摘要：煤炭开采业 研究机构：摩根士丹利亚洲 分析师：摩根士丹利亚洲研究所 撰写日期：2011-01-25 The recent strength in both China and regional coal prices have been well supported by a lag in production growth. Meanwhile, demand has stay relatively r...
煤炭开采业
研究机构：摩根士丹利亚洲 分析师：摩根士丹利亚洲研究所 撰写日期：2011-01-25
The recent strength in both China and regional coal prices have been well supported by a lag in production growth. Meanwhile, demand has stay relatively resilient.
Despite concerns over slowing steel production in China, regional coking coal prices have also trended higher in the last few weeks to US$225/ton.
In the near term, the supply situation is unlikely to improve significantly. We therefore expect coal prices to continue to be well supported and remain bullish on the sector.
