Updated
Updated · Bloomberg · Jul 30
China Thermal Coal Rebounds to 822 Yuan a Ton as Heatwave Lifts Power Demand
Updated
Updated · Bloomberg · Jul 30

China Thermal Coal Rebounds to 822 Yuan a Ton as Heatwave Lifts Power Demand

2 articles · Updated · Bloomberg · Jul 30

Summary

  • Qinhuangdao spot thermal coal reached 822 yuan a ton on Monday, rebounding as hotter weather across China lifted electricity use.
  • Air-conditioner demand is driving the move after a mild start to summer, with the price recovery trimming this month’s earlier 7% slide.
  • China Coal Resource said prices had fallen to 797 yuan a ton on July 13 before turning higher, while the China Coal Transportation and Distribution Association expects further gains if intense heat persists.

Insights

Could booming power demand from data centers and extreme heat force China to lean heavily on coal despite its green transition?
How will China balance its urgent need for cooling power with the long-term profitability crisis facing its expanding coal plants?