Commodity market report


Get this report


You can pay by card or invoice

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.

- Available as part of a subscription
- FAQ's about online orders

03 October 2017


Report summary

Table of contents

    • Key themes
      • Coal import demand – present tense, future perfect
      • Domestic thermal coal supply outlook by energy content, Mt
      • Low energy coal ban has minimal impact on import coal
  • Economic outlook
    • Long-term contract price now fully aligned to spot price movements
    • Narrowing price arbitrage squeezed thermal coal imports in 2014
    • Domestic thermal coal price development
    • Seaborne metallurgical coal price forecast
    • Thermal markets overview
    • Thermal coal demand – electricity
      • Power generation forecast by fuel type (TWh)
      • Company profile: China Huaneng Group – coal procurement analysis
    • Thermal coal demand – industry
    • Thermal coal demand – regional analysis
      • Coastal region
      • Central region
      • North region
      • North-east region
      • West region
    • Metallurgical markets overview
    • Metallurgical coal demand – regional analysis
      • North region
      • North-east region
      • Coastal region
      • Central region
      • West region
    • Metallurgical coal
    • Railroads
      • Rail capacity increasing but coal demand decreasing
      • Rail capacity increase will come at a higher cost
      • What is the competitiveness of imports in the central region?
      • Power transmission
    • Ports
    • Thermal coal
    • Metallurgical coal
    • Supply and demand balance
  • Risks and uncertainties

Tables and charts

This report includes 51 images and tables including:

  • Economic outlook: Table 1
  • Supply: Image 1
  • Seaborne thermal coal supply by country and rank (Mt)
  • Landborne thermal coal supply by country (Mt)
  • Risks assessment
  • Prices: Image 1
  • Prices: Image 2
  • Prices: Image 3
  • Prices: Table 1
  • CFR Guangzhou thermal coal price development (real 2014 US$/t, excluding VAT)
  • Regional price forecast adjusted to 5500 NAR (real 2014 RMB/t, excluding VAT)
  • Delivered coking coal prices and monthly imports
  • Seaborne metallurgical coal price forecast (real 2014, US$/t)
  • Thermal coal demand by sector and region in 2014 (Mt)
  • Thermal coal supply/demand balance (Mt)
  • Conversion coal demand by region, Mt
  • China’s five regions
  • Steel production and metallurgical coal imports (Mt)
  • Metallurgical coal production by region, Mt
  • Metallurgical coal imports by rank (Mt)
  • Metallurgical coal imports by source and rank (Mt)
  • Utilization rates at loading ports in northern China
  • 2014 thermal coal trade flows (Mt)
  • 2014 metallurgical coal trade flows (Mt)
  • China coal supply/demand balance (Mt)
  • Domestic thermal marginal cost versus Qinhuangdao spot price, RMB/t (Nominal)
  • Executive summary: Image 2
  • Domestic thermal coal energy balance, Tbtu
  • Executive summary: Image 4
  • Coal quality standardization for domestic consumption
  • Demand: Image 3
  • Demand: Image 4
  • Huaneng coal demand split by source
  • Coastal region thermal coal demand forecast
  • Central region thermal coal demand breakdown
  • North region thermal coal demand breakdown
  • North-east region thermal coal demand breakdown
  • Western region thermal coal demand breakdown
  • Demand: Image 8
  • Demand: Image 9
  • Metallurgical coal demand in north region
  • Metallurgical coal demand in north-east region
  • Metallurgical coal demand in coastal region
  • Metallurgical coal demand in central region
  • Metallurgical coal demand in west region
  • Railway capacity expansion from Three-west region and Xinjiang, 2013-2020
  • Forecast of railed coal for coastal and central provinces (Mt)
  • Railway fee trends for coal haulage (2006-2014)
  • Delivered cost comparison of domestic vs. Newcastle 5500 coal in Jiangxi (RMB/t)
  • Coal by wire (Mt)
  • China power transmission lines

Other reports you may be interested in

Browse reports by Industry Sector