top of page
Met Coal Junkie
Daily rumours, facts, news & opinions
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 20, 20251 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 19, 20251 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 17, 20251 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 17, 20251 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 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
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
bottom of page