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Met Coal Junkie
Daily rumours, facts, news & opinions
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 21 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 21 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 11 min read
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 11 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 11 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 11 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 11 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 301 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 301 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 291 min read
Hunter Valley Operations Secures 18-Month Lifeline from NSW Government
The NSW government has granted Hunter Valley Operations (HVO) North an 18-month extension, allowing the coal mine to continue operating...
Apr 251 min read
Anglo Maintains Met Coal Production Guidance Despite Moranbah Setback
24 April Anglo American has reaffirmed its 2025 steelmaking coal production guidance at 10–12 million tonnes, signaling confidence in the...
Apr 241 min read
Glencore Oaky Creek mine temporarily stopped due to water leakage. Impact unknown yet.
Glencore Oaky Creek mine temporarily stopped due to water leakage. Impact unknown yet.
Apr 241 min read
POSCO and M Resources Launch $60M JV, Targeting Australian Raw Material Projects
POSCO and M Resources have formed a USD 60 million joint venture to invest in Australian steelmaking raw materials, marking a major step...
Apr 231 min read
Appin restarted longwall production 23 April
Appin restarted longwall production 23 April
Apr 231 min read
Moranbah North Begins Staged Re-Entry, Production Still Halted
Moranbah North Explosion Update – April 2025 Status: Production remains suspended, but limited re-entry has been approved on 19 April for...
Apr 231 min read
India Imposes 12% Safeguard Duty on Steel Imports to Protect Domestic Industry
On April 21, 2025, India imposed a 12% provisional safeguard duty on imports of certain non-alloy and alloy steel flat products,...
Apr 221 min read
Issac Down mine resumed after shut down in less than 24 hours on 18 April
Mining operations have restarted at a major Queensland site less than a day after the resources safety regulator identified potential...
Apr 201 min read
U.S. Port Fees and Tariffs Threaten Met Coal Export Viability
The proposed U.S. port fees on Chinese-built and operated vessels, combined with China’s 52% tariff on U.S. met coal, are severely...
Apr 181 min read
BHP Steelmaking Coal: Upper-End FY25 Guidance Unlikely Amid Weather Constraints
According to BHP's Q3 FY25 Operational Report released 17 April, BHP’s steelmaking coal output reached 12.9 Mt for the first nine months...
Apr 171 min read
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