Hello,
While SK and Japan are set to ban coal imports from Russia, I think the quantity of coal that needs to replace Russian supply is important. Do we know any estimates?
I cannot find any source about Japan ceasing coal imports from Russia specifically on the date March 31st. I don't want to hope on phantom information.
I heard Japan is set to restart a number of their nuclear reactors throughout this year and next which may reduce demand from other electrical power generation including coal.
Source, page 61, search "Japan's coal imports remain elevated due to the closure of nuclear plants":
https://www.industry.gov.au/sites/default/files/2022-12/resources-and-energy-quarterly-december-2022.pdf
Target $18.72, page-4970
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