Webinar Clip: China's Coking Coal & Thermal Coal Market H1 Review and H2 Outlook

Over the past six months, both the coking coal and thermal coal markets have been shaped by tighter domestic supply, mine safety inspections, shifting import flows, higher logistics costs, and evolving downstream demand. In the coking coal market, supply disruptions have created persistent tightness in premium grades, while stronger imports have not fully addressed the structural gap in domestic high-quality resources. Meanwhile, China's thermal coal market moved through a three-stage cycle in H1 2026 from a steady rise, to a period of consolidation, and then a correction. Domestic production declines, policy changes in Indonesia, renewable power growth, and summer demand will remain key factors for the H2 outlook.

This clip is from Session 3&4 of Mysteel Ferrous Quarterly Webinar:

Webinar:
How Did China's Ferrous Market Fare in H1 2026 and What's the Outlook for H2?

Date: July 29, 2026
Time: 2:30 PM – 4:30 PM (GMT+8, Beijing Time)
Platform: Zoom

Session 3&4:

China's Coking Coal & Thermal Coal Market H1 Review and H2 Outlook

Speaker
Tammy Yang

Coal & Coke Analyst, Mysteel

Alex Guo

Coal & Coke Analyst, Mysteel

Session highlights

Coking coal

Key drivers and headwinds shaping H1 market dynamics
Shanxi mine suspensions: latest developments and impacts
How geopolitical shifts are reshaping global coal trade flows
Outlook for the H2 markets

Thermal Coal

Domestic supply stays loose in H1 depsite safety checks
Indonesian policies fail to push seaborne prices higher
Growing renewable, hydropower output dent coal demand
Potential buying rhythms in H2

Across the full webinar, our speakers also covered the key issues to watch in the second half of 2026 across steel, iron ore, coal & coke, thermal coal, steel scrap, and SiMn, with views on supply-demand balance and price trends across the ferrous value chain.

If you missed the webinar, the recording and presentation slides are available, both carefully prepared by Mysteel's senior analysts based on Mysteel's exclusive survey data.

Pricing

Recording + presentation slides: USD 299
Mysteel Subscriber price: USD 149

To access the webinar materials, please register at:
https://www.mysteel.net/event-listings/100074-how-did-chinas-ferrous-market-fare-in-h1-2026-and-the-outlook-for-h2?id=MTAwMDc0fGNvbmZlcmVuY2UtbGlua3wxNDg

You can also lock in a more favorable price with "China's Steel & Raw Materials Market Quarterly Webinar - Annual Pass". The Annual Pass gives you access to any four consecutive Mysteel ferrous quarterly webinars. Our ferrous webinars are generally held in January, April, July, and October.

For more details, please see:
https://www.mysteel.net/products-services/report-analysis/?frequency=&product=01&reportName=50

Any questions? Reach out to us at inquiries@mysteel.com