Forecast – China‘s ban on Australian coal seen extending into 2022

News

LNG also a target says a report from consultancy WoodMackenzie

  • LNG is being targeted by smaller Chinese buyers (more on this from last week is here
  • sees no backing off from the Australia coal ban in China
  • “An informal ban on thermal coal has been in place since 2020 and has affected trade flows and seaborne prices over the past six months. Second-guessing how long such bans might continue is risky, given that NDRC referred to an ‘indefinite suspension’ of dialogue, but we assume the impact on thermal coal will continue at least 2022”

The report got some media attention in Australia on Friday. 

Articles You May Like

Over 20 MFs boost holdings in 9 stocks in Oct, with some surging up to 65% in FY25
Trump aims to revive the Keystone XL pipeline (politics report)
EUR/GBP Price Forecast: Extends gains past the 50-day SMA and 0.8300
Learn with ETMarkets: How to trade in crude oil amid market volatility?
UK CPI set to rise above BoE target in October, core inflation to remain high

Leave a Reply

Your email address will not be published. Required fields are marked *