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Coke (coal) Analysis Reports
Coke (coal) Analysis Report
167 items
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22
JunCoke Market Weekly Report (20240614-0621)
Overall, the final consumption is less than expected, the contradiction between coke supply and demand is not obvious, and the short-term coke market is in a dilemma. -
20
JunCoke Market Weekly Report (20240607-0614)
In summary, with the weakening of macro sentiment, the market gradually returns to rationality, in the case of weak reality and the upcoming off-season steel pressure gradually highlights, the recent steel prices have fallen, and the deal is weak. -
10
JunCoke Market Weekly Report (20240531-0607)
On the whole, it is expected that the coke market will be stable and weak in the short term. In the later stage, it is still necessary to pay attention to the impact of raw material costs, material trends and related policies on coke prices. -
9
JunCoke Monthly Report (May 2024)
The statistical capacity utilization rate of the full sample of independent coke enterprises was 71.40%, +6.61 percentage points month-on-month and -2.67 percentage points year-on-year. -
4
JunCoke Market Weekly Report (20240524-0531)
Overall, it is expected that in the short term the coke market supply and demand balance, prices rise and fall dilemma, later still need to focus on the cost of raw materials. -
27
MayCoke Market Weekly Report (20240517-0524)
Overall, coke prices are expected to run temporarily and steadily in the short term, and subsequent increases are not ruled out. -
21
MayCoke Market Weekly Report (20240510-0517)
The coke enterprises under the profit state of production enthusiasm is higher, the start of construction basically remains high, many have been close to full production. Based on the expectation of coke price reduction in the later period. -
15
MayCoke Market Weekly Report (20240506-0510)
This week, the coke market is temporarily stable, and the fifth round of coke increases by 100-110 CNY/ton, and mainstream steel mills have not responded. The price of coal is mixed and the price of chemical production is lowered. -
5
MayCoke Monthly Report (April 2024)
On the whole, the rebound in terminal demand led to a rapid rise in market sentiment, under the action of pre-holiday replenishment demand, the strong trend of coking coal prices remains unchanged, the price support of coking coal is still in. -
5
MayCoke Market Weekly Report (20240419-0426)
On the whole, under the dual support of cost and demand, coke enterprises may usher in the fourth round of increase before and after May Day, and coke prices are expected to run strongly in the short term. -
16
AprCoke Market Weekly Report (20240408-0412)
Overall, it is expected that the short-term coke price is mainly stable operation, and whether there is a rebound opportunity for coke in the later stage still needs to pay attention to the impact of raw material costs. -
9
AprCoke Monthly Report (March 2024)
The coke market is weak this month, and the coke market completed three rounds of downgrades in March 12, March 20, and March 28, respectively, with a cumulative decline of 300-330 CNY/ton. Since the Spring Festival, the dual coke market continue decline. -
7
AprCoke Market Weekly Report (20240329-0407)
Overall, the market for the eighth round of increase and decline is expected to be strong, most believe that the price of coke can continue to decline a round. -
7
AprCoke Market Weekly Report (20240322-0329)
On the whole, considering the continuous lack of terminal material storage and cash flow pressure, steel mills still have the possibility of continuing to seek profits upstream, and the negative market feedback is still not over. -
23
MarCoke Market Weekly Report (20240315-0322)
This week Tangshan mainstream sample steel mill average loss of 91 CNY/ton, week on week reduced 76 CNY/ton, the recent material market shock stronger, steel prices rebounded slightly. -
16
MarCoke Weekly Report (20240308-0315)
On the whole, the downstream demand for coke is poor at this stage, and the decline in coal prices has led to the loss of cost support for coke, the sixth round of price cuts for coke can basically be determined. -
11
MarCoke Market Weekly Report (20240301-0308)
On the whole, some steel mills may have a plan to increase and decrease in the later stage, and recently many coke companies have sent letters to resist the coke price falling again, the coke steel game has further intensified. -
8
MarCoke Market Weekly Report (20240223-0301)
Overall, in the short-term coke supply and demand weak situation, the trend of lumber prices and the profitability of terminal steel mills to a large extent determine the price trend of coke; If the later steel price pressure is not reduced. -
7
MarCoke Market Monthly Report (February 2024)
The profit loss of coke tons of independent coke enterprises intensified, and the theoretical profit of coke tons fell by 17.75 CNY/ton to -60 CNY/ton. -
24
FebCoke Market Weekly Report (20240218-0223)
Coke supply and demand pattern tends to be loose, coke inventory is still accumulating in the upstream, and the terminal material market is weak, steel mill loss pressure under the slow pace of coke procurement.
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