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Met Coal Junkie
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Illawara unlikely to have June spot offers due to longwall move
Illawara unlikely to have June spot offers due to longwall move
May 7, 20251 min read
Oaky Creek and Moranbah remain shut with no further spot offers in CY Q2 expected
Oaky Creek and Moranbah remain shut with no further spot offers in CY Q2 expected
May 7, 20251 min read
End-of-Day Market Summary PHCC – May 7, 2025
End-of-Day Market Summary – May 7, 2025 The market is in a holding pattern, with supported pricing and limited liquidity, awaiting BHP's...
May 7, 20251 min read
PBOC’s May 2025 Easing Supports Coking Coal Sector Through Liquidity and Demand Stabilization
As of May 7, 2025, China’s latest monetary easing signals a supportive shift for the coking coal sector. The PBOC cut the RRR by 50bps,...
May 7, 20251 min read
End-of-Day Market Summary PHCC – May 6, 2025
End-of-Day Market Summary – May 6, 2025 The market remains watchful and cautiously firm, hinging on BHP’s next move. While China weakens,...
May 6, 20251 min read
Developing: Anglo Dismisses Peabody’s MAC Claim, Reaffirms Commitment to Coal Deal
Anglo American has dismissed 5 May Peabody Energy’s Material Adverse Change claim, stating the Moranbah North mine incident does not...
May 6, 20251 min read
Peabody Warns of Potential Exit from Anglo Coal Deal Amid Moranbah Mine Crisis
May 5, 2025 Peabody Energy has issued a Material Adverse Change (MAC) notice to Anglo American, raising doubts over its proposed $3.78...
May 5, 20251 min read
End-of-Day Market Summary PHCC – May 5, 2025
End-of-Day Market Summary – May 5, 2025 Muted but watchful, with attention turning to BHP’s next move and whether Canadian supply can...
May 5, 20251 min read
Stanmore's Q1 Reports Lower Cost Guidance, Maintains Output Despite Record Rainfall
Stanmore Lowers Cost Guidance, Maintains Output Despite Record Rainfall Stanmore Resources defied severe weather disruptions in Q1 2025...
May 5, 20251 min read
JSW-BPSL Deal Collapse Triggers Industry Alarm as 2.75mt Steel Capacity Faces Liquidation
In a landmark ruling, India’s Supreme Court has scrapped JSW Steel’s ₹19,700 crore acquisition of Bhushan Power & Steel Ltd (BPSL),...
May 3, 20251 min read
Wet Weather Tightens Supply, Coking Coal Prices Rebound Amid Bowen’s Solid Q1
Coking coal prices are rebounding after a soggy March quarter that battered Queensland’s mining heartland. Bowen Coking Coal reported...
May 2, 20251 min read
Hoa Phat Delivers Robust Q1 Performance with EBITDA Reaching USD 121 per Ton
Hoa Phat Group reported a strong first quarter in 2025, underpinned by a sharp rebound in Vietnam’s domestic steel demand and improving...
May 2, 20251 min read
End-of-Day Market Summary PHCC – May 2, 2025
End-of-Day Market Summary – May 2, 2025 A quiet day in the market with a neutral to slightly firm undertone, driven by sentiment catch-up...
May 2, 20251 min read
CITIC Special Steel Q1 2025: Operating Profit per Ton and Market Outlook
Operating profit per ton rose to ~USD 56.3, up from USD 51.5 a year ago, driven by improved cost efficiency and resilient specialty steel...
May 2, 20251 min read
Baosteel Q1 Operating Profit per Ton Up 22% YoY to USD 39, Cost Control Shields Against Weak Demand
Baosteel Q1 2025: Operating Profit per Ton & Market Outlook 1. Operating Profit per Ton (USD) Q1 2025 Total Operating Profit: RMB 3.47...
May 2, 20251 min read
SSAB Q1 Steel Profitability Diverges by Region; Americas Set for Rebound in Q2
In Q1 2025, SSAB's EBITDA per ton showed stark regional contrasts. Special Steels led with a sharp 35% QoQ rise to SEK 5,214/t (USD 496),...
May 2, 20251 min read
POSCO's Q1 Profitability Rebounds on Cost Discipline and Strategic Premium Focus
POSCO's steel segment operating profit per ton rose to USD 31.4 in Q1 2025, up from USD 28.2 in Q4 2024 and USD 26.5 a year ago,...
May 2, 20251 min read
Hyundai Steel Narrows Losses: EBITDA per Ton Improves on Long Steel Strength, Auto Demand Lags
In Q1 2025, Hyundai Steel narrowed its operating loss to -10 USD/ton, a notable improvement from -27 USD/ton in Q4 2024. The recovery was...
May 2, 20251 min read
Erdemir Q1 2025: EBITDA Margins Halve Amid Cost Pressures and Lower Steel Output
1 2025 Performance Summary – EBITDA per Ton, Market & Operations EBITDA per ton dropped sharply from USD 117/ton in Q1 2024 to USD 59/ton...
May 2, 20251 min read
Gerdau 1Q25 Regional EBITDA/ton Snapshot: North America Leads as Brazil Faces Margin Pressure
EBITDA per Ton – Regional Breakdown (converted to USD for comparison) (Assuming exchange rate ~5 BRL/USD) --- Key Insights by Region 1....
May 1, 20251 min read
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