Commodity Market Report
China coal short-term outlook June 2020: market steadies as pandemic impact passes
Report summary
China’s key economic indicators for May suggest the worst of the coronavirus impact is over, bringing good news for coal. Thermal generation and crude steel output in May increased 9.0% and 4.2% year-on-year, respectively. Although we expect the economy will continue to strengthen, this doesn’t mean thermal coal and coking coal prices will follow the same trend in July. To find out why, read our report.
Table of contents
- Will Qinhuangdao price reach RMB600/t in July?
- Domestic coking coal prices flattening amid falling inventory
- Thermal coal demand returns to normal in May
- Steel demand slips in June but will remain strong in H2
- Output to recover in June
- Capacity plan for 2020
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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