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
North America gas short-term outlook: Henry Hub generates support while Waha falls into an abyss
Can prices rebound to $3/mmbtu by the start of winter?
$2,000
Commodity Market Report
Global products market weekly: Refining margins ease as crude continues to climb on geopolitical tensions
Weekly review of global refining margins across NW Europe, the Med, US Gulf Coast, New York Harbour, Singapore and the Middle East Gulf.
$1,050
Commodity Market Report
Global metallurgical coal short-term outlook March 2024
Premium hard coking coal prices plummet due to soft demand and increased supply
$5,000