Six things you need to know about China’s coal on-grid tariff reform
*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
- 1. Existing coal-electricity pricing mechanism is ineffective
- 2. Softer spot coal prices will justify the on-grid tariff adjustment
- 3. VAT rate change creates headroom for long-term coal price drop
- 4. On-grid tariff cuts may ease coal import restrictions
- 5. Market transaction price will be around 13% below on-grid tariff in 2020
- 6. Impact on renewables will be mixed
Tables and charts
This report includes 6 images and tables including:
- Benchmark coal on-grid tariffs 2014-19
- Delivered coal prices at power plants 2014-19
- 2018 market transaction volume and penetration in coal-fired electricity
- Historical long-term contract and spot prices for QHD 5500
- On-grid tariffs, market transaction prices and generation costs
- 2018 on-grid tariffs and price drops in market transactions
What's included
This report contains:
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