Country Report
China coal supply summary
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
We expect the limited production elasticity in 2025 with less than 1% year-on-year growth due to 1) safety inspections will continue to impact production growth especially in Shanxi; 2) the utilization rate has almost peaked with limited room to further enhance; 3) new capacity release has been slowed down since 2022 and will further decelerate in 2025. Total cash cost in 2024 is estimated to edge down from 2023 level to around RMB435/t due to lower royalties associated with lower coal price. Fundamental improvement on the weighted average C1 cash cost, in the long run, is facing many challenges, such as the tangled labour issue, the intelligent development and the shifting of China’s energy consumption structure.
Table of contents
- Thermal production
- Metallurgical production
- Non-coastal costs
- Coastal seaborne costs
- Rail
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Northern China rail infrastructure
- Route one
- Route two
- Route three
- Route four
- Southern China rail infrastructure
- Western China rail infrastructure
- Road
- Shipping
- Coastal shipping
Tables and charts
This report includes the following images and tables:
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Northern China rail network (key rail lines)Southern China rail networkWestern China rail network
What's included
This report contains:
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