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Met Coal Junkie
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BHP COI End June 75kt GYC. Price expectation 188-193
BHP COI End June 75kt GYC. Price expectation 188-193
May 14, 20251 min read
Alpha Slashes Met Coal Guidance Amid Weather Setbacks and Market Weakness
Alpha Metallurgical Resources reported a steep Q1 2025 net loss of $33.9 million, driven by severe January–February weather disruptions...
May 14, 20251 min read
Great response to the Junkie Index, with over 20 inputs now!
Thank you for the great response to the Junkie Met Coal Sentiment Index! If you have not already participated, please join here . It's...
May 14, 20251 min read
Ramaco Cuts 2025 Met Coal Guidance Amid Weak Market, Retains Growth Optionality
Ramaco Resources reported record quarterly production of 989,000 tons in Q1 2025, despite losing around 100,000 tons to severe weather....
May 14, 20251 min read
Core Advances Term Sales and Prepares Leer South Restart Amid Long-Term Met Coal Strength
Core Natural Resources' Q1 reports its unchanged 2025 metallurgical coal sales guidance at 7.5–8.0 million short tons, in line with...
May 14, 20251 min read
Updated: End-of-Day Market Summary PHCC – May 13, 2025
End-of-Day Market Summary – May 13, 2025 The market remains balanced but tense, with limited fresh supply, strategic reshuffling of...
May 13, 20251 min read
[Pinned] Let's Join - The Junkie Met Coal Sentiment Index: PHCC Sentiment Indicator
Welcome to the Junkie Met Coal Sentiment Index — the market's first sentiment index built specifically for the premium hard coking coal (PHCC) market.
May 13, 20252 min read
Nippon Steel’s Profitability Holds Despite Downturn
Nippon Steel recorded an underlying business profit of ¥793.7 billion in FY2024, translating to approximately $151/ton , down from...
May 13, 20251 min read
Tata Steel’s Q4 and FY2025 Results Highlight Regional Divide, Easing Met Coal Costs
Tata Steel's Q4 FY2025 results reveal a sharp regional split in profitability and shifting market dynamics. India remained the core...
May 13, 20251 min read
Government Seeks Review of Supreme Court Ruling on JSW Steel-BPSL Deal
Following a detailed examination of the Supreme Court’s May 2 ruling that deemed JSW Steel’s acquisition of Bhushan Power and Steel Ltd...
May 13, 20251 min read
Few Chinese mills proposed 1st coke price cut by Yuan 50
Few Chinese mills proposed 1st coke price cut by Yuan 50
May 13, 20251 min read
End-of-Day Market Summary PHCC – May 12, 2025
End-of-Day Market Summary – May 12, 2025 Macro optimism is driving TSI paper strength, but underlying physical and Chinese fundamentals...
May 12, 20251 min read
Stay tuned for the very first seaborne met coal sentiment index next week...
Stay tuned for the very first seaborne met coal sentiment index next week...
May 9, 20251 min read
End-of-Day Market Summary PHCC – May 9, 2025
End-of-Day Market Summary – May 9, 2025 The market closed the week on a quiet and cautious note, with physical Chinese weakness offset by...
May 9, 20252 min read
End-of-Day Market Summary PHCC – May 8, 2025
End-of-Day Market Summary – May 8, 2025 Cautiously steady, with Chinese weakness pressuring sentiment, but tight seaborne supply and...
May 8, 20251 min read
No BHP COI this week
No BHP COI this week
May 8, 20251 min read
Peabody Highlights Q1 Cost Control Amid Slower Prices
May 6, 2025 – Peabody Energy reported Q1 2025 seaborne metallurgical coal sales of 1.8 million tons with an average price of $125.15/ton....
May 8, 20251 min read
Fire Injures Four at Russian Coal Plant
7 May Fire Injures Four at Russian Coal Plant Four people were injured after a methane fire broke out at Mechel’s coal processing plant...
May 8, 20251 min read
North Gonnyella unlikely to have any more spot offers in CY Q2
North Gonnyella unlikely to have any more spot offers in CY Q2
May 8, 20251 min read


Lost tons of Aus PMV in Q2 up to 22.5 PMX / 1.68 million mt
Note: Appin mine takes about a month to ramp up to pre-incident utilisation level but these lost tons are omitted above. *the above is...
May 7, 20251 min read
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