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End-of-Day Market Summary PHCC – September 8, 2025

  • Writer: Met Coal Junkie
    Met Coal Junkie
  • 6 days ago
  • 1 min read

End-of-Day Market Summary – September 8, 2025


China Coke Price Cuts Underway – The first round of Chinese coke price cuts has concluded, with a second expected soon and even a possible third. Consensus suggests short-term correction pressure, though the medium-term outlook remains constructive.


FOB Market Shifts as Peak Downs Disappears – Peak Downs offers disappeared from today’s FOB market, sparking speculation. The PLV–PMV spread has effectively collapsed, leaving uncertainty over how PRAs will reassess this benchmark relationship.


BHP Supply Still Key – If BHP brings another late-October GYC cargo, bearish bias will intensify despite recovering Indian demand. Ex-India demand would be critical to absorb any additional supply.


Tone: Bearish-leaning in the short term, with coke cuts and supply overhang weighing on sentiment, though medium-term optimism persists.

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