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4 Pages

HK listed coal companies well placed on China cost curve


HK listed coal companies well placed on China cost curve

Report summary

We estimate Hong Kong listed Chinese coal companies to be positioned in the lower end of the Chinese cash cost curve, with a weighted average ex-mine total cash cost of CNY171/tonne. The seven Hong Kong listed Chinese coal companies are well placed due to favorable geological conditions at their operations, reasonable gas levels and good access to infrastructure. We estimate Inner Mongolia Yitai's total cash cost (ex-mine) to be the lowest amongst its Hong Kong-listed peers. China Qinfa's...

What's included?

This report includes 1 file(s)

  • HK listed coal companies well placed on China cost curve PDF - 434.63 KB 4 Pages, 1 Tables, 2 Figures

Description

This Coal Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

Participants, suppliers and advisors can use it to look at the trends, risks and issues within the coal industry and gain an alternative point of view when making decisions.

Wood Mackenzie is the only coal industry service provider that offers a market outlook integrated with other sector analyses, including macroeconomics, coal supply, steel markets and gas and power markets.

Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future decision making. From market dynamics to trade patterns, we give you confidence in your strategic planning.

  • Executive summary
  • Yitai, Shenhua and Qinfa are positioned at the lower end of the cost curves
    • Thermal coal
    • Coking coal

In this report there are 3 tables or charts, including:

  • Executive summary
  • Yitai, Shenhua and Qinfa are positioned at the lower end of the cost curves
    • 2012 China non-coastal cost curve
    • 2012 China coastal cost curve
    • HK listed Chinese coal company benchmarking table
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