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I. Policy Review: The Core of This Round of Coal Policy 1.1 Guiding Document: the Coal Industry Development 15th Five-Year Plan (official document) On July 6, 2026, the National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) jointly issued the Coal Industry Development 15th Five-Year Plan (NDRC Energy Document No. 979 [2026]), which was publicly released on August 10, 2026. This is the guiding, formal document for...

From July 27 to 31, 2026, a delegation of 22 Chinese companies organized by the China Council for the Promotion of International Trade (CCPIT) visited the United States, holding more than ten business sessions with over 120 American firms across Salt Lake City, Chicago and Washington, D.C. Among the US companies at the table was Cargill, one of the world's largest dry-bulk ship charterers — a quiet reminder that missions...

In 2026, Indonesia intensively rolled out mineral resource control policies — nickel mining quotas slashed by more than 30%, coal production cut by 24%, and strategic resource exports placed under full state control.These policy changes have notably altered the industrial chain operating environment for Chinese-funded enterprises in Indonesia and reshaped cargo volume structures and capacity demand on shipping routes between China and Indonesia. Meanwhile, major carriers including OOCL, MSC and...

Global ocean freight networks are facing an unprecedented triple blow from overlapping extreme weather events in July 2026. Three independent climate crises are hitting major trade lanes simultaneously: progressive draft restrictions at the Panama Canal triggered by El Niño drought, Super Typhoon Bavi disrupting East China export hubs, and record summer heatwaves paralyzing core European container terminals. For importers, exporters, freight forwarders and supply chain managers, overlapping disruptions mean longer...