Insight
HK listed coal companies well placed on China cost curve
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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...
Table of contents
- Executive summary
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Yitai, Shenhua and Qinfa are positioned at the lower end of the cost curves
- Thermal coal
- Coking coal
Tables and charts
This report includes 3 images and tables including:
- 2012 China non-coastal cost curve
- 2012 China coastal cost curve
- HK listed Chinese coal company benchmarking table
What's included
This report contains:
