Insight
China's recovered coal supply offers little price support amid weak demand
Report summary
While China took extensive measures to contain the spread of coronavirus, the direct impact on domestic coal supply has been limited and confined to just the first two months of the year. With recovery in demand lagging behind that of supply, pressure started to build in March. We expect demand to remain the main price driver, as support from the cost side is limited. Read our report to find out the reason.
Table of contents
- Price remains weak after direct impact on output is eased
- Price support from the cost side is limited
Tables and charts
This report includes 3 images and tables including:
- Mine capacity utilisation rate ramping up in February
- Daily coal consumption of the six largest gencos in the coastal region
- Price, total cash costs and output change rate of thermal coal
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
Global Metallurgical Coal Strategic Planning Outlook 2024
Metallurgical coal’s seaborne imports will continue to grow until 2050, with India and Southeast Asia remaining key regions for growth
$10,000
Commodity Market Report
Global Thermal Coal Strategic Planning Outlook H1 2024
Thermal coal demand in terminal decline though new project blood needed long-term
$10,000
Commodity Market Report
Global thermal short-term outlook April 2024
Volatility increasing as shoulder-season demand competes with supply issues including Russia sanctions and the Baltimore bridge collapse.
$5,000