Why didn’t China’s strong steel production benefit domestic coal miners?
*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
- Steel production barely hurt in Q1 and recovered quickly since then
- but robust production doesn’t equal better margins
- but the cokemaking margin has been higher year-on-year, why?
- What happened to the coking coal price?
- Will the situation improve in the rest of 2020?
Tables and charts
This report includes the following images and tables:
- Crude steel and coke production
- BF utilisation rate of key steel mills
- Rebar inventory
- Rebar prices in Hangzhou (25mm, HRB400)
- Coke prices of quasi grade I in Tangshan
- Anze low-sulphur premium coking coal price
- Huozhou high-sulphur fat coal price
- Mine coking coal inventory
- Seaborne and landborne coking coal imports
What's included
This report contains: