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Met Coal Junkie
Daily rumours, facts, news & opinions
China’s March Credit Surge May Lift Met Coal Sentiment, But Seasonal Factors in Play
China’s March data showed a sharp rise in liquidity: new RMB loans hit ¥9.78 trillion (vs ¥9.14T forecast), and total social financing...
Apr 13, 20251 min read
PLV FOB weekly recap 11 April "when all the bullish news is out, the market turns bearish" - click to read
Weekly Coking Coal Market Summary (FOB Australia) Strong start to the week Initial rally driven by the Appin incident. Market moved...
Apr 12, 20251 min read
Peabody's Coal Deal Uncertainty May Shift PLV FOB Prices
Peabody’s Coal Deal Uncertainty May Shift PLV FOB Prices Peabody Energy is rethinking its $3.8 billion acquisition of Anglo American’s...
Apr 9, 20251 min read
BHP COI today. Expected traded level = > 174 FOB.
BHP COI today. Expected traded level = > 174 FOB.
Apr 4, 20251 min read
Chinese coking coal bottoms out, domestic stimulus to be expected in response to Trump tariffs.
Chinese coking coal bottoms out, domestic stimulus to be expected in response to Trump tariffs.
Apr 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
Aus PHCC market sentiment turning positive amid shipment delays and traders starting to long.
Aus PHCC market sentiment turning positive amid shipment delays and traders starting to long.
Feb 15, 20251 min read
PHCC mixed sentiment, market assessing dd/ss and awaiting China's return
PHCC mixed sentiment, market assessing dd/ss and awaiting China's return
Feb 3, 20251 min read
Whitehaven Coal Ramps Up Met Coal Sales, Depleting Stock Amid Market Uncertainty
Sydney, January 29, 2025 – Whitehaven Coal has aggressively increased its metallurgical coal sales, reducing stock levels by 38%...
Jan 29, 20252 min read
Chinese Steel Reform 2.0, Morgan Stanley reports
A Morgan Stanley's report released on 21 Jan 2025 explores the global implications of China's "Steel Reform 2.0," anticipated to launch...
Jan 25, 20251 min read
Weekly Recap: Chinese met coal and coke market 13-19 Jan
After last week’s rebound, some compared the situation to September-October, but they are fundamentally different. While steel profits,...
Jan 20, 20251 min read
Persistent Oversupply and Limited Demand Recovery: Challenges for Coking Coal and Coke Prices in 2025
The recent sharp rebound in coking coal and coke prices lacks fundamental support, as both supply and demand remain broadly balanced with...
Jan 17, 20251 min read
Circulated analysis of India Met Coke QR. Click to read
Regarding India's Coke Import Quota: 1. Total Quota: The total quota for the first half of 2025 (1.427 million tons) is significantly...
Dec 27, 20242 min read
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