sources confirmed on Wednesday.

The jump of 116 percent underscores a resurgence in Asia's appetite for coal that has also been reflected in a recent mark-up in spot cargoes for grades used in making steel.

"The settlement was done at $200, and we expect the other buyers and sellers to use that as the reference for the quarter," said one source close to the negotiations.

Another source that tracks prices for commodities trading companies said the deal with Peabody marked a departure from the normal quarterly price-setting mechanism, whereby Nippon and Anglo American AAL.L typically establish the benchmark.

"Anglo American as recently as this week was sticking to demands for a price as high as $212 a tonne, which the Japanese balked at," this second source said.

Anglo was threatening to drag the talks out further into the quarter, with no guarantee of a final outcome, the source said.

Anglo American said it would not comment on any price negotiations.

"Peabody, because it is in bankruptcy and in need of cash flow, did not want to take the chance it would have to wait for payments on coal deliveries and decided to settle at $200," the second source said.

Peabody could not be immediately reached for comment. Nippon Steel declined to comment, saying it does not talk about specific deals.

In commodities markets, if parties are unable to agree on a benchmark price, a system of provisional pricing is invoked. This means the benchmark is paid retroactively once an agreement is reached, and could lead to months' worth of deferred payments until a price is agreed.

Peabody, the biggest U.S. coal miner, filed for bankruptcy protection in April after a sharp drop in coal prices left it unable to service its $10.1 billion debt, much of it incurred expanding its collieries in Australia. Media in Australia in an unsourced report on Wednesday said the agreement was signed between the two companies after meetings this week.

The contract price hike, covering about 60 percent of Australia's quarterly exports of around 48 million tonnes of metallurgical coal, pushed spot premiums for the grade up by more than $10 to above $218 a tonne, the highest in almost five years, according to Shaw and Partners analyst Peter O'Connor.

The higher prices - spot stood at $75 a tonne in January and the contract price at $92.50 a tonne in the third quarter - were prompting Chinese traders to offer Australian coal in Chinese ports to markets outside the country, O'Connor said.

The last time coal prices were this high was in 2012, when flooding cut off a third of the world's supply from Australia.

Coal mine closures and supply disruptions in China's main coal region of Shanxi are helping to drive up prices this year.

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