During 2021-2022, China's coal market maintained a tight balance between supply and demand, with coal prices running high and coal supply pressure mounting up, so China continuously promotes the policies of increasing production and ensuring supply. China accelerates the release of high-quality production capacity through capacity expansion, new capacity commissioning and the restart of idled mines, significantly boosting coal production. According to the national plan for energy security, the supply guarantee policies will be extended to March 2023. How will China's coal supply-side reform policies evolve after that? What are the future changing trends of China coal capacity? What the capacity structure will be in the future? These topics need our further study.

Fenwei is introducing “2022 China Coal Capacity Study and 2023-2027 Forecast” based on its own coal capacity database and expert resources, to review coal capacity in China and by province/by coal type, and forecast supply capacity changes in 2023-2027.

The report incorporates abundant data, figures and technical parameters in clear analytic logics and viewpoints, making in-depth analysis and forecast on how China's coal industry will release advanced capacity in a stable and orderly manner, speed up the construction of coal mines and dispose coal mines below 300,000 t/year in differentiated approaches, as well as the current and future production capacity of coal mines under various production and construction states at present.

1    2022 Coal Supply-side Reform Policies and Execution Results
  1.1    Supply-side reform policy analysis
     Policy contents - capacity exit, capacity replacement, addition of advanced capacity
  1.2    De-capacity achievements
    1.2.1 Capacity withdrawal in China
    1.2.2 Capacity withdrawal by province/by coal type (thermal coal, coking coal)
  1.3    Construction of advanced capacity and release of new capacity
  1.4    Changes in coal industry in 2022 brought by supply-side reform
    1.4.1 Mine size
    1.4.2 Capacity structure and coal output
    1.4.3 Coal import & export
    1.4.4 Safety and environmental protection

2    China Coal Capacity Structure by 2022-end
  2.1    Coal capacity
    2.1.1 Total China
    2.1.2 By province
  2.2    Thermal coal capacity
    2.2.1 Operating, built-up, under-construction and construction suspended thermal coal capacity by province
    2.2.2 Total thermal coal capacity
    2.2.3 Effective thermal coal capacity
  2.3    Coking coal capacity
    2.3.1 Operating, built-up, under-construction and construction suspended coking coal capacity by province
    2.3.2 Total coking coal capacity
    2.3.3 Effective coking coal capacity

3    2023-2027 Coal Capacity Forecast
  3.1    Development trend forecast of coal supply-side reform policies
  3.2    Construction of advanced capacity and commissioning of newly-added capacity
  3.3    Thermal coal capacity forecast
    3.3.1 Capacity withdrawal by province
    3.3.2 Operating, built-up, under-construction and construction suspended thermal coal capacity by province
    3.3.3 Total thermal coal capacity
    3.3.4 Effective thermal coal capacity by province
  3.4    Coking coal capacity forecast
    3.4.1 Capacity withdrawal by province
    3.4.2 Operating, built-up, under-construction and construction suspended coking coal capacity by province
    3.4.3 Total coking coal capacity
    3.4.4 Effective coking coal capacity by province
  3.5    2023-2027 total coal capacity forecast
    3.5.1 Operating, built-up, under-construction and construction suspended coal capacity by province
    3.5.2 Total effective coal capacity forecast
  3.6    China coal capacity development trend forecast

4    Conclusions

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