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Coal reports
China gas and power month in brief: gas reforms keep rolling out while coal faces headwinds
The plummets in power and gas demand in January could be misleading. They are more down to the timing of the Chinese New Year in 2017 compared with...
China petrochemicals: what to look for in 2022
2021 was another year full of opportunities and challenges: global supply disruptions, logistical and shipping constraints, the Omicron breakout an...
China power and renewable markets long-term outlook H1 2018
China’s power and renewables markets have changed quite a lot since we published our H2 2017 long-term outlook: Stronger power demand growth, seaso...
China to restart coal imports from Australia?
There have been rumours since 2022 indicating that Australian coal will return to China sometime in early 2023. Several state-owned companies were ...
China's power outages reflect coal's resurgence in 2021
Since early September, China has implemented wide-scale power cuts focused on energy-intensive industries, causing major disruptions in domestic an...
China's steel capacity shift – implications for iron ore price premiums
Chinese steel makers are being encouraged to swap smaller blast furnaces for bigger ones - they are cheaper and kinder to the environment per tonne...
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