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Met Coal Junkie
Daily rumours, facts, news & opinions
End-of-Day Market Summary PHCC – June 13, 2025
End-of-Day Market Summary – June 13, 2025 13 June Live from Met Coal Junkie Bearish. Market is overwhelmed with opportunistic resale...
Jun 131 min read
End-of-Day Market Summary PHCC – June 12, 2025
End-of-Day Market Summary – June 12, 2025 The market is weighed down by Chinese resell pressure. Bearish in the short term but...
Jun 121 min read
Circulated: Top 3 takeaways from Coaltrans Beijing over thermal coal
- Several Chinese buyers asking to postpone or even cancel laycans - Many players suggesting we move to MCC instead of ICI - Some major...
Jun 121 min read
End-of-Day Market Summary PHCC – June 11, 2025
End-of-Day Market Summary – June 11, 2025 Bearishly quiet. The market feels like the calm before another down move. Opportunistic bids...
Jun 111 min read
End-of-Day Market Summary PHCC – June 10, 2025
End-of-Day Market Summary – June 10, 2025 The market remains bearish but increasingly disoriented. Diverging Oaky North offers, fading...
Jun 101 min read
End-of-Day Market Summary PHCC – June 9, 2025
End-of-Day Market Summary – June 9, 2025 Bearish momentum continues to build. The market is absorbing a steady stream of resell cargoes...
Jun 91 min read
End-of-Day Market Summary PHCC – June 6, 2025
End-of-Day Market Summary – June 6, 2025 Bearish bias continues to build as resell volumes increase and PLV pressure intensifies, even...
Jun 61 min read
End-of-Day Market Summary PHCC – June 5, 2025
End-of-Day Market Summary – June 5, 2025 Tense and tactical – The market is stuck between persistent PLV-led weakness and tight PMV...
Jun 52 min read
End-of-Day Market Summary PHCC – June 4, 2025
End-of-Day Market Summary – June 4, 2025 Cautiously firm – GYC trades provide a floor, but PLV-linked resale overhang weighs on...
Jun 41 min read
DCE Coking Coal Rally Explained: From Demand Pessimism to Supply-Side Speculation
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:...
Jun 41 min read
End-of-Day Market Summary PHCC – June 2, 2025
End-of-Day Market Summary – June 2, 2025 Deeply bearish — rising resale pressure, speculative miner supply, and potential index...
Jun 21 min read
End-of-Day Market Summary PHCC - May 30, 2025
End-of-Day Market Summary – May 30, 2025 Sentiment has flipped bearish, not on actual supply, but on the perception of imminent selling....
May 301 min read
End-of-Day Market Summary PHCC – May 29, 2025
End-of-Day Market Summary – May 29, 2025 The market is in a delicate balance. Despite a bearish paper and Chinese environment, FOB...
May 291 min read
End-of-Day Market Summary PHCC – May 28, 2025
End-of-Day Market Summary – May 28, 2025 Market divergence deepens—Chinese domestic pricing collapses, but seaborne FOB Australia stays...
May 281 min read
End-of-Day Market Summary PHCC – May 27, 2025
End-of-Day Market Summary – May 27, 2025 The market remains fundamentally anchored despite continued Chinese domestic price erosion....
May 271 min read
End-of-Day Market Summary PHCC – May 26, 2025
End-of-Day Market Summary – May 26, 2025 The market is quiet but underpinned, with Chinese weakness pressuring paper, yet physical...
May 261 min read
End-of-Day Market Summary PHCC – May 23, 2025
End-of-Day Market Summary – May 23, 2025 Market fundamentals remain solid and sentiment is improving, especially as steelmakers adjust to...
May 231 min read
End-of-Day Market Summary PHCC – May 22, 2025
End-of-Day Market Summary – May 22, 2025 The market remains rangebound and structurally tight, with near-term softness driven by DCE but...
May 221 min read
End-of-Day Market Summary PHCC – May 21, 2025
End-of-Day Market Summary – May 21, 2025 The market remains balanced with fading upside momentum. While TSI is holding, the flattening...
May 211 min read
End-of-Day Market Summary PHCC – May 20, 2025
End-of-Day Market Summary – May 20, 2025 The market is in wait-and-see mode, with paper structure implying near-term tightness but...
May 201 min read
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