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Met Coal Junkie
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Ternium Q1 2025: Steel Margins Improve Amid Lower Costs, Nearshoring Supports Outlook
Ternium's steel segment recorded a stronger Q1 2025 performance, with EBITDA per ton improving to $72/ton, up from $52/ton in Q4 2024....
May 1, 20251 min read
JSPL Sees QoQ EBITDA Margin Recovery, Commissions New Blast Furnace Ahead of Q1FY26
Jindal Steel & Power’s consolidated EBITDA per ton improved 4% QoQ to $140.4 in Q4FY25, up from $135.2 in Q3FY25, signaling a partial...
May 1, 20251 min read
Warrior Met Coal Q1 2025 Summary – Operational Growth Driven by Blue Creek
Warrior Met Coal reported solid Q1 2025 results, with production up 10% year-on-year, largely supported by the continued ramp-up of the...
May 1, 20251 min read
Moatize Coal Mine Hit by Fresh Worker Strike Over Unpaid Wages, Non-operational for 2 Months
Around 200 workers employed by Nsimbi Mining Services, a subcontractor at Vulcan’s Moatize coal mine in Mozambique’s Tete province, have...
May 1, 20251 min read
Analysis: Australia already lost 500kt of PMV, Indian demand gap exposed - can Canada fill the gap?
India Faces PHCC Gap as Over 500kt Lost from Australian Underground Supply Major disruptions at Australia’s top underground coking coal...
May 1, 20252 min read
End-of-Day Market Summary PHCC – April 30, 2025
End-of-Day Market Summary – April 30, 2025 The market is cautiously bullish, anchored by firm benchmarks and the inability of...
Apr 30, 20251 min read
Glencore Steelmaking Coal Output Dips Slightly, Semisoft Slumps Sharply
30 April Glencore’s Q1 2025 steelmaking coal production totaled 8.3 million tonnes, marking a 6% decline from Q4 2024. The slight dip was...
Apr 30, 20251 min read
Margin Divide Widens in Global Steel Markets – ArcelorMittal Shows $131/t Gap Across Regions
ArcelorMittal’s Q1 2025 results 30 April highlight a growing divergence in regional steel profitability, with EBITDA per ton ranging from...
Apr 30, 20251 min read
EVR Venture indication 140-145 FOB Canada
EVR Venture indication 140-145 FOB Canada
Apr 29, 20251 min read
End-of-Day Market Summary PHCC – April 29, 2025
End-of-Day Market Summary PHCC – April 29, 2025 Slightly bullish, driven by supply disruption fears and limited new offers, though buyers...
Apr 29, 20251 min read
Whitehaven's Queensland Q3 Output Resilient Despite Weather Disruptions; Sales Hit by Logistics Delays
Key Insights from Whitehaven's Queensland Operations – March 2025 Quarter ROM production: Queensland produced 4.5 Mt of ROM coal, down...
Apr 29, 20251 min read
Potential implication behind Oaky Creek incident - from water leakage to gas explosion
Note: The following is based on preliminary information and remains speculative. Please wait for official announcement. Water inflow at...
Apr 29, 20251 min read
End-of-Day Market Summary PHCC – April 28, 2025
End-of-Day Market Summary PHCC – April 28, 2025 Bearish short-term bias, with spot and paper markets under pressure from resale rumors...
Apr 28, 20251 min read
Analysis: Rumoured China's 50 million crude steel production cut - Is it realistic?
In order to meet the 2025 pig iron production target of 809.37 million tons (derived from the rumoured 50 million crude steel cut), daily...
Apr 28, 20251 min read
Stricter trace element checks are being conducted at Chinese ports for imported coals - several Russian cargoes have already been rejected
Stricter trace element checks are being conducted at Chinese ports for imported coals.
Apr 27, 20251 min read
Some Chinese steel mills rejected 2nd coke price increase
Some Chinese steel mills rejected 2nd coke price increase
Apr 26, 20251 min read
Rumour: China firms up 50 million steel production cut in 2025
China firms up 50 million steel production cut in 2025
Apr 25, 20251 min read
End-of-Day Market Summary PHCC – April 25, 2025
End-of-Day Market Summary – April 25, 2025 Market transitions into a more cautious phase — no crash expected, but upside momentum is...
Apr 25, 20251 min read
Some Chinese cokeries proposed 2nd round of price increase by Yuan 50
Some Chinese cokeries proposed 2nd round of price increase by Yuan 50
Apr 25, 20251 min read
Oaky Creek Water Inflow Incident May Lose 2-3 PMX of PHCC
Here’s the timeline and estimated production loss from the Oaky Creek underground water inflow incident: If the recovery is short-term...
Apr 25, 20251 min read
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