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Met Coal Junkie
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Baosteel Q1 Operating Profit per Ton Up 22% YoY to USD 39, Cost Control Shields Against Weak Demand
Baosteel Q1 2025: Operating Profit per Ton & Market Outlook 1. Operating Profit per Ton (USD) Q1 2025 Total Operating Profit: RMB 3.47...
May 2, 20251 min read
SSAB Q1 Steel Profitability Diverges by Region; Americas Set for Rebound in Q2
In Q1 2025, SSAB's EBITDA per ton showed stark regional contrasts. Special Steels led with a sharp 35% QoQ rise to SEK 5,214/t (USD 496),...
May 2, 20251 min read
POSCO's Q1 Profitability Rebounds on Cost Discipline and Strategic Premium Focus
POSCO's steel segment operating profit per ton rose to USD 31.4 in Q1 2025, up from USD 28.2 in Q4 2024 and USD 26.5 a year ago,...
May 2, 20251 min read
Hyundai Steel Narrows Losses: EBITDA per Ton Improves on Long Steel Strength, Auto Demand Lags
In Q1 2025, Hyundai Steel narrowed its operating loss to -10 USD/ton, a notable improvement from -27 USD/ton in Q4 2024. The recovery was...
May 2, 20251 min read
Erdemir Q1 2025: EBITDA Margins Halve Amid Cost Pressures and Lower Steel Output
1 2025 Performance Summary – EBITDA per Ton, Market & Operations EBITDA per ton dropped sharply from USD 117/ton in Q1 2024 to USD 59/ton...
May 2, 20251 min read
Gerdau 1Q25 Regional EBITDA/ton Snapshot: North America Leads as Brazil Faces Margin Pressure
EBITDA per Ton – Regional Breakdown (converted to USD for comparison) (Assuming exchange rate ~5 BRL/USD) --- Key Insights by Region 1....
May 1, 20251 min read
Ternium Q1 2025: Steel Margins Improve Amid Lower Costs, Nearshoring Supports Outlook
Ternium's steel segment recorded a stronger Q1 2025 performance, with EBITDA per ton improving to $72/ton, up from $52/ton in Q4 2024....
May 1, 20251 min read
Warrior Met Coal Q1 2025 Summary – Operational Growth Driven by Blue Creek
Warrior Met Coal reported solid Q1 2025 results, with production up 10% year-on-year, largely supported by the continued ramp-up of the...
May 1, 20251 min read
Moatize Coal Mine Hit by Fresh Worker Strike Over Unpaid Wages, Non-operational for 2 Months
Around 200 workers employed by Nsimbi Mining Services, a subcontractor at Vulcan’s Moatize coal mine in Mozambique’s Tete province, have...
May 1, 20251 min read
Analysis: Australia already lost 500kt of PMV, Indian demand gap exposed - can Canada fill the gap?
India Faces PHCC Gap as Over 500kt Lost from Australian Underground Supply Major disruptions at Australia’s top underground coking coal...
May 1, 20252 min read
Margin Divide Widens in Global Steel Markets – ArcelorMittal Shows $131/t Gap Across Regions
ArcelorMittal’s Q1 2025 results 30 April highlight a growing divergence in regional steel profitability, with EBITDA per ton ranging from...
Apr 30, 20251 min read
End-of-Day Market Summary PHCC – April 29, 2025
End-of-Day Market Summary PHCC – April 29, 2025 Slightly bullish, driven by supply disruption fears and limited new offers, though buyers...
Apr 29, 20251 min read
Whitehaven's Queensland Q3 Output Resilient Despite Weather Disruptions; Sales Hit by Logistics Delays
Key Insights from Whitehaven's Queensland Operations – March 2025 Quarter ROM production: Queensland produced 4.5 Mt of ROM coal, down...
Apr 29, 20251 min read
End-of-Day Market Summary PHCC – April 28, 2025
End-of-Day Market Summary PHCC – April 28, 2025 Bearish short-term bias, with spot and paper markets under pressure from resale rumors...
Apr 28, 20251 min read
Analysis: Rumoured China's 50 million crude steel production cut - Is it realistic?
In order to meet the 2025 pig iron production target of 809.37 million tons (derived from the rumoured 50 million crude steel cut), daily...
Apr 28, 20251 min read
Some Chinese steel mills rejected 2nd coke price increase
Some Chinese steel mills rejected 2nd coke price increase
Apr 26, 20251 min read
Rumour: China firms up 50 million steel production cut in 2025
China firms up 50 million steel production cut in 2025
Apr 25, 20251 min read
Oaky Creek Water Inflow Incident May Lose 2-3 PMX of PHCC
Here’s the timeline and estimated production loss from the Oaky Creek underground water inflow incident: If the recovery is short-term...
Apr 25, 20251 min read
Hunter Valley Operations Secures 18-Month Lifeline from NSW Government
The NSW government has granted Hunter Valley Operations (HVO) North an 18-month extension, allowing the coal mine to continue operating...
Apr 25, 20251 min read
End-of-Day Market Summary PHCC – April 24, 2025
End-of-Day Market Summary – April 24, 2025 Near-term bullish bias sustained by firm miner stances and solid Indian demand, but...
Apr 24, 20251 min read
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