Metallurgical coal in 2018: Opportunity and risk in equal measure
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Report summary
Table of contents
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Supply-side reform and pollution control should help keep Chinese coal prices healthy in 2018
- Deleveraging coal companies still a high priority
- Pollution policies to amplify seasonality of demand
- Mining consolidation to gather pace
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Mining cost and investment on the rise
- Miners spending to profit from high prices
- Mining costs are on the rise spurring higher technology investment
- Sustaining capex upward trend to continue
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Chinese 2017 demand growth hard to replicate in 2018
- Steel restructuring will shift from capacity closure to capacity replacement
- Global coking coal supply will improve but remain fragile
- 2018 a seminal year for coking coal pricing?
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