End-of-Day Market Summary PHCC – September 15, 2025
- Met Coal Junkie
- Sep 15
- 1 min read
End-of-Day Market Summary – September 15, 2025
Tone: Bullish short-term on Chinese restocking and Xinjiang rumours, but fragile as fundamentals hinge on BHP’s supply pace and Indian demand.
DCE Surge on Xinjiang Production Rumours – DCE Jan futures nearly hit RMB 1200 as rumours of Xinjiang production controls sparked fresh bullish momentum.
China Restocking Ahead of Holidays – Double-holiday restocking demand gave an additional boost, with buyers willing to engage despite recent bearish fundamentals.
TSI Follows Sentiment – TSI Oct moved up to $191 FOB, in line with improving sentiment, though liquidity remains thin.
Focus on BHP and Supply Outlook – Market’s fundamental watch remains on how much BHP will release in the next two weeks. Sentiment drivers include India’s post-monsoon withdrawal pace and October Australian rainfall volumes.
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