高盛：煤炭观察煤炭产量有望赶上

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Goldman Commodities Sachs Research Coal Views China coal production likely to catch up Following our China deep-dive, this Coal View focuses on China production as its year-to-date weakness raises concerns for some market participants of significant upside risks to Newcastle and APl2 prices. Since 2021, Mainland China's coal production has risen to record-high levels, with still significant amounts of new capacity that has not started to produce. However, year-to-date coal produ ...