Insight
Chinese coal giants unlikely to take full action in production cuts
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Report summary
China's major coal producers are not likely to fully implement production cuts as requested by the government. If the cuts were fully implemented, it is likely coal imports, particularly from Indonesia, would be the main beneficiaries. China's domestic producers have competed fiercely to capture market share from imports this year and we do not expect the market share to be given away.
Table of contents
- Executive Summary
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A push for production cuts at the largest coal producers
- Production cut target by key state owned coal in 2014
- Daily burn in key power plants
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Coal inventories unable to make up the supply reduction for production cuts
- Qinhuangdao coal price (5500 kcal/kg NAR) vs. coal inventories
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Non-KSOE mines are financially incapable to increase production
- KSOE Production in Inner Mongolia peaks in Q4
- Impact of weak pricing on China domestic coal miners
- Indonesian imports would nullify the effect of production cuts – not an option for China KSOEs
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KSOE producers are unlikely to fully enforce the production cuts
- Historical raw coal production of China Coal Energy
Tables and charts
This report includes 9 images and tables including:
- Chinese coal giants unlikely to take full action in production cuts: Image 2
- Inventory at major ports drops in Q4
- Historical commercial coal production of China Shenhua
- Chinese coal giants unlikely to take full action in production cuts: Table 1
- Chinese coal giants unlikely to take full action in production cuts: Image 1
- Chinese coal giants unlikely to take full action in production cuts: Image 4
- Chinese coal giants unlikely to take full action in production cuts: Image 5
- Chinese coal giants unlikely to take full action in production cuts: Image 6
- Chinese coal giants unlikely to take full action in production cuts: Image 8
What's included
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