China Unveils Comprehensive Plan to Boost Domestic Consumption
March 17, 2025
An overview of China’s latest stimulus measures…
Category: China
Mongolia, China to Build New Cross-Border Railway
February 14, 2025
Mongolia and China have agreed to construct a new cross-border railway to expand coal exports, with construction set to begin in April 2025 and expected to take 2.5 years. Once completed, the railway will increase Mongolia’s coal transport capacity by 30 million tonnes annually…
Construction of Coal Power Plants in China Hits Highest Level in a Decade
February 14, 2025
A quick rundown on new coal power plants in China…
China Slaps 15% Tariffs on Coal Imports From USA
February 4, 2025
A quick look at the impact of China’s 15% tariffs on US met coal…
The Coal Trader’s 2025 Metallurgical Coal Outlook – Part 2
February 1, 2025
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India’s Steel Ministry Considers Temporary Tariff to Curb Chinese Imports Amid Rising Concerns
October 22, 2024
To protect local steelmakers from surging Chinese imports, India’s steel ministry is exploring a temporary safeguard duty to stabilize prices and support the industry…
Baosteel, Other China Mills Announce Price Hikes for Nov Sales
October 14, 2024
Baoshan Iron & Steel (Baosteel), the main listed subsidiary of China’s largest steelmaker Baowu Steel Group, has announced price increases for most flat steel products in November…
Chinese Stocks Decline Amid Investor Impatience as Key Policy Announcement Approaches
October 9, 2024
Chinese stocks tumbled on Wednesday as investors expressed frustration over having to wait for new information regarding potential economic stimulus measures…
Coal Stocks Rip, Time to Flip?
September 24, 2024
A quick rundown of the post-China stimulus rip in coal stocks, and how to think about positioning using some advice from our Substack and Twitter friend Le Shrub…
US Proceeds with Section 301 Tariffs on Chinese Commodities
September 19, 2024
The United States is moving forward with Section 301 tariffs on a range of Chinese commodity imports, including steel, aluminum, lithium-ion batteries, and other critical minerals, as announced by the Office of the United States Trade Representative (USTR) on September 13, 2024…
EU’s Anti-Dumping Probe on Hot-Rolled Steel Sparks Global Reactions
August 12, 2024
The European Union’s recent initiation of an anti-dumping (AD) investigation into hot-rolled flat steel imports from Egypt, India, Japan, and Vietnam has triggered significant responses from global market participants. Concerns are rising over the potential impact on supply chains and pricing across the steel industry…
European Thermal Coal Market Strengthens Amid Geopolitical Tensions
August 12, 2024
A rundown of recent price changes in the broader coal markets…