Executive Summary: In late July, coking coal surged in a sentiment-driven rally, hitting five consecutive limit-ups before collapsing...

If Brent crude pushes toward $80/bbl  amid rising Middle East tensions, freight markets will be reacting fast. For the coking coal...

Canadian cargo priced off CFR China index sold at premium to Southeast Asia—traders capitalize on dislocation Putian Port’s first-ever...

Executive Summary: PLV FOB prices are once again approaching the $160 mark, raising the question of whether such levels are realistic. In...

Appin Under panel change, with limited production activity expected until possibly early July. The recent underground injury has had...

DCE JM 09 up 7.19% to RMB 768 as of 3PM GMT +8. The coking coal market is currently driven by multiple speculative headlines, including:...

BHP COI End June 75kt GYC. Price expectation 188-193

North Gonnyella unlikely to have any more spot offers in CY Q2

Note: Appin mine takes about a month to ramp up to pre-incident utilisation level but these lost tons are omitted above. *the above is...

Illawara unlikely to have June spot offers due to longwall move

Oaky Creek and Moranbah remain shut with no further spot offers in CY Q2 expected

India Faces PHCC Gap as Over 500kt Lost from Australian Underground Supply Major disruptions at Australia’s top underground coking coal...

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...

Here’s the timeline and estimated production loss from the Oaky Creek underground water inflow incident: If the recovery is short-term...

Moranbah North Explosion Update – April 2025 Status: Production remains suspended, but limited re-entry has been approved on 19 April for...

Indian demand remains consistent and healthy

On April 18, 2025, Vulcan Mozambique, owned by India’s Jindal Group, revealed it will cut over 350 jobs at its Moatize coal mine in Tete...

PLV FOB Weekly Recap – Structured Summary Early Week: Market started slightly soft as traders digested news of additional Glencore tons ....

Peabody Energy has delayed a planned $500 million private debt raise intended to refinance part of a $2.1 billion bridge loan linked to...

AM/NS India was recently granted exemption to import 71,500 tonnes of LAM coke from Poland, while JSW’s Indonesian cargoes were denied....