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China’s coal mines resume operations slowly: what does this mean for prices in H2?

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05 August 2021

China’s coal mines resume operations slowly: what does this mean for prices in H2?

Report summary

China’s domestic coking coal price soared in H1, primarily due to an import shortage and domestic supply decline. But market expectation of fast-growing domestic supply in July was overambitious as mines have been slow to resume production. We visited several coal mines, coal washing plants and coking plants in Shanxi to gain a better understanding of the current market dynamics and what they will mean for prices in the second half of the year. Read our report to find out what we learnt.

Table of contents

  • Steel output increases in H1 amid coking coal supply challenges
  • Mine operations resuming slower than expected
  • while small mines under more pressure
  • Coking plants suffering on the edge of loss-making
  • Will the coal supply improve? And if so, what does that mean for the price?

Tables and charts

This report includes 3 images and tables including:

  • The gap left by Australian coal is hard to be filled
  • and domestic production has declined
  • The supply shortage supported an all-time high coking coal price

What's included

This report contains:

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    China’s coal mines resume operations slowly: what does this mean for prices in H2?

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