2024 China Coking Coal and Coke Market Study and 2025 Outlook

Will the intensity of safety inspections change in 2025? Is there further growth room for Mongolian coal and Russian coal imports? Will price advantage of Australian coal further rise and hence impact coking coal import landscape? Will coke capacity see a net increment? These questions need our in-depth study. Fenwei is producing “2024 China Coking Coal and Coke Market Study and 2025 Outlook”, to review and interpret important policies affecting coking coal and coke markets in 2024, and also provide detailed analysis and forecast in 2025 centering on policy environment, demand, production, supply, price, import & export, etc. 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 the development trend of China's coking coal and coke industries. The outline of the report is as follows. 1 2024 China Coking Coal and Coke Market Review: price rebound unsustainable, average annual prices moving down 2 Macro-economy Overview and Outlook 2.1 Domestic macro-economy overview and outlook 2.2 Impact on the coal industry 3 Coke Market Operation Analysis and Forecast 3.1 Coke capacity: new capacity commissioning being constrained by low industrial profit 3.1.1 Coking capacity structure by end-2024 3.1.2 Coke capacity expansion potential 3.2 Coke production: capacity constraints significantly weakening, profit margins driving production 3.2.1 Influencing factors of coke production in 2024 3.2.2 Coke output analysis and prediction 3.3 Coke demand: greatly constrained by end users' performance and focusing on policy-driven production cuts 3.3.1 Production of pig iron, crude steel and finished steel products in 2024 and forecast for 2025 3.3.2 Coke demand analysis and prediction 3.4 Coke import and export: a supplementary sales direction while impact limited in a short term 3.4.1 Import and export in 2024 3.4.2 Import and export forecast in 2025 3.5 Coke prices: average annual prices moving down amid large capacity surplus 3.5.1 Supply-demand balance: supply capacity sufficient, demand driving supply 3.5.2 Inventory 3.5.3 Coke price trends in 2024 3.5.4 Coke price forecast for 2025 4 Coking Coal Market Analysis and Forecast 4.1 Coal industry policies 4.1.1 Impact on coal production from Shanxi's local policies 4.1.2 Import and export: import tariff resumed in 2024; focusing on the policies of exporting countries 4.2 Coking coal supply: capacity expansion narrowing, focusing policy side and profit constraints 4.2.1 Coking coal capacity structure in 2024 and forecast in 2025 4.2.2 Coking coal supply in 2024 and forecast in 2025 4.3 Coking coal demand 4.4 Coking coal import and export: imports from main source countries increasing obviously, import structure may be adjusted in the later period 4.4.1 China's coking coal import and export in 2024 -- Total import volume -- Causes for increasing imports of Mongolian coal and Russian coal -- Causes for slow increase in Australian coal imports 4.4.2 China's coking coal import and export forecast in 2025 -- Import and export forecast -- Import growth potential from major source countries 4.5 Coking coal prices 4.5.1 Supply-demand balance: supply-demand landscape improving, yet periodic shortages persisting 4.5.2 Inventory 4.5.3 Coking coal price trends at home and abroad markets in 2024 4.5.4 Coking coal price forecast for 2025