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Met Coal Junkie
Daily rumours, facts, news & opinions
Opinions
Chinese Steel Reform 2.0, Morgan Stanley reports
A Morgan Stanley's report released on 21 Jan 2025 explores the global implications of China's "Steel Reform 2.0," anticipated to launch...
Jan 25, 20251 min read
Weekly Recap: Chinese met coal and coke market 13-19 Jan
After last week’s rebound, some compared the situation to September-October, but they are fundamentally different. While steel profits,...
Jan 20, 20251 min read
Persistent Oversupply and Limited Demand Recovery: Challenges for Coking Coal and Coke Prices in 2025
The recent sharp rebound in coking coal and coke prices lacks fundamental support, as both supply and demand remain broadly balanced with...
Jan 17, 20251 min read
Circulated analysis of India Met Coke QR. Click to read
Regarding India's Coke Import Quota: 1. Total Quota: The total quota for the first half of 2025 (1.427 million tons) is significantly...
Dec 27, 20242 min read
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