China coal short-term outlook February 2022
Report summary
Table of contents
- Tight supply vs price cap
- Price fluctuations driven by major but short-term events
- Cold weather underpinned thermal coal demand in February
- Improvement of BOF operation has yet to fully materialise
- Domestic output returned to a high level after the Lunar New Year holiday
- Negative price arbitrage curtailed China’s demand for seaborne thermal products
Tables and charts
This report includes 10 images and tables including:
- 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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