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Cost pressures evident in China’s coal sector
Albeit marginally, China was able to bring down the debt level in its coal-mining industry after a deleveraging campaign that ended in 2019. Howeve...
China relaxes 276-days policy to stabilise coal prices: will it work?
China introduces production flexibility to increase thermal coal supply by 6-15 Mt/month from 74 mines nationwide. The measure will kick in when Bo...
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 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 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...
Coal-to-gas switching in Europe - what's the potential for increased gas demand?
The global gas market looks increasingly oversupplied to the early 2020s. As new LNG supplies come online, spot gas prices will fall, testing new f...
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