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Chinese met coke costs to rise under 'blue sky defence' action plan

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10 August 2018

Chinese met coke costs to rise under 'blue sky defence' action plan

Report summary

The ‘blue sky defence’ action plan will tighten China’s coke supply by capping utilisation rates, leading to 3 Mt coke production cuts and a 1 Mt coke supply shortage each month during the heating season. Coke prices and profitability will be boosted. Coking coal prices will also benefit from coke plants making decent profits. By 2020, about 75 Mt of outdated coke capacity is likely to be removed or swapped. With higher emission standards and decent profitability, demand for high-quality, low-sulphur coals is likely to remain robust as coastal mills look to limit the production impact of emissions cuts.

Table of contents

Tables and charts

This report includes 4 images and tables including:

  • Pollutant emission standards for coke sector
  • Coke capacity in blue sky regions and deadline for emission cuts
  • Impacted coke production between October 2018 and March 2019
  • Equipment and required capital investment for a new coke plant of 1 Mtpa to meet ULEL

What's included

This report contains:

  • Document

    Blue sky defense action plan.xlsx (1)

    XLSX 107.63 KB

  • Document

    Chinese met coke costs to rise under 'blue sky defence' action plan

    PDF 787.13 KB

  • Document

    Chinese met coke needs US$25 million investment to meet ’blue sky defence’ action plan

    ZIP 787.83 KB

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