China coal short-term outlook September 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: heatwaves boosted coal generation in August
- Met demand: steel production increase undermined demand recovery
- Domestic production fell for two consecutive months
- We foresee a high likelihood of sliding coal supply in September and October
- The national coal reserve increased 28.1% year on year to 207.9 Bt
- Thermal imports: Russian exports to China are increasing
- Met imports: higher volume from Mongolia expected
- Thermal price: safety issues curtailed coal output which led to gradual price increase
- Thermal outlook: cheaper Russian coal to slow growth of QHD price
- Met price: disappointing September was not entirely unforeseen
Tables and charts
This report includes the following images and tables:
- BF capacity utilisation rate of 247 steel mills
- Mine inventory
- 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 (US$/t)
- 1 more item(s)...
What's included
This report contains:
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