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China's hunger for coal sparks debate on self-sufficiency and imports

From spglobal.com

China's growing energy needs on the back of a post-COVID economic recovery has put the spotlight on coal, but whether it will come from higher imports or a more aggressive domestic production remains debatable. While some analysts believe that rising domestic output will be sufficient to cater to the coal requirements this year, others think that an increase in imports is inevitable. "Rising domestic production will ensure China has a low dependence on imports," S&P Global Ratings said in a March 7 report. On the other hand, the inability of renewable energy capacities to cater to the rising demand of an economic ... (full story)

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  • Category: Fundamental Analysis