2020 China Coal Capacity Study and 2021-2025 Forecast

SUMMARY

During the "13th Five-Year Plan" period (2016-2020), the tasks of coal supply-side reform are overfulfilled, with optimized coal capacity structure, enhanced supply quality, improved performance of coal producers and smooth operation of the coal market. During the "14th Five-Year Plan" period (2021-2025), while consolidating the achievements in coal de-capacity, China will continue to close coal mines that are not up to standards in scale, environmental and safety requirements, but de-capacity strength will weaken, and the focus of supply-side reform will shift to cultivate high-quality advanced capacity and increase effective supply capability.

INTRODUCTION

As approaching the end of 2020, Fenwei is timely releasing "2020 China Coal Capacity Study and 2021-2025 Forecast" based on its own coal capacity database and expert resources, to review coal capacity in China and by province/by coal type, and forecast supply capacity changes in 2021-2025.

The report incorporates abundant data, figures and technical parameters in clear analytic logics and viewpoints, which shall definitely act as a valuable reference for market participants to become versed in coal capacity status quo and future development trend.

Table of Contents

1. 2016-2020 Coal Supply-side Reform Review

• 1.1. Policy evolution - capacity exit, capacity replacement
• 1.2. De-capacity achievements
  • 1.2.1. Capacity withdrawal in China
  • 1.2.2. Capacity withdrawal by province/by coal type (thermal coal, coking coal)

2. 2020 Coal Supply-side Reform Policy and Execution Outcome

• 2.1. Policy requirements
  • Policy contents - de-capacity, capacity replacement, construction of advanced capacity
• 2.2. De-capacity achievements
  • 2.2.1. Capacity withdrawal in China
  • 2.2.2. Capacity withdrawal by province/by type (thermal coal, coking coal)
• 2.3. Construction of advanced capacity and release of new capacity
• 2.4. Changes in coal industry in 2020 brought by supply-side reform
  • 2.4.1. Mine size
  • 2.4.2. Capacity structure and coal output
  • 2.4.3. Corporate profits
  • 2.4.4. Coal import & export
  • 2.4.5. Safety and environmental protection

3. China Coal Capacity Structure by 2020-end

• 3.1. Coal capacity
  • 3.1.1. Total China
  • 3.1.2. By province
• 3.2. Thermal coal capacity
  • 3.2.1. Operating, built-up, under-construction and construction suspended thermal coal capacity by province
  • 3.2.2. Total thermal coal capacity
  • 3.2.3. Effective thermal coal capacity
• 3.3. Coking coal capacity
  • 3.3.1. Operating, built-up, under-construction and construction suspended coking coal capacity by province
  • 3.3.2. Total coking coal capacity
  • 3.3.3. Effective coking coal capacity

4. 2021-2025 Coal Capacity Forecast

• 4.1. Development trend of coal supply-side reform policy
• 4.2. Construction of advanced capacity and commissioning of newly-added capacity
• 4.3. Thermal coal capacity forecast
  • 4.3.1. Capacity withdrawal by province
  • 4.3.2. Operating, built-up, under-construction and construction suspended thermal coal capacity by province
  • 4.3.3. Total thermal coal capacity
  • 4.3.4. Effective thermal coal capacity by province
• 4.4. Coking coal capacity forecast
  • 4.4.1. Capacity withdrawal by province
  • 4.4.2. Operating, built-up, under-construction and construction suspended coking coal capacity by province
  • 4.4.3. Total coking coal capacity
  • 4.4.4. Effective coking coal capacity by province
• 4.5. 2021-2025 total coal capacity forecast
  • 4.5.1. Operating, built-up, under-construction and construction suspended coal capacity by province
  • 4.5.2. Total effective coal capacity forecast
• 4.6. 2021-2025 China coal capacity development trend

5. Conclusions