2019-2020 China Coking Coal Market Analysis and Forecast

Table of Contents

1. 2019 China Coking Coal Market Overview

2. Macro Economy Review and Outlook

• 2.1 Downside pressure on macro economy mounting up in 2019 (macroeconomic indicators and outlook-GDP, IVA, PMI, CPI, PPI...)
• 2.2 Fixed asset investment growth slowing down (investments into real estate, infrastructure and manufacturing)
• 2.3 Production of main steel-related industries (auto making, home appliances, vessel building...)
• 2.4 Outlook on 2020 macro economy and main steel-related industry development

3. 2019 China Coking Coal Demand Analysis and 2020 Forecast

• 3.1 Steel industry operation analysis and forecast
  • 3.1.1 Policy analysis and development trend
    • De-capacity task is basically completed, while the concentration of iron and steel industry needs to be further enhanced.
    • Growth of capacity replacement is stronger than expected, with steel capacity transferring to the coastal areas.
    • Environmental policies cancel one-size-fits-all approach, with steel production curbed based on air quality in the region and pollutant emissions from steel mills
  • 3.1.2 2019 pig iron, crude steel and steel products production and 2020 forecast
  • 3.1.3 2019 steel import & export analysis and 2020 forecast
  • 3.1.4 2019 steel price developing trend and 2020 forecast
• 3.2 Coking industry operation analysis and forecast
  • 3.2.1 Policy analysis and development trend
    • Policy upgrade and execution in coking industry
    • The impact on marginal supply growth from normalized environmental protection is weakening.
  • 3.2.2 2019 coke production and 2020 forecast
  • 3.2.3 2019 coke import & export and 2020 forecast
  • 3.2.4 2019 coke price trend and 2020 forecast
• 3.3 2019 coking coal consumption and 2020 forecast

4. Coal Industry Policy Analysis and Outlook

• 4.1 Coal de-capacity is coming to an end.
• 4.2 Capacity replacement continues forging ahead; newly-added capacity is gradually released.
• 4.3 Frequent occurrences of mine incidents intensify safety inspections, leading coal supply to be restricted in the first half of 2019.
• 4.4 Normalized environmental inspections have limited impact on mine production.
• 4.5 Coal import policy has been expected to tighten, while the actual impact is limited.

5. 2019 China Coking Coal Supply Analysis and 2020 Forecast

• 5.1 2019 China coking coal capacity distribution and 2020 forecast
• 5.2 2019 China coking coal supply and 2020 forecast
  • 5.2.1 By province
  • 5.2.2 By type

6. 2019 China Coking Coal Import and Export Analysis and 2020 Forecast

• 6.1 2019 China coking coal import and 2020 Forecast
  • 6.1.1 By origin
  • 6.1.2 By province (in coastal regions)
  • 6.1.3 By major importer
  • 6.1.4 2020 import forecast
• 6.2 2019 China coking coal export and 2020 forecast
  • 6.2.1 By country
  • 6.2.2 2020 export forecast

7. 2019 China Coking Coal Supply-demand Balance and 2020 Forecast

• 7.1 Coking coal stock change and 2020 forecast
• 7.2 Coking coal supply-demand balance and 2020 forecast

8. 2019 Coking Coal Price Analysis and 2020 Forecast

• 8.1 2019 domestic coking coal price developing trend (producing areas, transfer ports and consuming areas)
• 8.2 2019 international coking coal price trend
• 8.3 Domestic and international coking coal price comparison
• 8.4 2020 coking coal price forecast
  • 8.4.1 Price influencing factor analysis
  • 8.4.2 CCI Liulin coking coal monthly and annual average price forecast

9. Conclusions