Jinzhongnan railway to lower delivered cost of domestic coal into coastal China Report

Insight 09 April 2014

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Report summary

The 1260km Jinzhongnan railway is expected to reduce delivered cash cost of Shanxi met coal to central and coastal regions of China, potentially lowering the ceiling price for seaborne met coal. However, we see limited risk exposure to import metallurgical coal volumes, since most of the coal carried by Jinzhongnan will be consumed by central provinces.

Executive summary
Jinzhongnan railway
Jinzhongnan line will increase demand for Shanxi coal
- Coal flows through Jinzhongnan by 2021, Million tonnes
Jinzhongnan railway will reduce Chinese coal cash cost to Rizhao port
Competition will increase in China’s coastal market but imports remain cost competitive
- Metallurgical coal demand and supply balance in 2014, Million tonne

Tables and charts

This report includes the following images and tables:

Jinzhongnan railway
Impact of Jinzhongnan railway on metallurgical coal coastal cash cost from Shanxi West 2014 (CNY/tonne, FOB)
Jinzhongnan railway to lower delivered cost of domestic coal into coastal China: Table 1

Changes in coal volume by transport method, Million tonnes
Jinzhongnan railway to lower delivered cost of domestic coal into coastal China: Table 3
2014 CFR delivered metallurgical cost curve to coastal China (excluding VAT, normalised to HCC)