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Coal reports
Steel: 5 things to look for in 2017
In 2016, Chinese steel demand growth was stronger and capacity closures more aggressive than we had anticipated, sending ripple effects across the ...
Steel: 5 things to look for in 2020
Chinese steel demand will finally peak in 2020. But with China responsible for half of the worlds steel demand, any divergence from this view will ...
Steel: points to watch in 2019
Having enjoyed a stellar run since the second half of 2017, in November 2018 steel prices started to fall, compressing steelmakers' margins to unco...
China coal capacity control and replacement plan: a long shot to balance the market
The National Development and Reform Commission released China coal capacity control and replacement plan in July 2016. The plan states how capacity...
China economic focus April 2022: Covid lockdowns weigh on growth
China’s GDP is expected to slow further to 4.4% year-on-year in Q2 from 4.8% in Q1. Covid lockdowns across China in March and April have brought si...
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...
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