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Cgse 1:20-bk-12043 Doc 281-1 Filed 08/26/20 Entered 08/26/20 10:01:13 Desc
<br />COALTRADER THURSDAY, AUGUST 13,2020 Exhibit A Publications Page 29 of 35
<br />while the Bailey mine was idled earlier in the quarter but "ran only on
<br />an as -needed basis:' Enlow Fork produced 243,243 st in Q2, down
<br />from 2.37 million st in the previous quarter, while production at Bailey
<br />fell to 1.01 million st, from 2.8 million st in 01.
<br />Surface production falls to record low
<br />Surface production in Northern Appalachia was at a 25 -year low
<br />1.23 million st in 02, down from 1.8 million st in Ql and 2.29 million st in
<br />the year-ago quarter.
<br />Robindale Energy was the largest surface mine producer in the
<br />region with output of 160,333 st in Q2, down from 200,847 st in the
<br />prior quarter and 216,531 st a year ago.
<br />- Tyler Godwin
<br />US weekly coal production totals 10.4 million
<br />st, down 22.5% on year: EIA
<br />■ PRB only basin with higher output on week
<br />■ US annual output estimated at 523 million st
<br />Houston -Weekly US coal production was estimated at 10.4 million st
<br />in the week ended Aug. 8, down 0.2% from the previous week, Energy
<br />Information Administration data showed Aug. 13.
<br />It was the first week -on -week drop in six weeks, and it was the
<br />smallest year-on-year drop, down 22.5%, in six weeks, as well.
<br />The five-year average for Week 32 was nearly 15.7 million st, down
<br />33.5% year on year.
<br />Through 32 weeks, output was about 322 million st, down 25.5%
<br />from the year-ago period. On an annualized basis, US output for 2020
<br />is expected to be about 523 million st, down 25.6% from 2019.
<br />Production in Wyoming and Montana, which is largely made up of
<br />Powder River Basin coal, rose 0.9% week on week. Output from the
<br />two states was about 4.9 million St. From the year-ago week, it was
<br />down 22.2%.
<br />WEEKLY US COAL PRODUCTION
<br />(million st)
<br />18
<br />16
<br />14
<br />12
<br />10
<br />5 10 15 20 25 30 35 40 45 50
<br />(week)
<br />Source: EIA
<br />-2018
<br />-2019
<br />-2020
<br />Production from the Northern Appalachian basin and the Illinois
<br />Basin led the weekly declines, down 4% and 2.2%, respectively.
<br />NAPP output totaled about 1.5 million st, while IB output was 1.3
<br />million St. Weekly output from NAPP and IB were also down 17.6% and
<br />O 2020 S&P Global Platts, a division of S6P Global Inc. All rights reserved. 1 12
<br />28.4% year on year, respectively.
<br />Central Appalachian estimated output was over 1.2 million st, down
<br />0.7% from the previous week and down 24.4% from the year-ago
<br />week.
<br />Over 32 weeks, output from Wyoming and Montana was about 138
<br />million st, and on an annualized basis, it would be over 224 million st,
<br />down 27.7% year on year.
<br />NAPP output through the year so far was about 46.4 million St.
<br />Annualized, it would be almost 75.5 million st, down 27% from last year.
<br />Year to date, IB production was estimated at 42.9 million st, while
<br />annualized it is expected to be 69.6 million st, down 30.1% from 2019.
<br />CAPP output through 32 weeks was about 39.4 million St.
<br />Annualized, it is estimated to be almost 70 million st, down 25.8% year
<br />on year.
<br />- Olivia Kalb
<br />TRANSPORTATION
<br />Weekly US coal carrier departures drop
<br />12 to 32 departures: cFlow
<br />■ Declined departures from each coast
<br />■ Weekly departures down three on year
<br />Houston -Weekly US coal ship departures totaled 32 in the week
<br />ended Aug. 8, down 12 from the previous week, data from cFlow, Platts
<br />trade flow software, showed.
<br />Compared with the year-ago week, departures were down three.
<br />The departing laden and part -laden ships carried almost 2 million
<br />dwt, down 24.3% from the week ago.
<br />US Gulf Coast departures totaled 17, down five from the previous
<br />week's 23 -week high. They increased one year on year.
<br />The departing coal carriers held 1.1 million dwt, down 21.4% from
<br />the previous week.
<br />WEEKLY US COAL VESSEL DEPARTURES
<br />(vessel)
<br />qn
<br />25
<br />20
<br />15
<br />10
<br />- Gulf Coast
<br />- Atlantic Coast
<br />- West Coast
<br />0
<br />Aug -19 Oct -19 Dec -19 Feb -20 Apr -20 Jun -20 Aug -20
<br />Source: S&P Global Platts cFlow
<br />From the gulf, four ships each departed to Central America and
<br />North Africa. Three each went to Southeast Asia and the UK and
<br />Continent, while one went to Oceania and one destination was
<br />unknown. One other carrier went to the North Atlantic.
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