Shanxi coke cuts: good or bad for metallurgical coal?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Introduction
- Shanxi cuts represent a major capacity clean-up
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What are the short-term implications of these policies in Shanxi?
- 1. There will be no reduction in operating coke capacity
- 2. In fact, we expect coke production in Shanxi to increase in 2019
- 3. The closure of 4.3 metre coke ovens has actually been delayed under the new policy
- How has the new policy affected other provinces?
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Broader implications for the Chinese coke sector and metallurgical coal demand
- 1. Coke production in China will shift locations
- 2. China's coke sector health will improve
- 3. Higher quality coking coals will be required in some cases
- 4. Imports may benefit from lower coastal deliveries from Shanxi
- Conclusion
Tables and charts
This report includes the following images and tables:
- Shanxi coke plant capacity cuts by city
- De-capacity targets and impacts in four coke producing regions in 2019
What's included
This report contains:
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