Fenwei Coal Weekly Update

Table of Contents

INTRODUCTION

1. Weekly Overview

• 1.1 Thermal Coal Market
  • 1) Price trend and analysis of influencing factors
  • 2) Capacity utilization of thermal coal mines and changes on stocks (main producing areas, transfer ports, consuming areas, etc)
  • 3) Imported coal price and the gap with domestic coals
  • 4) Domestic supply and demand (output, demand, imports & exports of thermal coal and main downstream products)
  • 5) Policy review and interpretation
  • 6) Thermal coal market outlook and price forecast
• 1.2 Coke Market
  • 1) Price trend and analysis of influencing factors
  • 2) Operating rates of blast furnaces and coke ovens and changes on stocks
  • 3) Domestic supply and demand
  • 4) Policy review and interpretation
  • 5) Coke market outlook and price forecast
• 1.3 Coking Coal Market
  • 1) Price trend and analysis of influencing factors
  • 2) Capacity utilization of coking coal mines and changes on stocks (main producing areas, transfer ports, consuming areas, etc)
  • 3) Imported coal price and the gap with domestic coals
  • 4) Domestic supply and demand (output, demand, imports & exports of coal and main downstream products)
  • 5) Policy review and interpretation
  • 6) Coking coal market outlook and price forecast

2. Key News & Events in Coal and Downstream Industries

• 2.1 Domestic news : following up and analyzing the breaking news & events on macro economy, industry and related companies involving power, thermal coal, iron & steel, coke and coking coal markets.
• 2.2 International news : following up and analyzing the latest news & events on international coal market, investment, industry and related companies.

Eight Tables

• 1) Key price changes (thermal coal, coking coal, coke)
• 2) Macro and industry data (macro economy, major data of downstream industries, coal imports & exports)
• 3) Thermal coal prices in key areas (producing areas, ports, domestic and international price indices)
• 4) Thermal coal stocks (the northern ports, five ports along the Yangtze River, six major power plants, Australian NEWC Port)
• 5) Coking coal price changes at key areas (producing areas, CCI index and Fenwei estimation, Jingtang Port, international prices)
• 6) Coking coal stocks (merchant coking plants, steel mills, ports)
• 7) Coke price changes at key areas (producing areas, ports)
• 8) Coke stocks (merchant coking plants, steel mills, ports)

30 Figures

• Thermal Coal Prices (six)
• Thermal Coal Stocks and Daily Consumption (six)
• Coking Coal Prices and Price Gaps Between Domestic and International Markets (six)
• Coking Coal and Coke stocks and Operating Rates (six)
• Coke Stocks & Downstream Industries (six)