Commodity Market Report
China coal short-term outlook September 2023
This report is currently unavailable
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Mine accidents curtailed China’s domestic supply in the second half of the year. It was the primary driver behind the QHD price jumping by RMB150/t to RMB1,000/t in September. However, tight domestic supply resulted in over 30 Mt of seaborne imports in August, the highest since January 2021. We expect the influx of imports will be the main impetus for the QHD price stabilising in October. Supply issues have been the most significant support to the high coal price since July, although the real shortage may be overrated. Robust steel production did ensure coal demand but couldn’t consistently push the price up since merely one-third of the steel mills made a profit. How will the situation evolve?
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
Europe energy prices: June 2025
Europe energy prices provides a comprehensive outlook for fuel, carbon and power prices in Europe to 2050.
$15,000
Asset Report
Nam Con Son Pipeline
The Nam Con Son Pipeline is a two-phase pipeline running from Block 06-1 to the Phy My power and industrial complex in south Vietnam.
$2,580
Asset Report
West Taijinar (Hengxinrong) - Lithium brine
A detailed analysis of the West Taijinaier 1 lithium brine operation.
$2,250
