China coal short-term outlook November 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: pandemic outbreak curtails demand
- Met demand: gloomy outlook despite far-off hope
- Various disruptions resulted in a 4.3% or 17 Mt month-on-month production decline in October
- Domestic production is struggling for growth in November and December
- Thermal imports: the price for lower quality seaborne coal falling along with China’s domestic price
- Met imports: Russia and Mongolia to account for 70% of China’s coking coal import
- Thermal price: prices slumped as the coronavirus and warmer temperatures diminished demand
- Thermal outlook: the QHD price to fluctuate around RMB1,200/t
- Met price: the coronavirus surge inadvertently supported the coal price – but higher prices are unsustainable
Tables and charts
This report includes 11 images and tables including:
- 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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