A look into China coal price moves

Despite time lags, we still can see a clear correlation in thermal price changes between China's main production areas and northern ports. Miners, to some extent, adjust prices in line with changes at ports, esp. in a downward market.

 

China's prices are affected by and adjusted with changes of met. used for production, but at a slower & much less magnitude and usually last longer. Attention should always be paid to the downstream sectors, which often subject to environmental controls.

If you follow the Chinese coal market, either coking or thermal coal, you surely should check out this website sxcoal.com. It offers the most up-to-date news stories, analysis and great databases. 

 

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