China coal short-term outlook September 2019: market awaits import restriction guidance
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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
- High inventory undermines impact of thermal coal restocking
- Import policy is key for thermal coal prices in October
- Newly opened Haoji rail line will have little impact for rest of the year
- Metallurgical coal prices slide amid weaker demand
- Declining hydro generation supports coal generation
- Weaker economy and environmental restrictions cut metallurgical coal demand
- August output constrained by safety checks
- Air pollution measures may affect coal output
Tables and charts
This report includes the following images and tables:
- Haoji line freight fee
- 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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