Looking back at 2021, China's economy has realized stable growth and steel demand maintains growing under double circulation economic development model. From April, production curbs for emission reduction have escalated in the steel industry, suppressing coke demand. In terms of supply, after severe de-capacity in 2020, new coke capacity is being approved in 2021, and China's coke supply capacity has climbed up. However, in the context of ban on Australian coal and continuously restricted imports of Mongolian coal, supply tightness in domestic coking coal market has constrained coke production and supply. Coupled with the disruptions from important conferences, major celebrations and production curtailments in autumn and winter seasons, coke supply gap has existed throughout the year and the gravity center of coke price is moving up.

As approaching the end of 2021, Fenwei is timely releasing “2021 China Coke Market Study and 2022 Outlook”, to review and interpret important policies affecting coking industry operation in 2021, and also provide detailed analysis and forecast in 2022 centering on policy environment, demand, production, supply, price, import & export, etc.

The report incorporates abundant data, figures and technical parameters in clear analytic logics and viewpoints, which shall definitely act as a valuable reference for market participants to become versed in the development trend of China’s coking industry.

The outline of the report is as follows.

1 2021 China Coke Market Overview

2 Macro Economy Review and Outlook

2.1 China's macro economy demonstrates strong resilience (GDP, IVA, PMI, CPI and PPI)

2.2 Fixed asset investment continues recovering (infrastructure, manufacturing and real estate)

2.3 Production of main steel-related industries (auto, home appliances)

2.4 Outlook on 2022 macro economy and main steel-related industry development

3  2021 China Coke Demand Analysis and 2022 Forecast

3.1 Steel industry operation analysis and forecast

3.1.1 Steel industry policy analysis and developing trend

 Production curbs for emission reduction

 Consolidation and reorganization of steel firms

 Capacity replacement

 Impact of environmental production curtailments

3.1.2 2021 pig iron, crude steel, steel products output and 2021 outlook

3.1.3 2021 steel import and export analysis and 2022 forecast

3.1.4 2021 steel price trend and 2022 forecast

3.1.5 2021 coke consumption analysis and 2022 forecast in steel industry

3.2 Analysis and forecast of other related industries

4 Coking Industry Policies

4.1 Industry entry policy

4.2 Capacity replacement and capacity addition policy

4.3 De-capacity policy

4.4 Production curb policy for emission reduction

4.5 Environmental and safety policies

4.6 Coke import and export policy

4.7 Impact of Australian coal import ban and forecast

5 2021 Coke Supply Analysis and 2022 Forecast

5.1 2021 China coke capacity analysis and 2022 forecast

5.1.1 Coke capacity of China total and by province/by status

5.1.2 Affiliated to steel mills/independent coking plants

5.1.3 Top charging/stamp charging

5.2 2021 China coke production analysis and 2022 forecast

5.2.1 Coke production of China total and by province

5.2.2 Metallurgical coke/semi-coke

6 2021 China Coke Import and Export Analysis and 2022 Forecast

6.1 2021 China coke import analysis and 2022 forecast

6.1.1 2021 imports by country

6.1.2 2021 imports by province

6.1.3 2022 imports forecast

6.2 2021 China coke export analysis and 2022 forecast

6.2.1 2021 exports by country

6.2.2 2022 exports forecast

7 2021 China Coke Supply-demand Balance and 2022 Forecast

7.1 2021 coke stock change and 2022 forecast

7.2 2021 coke supply-demand balance and 2022 forecast

8 2021 Coke Price Analysis and 2022 Forecast

8.1 2021 domestic coke price trend (producing areas, transfer ports and consuming areas)

8.2 2021 international coke price trend

8.3 2022 coke price forecast

8.3.1 Price influencing factors

8.3.2 2022 coke price forecast

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