I read through the report a bit but stopped when they said there is not enough Coal to meet demand, they showed a graph of Coal supply in China but didn't acknowledge anything about why it is low.<p>They say "environmental regulation in China" but that's pure BS. China are having a Trade war with Australia and have therefore stopped importing Coal. So if China wanted to they could stop shooting themselves in the foot and import Coal from Australia again.<p>The other graphs appear reasonably on track with seasonal usage and demand.<p>TLDR: Would not recommend reading.