China's coal policies rescue the thermal coal market
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Overview
- Coal industry losses have been significant
- The Chinese government responded by enforcing capacity cuts
- What thermal coal price is the government comfortable with?
- Break-even analysis
- RMB515/tonne represents a reasonable balance between producers and utilities
- This price level is good news for the seaborne market
Tables and charts
This report includes the following images and tables:
- China's coal sector costs, revenues and cash flows 2011-2016
- Regional benchmark break-even prices
- Chinese domestic to international price arbitrage
- Seaborne export thermal coal margin curve 2016 at US$73/tonne basis 6000 nar FOB Newcastle
What's included
This report contains:
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