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Met Coal Junkie
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End-of-Day Market Summary PHCC – June 4, 2025
End-of-Day Market Summary – June 4, 2025 Cautiously firm – GYC trades provide a floor, but PLV-linked resale overhang weighs on...
Jun 4, 20251 min read
DCE Coking Coal Rally Explained: From Demand Pessimism to Supply-Side Speculation
DCE JM 09 up 7.19% to RMB 768 as of 3PM GMT +8. The coking coal market is currently driven by multiple speculative headlines, including:...
Jun 4, 20251 min read
BHP COI GYC 75kt, expected level around 187-190 FOB with index-linked components
BHP COI GYC 75kt, expected level around 187-190 FOB with index-linked components
Jun 4, 20251 min read
End-of-Day Market Summary PHCC – June 3, 2025
End-of-Day Market Summary – June 3, 2025 Reluctant alignment — the market is adjusting to an oversupply narrative, with sentiment...
Jun 3, 20251 min read
End-of-Day Market Summary PHCC – June 2, 2025
End-of-Day Market Summary – June 2, 2025 Deeply bearish — rising resale pressure, speculative miner supply, and potential index...
Jun 2, 20251 min read
Russian Coal Sector Faces Deepening Crisis Amid Heavy Losses and Shrinking Exports
Russian coal industry is grappling with mounting financial distress, posting over $875 million in losses in Q1 2025 alone, according to...
Jun 1, 20251 min read
Two Bridge Collapses in Western Russia: Passenger and Freight Trains Derail
In less than 24 hours, two bridges collapsed in Russia's Bryansk and Kursk regions, both bordering Ukraine. On May 31, a highway bridge...
Jun 1, 20251 min read
End-of-Day Market Summary PHCC - May 30, 2025
End-of-Day Market Summary – May 30, 2025 Sentiment has flipped bearish, not on actual supply, but on the perception of imminent selling....
May 30, 20251 min read
End-of-Day Market Summary PHCC – May 29, 2025
End-of-Day Market Summary – May 29, 2025 The market is in a delicate balance. Despite a bearish paper and Chinese environment, FOB...
May 29, 20251 min read
End-of-Day Market Summary PHCC – May 28, 2025
End-of-Day Market Summary – May 28, 2025 Market divergence deepens—Chinese domestic pricing collapses, but seaborne FOB Australia stays...
May 28, 20251 min read
End-of-Day Market Summary PHCC – May 27, 2025
End-of-Day Market Summary – May 27, 2025 The market remains fundamentally anchored despite continued Chinese domestic price erosion....
May 27, 20251 min read
Anze Yuan 1200 today
Anze Yuan 1200 today
May 27, 20251 min read
JSW Steel Q4 Margins Steady as India Demand Supports Met Coal Consumption
JSW Steel’s Q4 FY25 results reflect steady margins and robust domestic demand, signaling cautious optimism for the met coal market....
May 27, 20251 min read
Polish JSW Declares Force Majeure After Budryk Mine Fire
Jastrzębska Spółka Węglowa (JSW) has declared force majeure following a fire at its Budryk mine on May 7, 2025. The incident...
May 27, 20251 min read
End-of-Day Market Summary PHCC – May 26, 2025
End-of-Day Market Summary – May 26, 2025 The market is quiet but underpinned, with Chinese weakness pressuring paper, yet physical...
May 26, 20251 min read
China second coke price cut to announce today and to conclude by Wednesday
China second coke price cut to announce today and to conclude by Wednesday
May 26, 20251 min read
DCE Sept breaks below Yuan 800. Chinese Anze-like PHCC drops another Yuan 80 to Yuan 1150.
DCE Sept breaks below Yuan 800. Chinese Anze-like PHCC drops another Yuan 80 to Yuan 1150.
May 26, 20251 min read
End-of-Day Market Summary PHCC – May 23, 2025
End-of-Day Market Summary – May 23, 2025 Market fundamentals remain solid and sentiment is improving, especially as steelmakers adjust to...
May 23, 20251 min read
Globalcoal Goonyella bid $186 FOB End June and Early July laycan, 75kt x 2
Globalcoal Goonyella bid $186 FOB End June and Early July laycan, 75kt
May 23, 20251 min read
Tata Steel Expands Kalinganagar Plant, Boosts India Capacity Beyond 26 MT
Tata Steel Expands Kalinganagar Plant, Boosts India Capacity Beyond 26 MT
May 22, 20251 min read
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