china capping coal production at 3.8bt by 2015, however Demand...

china capping coal production at 3.8bt by 2015, however Demand will continue to be driven by the increase in coal-fired power generators, which is expected to increase at an average annual rate of 3.3% to 1,233GW by 2035 -
and where is that additional coal going to come from to feed that growth - my pick EER, massive resource all open cut.

China’s 12th Five-Year Plan

China is drafting the 12th Five-Year Plan with the
following key themes to focus on – M&A, output
control and development in West China.

see page 12 and 13
https://www.research.hsbc.com/midas/Res/RDV?p=pdf&key=W3mBbmlBxe&n=290488.PDF