FW2217R
In response to wide attention among market participants concerning China's coal supply capacity, Fenwei, based on its exclusive coal mine capacity database, interprets the policies on continuing to promote the release of safe and efficient capacity, stopping the approval of complex coal mines with production capacity smaller than 0.90 Mtpa and new coal mines with mining depth deeper than 1000 m, implementing coal capacity reserve policy, and advancing carbon peak and carbon neutrality ("dual carbon"), etc., provides detailed analysis of coal capacity spit by region, coal type and mine status, and forecasts the changing trend in the next five years.
Duration
About $-?$-?
Coverage
1 Review of Coal Supply-side Reform in 2016-2024
1.1 Coal capacity structure optimized obviously in 2016-2020, a new round of capacity expansion implemented in 2021-2023, while new capacity commissioning weaker than expected in 2024
1.2 Coal capacity closure in China
1.2.1 Overall capacity reduction during 2016-2024
1.2.2 Capacity closure in 2024 by mine status, region and coal type
1.3 Capacity increase in China
1.3.1 Overall capacity addition in 2019-2024
1.3.2 Capacity addition in 2024
1.4 Construction of advanced production capacity
1.4.1 Advanced capacity under construction during 2019-2024
1.4.2 Advanced capacity under construction in 2024 by region and coal type
1.5 Changes in China's coal industry brought by supply-side reform
1.5.1 Change of coal mine size and capacity structure
1.5.2 Change of coal mines' capacity utilization rates
1.5.3 Changes of industrial profitability
2 China's Coal Capacity Structure by End-2024
2.1 Total coal capacity by end-2024
2.1.1 Total coal capacity in China
2.1.2 Coal capacity by region
2.1.3 Effective coal capacity in China
2.2 Thermal coal capacity by end-2024
2.2.1 Thermal coal capacity in China
2.2.2 Thermal coal capacity under normal production and construction by region
2.2.3 Effective thermal coal supply capacity
2.3 Coking coal capacity by end-2024
2.3.1 Coking coal capacity in China
2.3.2 Coking coal capacity under normal production and construction by region
2.3.3 Effective coking coal supply capacity
3 Coal Production Capacity Forecast for 2025-2029
3.1 Forecast of coal capacity developing trend
3.2 Capacity closure forecast during 2025-2029
3.2.1 Overall capacity shutdown in China
3.2.2 Thermal coal capacity shutdown by region
3.2.3 Coking coal capacity shutdown by region
3.3 Capacity increase forecast during 2025-2029
3.3.1 Capacity addition in China
3.3.2 Thermal coal capacity addition by region
3.3.3 Coking coal capacity addition by region
3.4 Total coal capacity forecast during 2025-2029
3.4.1 Total coal capacity in China
3.4.2 Total coal capacity under normal production and construction by region
3.4.3 Total effective coal capacity in China
3.5 Thermal coal capacity forecast during 2025-2029
3.5.1 Thermal coal capacity in China
3.5.2 Thermal coal capacity under normal production and construction by region
3.5.3 Effective thermal coal supply capacity
3.6 Coking coal capacity forecast during 2025-2029
3.6.1 Coking coal capacity in China
3.6.2 Coking coal capacity under normal production and construction by region
3.6.3 Effective coking coal supply capacity