Weekly: Jul '26 energy production; 15th FYP for Oil & Gas development Accessible version Industry Overview Jul '26: China coal output -10% YoY for second month China's NBS released July 2026 energy production data. Coal output totaled 343.2mnt, down 10% YoY. Combined with coal imports of 43.0mnt (+20% YoY), we estimate apparent coal demand at c.386mnt, down 7% YoY. Crude oil production increased 0.8% YoY to 18.3mnt (4.3mbd), while imports declined 24% YoY to 35.7mnt, implying apparent crude demand of c.54.0 ...