2003年以来,全球煤炭价格走势经历了2004~2007年上涨、2008~2009年受挫、2010~2011年复苏等阶段。当前,煤炭生产的集中化程度不断提高、煤炭出口的集约化趋势日益明显、大型煤炭矿业集团的国际化趋势逐步显现。国际煤炭市场的价格形成机制中,既有供给方因素和需求方因素的影响,也有非供求因素的影响。全球经济再平衡、部分发达国家的货币政策、替代能源及其价格走势、煤炭贸易方式和煤炭企业的垄断程度等因素会进一步影响国际煤炭定价格局。这会对中国经济造成一定影响,中国应该对此做好必要的准备。
The global coal prices have experienced the increasing in 2004-2007, the frustrating in 2008-2009, and the recovering in 2010-2011 since 2003. At present, the centralization degree of coal production continues to rise, the trend of intensivism of coal exports has been increasingly evident, and the trend of internationalization of large-scale coal mining group appears gradually. There are not only supply side and demand side factors, but also other factors besides supply and demand, which influence the price formation mechanism in international coal market. The rebalancing of the global economy, monetary policy in some developed countries, the alternative energy and its price trend, trade mode of coal and the monopoly degree of the coal enterprises will further influence the pricing pattern of international coal market, which will influence the economy of China, we should make the necessary preparations.