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Coke (coal) Analysis Report

167 items

  • 16

    Dec

    Coke Weekly Report (20241206-1213)

    Overall, the overall coke fundamentals are slightly loose, but the winter storage plan of steel mills is gradually starting, and the demand for raw materials is also gradually picking up.
  • 9

    Dec

    Coke Weekly Report (20241129-1206)

    On the whole, some steel mills continue to control the volume behavior, the supply side shipments appear unsalable, plus the cost of raw materials continues to fall, the cost support is weak, the overall coke fundamentals are slightly loose.
  • 2

    Dec

    Coke Weekly Report (20241122-1129)

    In summary, the overall coke fundamentals are slightly loose, coke prices do not rule out the possibility of continuing to fall, and it is expected that the coke market is weak in the short term.
  • 16

    Nov

    Coke Weekly Report (20241108-1115)

    Overall, the overall coke fundamentals are slightly loose, the market is still expected to see a decline, and the coke market is weak in the short term.
  • 3

    Nov

    Coke Weekly Report (20241025-1101)

    Overall, in the short term, the coke market temporarily stable operation. Follow-up attention should be paid to the impact of the price trend of the final material and the price of the raw material on the cost demand of coke.
  • 25

    Oct

    Coke Weekly Report (20241018-1025)

    In summary, there is still a risk of price reduction in the later stage of coke, coke prices are expected to be weak in the short term, and the follow-up needs to pay attention to the impact of the price trend of terminal materials.
  • 20

    Oct

    Coke Weekly Report (20240927-1011)

    Overall, coke prices are expected to run strongly in the short term. In the later stage, it is still necessary to pay attention to the impact of blast furnace maintenance.
  • 4

    Oct

    Coke Monthly Report (September 2024)

    overall, from the current supply of coke enterprises and steel mill molten iron situation, short-term are in the resumption of production rhythm, but coke is in the price range, steel mills will actively want goods.
  • 4

    Oct

    Coke Weekly Report (20240920-0927)

    Overall, the short-term coke market is expected to be strong operation. In the later stage, we still need to continue to pay attention to the impact of macro sentiment, coking coal price trend and steel mill profits on coke prices.
  • 20

    Sep

    Coke Weekly Report (20240906-0913)

    Supply: After the eighth round of coke price reduction, most coke enterprises lost money, and the enthusiasm of production was weak. On the whole, the short-term coke market is expected to run temporarily.
  • 20

    Sep

    Coke Weekly Report (20240823-0830)

    On the whole, steel mills are still losing money and steel is still in the off-season of consumption, the weak situation has not fundamentally reversed, so steel mills still put forward price cuts, but at present in the raw material cost lost support.
  • 28

    Aug

    Coke Weekly Report (20240816-0823)

    Supply: coke six rounds of price reduction landing, the profit of the coke enterprises is not good, in order to reduce losses, many coke enterprises began to reduce production limited action, coke delivery is general.
  • 22

    Aug

    Coke Weekly Report (20240809-0816)

    On the whole, the terminal demand is sluggish, the price of finished materials continues to fall, steel mills are difficult to reverse the loss situation in the short term, steel blast furnace maintenance and production reduction scope is still expanding.
  • 6

    Aug

    Coke Monthly Report (July 2024)

    The statistical capacity utilization rate of the full sample of independent coke enterprises was 74.26%, +1.38 percentage points month-on-month and +0.37 percentage points year-on-year.
  • 6

    Aug

    Coke Market Weekly Report (20240726-0802)

    On the whole, on the whole, the short-term coke price is mainly weak. Later price trend and the core contradiction of the market still need to focus on the consumption and shipment of finished materials.
  • 19

    Jul

    Coke Market Weekly Report (20240712-0719)

    In the case of supply and demand mismatch and tight balance in the short term, coke prices are expected to remain stable, and it is still necessary to pay attention to the downstream steel blast furnace maintenance plan.
  • 14

    Jul

    Coke Market Weekly Report (20240705-0712)

    Supply: coke enterprises started high and stable under the support of small profits, and some coke enterprises increased production slightly. Overall, the coke market may maintain stable operation in the short term.
  • 14

    Jul

    Coke Monthly Report (June 2024)

    June coke market Coke market completed a round of decline, down 50-55 CNY/ton; A round of rise, an increase of 50-55 CNY/ton. Coke enterprises ton coke profit to maintain a small profit, coke enterprises capacity utilization rate increased to 72.8%.
  • 6

    Jul

    Coke Market Weekly Report (20240628-0705)

    On the whole, the room for coke to rise is limited, and it is expected that the short-term Chinese coke market will temporarily run stable.
  • 1

    Jul

    Coke Market Weekly Report (20240621-0628)

    On the whole, after giving coke a certain profit, it is expected that coke production capacity will be released, coke supply and demand will reach balance again, and it is expected that China's coke market will be temporarily stable in the short term.

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