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Coal reports
China unveils 'blue sky defence' action plan: what are the implications?
On 3 July 2018, China’s State Council released the full text of a three-year action plan to curb air pollution by 2020. The plan follows through th...
China: 2017 in review and what to look for in 2018
Commodity markets performed well in 2017. The recovery was primarily driven by the implementation of environmental policies and supply side reforms...
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...
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...
Jiaozuo Wanfang (S) aluminium smelter
The Søderberg lines were permanently closed in 2004. Wood Mackenzie’s asset reports are built from the bottom up, incorporating a number of granula...
Kazakhstan’s gas outlook: has it overcommitted to China?
Kazakhstan’s gas sector is coming of age. In 2018, state-owned KazTransGas signed a five-year export deal to deliver up to 1.0 bcfd (10 bcm per yea...
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