Base metals face long slump, says Wood Mackenzie.
With China way more self-sufficient in coal, punitive actions against Australia would damage less.
China imported 58Mt in Q1 2019, according to WoodMac.
A quarter of South Korea's oldest coal capacity earmarked for closure over December to February.
Low LNG prices would continue through 2020 and suppress coal prices, leading to production cuts.
Price slump threatens viability of coal projects.
The wind power story is not entirely positive in the APAC region.
The cost of offsetting the carbon emissions will be up to US$10 per tonne of raw coal mined.
High-ash Australian thermal coal cargoes could flip into India.
Coal is one commodity where China can drive a bargain.
In Mt Arthur's case, saleable output was constrained by a lower washing yield.
Coal's overall share of power supply in Germany has fallen from 42% to 35% in the past three years.