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Met Coal Junkie
Daily rumours, facts, news & opinions
End-of-Day Market Summary PHCC – September 30, 2025
End-of-Day Market Summary – September 30, 2025 Tone: Cooling but floor supported – Pre-holiday restocking momentum fades, dragging...
Sep 301 min read
End-of-Day Market Summary PHCC – September 29, 2025
End-of-Day Market Summary – September 29, 2025 Tone: Split and uncertain – Divergence between bearish Chinese arbers and bullish seaborne...
Sep 291 min read
End-of-Day Market Summary PHCC – September 26, 2025
End-of-Day Market Summary – September 26, 2025 Tone: Supported but cautious – Market found repeated support near $190 FOB, with traders...
Sep 261 min read
End-of-Day Market Summary PHCC – September 25, 2025
End-of-Day Market Summary – September 25, 2025 Tone: Balanced, China-led – Market moved broadly in line with expectations, with BHP’s Nov...
Sep 251 min read
End-of-Day Market Summary PHCC – September 24, 2025
End-of-Day Market Summary – September 24, 2025 Tone: Confused and distorted, as benchmark misalignment frustrates buyers but benefits...
Sep 241 min read
End-of-Day Market Summary PHCC – September 23, 2025
End-of-Day Market Summary – September 23, 2025 Tone: Bullish in China, but benchmark distortions highlight fragility in FOB pricing....
Sep 241 min read
End-of-Day Market Summary PHCC – September 22, 2025
End-of-Day Market Summary – September 22, 2025 Tone: Constructive, with Indian tenders and strong Chinese restocking demand supporting...
Sep 221 min read
End-of-Day Market Summary PHCC – September 19, 2025
End-of-Day Market Summary – September 19, 2025 Tone: Bullish Chinese sentiment continues to dominate despite weak FOB fundamentals, with...
Sep 201 min read
End-of-Day Market Summary PHCC – September 18, 2025
End-of-Day Market Summary – September 18, 2025 Tone: Neutral-to-cautious – FOB stability masks fragility, with buyers waiting and spreads...
Sep 191 min read
End-of-Day Market Summary PHCC – September 17, 2025
End-of-Day Market Summary – September 17, 2025 Tone: Diverging sentiment – China remains bullish and spot-focused, while FOB fundamentals...
Sep 171 min read
Perspective: Saraji South mine closure, from shock to shrug
In 2012, BHP announced the closure of the Saraji South mine against the backdrop of force majeure from heavy rains and strikes, which...
Sep 171 min read
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 161 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 151 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 121 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 111 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 101 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 91 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 81 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 61 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 41 min read
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