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Met Coal Junkie
Daily rumours, facts, news & opinions
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End-of-Day Market Summary PHCC – May 12, 2025
End-of-Day Market Summary – May 12, 2025 Macro optimism is driving TSI paper strength, but underlying physical and Chinese fundamentals...
May 12, 20251 min read
End-of-Day Market Summary PHCC – May 9, 2025
End-of-Day Market Summary – May 9, 2025 The market closed the week on a quiet and cautious note, with physical Chinese weakness offset by...
May 9, 20252 min read
End-of-Day Market Summary PHCC – May 8, 2025
End-of-Day Market Summary – May 8, 2025 Cautiously steady, with Chinese weakness pressuring sentiment, but tight seaborne supply and...
May 8, 20251 min read
No BHP COI this week
No BHP COI this week
May 8, 20251 min read
Fire Injures Four at Russian Coal Plant
7 May Fire Injures Four at Russian Coal Plant Four people were injured after a methane fire broke out at Mechel’s coal processing plant...
May 8, 20251 min read
North Gonnyella unlikely to have any more spot offers in CY Q2
North Gonnyella unlikely to have any more spot offers in CY Q2
May 8, 20251 min read


Lost tons of Aus PMV in Q2 up to 22.5 PMX / 1.68 million mt
Note: Appin mine takes about a month to ramp up to pre-incident utilisation level but these lost tons are omitted above. *the above is...
May 7, 20251 min read
Illawara unlikely to have June spot offers due to longwall move
Illawara unlikely to have June spot offers due to longwall move
May 7, 20251 min read
Oaky Creek and Moranbah remain shut with no further spot offers in CY Q2 expected
Oaky Creek and Moranbah remain shut with no further spot offers in CY Q2 expected
May 7, 20251 min read
End-of-Day Market Summary PHCC – May 7, 2025
End-of-Day Market Summary – May 7, 2025 The market is in a holding pattern, with supported pricing and limited liquidity, awaiting BHP's...
May 7, 20251 min read
PBOC’s May 2025 Easing Supports Coking Coal Sector Through Liquidity and Demand Stabilization
As of May 7, 2025, China’s latest monetary easing signals a supportive shift for the coking coal sector. The PBOC cut the RRR by 50bps,...
May 7, 20251 min read
End-of-Day Market Summary PHCC – May 6, 2025
End-of-Day Market Summary – May 6, 2025 The market remains watchful and cautiously firm, hinging on BHP’s next move. While China weakens,...
May 6, 20251 min read
Developing: Anglo Dismisses Peabody’s MAC Claim, Reaffirms Commitment to Coal Deal
Anglo American has dismissed 5 May Peabody Energy’s Material Adverse Change claim, stating the Moranbah North mine incident does not...
May 6, 20251 min read
Peabody Warns of Potential Exit from Anglo Coal Deal Amid Moranbah Mine Crisis
May 5, 2025 Peabody Energy has issued a Material Adverse Change (MAC) notice to Anglo American, raising doubts over its proposed $3.78...
May 5, 20251 min read
End-of-Day Market Summary PHCC – May 5, 2025
End-of-Day Market Summary – May 5, 2025 Muted but watchful, with attention turning to BHP’s next move and whether Canadian supply can...
May 5, 20251 min read
Stanmore's Q1 Reports Lower Cost Guidance, Maintains Output Despite Record Rainfall
Stanmore Lowers Cost Guidance, Maintains Output Despite Record Rainfall Stanmore Resources defied severe weather disruptions in Q1 2025...
May 5, 20251 min read
JSW-BPSL Deal Collapse Triggers Industry Alarm as 2.75mt Steel Capacity Faces Liquidation
In a landmark ruling, India’s Supreme Court has scrapped JSW Steel’s ₹19,700 crore acquisition of Bhushan Power & Steel Ltd (BPSL),...
May 3, 20251 min read
Hoa Phat Delivers Robust Q1 Performance with EBITDA Reaching USD 121 per Ton
Hoa Phat Group reported a strong first quarter in 2025, underpinned by a sharp rebound in Vietnam’s domestic steel demand and improving...
May 2, 20251 min read
End-of-Day Market Summary PHCC – May 2, 2025
End-of-Day Market Summary – May 2, 2025 A quiet day in the market with a neutral to slightly firm undertone, driven by sentiment catch-up...
May 2, 20251 min read
CITIC Special Steel Q1 2025: Operating Profit per Ton and Market Outlook
Operating profit per ton rose to ~USD 56.3, up from USD 51.5 a year ago, driven by improved cost efficiency and resilient specialty steel...
May 2, 20251 min read
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