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Coal Analysis Report

146 items

  • 4

    Jul

    Coal Weekly Report (20240622-20240628)

    In summary: the security check situation is strictly expected to coking coal supply is difficult to increase significantly, July into the hot and rainy season, the terminal construction is difficult to improve.
  • 2

    Jul

    Coal Monthly Report (June 2024)

    At the end of this month, the market is more negative factors, although there is a tentative increase in the downstream, but the actual support of the market is insufficient.
  • 28

    Jun

    Coal Market Weekly Report (20240608-20240614)

    In terms of Mongolia coal, Mongolia's imported coking coal market was weak this week. Steel steel molten iron production fell slightly, steel trading volume decreased, coke drop, coking coal bidding in different degrees fell.
  • 28

    Jun

    Coal Market Weekly Report (20240615-20240621)

    In summary: under the pressure of safety month, the coking coal supply is difficult to increase; At present, the output of molten iron is relatively high, and the upward power of the steel market is still limited.
  • 10

    Jun

    Coal Market Weekly Report (20240601-20240607)

    In summary: recently, the billet fell, the black futures plate is green, affecting the weakening of market sentiment, in addition to the general transaction of building materials, coke steel enterprises to maintain raw materials just need to purchase.
  • 2

    Jun

    Coal Market Weekly Report (20240525-20240531)

    In summary: June coal mine into the safety month, it is expected that there is no substantial increase in production of coking coal, the price of a certain support. Short-term steel production of molten iron is still at a high level.
  • 27

    May

    Coal Market Weekly Report (20240518-20240524)

    In summary: with the futures plate rising, steel prices have also risen, market sentiment has improved, coke enterprises and traders began to enter the procurement, coking coal demand has rebounded.
  • 20

    May

    Coal Market Weekly Report (20240511-20240517)

    Overall: the recent coking coal production in the main producing areas is relatively scarce, because steel mills are currently temporarily on the edge of profit and loss, coke is expected to increase and decrease.
  • 12

    May

    Coal Market Weekly Report (20240506-20240510)

    In general: with the five rounds of coke increase, coke enterprises profit repair, production enthusiasm, short-term coal price support is strong, but near the weekend black futures fell, affecting the double coke market sentiment has weakened.
  • 4

    May

    Coal Monthly Report (April 2024)

    China's coking coal market fell before rising in March. Coal mines in the main producing areas have resumed production, but the output release is limited, coke has been reduced for eight consecutive rounds.
  • 2

    May

    Coal Market Weekly Report (20240420-20240426)

    In summary: with the third round of coke ups and downs, market sentiment continues to warm, while the coking coal increase is larger, the loss of coke enterprises is still serious, the overall operating rate still remains low.
  • 19

    Apr

    Coal Weekly Report (20240413-20240419)

    In summary: Some coal mines in the main producing areas are still resuming production, the current supply level has not yet recovered to the early stage, driven by the rising steel market.
  • 12

    Apr

    Coal Weekly Report (20240408-20240412)

    In terms of Mongolian coal, the imported coking coal market at Ganqimudu port in Mongolia this week was weak. This week, the eight rounds of China's coke has fallen, coke profits have been squeezed again, the terminal steel profits have recovered.
  • 10

    Apr

    Coal Market Weekly Report (20240330-20240407)

    In summary: the recent coal mine production increment is limited, some coal mines in the introduction of quantity and price preferential policies after shipment improved, inventory has a downward trend, but steel coke enterprise profits are not good.
  • 10

    Apr

    Coal Market Monthly Report (March 2024)

    Data released by the General Administration of Customs show that in February 2024, the country exported 230,000 tons of coal, down 9.3% year-on-year and 70.89% month-on-month. From January to February 2024, the country exported 1.01 million tons of coal.
  • 7

    Apr

    Coal Market Weekly Report (20240323-20240329)

    In summary: short-term coal mine production increment is limited, safety inspection is not reduced, production is difficult to reach full load production, and the downstream demand for coke steel is difficult to have a large rebound.
  • 23

    Mar

    Coal Market Weekly Report (20240316-20240322)

    In summary: Recently, building materials transaction performance rebounded, coupled with billet prices rose, steel blast furnace construction slightly increased, the coking coal market may play a certain boost.
  • 16

    Mar

    Coal Weekly Report (20240309-20240315)

    In summary: the recent billet decline, the terminal steel market turnover is general, the terminal demand continues to be weak, the steel mill is also in a state of loss, so the blast furnace is slow to resume production.
  • 12

    Mar

    Coal Market Weekly Report (20240302-20240308)

    Overall: the recent end of the finished material transaction cold, steel mills slow pace of resumption of production, molten iron production decline, the spread of market pessimism, with the expansion of raw coal, coke costs have moved down.
  • 24

    Feb

    Coal Market WeeklyReport (20240218-20240223)

    In terms of Mongolian coal, the imported coking coal market at Ganqimudu port in Mongolia this week was weak. The end of the Spring Festival holiday, the first week of work ushered in the third round of coke drop.

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