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Coal reports
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...
China's recovered coal supply offers little price support amid weak demand
While China took extensive measures to contain the spread of coronavirus, the direct impact on domestic coal supply has been limited and confined t...
China's steel capacity shift – implications for iron ore price premiums
Chinese steel makers are being encouraged to swap smaller blast furnaces for bigger ones - they are cheaper and kinder to the environment per tonne...
Chinese met coke costs to rise under 'blue sky defence' action plan
The ‘blue sky defence’ action plan will tighten China’s coke supply by capping utilisation rates, leading to 3 Mt coke production cuts and a 1 Mt c...
Chip wars: A sign of things to come?
The Chinese government has announced that it will impose export controls on gallium and germanium compounds - key raw materials in the manufacturin...
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