China coal short-term outlook December 2022
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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
- Thermal demand: coronavirus outbreak leads to weak demand
- Met demand: confidence has risen but will be tested in Q2
- Daily production in November broke the threshold of 13.0 Mt/d
- Labour availability will marginally weigh on supply in the near term
- Thermal imports: bearish domestic market indicates weakening import demand in the first quarter of 2023
- Met imports: no substantial changes despite seasonal weakness
- Thermal price: China revised coronavirus rules
- Met price: price increase due to robust restocking
Tables and charts
This report includes the following images and tables:
- 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)
- China coal output monthly (Mt)
- Thermal coal supply (Mt)
- Metallurgical coal supply (Mt)
- Key thermal coal prices: history and forecast (USD/t)
- Hard coking coal price arbitrage at Tangshan steel mill (USD/t nominal)
What's included
This report contains:
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