Inform
China mulls Australian coking coal ban
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
In the last week, China has reinstated import restrictions at some ports in the Bohai Sea region. These import limits differ from the 2018 caps by only targeting Australian metallurgical coals. With no official announcements, and a variety of approaches between ports, there is plenty of conjecture about what might happen and why. There is some anxiety that a worst case, country wide ban on Australian coals, might be a possibility. In this inform, we discuss the recent port restrictions, the reasons behind them, and the potential impacts. We also address the likelihood of a prolonged policy against Australian imports. Given the potential for harm felt by China's steel makers, we expect any long term constraints to be limited to customs clearance delays that allow greater government control over the location and rate of imports.
Table of contents
- Event
- Potential implications of a country-wide ban
- How long will the rumoured ban last?
- Why is China curbing Australian met coal imports?
Tables and charts
This report includes the following images and tables:
- Chinese seaborne coking coal imports by customs share (%)
What's included
This report contains:
Other reports you may be interested in
Insight
China’s NEA targets coal mine capacity violations
Can new guidelines rescue the prolonged bearish market?
$1,100
Insight
Value-in-use metallurgical coal costs 2025
We generated VIU cost curves across HCC, SCC and PCI, accounting for quality and market.
$5,000
Asset Report
Zhenshi Gebe (Fajar Bhakti) (closed nickel operation)
Cost analysis of the Zhenshi Gebe NPI plant in Indonesia
$2,250
