Commodity market report
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9 Pages

China coal short-term outlook October 2016

China coal short-term outlook October 2016

Report summary

Domestic coal market remained in deficit in October. Thermal and metallurgical coal demand has been boosted by better-than-expected power and steel production. Despite repeated calls by the NDRC to increase supply for the rest of the year, prices stay at high levels and volatility continues. What will the government do next to stem the rise in prices?

What's included?

This report includes 2 file(s)

  • China coal short-term outlook October 2016 PDF - 374.76 KB 9 Pages, 1 Tables, 10 Figures
  • cms china short term market report data.xls XLS - 2.14 MB


Global coal markets are facing extraordinary challenges and uncertainties. Factors such as global overcapacity, weakening demand and falling prices have created cautious investors. These factors have caused delays and cancellations of many mine and infrastructure projects, as well as lower growth rates at others.

This Coal Market Short Term Outlook report gives global and regional coal producers, consumers, transporters and investors detailed supply, demand and price forecasts for the coal industry, covering all the key domestic markets in North America, China and India.

Use this report to gain a better understanding of market dynamics, including revenue and demand potential for different coals. It will also help you identify trade patterns and changes affecting the coal markets.

Wood Mackenzie is the only coal industry service provider that offers a market outlook integrated with other sector analyses, including macroeconomics, coal supply, steel markets and gas and power markets. Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future investments.

From market dynamics to trade patterns, we give you confidence in your strategic planning.

  • Executive summary
    • Key market data
  • Prices
    • Supply shortage pushes prices higher despite repeated attempts to increase production
    • Huge price gains on chronic supply shortage and strengthening demand
      • Key thermal coal prices – history and forecast, US$/t nominal
      • Hard coking coal price arbitrage at Tangshan steel mill, US$/t nominal
  • Demand
    • Thermal coal boosted by restocking ahead of colder-than-usual winter and continuing tight supply
    • Sanmei coal to face winter ban
    • Metallurgical coal demand buoyed by restocking amid supply constraints
  • Supply
    • Is policy relaxation enough to relieve the coal supply crunch?
    • Coal imports to remain strong

In this report there are 11 tables or charts, including:

  • Executive summary
    • Executive summary: Table 1
  • Prices
    • Prices: Image 1
    • Prices: Image 2
  • Demand
    • Monthly coal-fired generation, TWh
    • Demand: Image 2
    • Demand: Image 3
    • Monthly throughput at Huanghua, Mt
    • Monthly hot metal production, Mt
    • Monthly metallurgical coke production, Mt
  • Supply
    • Supply: Image 1
    • Supply: Image 2
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