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Met Coal Junkie
Daily rumours, facts, news & opinions
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End-of-Day Market Summary PHCC – September 25, 2025
End-of-Day Market Summary – September 25, 2025 Tone: Balanced, China-led – Market moved broadly in line with expectations, with BHP’s Nov...
Sep 251 min read
End-of-Day Market Summary PHCC – September 24, 2025
End-of-Day Market Summary – September 24, 2025 Tone: Confused and distorted, as benchmark misalignment frustrates buyers but benefits...
Sep 241 min read
JSW Polish mine fire, loss of 156kt of met coal
Jastrzębska Spółka Węglowa (JSW), Europe’s largest coking coal producer, has announced an adjustment to its annual production plan...
Sep 241 min read
End-of-Day Market Summary PHCC – September 23, 2025
End-of-Day Market Summary – September 23, 2025 Tone: Bullish in China, but benchmark distortions highlight fragility in FOB pricing....
Sep 241 min read
End-of-Day Market Summary PHCC – September 19, 2025
End-of-Day Market Summary – September 19, 2025 Tone: Bullish Chinese sentiment continues to dominate despite weak FOB fundamentals, with...
Sep 201 min read
End-of-Day Market Summary PHCC – September 18, 2025
End-of-Day Market Summary – September 18, 2025 Tone: Neutral-to-cautious – FOB stability masks fragility, with buyers waiting and spreads...
Sep 191 min read
End-of-Day Market Summary PHCC – September 17, 2025
End-of-Day Market Summary – September 17, 2025 Tone: Diverging sentiment – China remains bullish and spot-focused, while FOB fundamentals...
Sep 171 min read
Perspective: Saraji South mine closure, from shock to shrug
In 2012, BHP announced the closure of the Saraji South mine against the backdrop of force majeure from heavy rains and strikes, which...
Sep 171 min read
End-of-Day Market Summary PHCC – September 15, 2025
End-of-Day Market Summary – September 15, 2025 Tone: Bullish short-term on Chinese restocking and Xinjiang rumours, but fragile as...
Sep 151 min read
End-of-Day Market Summary PHCC – September 4, 2025
End-of-Day Market Summary – September 4, 2025 BHP October Sales Add to Bearish Bias – BHP sold a mid-October GYC laycan to Mercuria at...
Sep 41 min read
End-of-Day Market Summary PHCC – September 2, 2025
End-of-Day Market Summary – September 2, 2025 FOB Market in Waiting Mode – Participants remain sidelined, waiting for fresh trades to set...
Sep 21 min read
End-of-Day Market Summary PHCC – September 1, 2025
End-of-Day Market Summary – September 1, 2025 DCE Weakens on Steel Inventory Build and Coke Cut – DCE Jan briefly dipped below RMB 1,100...
Sep 11 min read
End-of-Day Market Summary PHCC – August 29, 2025
End-of-Day Market Summary – August 29, 2025 Selling Indications Push Toward $200 CFR India – Competition among traders for limited Indian...
Aug 291 min read
Quick Perspective – Can 180 FOB Hold?
Quick Perspective – Can 180 Hold? Executive Summary: 180 FOB is more a fragile checkpoint than a firm floor, with 175 the next test...
Aug 291 min read
End-of-Day Market Summary PHCC – August 28, 2025
End-of-Day Market Summary – August 28, 2025 Tone: Constructively cautious , with BHP prints lending stability, but excess trader length...
Aug 281 min read
End-of-Day Market Summary PHCC – August 27, 2025
End-of-Day Market Summary – August 27, 2025 Market Braces for BHP COI – Participants are awaiting BHP’s COI tomorrow, with expectations...
Aug 271 min read
End-of-Day Market Summary PHCC – August 26, 2025
End-of-Day Market Summary – August 26, 2025 Tone: Bearish-leaning but resilient , with FOB sellers holding ground above $190 while supply...
Aug 261 min read
Perspective: Drop the 40% Royalty and Watch Prices Drop
Queensland’s top-tier coal royalty—the headline 40% clip above A$300/t—has become the market’s lightning rod. The chorus is getting...
Aug 261 min read
Exclusive from Qingdao Mysteel Conference: Steel Weak, Coal Wild: Where the Smart Money Plays Next
📊 Executive Report – Met Coal & Coke Market Outlook 1. NOW – Current Market Environment Macro-Economy China’s GDP grew 5.3% in H1 2025 ,...
Aug 253 min read
End-of-Day Market Summary PHCC – August 25, 2025
End-of-Day Market Summary – August 25, 2025 Tone: Cautiously bullish , supported by sentiment drivers but constrained by real demand...
Aug 251 min read
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