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Met Coal Junkie
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End-of-Day Market Summary PHCC – September 16, 2025
End-of-Day Market Summary – September 16, 2025 Tone: Strongly bullish, driven by Chinese spot firmness and speculative sentiment, while...
Sep 16, 20251 min read
End-of-Day Market Summary PHCC – September 15, 2025
End-of-Day Market Summary – September 15, 2025 Tone: Bullish short-term on Chinese restocking and Xinjiang rumours, but fragile as...
Sep 15, 20251 min read
End-of-Day Market Summary PHCC – September 12, 2025
End-of-Day Market Summary – September 12, 2025 Tone: Bearish, as supply recovery outpaces demand and speculative support wanes. BHP May...
Sep 12, 20251 min read
End-of-Day Market Summary PHCC – September 11, 2025
End-of-Day Market Summary – September 11, 2025 Tone: Bearish, with weak offers and coke cuts pressuring sentiment. Low-Priced GYC Offer...
Sep 11, 20251 min read
End-of-Day Market Summary PHCC – September 10, 2025
End-of-Day Market Summary – September 10, 2025 BHP Sells End-Oct Goonyella at $188 FOB – BHP sold an end-October Goonyella cargo to IMR...
Sep 10, 20251 min read
End-of-Day Market Summary PHCC – September 9, 2025
End-of-Day Market Summary – September 9, 2025 Goonyella Two-Way Market Emerges – Globalcoal saw the same participant both bidding and...
Sep 9, 20251 min read
End-of-Day Market Summary PHCC – September 8, 2025
End-of-Day Market Summary – September 8, 2025 China Coke Price Cuts Underway – The first round of Chinese coke price cuts has concluded,...
Sep 8, 20251 min read
End-of-Day Market Summary PHCC – September 5, 2025
End-of-Day Market Summary – September 5, 2025 DCE Surges on Rumors, Despite Spot Weakness – Another wave of anti-involution rumors and...
Sep 6, 20251 min read
End-of-Day Market Summary PHCC – September 4, 2025
End-of-Day Market Summary – September 4, 2025 BHP October Sales Add to Bearish Bias – BHP sold a mid-October GYC laycan to Mercuria at...
Sep 4, 20251 min read
End-of-Day Market Summary PHCC – September 3, 2025
End-of-Day Market Summary – September 3, 2025 October Bids Test PRA Spreads – Fresh October bids emerged for both Peak Downs and...
Sep 4, 20251 min read
End-of-Day Market Summary PHCC – September 2, 2025
End-of-Day Market Summary – September 2, 2025 FOB Market in Waiting Mode – Participants remain sidelined, waiting for fresh trades to set...
Sep 2, 20251 min read
End-of-Day Market Summary PHCC – September 1, 2025
End-of-Day Market Summary – September 1, 2025 DCE Weakens on Steel Inventory Build and Coke Cut – DCE Jan briefly dipped below RMB 1,100...
Sep 1, 20251 min read
End-of-Day Market Summary PHCC – August 29, 2025
End-of-Day Market Summary – August 29, 2025 Selling Indications Push Toward $200 CFR India – Competition among traders for limited Indian...
Aug 29, 20251 min read
Quick Perspective – Can 180 FOB Hold?
Quick Perspective – Can 180 Hold? Executive Summary: 180 FOB is more a fragile checkpoint than a firm floor, with 175 the next test...
Aug 29, 20251 min read
End-of-Day Market Summary PHCC – August 28, 2025
End-of-Day Market Summary – August 28, 2025 Tone: Constructively cautious , with BHP prints lending stability, but excess trader length...
Aug 28, 20251 min read
End-of-Day Market Summary PHCC – August 27, 2025
End-of-Day Market Summary – August 27, 2025 Market Braces for BHP COI – Participants are awaiting BHP’s COI tomorrow, with expectations...
Aug 27, 20251 min read
End-of-Day Market Summary PHCC – August 26, 2025
End-of-Day Market Summary – August 26, 2025 Tone: Bearish-leaning but resilient , with FOB sellers holding ground above $190 while supply...
Aug 26, 20251 min read
Perspective: Drop the 40% Royalty and Watch Prices Drop
Queensland’s top-tier coal royalty—the headline 40% clip above A$300/t—has become the market’s lightning rod. The chorus is getting...
Aug 26, 20251 min read
Exclusive from Qingdao Mysteel Conference: Steel Weak, Coal Wild: Where the Smart Money Plays Next
📊 Executive Report – Met Coal & Coke Market Outlook 1. NOW – Current Market Environment Macro-Economy China’s GDP grew 5.3% in H1 2025 ,...
Aug 25, 20253 min read
End-of-Day Market Summary PHCC – August 25, 2025
End-of-Day Market Summary – August 25, 2025 Tone: Cautiously bullish , supported by sentiment drivers but constrained by real demand...
Aug 25, 20251 min read
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