Vietnam's coal Comprehensive Report Q1/2020
Supply: The country's coal output in the first 3 months of 2020 reached 12.6 million tons, an increase of 7.9% over the same period last year, mainly due to the continued high demand of coal in the market.
Consumption: According to TKV, in the context of the situation of the Covid-19 epidemic, by the end of the first quarter of 2020, coal industry consumption still experienced a lot of positive, reaching about 24% compared to plan. Despite the high demand for coal in the first 9 months of the year, especially for electricity production; when hydroelectric plants faced difficulties due to lack of water, especially in the Central Highlands and Central Coast regions due to the impact of El Nino. However, domestic coal supply faces many difficulties and scarcity.
Consumption: According to TKV, in the context of the situation of the Covid-19 epidemic, by the end of the first quarter of 2020, coal industry consumption still experienced a lot of positive, reaching about 24% compared to plan. Despite the high demand for coal in the first 9 months of the year, especially for electricity production; when hydroelectric plants faced difficulties due to lack of water, especially in the Central Highlands and Central Coast regions due to the impact of El Nino. However, domestic coal supply faces many difficulties and scarcity.
ABBREVIATIONS
EXECUTIVE SUMMARY
1. BUSINESS ENVIRONMENT
1.1 Macroeconomic situation
1.2 Legal framework
1.3 Trade agreements
2. OVERVIEW
2.1 Global Coal Industry
2.1.1 Production – Consumption
2.1.2 Import- Export
2.1.3 Coal price movement
2.1.4 Production – Consumption in key countries
2.2 Vietnam’s Coal Industry
2.2.1 History of Vietnam’s Coal Industry
2.2.2 Definition and classification
2.2.3 Industrial value chain
2.2.4 Scale and characteristics
2.2.5 Coal mining and production
2.2.6 Methods of coal mining
2.2.7 Import - Export
2.2.8 Price movement
2.2.9 Distribution and transportation
2.3 Risk analysis
2.4 Five forces and SWOT analysis
2.5 Coal industry planning
2.6 Coal industry forecasts
3. ENTERPRISE ANALYSIS
3.1 Enterprise Introduction
3.2 Financial analysis
4 FINANCIAL ANALYSIS APPENDIX
EXECUTIVE SUMMARY
1. BUSINESS ENVIRONMENT
1.1 Macroeconomic situation
1.2 Legal framework
1.3 Trade agreements
2. OVERVIEW
2.1 Global Coal Industry
2.1.1 Production – Consumption
2.1.2 Import- Export
2.1.3 Coal price movement
2.1.4 Production – Consumption in key countries
2.2 Vietnam’s Coal Industry
2.2.1 History of Vietnam’s Coal Industry
2.2.2 Definition and classification
2.2.3 Industrial value chain
2.2.4 Scale and characteristics
2.2.5 Coal mining and production
2.2.6 Methods of coal mining
2.2.7 Import - Export
2.2.8 Price movement
2.2.9 Distribution and transportation
2.3 Risk analysis
2.4 Five forces and SWOT analysis
2.5 Coal industry planning
2.6 Coal industry forecasts
3. ENTERPRISE ANALYSIS
3.1 Enterprise Introduction
3.2 Financial analysis
4 FINANCIAL ANALYSIS APPENDIX
LIST OF CHARTS
Figure 1: GDP growth rate by quarter, 2016 - Q1/2020
Figure 2: Contribution structure of Mining Industry in GDP, 2014 - Q1/2020
Figure 3: CNY/VND exchange rate, 2018 - Q1/2020
Figure 5: World coal reserves, 2018
Figure 6: World coal reserves by type, 2018
Figure 7: Global coal output, 2014-2018
Figure 8: Coal production by region, 2018
Figure 9: Top 10 coal producing countries by output, 2018
Figure 10: Coal output by product, 2014 - 2018p
Figure 11: Structure of coal production by product, 2018p
Figure 12: World coal consumption, 2014 - 2018
Figure 13: Changing coal demand by region, 2010-2018
Figure 14: Top 10 countries consuming coal by output, 2018
Figure 15: Coal consumption by industry, 2012 - 2040f
Figure 16: Coal consumption by type, 2018
Figure 17: World coal trade 2016-2018
Figure 18: World coal export, 2018
Figure 19: The largest coal exporting countries in the world by value, 2018
Figure 20: The largest coal exporting countries in the world by volume, 2018
Figure 21: Coke export structure by country, 2018
Figure 22: Coal import structure by country 2018
Figure 23: Thermal coal price movement in January 2014 - 3M/2020
Figure 24: Coal production and consumption in China, 2014 - 2018
Figure 25: Coal export - import in China, 2014 - 2018
Figure 26: Coal production and consumption in the United States, 2014 - 2019
Figure 27: Coal consumption in the US by industry, 2014 - 2019
Figure 28: Coal import and export in the US, 2014 - 2019
Figure 29: Coal export from the US by region, 2019
Figure 30: Import of coal from the US by region 2019
Figure 31: Japan coal output, 2014-2018
Figure 32: Coal consumption in Japan, 2014-2018
Figure 33: Import of Japanese coal, 2014-2019
Figure 34: Structure of Japan's coal export market, 2019
Figure 35: Structure of Japanese coal import market, 2019
Figure 36: Coal production and consumption in Australia, 2014-2018
Figure 37: Import market structure of coke coal from Australia by value, 2018-2019
Figure 38: Export market structure of electronic thermal coal from Australia by value, 2018-2019
Figure 39: Number of businesses and employees in coal industry, 2014 - 2018
Figure 40: Revenue and profit of coal industry, 2014 - 2018
Figure 41: Total investment capital and fixed assets of coal industry, 2014 - 2018
Figure 42: Coal reserves and resources by type, 2016
Figure 43: Vietnam's coal mining and consumption 2014 - Q1/2020
Figure 44: Inventory of coal industry 2014 - Q1/2020
Figure 45: Coal production cost, 2014 - 2030F
Figure 46: Vietnam's export and import output 2014 - Q1/2020
Figure 47: Import of coal to Vietnam by country, Q1/2020
Figure 48: Vietnam's coal exports by country, Q1/2020
Figure 49: Average import coal price by country, Q1/2020
Figure 50: Top 10 coal importing enterprises, Q1/2020e
Figure 51: Top 10 coal exporting enterprises to Vietnam, Q1/2020e
Figure 1: GDP growth rate by quarter, 2016 - Q1/2020
Figure 2: Contribution structure of Mining Industry in GDP, 2014 - Q1/2020
Figure 3: CNY/VND exchange rate, 2018 - Q1/2020
Figure 5: World coal reserves, 2018
Figure 6: World coal reserves by type, 2018
Figure 7: Global coal output, 2014-2018
Figure 8: Coal production by region, 2018
Figure 9: Top 10 coal producing countries by output, 2018
Figure 10: Coal output by product, 2014 - 2018p
Figure 11: Structure of coal production by product, 2018p
Figure 12: World coal consumption, 2014 - 2018
Figure 13: Changing coal demand by region, 2010-2018
Figure 14: Top 10 countries consuming coal by output, 2018
Figure 15: Coal consumption by industry, 2012 - 2040f
Figure 16: Coal consumption by type, 2018
Figure 17: World coal trade 2016-2018
Figure 18: World coal export, 2018
Figure 19: The largest coal exporting countries in the world by value, 2018
Figure 20: The largest coal exporting countries in the world by volume, 2018
Figure 21: Coke export structure by country, 2018
Figure 22: Coal import structure by country 2018
Figure 23: Thermal coal price movement in January 2014 - 3M/2020
Figure 24: Coal production and consumption in China, 2014 - 2018
Figure 25: Coal export - import in China, 2014 - 2018
Figure 26: Coal production and consumption in the United States, 2014 - 2019
Figure 27: Coal consumption in the US by industry, 2014 - 2019
Figure 28: Coal import and export in the US, 2014 - 2019
Figure 29: Coal export from the US by region, 2019
Figure 30: Import of coal from the US by region 2019
Figure 31: Japan coal output, 2014-2018
Figure 32: Coal consumption in Japan, 2014-2018
Figure 33: Import of Japanese coal, 2014-2019
Figure 34: Structure of Japan's coal export market, 2019
Figure 35: Structure of Japanese coal import market, 2019
Figure 36: Coal production and consumption in Australia, 2014-2018
Figure 37: Import market structure of coke coal from Australia by value, 2018-2019
Figure 38: Export market structure of electronic thermal coal from Australia by value, 2018-2019
Figure 39: Number of businesses and employees in coal industry, 2014 - 2018
Figure 40: Revenue and profit of coal industry, 2014 - 2018
Figure 41: Total investment capital and fixed assets of coal industry, 2014 - 2018
Figure 42: Coal reserves and resources by type, 2016
Figure 43: Vietnam's coal mining and consumption 2014 - Q1/2020
Figure 44: Inventory of coal industry 2014 - Q1/2020
Figure 45: Coal production cost, 2014 - 2030F
Figure 46: Vietnam's export and import output 2014 - Q1/2020
Figure 47: Import of coal to Vietnam by country, Q1/2020
Figure 48: Vietnam's coal exports by country, Q1/2020
Figure 49: Average import coal price by country, Q1/2020
Figure 50: Top 10 coal importing enterprises, Q1/2020e
Figure 51: Top 10 coal exporting enterprises to Vietnam, Q1/2020e
LIST OF TABLES
Table 1: Tariff rate of natural resources tax applied December 10, 2015
Table 2: Charges for domestic coal production
Table 3: Adjusting coal selling prices for the electricity industry
Table 4: Coal selling price for electricity generation (Hon Gai-Cam Pha coal is calculated at January 1, 2019)
Table 5: Coal selling price to individual households
Table 6: Selling prices of coal for cement, fertilizer and paper
Table 7: Coal demand 2020 - 2030
Table 8: Mining capacity 2020 -2035
Table 9: Forecast of coal import 2020 - 2030
Table 1: Tariff rate of natural resources tax applied December 10, 2015
Table 2: Charges for domestic coal production
Table 3: Adjusting coal selling prices for the electricity industry
Table 4: Coal selling price for electricity generation (Hon Gai-Cam Pha coal is calculated at January 1, 2019)
Table 5: Coal selling price to individual households
Table 6: Selling prices of coal for cement, fertilizer and paper
Table 7: Coal demand 2020 - 2030
Table 8: Mining capacity 2020 -2035
Table 9: Forecast of coal import 2020 - 2030
