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Coal reports
China’s LNG imports decreasing: what is ahead for the remainder of 2022?
China’s gas demand has been under pressure since Q4 2021 due to the economic slowdown, higher import prices, coal-friendly policy and a warmer past...
China’s new Australia ban: From bad to worse for metallurgical coals?
China's ban on Australian coal gained some more teeth last week, as authorities declared a moratorium on coal ships arriving after November 6th. Th...
China's 14th five-year energy plan focuses on stability and cost control amid global energy crisis
On 22 March, China unveiled its 14th five-year plan for the modern energy system. The plan’s title deviates from previous naming convention (five-y...
China's 276 working days policy: a short-term boost for the coal market
Since early 2016, the Chinese government has initiated wide-scale supply-side reform in the coal industry by enacting a series of supportive polici...
China's aluminium smelters feel the impact of coal price fluctuations
Wood Mackenzie estimates that a US$1/t rise in the price of coal in China results in a US$6-7/t increase in C1 cash cost at smelters with dedicated...
China's power outages reflect coal's resurgence in 2021
Since early September, China has implemented wide-scale power cuts focused on energy-intensive industries, causing major disruptions in domestic an...
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