Global thermal coal: 2023 in review
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Report summary
Table of contents
- China’s imports were much higher than we predicted
- Another surprise was the resilience of seaborne trade to interference – whether that be unilateral or multilateral
- Costs were significantly higher than we realised
- Peak coal pushed out again
- Indonesian domestic demand exploded
- Prices "corrected" much faster than we anticipated
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What's included
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