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At least 50 million tonnes of small and mid-sized Chinese coal mining capacity will be shut or absorbed into larger state operators by end-2027, with China Shenhua the clearest beneficiary.
Made
11 Aug 2026
By
David Lee
Market
China
Outcome
Unresolved
Beijing's new 15th Five-Year Coal Plan sets minimum mine-capacity floors of 1.2 million tonnes/year across Shanxi, Inner Mongolia, Shaanxi and Xinjiang, squeezing marginal operators out just months after Shenhua absorbed 133.6 billion yuan ($19.8 billion) of parent-company coal assets concentrated in those same four provinces.
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