Australia can sell much of its surplus coal China doesn't need, to Japan and South Korea, but not all. In the longer term coal consumption in China will go down, but it is unclear by how much, as Chinese provincial governments like to "build stuff".
Thursday, March 23, 2023
Australian Coal Exports to China to Drop in 2025
Coal consumption in China" by Jorrit Gosens, creator of the "China Energy Portal" at the Australian National University. He predicts that by 2025 China will be able to meet much more of its requirements for coal domestically for energy and steel production. This is due to improvements in rail lines to get coal from west to east.