Commodity Market Report
Global thermal coal short-term outlook November 2019: the return of Chinese import restrictions
Report summary
Coal import restrictions continued to spread across various ports in China over the last month, with the goal of containing ports from further exceeding last year’s import levels. However, this year’s restrictions haven’t caused quite the same stir in the international market as they did at the end of last year. Restrictions aren’t as tight since many ports have not yet exceeded 2018 levels so there is some flexibility. The more concerning development for exporters has been the steady fall in domestic coal prices in China.
Table of contents
- China – will mine accidents reverse the downward price trend?
-
India – rebuilding coal inventories after the monsoon season
- Indian coal production and demand facing short term challenges
- First commercial private sector mines auctioned off
- South Korea – winter coal generation curtailments
-
Europe – Gas prices low, carbon prices high, and economy weak
- Germany
- Poland
- Balkans
- Japan –Takahama 4 nuclear outage extended through the winter
- Taiwan - Winter curtailment intensifies
- Australia – path clearing for new mine projects
- South Africa – strike risk abated
- Indonesia – Domestic price caps renewed for another year
- Colombia - La Francia reopened
- United States - losing ground domestically and internationally
Tables and charts
This report includes 3 images and tables including:
- Difference in import volumes between Jan-Aug 2018 and Jan-Aug 2019 by customs region
- Difference in import volumes between Jan-Aug 2018 and Jan-Aug 2019 by customs region
- Indian private sector mine auctions
What's included
This report contains:
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