Special Report

Chinese And Global Thermal Coal Prices: An Unsustainable Gap

19 Oct 2022

There has been an unprecedented divergence between global and Chinese thermal coal ("coal") prices since the Russia-Ukraine war commenced in February 2022. Such a wide price gap is unsustainable. This price convergence will continue, with international prices falling faster than Chinese ones.

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BCA Research | China Investment Strategy

Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.