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Coal Analysis Report

146 items

  • 17

    Feb

    Coal Market Monthly Report (January 2024)

    Demand forecast: After the holiday market a small amount of replenishment, if there is no macro favorable policy support, downstream demand is difficult to improve, steel coke enterprises still need to receive goods mainly.
  • 16

    Feb

    Coal Market Weekly Report (20240203-20240208)

    Approaching the Spring Festival, most coal mines have stopped production for a holiday, the market has gradually entered the stage of closure, and the price has basically remained stable. The end demand performance is not good.
  • 4

    Feb

    Coal Market Weekly Report (20240120-20240126)

    Coal mine safety production before the festival, some coal mines at the end of the month to stop production holiday, so the coking coal supply is relatively tight, steel plant at the end of the year limited production maintenance increase.
  • 14

    Jan

    Coal Market Weekly Report (20240106-20240112)

    At the beginning of the recent year, the supply of coking coal has increased, but the supply increment before the Spring Festival is limited, at present, coke is down 200-220 yuan/ton, coke profits are squeezed again, the purchasing mentality is weak.
  • 6

    Jan

    Coal Market Weekly Report(20231230-20240105)

    Under the influence of off-season in the terminal market, the output of molten iron is down, and the pace of replenishment of steel mills is slow. And coke enterprises after this round of decline, profits once again back to the edge of profit and loss.
  • 2

    Jan

    Coal Market Monthly Report (December 2023)

    At the end of 2023, the price of coking coal has risen to a high level, and the downstream is low in the purchase intention of high-priced coal due to meager profits.
  • 2

    Jan

    Coal Market Weekly Report (20231223-1229)

    In summary: winter steel demand is weak, the price of finished materials has also fallen, steel mills have fallen back into the loss, demand continues to weaken, molten iron production has declined, the market has been affected by the sentiment to weaken.
  • 24

    Dec

    Coal Market Weekly Report (20231216-1222)

    In the case of the overall supply of coking coal is tight, the downstream coking steel inventory is also at a low level, but because the cost of raw coal is too high, the downstream has not a large number of replenishment plans.
  • 16

    Dec

    Coal Market Weekly Report (20231209-1215)

    It is expected that the overall shock and stable operation of coking coal in the short term, but it is necessary to pay attention to the risk of falling back in the later period.
  • 9

    Dec

    Coal Market Weekly Report(20231202-1208)

    Recently, the production of molten iron has declined, the demand for coke has declined, and the production limit of coke enterprises has increased due to loss. If the demand continues to decline in the future market.
  • 4

    Dec

    Coal Market Weekly Report (20231125-1201)

    China coking coal production is expected to pass through the dark moment, Shanxi coal mines are actively promoting the resumption of production, Shanxi coking coal production is expected marginal recovery.
  • 1

    Dec

    Coal Market Monthly Report (November 2023)

    In November, China's coking coal market price fell first and then rose, and the coking coal price rebounded strongly in the middle of the month. Coking coal prices fell slowly.
  • 25

    Nov

    Coal Market Weekly Report (20231118-1124)

    Recent frequent coal mine accidents, raw coal prices continue to rise, coke enterprises losses increased, although the current production of molten iron slightly down, but still at a high level, steel procurement positive.
  • 19

    Nov

    Coal Market Weekly Report (20231111-1117)

    Near the end of the year, under the premise of safety inspection and completion of annual production capacity, some coal mines in the fourth quarter said that output may decline in the next two months, conservative production.
  • 10

    Nov

    Coal Market Weekly Report (20231104-1110)

    In the macro policy and winter storage and other factors under the support, the short-term decline of molten iron space is limited, and steel mills raw coal low inventory, the demand for coke may form a strong support.
  • 3

    Nov

    Coal Market Weekly Report(20231028-1103)

    In terms of Mongolia coal, the market of imported coking coal at Ganqimudu port in Mongolia fluctuated and operated this week. Production of coal mines in producing areas have resumed production, the stage supply recovery is slow.
  • 1

    Nov

    Coal Market Monthly Report (October 2023)

    Affected by the lower purchase intention of downstream steel coke enterprises, some coal mine inventories have increased, the phenomenon of running auctions at the end of the month has increased, the mentality of manufacturers is bearish.
  • 28

    Oct

    Coal Market Weekly Report(20231021-1027)

    Although the price of raw materials fell, coke enterprises profit further repair, but the terminal demand is still weak, coke steel is still mainly to the warehouse, Shanxi four meters three coke oven has been eliminated.
  • 21

    Oct

    Coal Market Weekly Report (20231014-1020)

    Although some coal mines resume production, but the actual production has not reached the normal level, the overall supply is still tight, the third round of coke increase so far, the mainstream steel mills have not responded.
  • 19

    Oct

    Coal Monthly Report (September 2023)

    In August 2023, China imported 44.333 million tons of coal and lignite, compared with 39.26 million tons in July, a year-on-year increase 50.5%; From January to August, China imported 305.513 million tons of coal and lignite, an increase of 82%.

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