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Market Research Report

H1 2018 China Thermal Coal Market Review and 2H 2018 Outlook

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H1 2018 China Thermal Coal Market Review and 2H 2018 Outlook
Published: July 18, 2018 Content info:
Description

SUMMARY:

China's economy has been growing steadily in 1H18. Under the context, coal production picked up moderately. Supply-side reforms including de-capacity and construction of advanced capacity have forged ahead in an orderly manner. The policies have constantly strengthened. As coal prices head upward, profitability of the coal industry has improved continuously. The profits over Jan-Apr totaled 101.9 bln yuan, up 15.5% YoY.

Fenwei Energy is now timely releasing "H1 2018 China Thermal Coal Market Review and H2 2018 Outlook", analyzing thermal coal market in 1H18 from policy evolutions, consumptions in main downstream industries, coal production and supply, market prices, logistics and imports & exports, and provide an explicit anticipation in 2H18.The report incorporates abundant data, figures and technical parameters, which shall definitely act as a valuable reference for professionals and market players in the coal industry.

Table of Contents

Table of Contents

INTRODUCTION

Part 1: H1 2018 China Thermal Coal Market Review

1. Macro-economic Background

  • 1.1. Economic overview-GDP, FAI, IVA, PMI ...
  • 1.2. Changes of energy consumption mix-proportion of fossil energy, energy consumption per unit GDP

2. Thermal Coal Demand

  • 2.1. China total thermal coal consumption
  • 2.2. Operations of key downstream industries and their thermal coal consumptions
    • 2.2.1. Operation of power sector and its thermal coal consumption
    • 2.2.2. Operation of steel industry and its thermal coal consumption
    • 2.2.3. Operation of building materials industry and its thermal coal consumption
    • 2.2.4. Operation of chemical industry and its thermal coal consumption
    • 2.2.5. Operation of other industries and their thermal coal consumptions
  • 2.3. Impact analysis of environmental protection and air pollution prevention & control actions

3. Major Policies Affecting Development and Market of Coal Industry

  • 3.1. Supply-side reforms
    • 3.1.1. De-capacity
    • 3.1.2. Construction and upward verification of advanced capacity
  • 3.2. Safeguarding safety production
  • 3.3. Stabilizing coal prices
  • 3.4. Environmental protection and air pollution control
  • 3.5. Regulating coal imports & exports

4. Thermal Coal Supply

  • 4.1. Thermal coal production capacity
  • 4.2. Thermal coal supply in whole China
  • 4.3. Thermal coal supply by province
  • 4.4. Thermal coal stocks-at mines, transfer ports and power plants

5. Thermal Coal Imports & Exports

  • 5.1. China total coal imports-thermal coal, coking coal
  • 5.2. China thermal coal imports
    • 5.2.1. By coal type
    • 5.2.2. By origin
    • 5.2.3. By province
    • 5.2.4. By major importers
  • 5.3. China thermal coal exports
    • 5.3.1. Total exports
    • 5.3.2. Exporting destinations

6. Thermal Coal Logistics

  • 6.1. Coal transport flows and volume
  • 6.2. Shipping coal volume at China northern ports
  • 6.3. Coal transport via railways
    • 6.3.1. Total railing volume
    • 6.3.2. Daqin Railway (Datong-Qinhuangdao)
    • 6.3.3. Shenshuohuang Railway (Shenchi-Shuozhou-Huanghua)
  • 6.4. Coal transport costs-railway, roadway and shipping freights

7. Thermal Coal Supply & Demand and Price Changes

  • 7.1. Thermal coal supply and demand balance
  • 7.2. Thermal coal price categories and price changes
    • 7.2.1. Long-term contract price
    • 7.2.2. Spot price-at main producing areas, transfer ports and consuming places
    • 7.2.3. Import prices

Part 2: H2 2018 China Thermal Coal Market Outlook

8. Macro-economic Outlook

9. Thermal Coal Demand Forecast

  • 9.1. China total thermal coal demand forecast
  • 9.2. Thermal coal demand forecast by industry
    • 9.2.1. Power sector-thermal power installed capacity, generation volume and coal consumption
    • 9.2.2. Steel sector-crude steel/pig iron output, coal consumption of blast furnaces and sintering equipment
    • 9.2.3. Building materials industry-cement/cement clinker output and coal consumption
    • 9.2.4. Chemical industry
      • 9.2.4.1. Traditional coal chemical-methanol, synesthetic ammonia
      • 9.2.4.2. Modern coal chemical- CTL, CTG
    • 9.2.5. Demand forecast in other industries

10. Trend of Policies Affecting Coal Industry and Market Operation

  • 10.1. Supply-side reforms-de-capacity, construction of advanced capacity
  • 10.2. Supply-execution of long-term coal contracts, release of advanced capacity, rhythm of de-capacity campaign ...
  • 10.3. Price-long-term contract/spot coal price, price monitoring, rectifying market order, coal inspection tickets
  • 10.4. Safety-safety production supervision, inspections on illegal & incompliance and over-capacity production
  • 10.5. Environmental protection-environmental inspections and air pollution treatment
  • 10.6. Imports & exports regulation

11. Thermal Coal Supply Forecast

  • 11.1. Thermal coal production capacity forecast-capacity of operating, construction-completed and under-construction mines
  • 11.2. Thermal coal supply forecast
  • 11.3. Thermal coal imports & exports forecast

12. Thermal coal logistics forecast

  • 12.1. Transport capacity forecast of main railway lines
  • 12.2. Change forecast of roadway transport landscape
  • 12.3. Railing, trucking and shipping freight forecast

13. Thermal Coal Supply & Demand and Price Forecast

  • 13.1. Thermal coal supply & demand balance forecast
  • 13.2. Thermal coal price forecast
    • 13.2.1. Price-affecting factors analysis -policies, supply & demand, costs, transport...
    • 13.2.2. Monthly thermal coal price forecast (monthly average price forecast, taking Q5500 FOB at QHD Port as the object)
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