China coal short-term outlook August 2021
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- When will the additional supply come?
- Prices keep breaking records due to domestic operation constraints and import shortages
- Demand for thermal coal remains strong due to weather issues, despite economy slowing
- Coke supply decline outweighs falling demand
- Domestic: little improvement despite government support
- Imports: high QHD price will lead to higher seaborne thermal coal imports in 2021 than 2020
Tables and charts
This report includes the following images and tables:
- Key thermal coal prices: history and forecast (US$/t)
- Hard coking coal price arbitrage at Tangshan steel mill (US$/t nominal)
- Monthly coal-fired power 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)
- Thermal coal supply (Mt)
- Metallurgical coal supply (Mt)
What's included
This report contains:
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