Insight
Cost competitiveness of coal delivered to coastal China
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Report summary
Our cost curve for global contestable thermal coal supply shows imports are considerably lower cost than Chinese domestic production. For metallurgical coal, Chinese supply features at both ends of the delivered cost curve. Australia and Canada's position in the first half of the cost curve means these sources of supply should still be able to compete into China despite the current weak market.
Table of contents
- Executive Summary
- Introduction
-
Thermal coal: Seaborne imports the cheapest source of supply into coastal China
- 2014 CFR delivered thermal cost curve to coastal China (adjusted to 6,000 Kcal NAR)
-
Domestic metallurgical coal more competitive in coastal China
- 2014 CFR delivered metallurgical coal cost curve to coastal China (normalized to HCC)
Tables and charts
This report includes 4 images and tables including:
- Thermal coal import-potential regions in China
- Metallurgical coal import-potential regions in China
- Cost competitiveness of coal delivered to coastal China: Image 2
- Cost competitiveness of coal delivered to coastal China: Image 4
What's included
This report contains:
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