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Met Coal Junkie
Daily rumours, facts, news & opinions
Live Updates
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 24, 20251 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 24, 20251 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 20, 20251 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 19, 20251 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 17, 20251 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 17, 20251 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 15, 20251 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 4, 20251 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 2, 20251 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 1, 20251 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 29, 20251 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 29, 20251 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 28, 20251 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 27, 20251 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 26, 20251 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 26, 20251 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 25, 20253 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 25, 20251 min read
Shanxi coal mines temporary shut-down making headlines and rumours again
Shanxi coal mines temporary shut-down making headlines and rumours again
Aug 25, 20251 min read
Tahmoor Coal owner strikes back with legal bid to get mine operating again
Tahmoor Coal owner strikes back with legal bid to get mine operating again
Aug 23, 20251 min read
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