- Market dynamics of origin
Yulin and Ordos:
Market trend: slight increase
Supply situation: Most coal mines have resumed work, but production is abnormal and overall supply is limited
Change in demand: During the Spring Festival period, the normal supply and shipment of coal will be ensured, and some downstream metallurgical and chemical industries will resume their urgent needs, resulting in an increase in coal trucks
Inventory and price: Coal mines with high cost-effectiveness have seen a decrease in inventory and a slight increase in prices
Datong:
Market Trend: Temporarily Stable Operation
Supply situation: Some suspended coal mines are gradually resuming work and production, and the overall supply level is steadily recovering
Transportation and supply: State owned large mines actively guarantee supply, prioritize long-term contract shipping and internal supply, and transportation turnover is basically normal
Shaanxi
Market trend: tight supply
Production recovery: Most state-owned coal mines have resumed normal production and sales, while private coal mines are resuming work at a slow pace
Market sentiment: The average auction price of Shaanxi Coal Mine has increased, slightly boosting market sentiment
- Port market dynamics
Price trend: There is a significant accumulation of coal at the port site, which has led to difficulties in unloading and an imbalance between supply and demand in the market. The demand side continues to be sluggish, and actual transactions are sluggish.
Specific quotation: 5,500kcal: 730-750 RMB/ton; 5,000kcal: 640-660 RMB/ton; 4,500kcal: 560-580 RMB/ton.
Guangzhou Port:
Price adjustment: Domestic market power coal prices will be lowered by 20-30 RMB/ton
Specific quotation: Q5500 quoted 885 RMB/ton, Q5000 quoted 790 RMB/ton
- Trends in the Imported Coal Market
Market situation: Although there has been some looseness, control is still strict
Price change: Mainstream port quotations have been further reduced by 10-15 RMB/ton
Transaction situation: Actual transactions are rare
- Summary
Recently, the overall trend of the thermal coal market has been relatively stable. In terms of production areas, Yulin, Ordos, Shaanxi and other places have limited supply, but demand is gradually recovering, driving up prices for some coal mines; The Datong market is relatively stable, and supply is gradually recovering. In terms of ports, the prices of thermal coal in Qinhuangdao Port and Guangzhou Port have decreased to varying degrees. The imported coal market is strictly controlled, with prices lowered but transactions rare. Overall, the supply-demand imbalance in the thermal coal market still exists, and price fluctuations are influenced by multiple factors.
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