Commodity market report
| |
7 Pages

China coal short-term outlook April 2016


China coal short-term outlook April 2016

Report summary

The government-led stimulus revived demand but the strict implementation of 276-days working to tackle overcapacity tightened domestic coal supply. Miners are responding with a price increase, albeit slowly. We expect thermal coal  price recovery to remain short-lived due to weak demand and strong hydro-power outlook. Metallurgical coal prices offer a pleasant surprise as supply issues will likely persist for some time.     


What's included?

This report includes 2 file(s)

  • China coal short-term outlook April 2016 PDF - 365.43 KB 7 Pages, 1 Tables, 10 Figures
  • cms china short term market report data final.xls XLS - 1.74 MB

Description

Global coal markets are facing extraordinary challenges and uncertainties. Factors such as global overcapacity, weakening demand and falling prices have created cautious investors. These factors have caused delays and cancellations of many mine and infrastructure projects, as well as lower growth rates at others.

This Thermal Coal Market Short Term Outlook report gives global and regional coal producers, consumers, transporters and investors detailed supply, demand and price forecasts for the coal industry, covering all the key domestic markets in North America, China and India.

Use this report to gain a better understanding of market dynamics, including revenue and demand potential for different coals. It will also help you identify trade patterns and changes affecting the thermal coal markets.

Wood Mackenzie is the only coal industry service provider that offers a market outlook integrated with other sector analyses, including macroeconomics, coal supply, steel markets and gas and power markets. Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future investments.

From market dynamics to trade patterns, we give you confidence in your strategic planning.

  • Executive summary
  • Prices
    • Little movement in domestic coal prices in March and April
  • Demand
    • Fiscal stimulus is supporting coal demand, for now
  • Supply
    • Will the metallurgical coal supply tightness continue?

In this report there are 11 tables or charts, including:

  • Executive summary
    • Key market data
  • Prices
    • Key thermal coal prices - history and forecast, US$/t nominal
    • Hard coking coal price arbitrage at a steel mill in Tangshan, US$/t nominal
  • Demand
    • Monthly coal-fired generation, TWh
    • Monthly hydro-power generation, TWh
    • Monthly throughput at Qinhuangdao port, Mt
    • Monthly throughput at Huanghua port, Mt
    • Monthly hot metal production, Mt
    • Monthly metallurgical coke production, Mt
  • Supply
    • Thermal coal supply, Mt
    • Metallurgical coal supply, Mt
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

Questions about this report?

Frequently Asked Questions

Mailenquiries@woodmac.com
  • Europe: +44 131 243 4699
  • Americas: +1 713 470 1900
  • Asia Pacific: +61 2 8224 8898
contact us

Why Wood Mackenzie?

Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.

At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.