End-of-Day Market Summary PHCC – September 16, 2025
- Met Coal Junkie
- Sep 16
- 1 min read
End-of-Day Market Summary – September 16, 2025
Tone: Strongly bullish, driven by Chinese spot firmness and speculative sentiment, while FOB fundamentals still lag.
Chinese Spot Market Rallies – Anze surged to RMB 1500 and is expected to stay rangebound through National Day, reversing earlier bearish expectations below RMB 1400.
DCE and Paper Markets Strengthen – DCE Jan climbed near RMB 1258, with TSI Oct at $197 FOB and Nov touching $200, reflecting strong momentum.
Speculative Fervor Returns – Memories of last year’s 9/24 rally resurfaced, with policy rumours amplifying bullish sentiment.
Arbitrageurs Positioned Aggressively – Chinese arbers are ready to buy above CFR China index levels for both tier one and tier two cargoes, despite FOB fundamentals showing limited real demand.
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