Insight
China's recovered coal supply offers little price support amid weak demand
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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 the following images and tables:
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Mine capacity utilisation rate ramping up in FebruaryDaily coal consumption of the six largest gencos in the coastal regionPrice, total cash costs and output change rate of thermal coal
What's included
This report contains:
