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Coal reports
China: 2019 in review and outlook for 2020
Despite unique challenges, China managed expectations in 2019. Trade tensions with the US, declining car sales, rising pork prices and unrest in Ho...
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...
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