top of page
Met Coal Junkie
Daily rumours, facts, news & opinions
All Posts
Anglo's Moranbah mine shut down due to gas, impact limited
Market Impact Summary – Moranbah North Shutdown Let's say the halt takes about 4 months (assuming the same duration taken in 2021). The...
Apr 1, 20251 min read
Kirloskar bought 185-187 CFR India / 170 FOB Australia net back
Kirloskar bought 185-187 CFR India / 170 FOB Australia net back
Mar 27, 20251 min read
Chinese Aus PHCC port stocks see no liquidity, despite better domestic sentiment.
Chinese Aus PHCC port stocks see no liquidity, despite better domestic sentiment.
Mar 27, 20251 min read
Blacksea ceasefire may lead to resumption of Ukrainian met coal mine production
Blacksea ceasefire may lead to resumption of Ukrainian met coal mine production
Mar 26, 20251 min read
Emerging PHCC demand from Indonesia, but supply more than enough to cover.
Emerging PHCC demand from Indonesia, but supply more than enough to cover.
Mar 25, 20251 min read
Indian buyer bid stuck at 185 CFR India, netback 168-170 FOB
Indian buyer bid stuck at 185 CFR India, netback 168-170 FOB
Mar 25, 20251 min read
AM will offer more than 1 PHCC cargoes, May loading
AM will offer more than 1 PHCC cargoes, May loading
Mar 25, 20251 min read
Aus PHCC: 800 kt Supply vs 200 kt Demand
Australian PHCC weekly recap: March 19 : 150,000 tons traded at $169.3 FOB March 20 : 54,000 tons traded at $166 FOB , plus trades into...
Mar 24, 20251 min read
Kinrui bought 170.25 FOB GYC cargo. BHP has a lot more to sell.
Kinrui bought 170.25 FOB GYC cargo. BHP has a lot more to sell.
Mar 24, 20251 min read
Australian miner has more May cargoes to sell, demand cannot catch up. Up to 800kt PHCC cargoes to sell.
Australian miner has more May cargoes to sell, demand cannot catch up. Up to 800kt PHCC cargoes to sell.
Mar 24, 20251 min read
Traf and IMR bought 169+ FOB GYC.
Traf and IMR bought 169+ FOB GYC.
Mar 21, 20251 min read
About 700KT of seaborne PHCC unsold. China floor at 150 fob.
About 700KT of seaborne PHCC unsold. China floor at 150 fob.
Mar 21, 20251 min read
More resale PHCC cargoes to come from AM.
More resale PHCC cargoes to come from AM.
Mar 21, 20251 min read
Lotus and Visa bought the last two 184 FOB GYC cargoes
Lotus and Visa bought the last two 184 FOB GYC cargoes
Mar 12, 20251 min read
Chinese market might see 13 rounds of coke price cuts.
Chinese market might see 13 rounds of coke price cuts.
Mar 11, 20251 min read
Distressed Leer cargo from Baowu sold above 96% of PLV CFR China to Asian buyers (not Chinese)
Distressed Leer cargo from Baowu sold above 96% of PLV CFR China to Asian buyers (not Chinese)
Mar 7, 20251 min read
AM offers again at 186 FOB.
AM offers again at 186 FOB
Mar 4, 20251 min read
Indian PHCC trade at near 200 CFR, testing 195 cfr soon.
Indian PHCC trade at near 200 CFR, testing 195 cfr soon.
Mar 4, 20251 min read
AM offers 186 FOB, 54kt. Artificially suppressing the market.
AM offers 186 FOB, 54kt. Artificially suppressing the market.
Mar 3, 20251 min read
Rumoured BHP GYC mine having issues
Rumoured BHP GYC mine having issues
Feb 28, 20251 min read
bottom of page