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China coal short-term outlook March 2021: QHD price ready to soar
China’s coal market took some dramatic turns in March. On the thermal coal side, although inventory at ports is high and the shoulder demand season...
China coal short-term outlook May 2019: prices start summer in opposite directions
While coal supply will improve in the summer, we expect thermal and metallurgical coal prices to evolve in different directions in the coming coupl...
China coal short-term outlook October 2020: stronger demand expected
Macroeconomic indicators suggest China’s economy continued to expand in Q3, but thermal and metallurgical coal prices are benefiting differently. W...
China economic focus August 2021: how will emissions trading impact the economy?
China is stepping up the pace of issuing climate change mitigation policies to meet its 2060 carbon neutrality goal. These policies include the rec...
China economic focus September 2021: default risk rocks property market
China’s property market is experiencing default risks, originating from a financial crisis at leading property developer China Evergrande. The situ...
China gas and power month in brief 2019
China’s gas and power demand was consistently weaker in 2019, roughly in line with trends in the major macroeconomic indicators. In addition to mac...
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