Coal market headline: coastal power coal inquiry increase, insufficient supply

Coastal power coal: the supply of goods increased by inquiry is insufficient. A trader in Inner Mongolia said that the recent demand is OK. Our side has been shipping normally. The quotation of Mongolian coal (cv5000, s0.6) is basically at CCI + 5 yuan. It's new year's Eve. We are going to pull up the inventory in advance and wait for the holiday. Now the platform has been stored in the pull-up warehouse, making allowance for the holiday. Port It's OK to arrange the ships and get out of the warehouse according to the plan, and it's not necessary to increase the inventory. The shipment is not tight on the railway side, and it can be delivered at any time. A domestic trader said that there is a little demand for power plants now, and the quotation has increased a little recently. The single coal is limited, and the number of recent shipments has decreased a lot. Now the coal mine shipping is not active, and the low sulfur goods in the market are generally the price of registration plus 2-3.

According to a trader in Zhejiang Province, the market is still short of goods, and the quotation has moved up. For the 5500 kcal sulfur in Caofeidian port, the index price has risen by 3 yuan to the terminal transaction. Our quotation of 5000 sulfur 0.6 is under discussion according to the index up 3 yuan. The price of other inquired goods in the market is 1-3 yuan up or flat. A trader in Inner Mongolia said that at present, the price of electric coal (cv5500, s0.6) on our side is berthing plus 2 yuan. Recently, there has been a partial increase in the number of inquired goods, but it is still not much. There are few suitable coal sources in the port, and there is still a certain demand. Now the number of goods in the second port is also decreasing. A trader in Shanxi said that the goods in our port are being shipped, adding 50000 tons of long-term coal to a power plant, and Shanxi coal (cv5500, s1.0) is delivered by CCI on a ten day basis.

At present, there are not many goods in the port, and there are about 10000 tons left. Our recent shipment has been abnormal, and there are few sales to the market, basically all of them are large households. A trader in Inner Mongolia said that in recent days, the upstream shipping enthusiasm is not high, the coal can not be delivered, the port is in de stocking, we want to purchase some goods are not easy to buy. Shanxi coal, Mongolian coal are not much. 5500 and 5000 Shanxi coal sulfur 0.8 Mongolian coal 0.6 are reported by index floating up 3 yuan, receiving goods by index flat. In addition, the quotation index of low ash coal 5000 sulfur 0.2 is 10 yuan higher, and the downstream counter price index is 8 yuan higher. In the short term, the spot price can rise a little, but not the rapid rise. Import of power coal: a domestic trader who successively invited bids for imported coal in the downstream said that Australia had a holiday, and the 3800 kcal coal boats on Indonesia's side at the end of December offered us $34. The price of 4700 is $51. Because there is no demand for medium-sized cards, there is no counter-offer. A domestic trader said that recently, an Indonesian coal cv3800 boat was sold for $34. Recently, the market demand is relatively weak. It's Christmas holiday again this week. Let's see the follow-up bidding.

A domestic trader said that our goods were sold out in January, but the purchase price still has US $fob51.50. If the domestic market continues, the price of Australian coal will not decline. Producing area power coal: the supply of mine mouth coal is tightening, the price is stable, moderate and small fluctuation, the price of some coal mines in Wushen Banner, Ordos is rising by 10-20 yuan, and the tax of a coal mine mixed coal (cv5700, s0.9) mine mouth is 350 CNY/ton, up by 15 yuan. The miner said that after the snowfall, the enthusiasm of some downstream goods preparation is improved, and the safety and production tasks are completed by the end of the year, the production of some coal mines is reduced, and in the near future, the number of coal hauling vehicles in the mine is increased, and the price is increased Ge rose slightly. A trader in Inner Mongolia said that the coal mine's current raw coal (cv6000, s0.1) pit mouth contains tax of 380 CNY/ton, 36 seed coal from 365, water washing 36 pieces 430, now the raw coal is on sale, the price of the seed coal has increased by 5 yuan, the sales are OK these days, the inventory pressure is not great, the holiday notice has not been notified yet.

According to a trader in Inner Mongolia, the price of No.21 increased by another 10 yuan. In the past two days, we have a lot of coal trucks here. Some customers are preparing goods, and the production of some coal mines in the place of origin is reduced at the end of the year, so the price of delivery is also increased. Our holiday is around No.18. The tax of mixed coal (cv5600, s1.18) is 375 CNY/ton, up 10 yuan, and the tax of final washed coal (cv6200 kcal, s0.74) is 455 CNY/ton, up 10 yuan, Water washed seed coal (cv6450-6550, above s0.8), including tax of 455 CNY/ton, up 10 yuan. A trader in Inner Mongolia said that the sales is still bad. This year's civil demand has come down. The recent sales have been poor. The price adjustment is mainly to follow the surrounding market. There are more than 10000 tons of inventory, 4 or 9 large pieces of seed coal reduced by 5 yuan, 36 pieces reduced by 10 yuan, screening coal reduced by 10 yuan, washing coal reduced by 5 yuan, cv4900 coal reduced by 200 CNY/ton, tax included by 240 CNY/ton, cv4700 coal reduced by 185 yuan/ Tons, including tax 210 CNY/ton, one ticket price of Zhongyuan (cv5500, s0.34) 315 CNY/ton, 365 CNY/ton, 80 CNY/ton, 325 CNY/ton, 370 CNY/ton, 240 CNY/ton, and 255 CNY/ton.

According to a trader in Shaanxi Province, the price has increased a few days ago, but the output hasn't come down, and there are a lot of coal pulling. Now it's lump coal bidding, which follows the market. The power plant and chemical plant supply a lot. At the end of the month, there should be no big change. The holiday is still early. It's estimated to be on December 28. At the end of the month, 405 CNY/ton of coal (cv6120, s0.56) and 420 CNY/ton of lump coal will be implemented. According to a trader in Shaanxi Province, the price of 30.849 yuan on the 20th has been reduced by 5 yuan. Today, the price of pulverized coal has been increased by 5 yuan, and the sales is also average. Recently, there are few cars for the bulk coal, and the platform for pulverized coal has been pulled. The sales are OK. On the 23rd of the lunar month, the price of two tickets for pulverized coal (cv5700, s0.32) is 345 CNY/ton, 5 CNY/ton, 345 CNY/ton for tail coal, 5 CNY/ton, 400 CNY/ton for mixed coal, 400 CNY/ton for seed coal, and 38 yuan (cv6100 , s0.3) 430 CNY/ton for two tickets, 475 CNY/ton for four or nine yuan / two tickets, and 10 yuan for acceptance. Coking coal: by the end of the year, the number of coal mines shut down increased. The inventory of coking coal in jingtanggang fell below 3 million tons.

Near the end of the year, some coal mines considered to complete their annual production tasks. The number of coal mines shut down increased, especially state-owned coal mines. This week, some coal mines began to gradually shut down for maintenance. It is expected to resume production on January 1. According to a coal mine in Luliang, the quotation of low sulfur main coke rose by 20 CNY/ton to the acceptance price of 1420 CNY/ton, and the production was stopped for maintenance and resumed next month. A coal mine in Luliang said it had stopped production with a capacity of 5.1 million tons from December 21 to 31. The supply of coal mines has been narrowed, and the quotation of low sulfur main coking coal (s0.5g80-85) in Linfen area has increased by about 20 CNY/ton to 1420-1430 CNY/ton, with a cumulative increase of 50-70 CNY/ton compared with the low price. However, due to the large number of downstream users, most of the low sulfur coking coal mines in Linfen and Changzhi areas have not accepted new orders before the Spring Festival, and the early orders are mainly executed. In addition, due to the poor air quality in the near future, Linfen, Yuncheng, Hancheng and other cities in Shanxi Province launched red warning, environmental protection inspection continued to upgrade, road transportation limited shipping, local coal mines and coal washing enterprises production were also affected to varying degrees, and the supply of coking coal was further tightened. In terms of the import of Australian coal, due to the limited loading and unloading of Jingtang Port, and the recent increase in the winter storage and replenishment of the surrounding downstream, the port evacuation volume has increased significantly.

The inventory of Jingtang Port has declined for the fifth consecutive week, and the inventory of imported coking coal has fallen below 3 million tons for the first time since May 19. In the early stage, due to the large volume of transactions and the consideration of withdrawal of funds by some traders at the end of the year, the port has a low price transaction, and the quasi front-line mainstream spot price of Jingtang Port is still around 1300-1330 CNY/ton. At present, there are few available spot resources in the first line and quasi first line of Jingtang Port, and the quotation is relatively firm. However, considering the opening of customs clearance after January, some traders are still pessimistic about the future market. Port traders said that there are few port spot resources that have been cleared, and the price of quasi first line coking coal is still around 1330 CNY/ton. Some low-cost transactions can not represent the mainstream market because of the large volume of transactions. Another trader in Jingtang Port said that it was unable to unload goods at Jingtang Port, and part of the goods were transferred to the surrounding ports for unloading. Now there are more than a dozen ships waiting for unloading. Once the customs clearance is opened in January, the supply of goods will increase, and the future market is still not optimistic.

Coke: the increase of coke enterprises in Shanxi Province and the expansion of transportation still continue to affect the delivery volume of steel plants. The coking enterprises in Luliang, Linfen and other regions in Shanxi Province and other regions today raised the ex factory price of coke of 50 CNY/ton. The downstream has not yet replied. The steel coke continues to play a game. Considering that it is still difficult to apply for the fire truck in the near future, the large increase of automobile transportation cost and other factors, the arrival volume of steel mills in North China and East China in the downstream is still not optimistic, the inventory in the plant can only maintain stable or has continued to decline, and the demand for replenishment in the near future is still there. As of December 24, the first-class quasi coke in Luliang, Fenwei, was 1670 CNY/ton, with the same day on month ratio; the first-class quasi coke in Tangshan was 1910 CNY/ton, with the same day on month ratio; the first-class quasi coke in Rizhao Port was 1820 CNY/ton, with the same day on month ratio. A coking enterprise in Binzhou, Shandong Province, said that the de capacity document had just been released today and would soon be implemented. It will be gradually implemented tomorrow. There will be no change.

A coking plant in Yuncheng, Shanxi Province, said that the production limit was 60%. Due to environmental protection reasons, the coking plant must be more strict in recent bad weather in Yuncheng. A coking plant in Changzhi, Shanxi Province, said the price of quasi one did not rise, there was no inventory of coke, and equipment and environmental problems affected the start of about 80%. An iron and steel enterprise in Tangshan, Hebei Province, said that it did not implement the price increase. The recent transportation has an impact, which has something to do with the transportation capacity and weather. The freight of automobile transportation has increased. In the near future, there are many steel factories to replenish their warehouses, but the coking delivery is not active. According to a coke trader in Rizhao Port, there is no price reduction for goods in the port, and the current quasi one mainstream quotation is still around 1850.