New guidelines for coal quality extend 16% ash and 1% sulphur to potentially impact 105 million tonnes of imported thermal coal. While we expect the impact of the guidelines to be positive for imported thermal coal demand overall, high ash exports such as those from Australia would be negatively impacted. Increased processing of high ash coal to reduce ash levels is possible however higher costs would threaten the economics of these exports.
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Insight | Sep 2014
The impact on Australia of Chinese coal quality restrictions
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