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Met Coal Junkie
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Analysis: Freight Fatigue - Why Rising Oil Could Drag PLV FOB Lower, Not Higher
If Brent crude pushes toward $80/bbl amid rising Middle East tensions, freight markets will be reacting fast. For the coking coal...
Jun 23, 20252 min read
Exclusive: China's First Canadian Coal Transshipment to Indonesia Exposes Met Coal Arbitrage—and a Path to Narrowing FOB-CFR Gap
Canadian cargo priced off CFR China index sold at premium to Southeast Asia—traders capitalize on dislocation Putian Port’s first-ever...
Jun 20, 20252 min read
Weekly PHCC Market Insight: June 9-13 vs June 16–20, 2025
📊 Week-on-Week Market Comparison Aspect June 9–13, 2025 June 16–20, 2025 Change / Insight Oaky North Offers Fell from $183 → $175 FOB by...
Jun 20, 20252 min read


End-of-Day Market Summary PHCC – June 20, 2025
End-of-Day Market Summary – June 20, 2025 Hesitant and fragile. The market is sitting in an uneasy standoff, with offers softening but...
Jun 20, 20251 min read
Analysis: Is $160 FOB for Australian PLV Realistic?
Executive Summary: PLV FOB prices are once again approaching the $160 mark, raising the question of whether such levels are realistic. In...
Jun 20, 20253 min read
Chinese cut 4th coke price by 55-55 RMB
Chinese cut 4th coke price by 55-55 RMB
Jun 20, 20251 min read
EVR is reducing 140 staff at mines, in response to challenging market conditions, but reportedly not reducing production
EVR is reducing 140 staff at mines, in response to challenging market conditions
Jun 19, 20251 min read


End-of-Day Market Summary PHCC – June 19, 2025
End-of-Day Market Summary – June 19, 2025 Heavy and imbalanced. A wave of unsold PLV and PMV cargoes—amid weakening Chinese demand and no...
Jun 19, 20251 min read
Australian PMV Mine Production Status Update – June 19, 2025
Appin Under panel change, with limited production activity expected until possibly early July. The recent underground injury has had...
Jun 19, 20251 min read


Week 25, 2025 Result - Junkie Met Coal Sentiment Index, PHCC Sentiment Indicator
Junkie Met Coal Sentiment Index Week 25: 40.36, +11.36 (Week 24: 29.00) 🔍 How to Read the Index: >70 → Bullish (tightness, demand >...
Jun 19, 20252 min read
End-of-Day Market Summary PHCC – June 18, 2025
End-of-Day Market Summary – June 18, 2025 The market remains suppressed. Even as branded PMV clears in line with expectations, buyers are...
Jun 18, 20251 min read
End-of-Day Market Summary PHCC – June 17, 2025
End-of-Day Market Summary – June 17, 2025 Market sentiment is cautious with a minor rebound in paper and ongoing mining safety concerns,...
Jun 17, 20251 min read
Details of 2nd Appin mine incident 13 June
It was around 7:40 in the morning on 13 June when the call came through—there’d been an accident underground at the Appin West Colliery...
Jun 17, 20251 min read
[Join Now] Week 25 - Junkie Met Coal Sentiment Index
Thank you for contributing to the previous run of the Junkie Met Coal Sentiment Index - PHCC sentiment indicator. We’re kicking off Week...
Jun 17, 20251 min read
Appin mine incident, 1 miner injured, production affected
Second accident dated 13 June in the mine in the last two months.
Jun 16, 20251 min read
End-of-Day Market Summary PHCC – June 16, 2025
End-of-Day Market Summary – June 16, 2025 Market remains fundamentally pressured. While Chinese paper sentiment is flattening, real FOB...
Jun 16, 20251 min read


Weekly PHCC Market Insight: June 2–7 vs June 9–13, 2025
Weekly Market Insight: June 2–7 vs June 9–13, 2025 Week 23 vs Week 24 Live from Met Coal Junkie Sentiment Overview Week Summary June 2–7...
Jun 13, 20252 min read


End-of-Day Market Summary PHCC – June 13, 2025
End-of-Day Market Summary – June 13, 2025 13 June Live from Met Coal Junkie Bearish. Market is overwhelmed with opportunistic resale...
Jun 13, 20251 min read


End-of-Day Market Summary PHCC – June 12, 2025
End-of-Day Market Summary – June 12, 2025 The market is weighed down by Chinese resell pressure. Bearish in the short term but...
Jun 12, 20251 min read
Circulated: Top 3 takeaways from Coaltrans Beijing over thermal coal
- Several Chinese buyers asking to postpone or even cancel laycans - Many players suggesting we move to MCC instead of ICI - Some major...
Jun 12, 20251 min read
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