China's coal market has gradually shifted from shortage to surplus in recent years. The overseas market has also been volatile. With more than half of the world's total coal consumption and expected demand recovery after the pandemic, China has become an indispensable target market for global coal miners. This, however, has further accelerated the decline of coal prices in China.
The coal market would still face many uncertainties in either the next peak consumption season of the year or the foreseeable future, following the changes of macro-economy, energy or "dual carbon" policies and overseas market. We sincerely invite you to this forum and discuss on how industry insiders, researchers and observers shall cope with the short-term or far-reaching changes in the industry and seize the opportunities.
The forum will be held in Nanning, Guangxi Zhuang autonomous region over September 6-8, 2023. With Southwest China at back and the Beibu Gulf in front, Nanning city is also an important window for China's opening-up and cooperation with ASEAN countries.
We will invite experts in the coal industry and guests from upstream and downstream enterprises to discuss and share their insights on the operation of coal, power, coking, steel, chemical and cement industries as well as the situation of imported coal market.
We look forward to meeting you at the forum.
1. Macro-economy: challenges and possible paths for the Chinese economy
- Macro economy challenges
- Future policy guidance
- Economic development path
2. Whether profit improvement in the power sector sustainable
- Paths for energy and power structure adjustment
- Coal price decline improves power sector's profitability
- Progress in power market reform and sustainability of industrial profit improvement
3. Development trend of iron & steel industry and its influence on the use of feed stocks
- China's steel industry facing challenge of insufficient demand
- Adjustments to be made in the steel industry under "dual carbon" goal
- Progress and prospect of short-process steelmaking and supply of scrap steel
- Development status quo and prospect of direct reduced iron (DRI)
- How will iron and steel production structure adjustment affect coal usage?
4. Logistic resources consolidation and construction of modern logistics system at Beibu Gulf Port
- Mission, vision and values
- Business status and vision planning
- Coal business positioning at Beibu Gulf Port
5. Thermal coal supply & demand analysis and outlook
- Status quo and challenges in thermal coal industry
- Continuous capacity expansion leads to supply surplus
- Market outlook for Q4
6. Coking coal supply & demand analysis and outlook
- Year-to-date coke capacity reduction
- Coking coal capacity further increased
- Coal imports surge in China market
- Whether demand can match growing supply
- Price trend forecast
7. Introduction to coal resources and coal market operation in Southwest China
- Coal sources structure in Southwest China
- Demand characteristics in Southwest China
- Market status and trend in Southwest China
8. Imported coal market analysis and outlook
- Background for the sharp increase in coal imports
- Characteristics of major coal sourcing countries (Indonesia, Mongolia, Russia, Australia)
- Opportunities and risks in coal import business
9. Operation status and coal procurement of cement industry
- Status quo of cement industry
- Coal demand trend
10. Operation status and coal procurement of chemical industry
- Status quo of chemical industry
- Coal demand trend
11. Coking coal & coke spot and futures price outlook and investment strategies
- Market outlook
- Investment strategies
- Spot and futures arbitrage opportunities