China seen focusing on ensuring thermal coal supply sufficiency again

Source: Mysteel May 13, 2026 16:45

China's authorities are increasingly shifting their focus toward ensuring sufficient domestic thermal coal supply ahead of the summer peak demand season, after robust utility restocking since late April triggered a sharp price rally.

According to Mysteel's assessment, prices for benchmark 5,500 kcal/kg NAR thermal coal traded at northern ports began rising at a much faster pace from April 23, with daily gains accelerating to Yuan 4-9/tonne ($0.6-1.3/t), compared with only Yuan 1-2/t earlier in the month. The rally was mainly driven by coastal

Price Curve

Daily Prices

Thermal coal prices (Q5500) : China's major cities

Jun 05, 2026 18:02
Thermal coal prices (Q5500) : China's major cities

Jun 05, 2026 17:52
Thermal coal portside prices: Jingtang port

Jun 05, 2026 17:50
Domestic thermal coal portside prices: Guangzhou port

Jun 05, 2026 17:32
Thermal coal portside prices: Caofeidian port

Jun 05, 2026 17:31

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