Week 27, 2025 Result - Junkie Met Coal Sentiment Index, PHCC Sentiment Indicator

Met Coal Junkie
Jul 3
2 min read

Junkie Met Coal Sentiment Index Week 27: 60.99, +27.70 (Week 26: 33.29)

🔍 How to Read the Index:

>70 → Bullish (tightness, demand > supply)
50–70 → Neutral to slightly bullish
<50 → Bearish (oversupply, weaker sentiment)

📊 Headline Index Score

Week 27 Index: 60.99
Week 26 Index: 22.19 * 1.5 (correction factor) = 33.29
Week 25 Index: 40.36
Week 24 Index: 29.00
Week 23 Index: 48.54
Week 22 Index: 30.78
Week 21 Index: 58.18
Week 20 Index: 46.56

Junkie Index – Week 27 Summary & Analysis

The Junkie Index climbed sharply to 60.99 in Week 27, marking the strongest sentiment reading in over two months. This compares to a corrected Week 26 score of 33.29 (original: 22.19, adjusted ×1.5 to account for delayed Chinese sentiment). The surge reflects broad-based optimism across all market segments.

Adjustment Note:Week 26’s lower reading was revised upward due to a lag in capturing rising Chinese demand sentiment, which became apparent after the survey closed but before new trades and price moves emerged.

Week 27 Highlights:

Financials posted the highest score at 87.5, indicating strong conviction in market upside or stability.
Analysts followed at 75, reflecting confidence based on recent trade data and improving macro cues.
Miners (62.5) and Traders (53.13) also showed increased optimism, while Steel Mills (45.83) continued their gradual recovery in sentiment.

Week-on-Week Insight:

The index rose +27.7 points, even after adjusting Week 26 upward—indicating a sentiment rebound led by stronger Chinese appetite and firming market tone.
Participants across the board are aligning toward a more supportive or bullish view of PLV prices in the short term.

⚠️ Cautionary Note:There may be euphoria baked into this week’s reading, as the Chinese sentiment shift was particularly strong during the survey window. Some overshoot risk exists if FOB markets fail to sustain the rally or if Chinese buying plateaus.

Thank You for Participating!

Thank you for contributing to the previous run of the Junkie Met Coal Sentiment Index.

We’re kicking off the next round of the Junkie Met Coal Sentiment Index here with a revised timing:

🕙 Start: 15th July, 10:00 AM (GMT +9) 📊 Results Release: 17th July, 10:00 AM (GMT +9)

Your input continues to be essential in capturing real market sentiment across the PHCC value chain. The survey takes just 60 seconds — and it adds real value.

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