Dual Days: Coal falters and lumps fall

Recently, the price of Yushen face coal and lump coal has been on ice and fire for two days: face coal is rising and lump coal is falling. Some coal mines even cut their prices twice a day, ranging from 5 to 15 yuan each time. Inner Mongolia coal prices have been stable, according to customer feedback lump coal prices did not appear downward, good sales. On the supply side of coal information, the coal supply in the main producing area is on the whole tight. Yulin Coal Pipe Ticket has been released, but the coal mine has not yet been implemented in detail. Strict environmental inspection in Ordos has suspended production in some open pits. Xinzhou Coal Mine Accident in Shanxi Province only affects some local mines, and other coal mines produce normally.

Because of the restriction of automobile transportation and inversion of transportation, the transportation volume of platform continued to decline. As of June 30, the average daily shipment volume of Hutie Railway Bureau was 950,000 tons, the lowest level since this year; the inventory of platform was 405,000 tons, down 735,000 tons from the beginning of June.

As of July 3, the coal stocks in Wuzhai District of Xinzhou City were 300,000 tons, which were continuously at a low level. It is known that many local traders have been suspended this year. Due to the low import volume, the stocks in northern ports continued to decline slightly. In the later period, although the temperature in the coal market in the eastern part of North China continued to rise, the daily consumption of thermal power plants did not increase as expected. The inventory level of the six major power groups increased significantly with the active stock in the earlier period, and the high inventory to some extent suppressed the upward space of coal prices.

But overall, the traditional peak season of coal consumption is still continuing, and the uncertainty of electricity and coal consumption makes coal prices remain high and hovering.

After the price of coking coal from the producing areas, especially in Shanxi, has been greatly reduced, the price of some kinds of coal has been at the lowest level this year, and there is a phenomenon of low and appropriate purchasing in the downstream. In the area of coke, Shanxi has recently carried out a major environmental protection inspection, and at present many places in the province have been notified. At present, a small number of enterprises in the province are affected by the intermittent restriction of coke oven start-up, transportation is also hindered to a certain extent. The production of the remaining enterprises is stable, and there is no increase in production restrictions for the time being.

In addition, with the recent decline in coke enterprises'profits and some traders began to inquire for a small amount of purchases, coke enterprises may have a strong price situation.