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Two Departments Issue 15th Five-Year Coal Plan to Optimize West-East, North-South Transport Systems

Published: Updated: By 24TopNews Editorial Desk

The National Development and Reform Commission and the National Energy Administration have issued the 15th Five-Year Plan for Coal Industry Development, which seeks to optimize the West-to-East and North-to-South coal transport systems and enhance cross-regional shipping capacity. Under the regional supply layout, the southeast coastal areas will rely mainly on Shanxi, western Inner Mongolia and northern Shaanxi bases via the Daqin, Shuohuang and Wari corridors, supplemented by imported coal. Hubei, Hunan and Jiangxi will draw on the Haoji and Jiaoliu corridors, the northeast on eastern Inner Mongolia, and the southwest on regional supply plus growing volumes from Xinjiang.

The National Development and Reform Commission and the National Energy Administration have recently issued the 15th Five-Year Plan for Coal Industry Development. The plan calls for continued optimization of the West-to-East Coal Transport and North-to-South Coal Transport systems to enhance cross-regional coal shipping capacity.

On regional supply layout, supply to the southeast coastal areas will rely mainly on the Shanxi, western Inner Mongolia and northern Shaanxi bases, with coal moved through the Daqin, Shuohuang and Wari corridors to northern ports for onward shipment, while imported coal will be used judiciously to secure supply. The Two Lakes and One River region, comprising Hubei, Hunan and Jiangxi, will draw primarily on the Haoji and Jiaoliu corridors and the rail-water intermodal network for deliveries from the western Inner Mongolia, northern Shaanxi and Shanxi bases.

The northeast will be supplied mainly by the eastern Inner Mongolia base, with smaller volumes coming from western Inner Mongolia and Shanxi. The southwest will rely primarily on regional production, with a portion delivered via the Xikang and Lanzhou-Chongqing corridors from the northern Shaanxi and western Inner Mongolia bases, and will steadily raise the proportion of supplies drawn from the Xinjiang base.

24TOPNEWS IMPACT INTELLIGENCE

Why this event matters

The event has a measured impact on 2 industrys. The strongest current signal is positive for Coal, with intensity 80/100 and 90% confidence over a medium term horizon.

Energy · 1.1

Coal

Direction
positive
Intensity
80
Confidence
90%
Horizon
Medium term
Effective impact +50
Transport & Logistics · 15.2

Rail Transport

Direction
positive
Intensity
70
Confidence
85%
Horizon
Medium term
Effective impact +42

Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.