Trend of coal market

China coal Transportation and Marketing Association: October and November coal market Analysis and later stage trend Forecast report

November 28, China coal Issued by the Transportation and Marketing Association in October and November 2022 coal market Analysis and later stage trend The forecast report points out that since October, in the face of various risks and challenges at home and abroad, China's national economic recovery has slowed down coal Consumption fell back, coal Demand has declined month on month and increased year on year, and the economy is basically facing coal Consumption pull has weakened in China coal Steady release of production capacity across the country coal The output increased year on year and the growth rate dropped, coal The import situation is good, coal Inventory remained high, and the supply and demand situation improved significantly, coal The annual report of 2022 bulk commodities is coming! Welcome to read the fresh food! The report focuses on 9 varieties of steel, coal coke, iron ore, new stainless steel materials, ferroalloys, scrap steel, non-ferrous metals, building materials, agricultural products, etc., which were created by more than 100 senior analysts of Shanghai Steel Union. It deeply analyzes the long-term data of more than 100 subdivided industrial chains, including the comprehensive interpretation of industry hot spots, macro policies, etc., covering price differences, cost profits, production capacity Inventory, resource flow, regional supply and demand balance market Analysis of fundamentals such as competition pattern... Click the link to learn more: click to view.

Increase production! Stabilize the price! How to see coal market future trend ？

Xinhua Finance Shanghai, April 26, coal Price and supply issues have always been concerned by all parties. Recently, a large number of coal The policy of increasing production and stabilizing prices has been introduced in succession, and the epidemic situation has temporarily slowed down coal Needs of coal Industry researchers believe that, market Stable operation is expected. A large number of policies clearly need to be strengthened coal Safety bottom line guarantee In order to achieve the goal of "double carbon", China encourages the rapid development of new energy power generation represented by wind power and photovoltaic.

September 2021 coal market Operation analysis and later stage trend Prejudgment

Domestic power plants have strong demand for replenishing inventory, coupled with the rigidity of coal consuming industries such as building materials and chemicals coal Demand driven, steam coal market The price continued to rise. In October, the medium and long-term contract price of 5500 kcal hydraulic power coal in Qinhuangdao Port was 754 yuan/ton, significantly lower than the spot price market Price II. Later stage coal market trend Pre judgment (I) coal Supply will continue to grow coal Increasing production and supply will be accelerated.

October 2021 coal market Operation analysis and later stage trend Prejudgment

Since October, the country has taken multiple measures in multiple sectors coal The policy measures to ensure supply and price stability have achieved remarkable results coal The enterprise has made solid progress on the premise of ensuring safety coal We will increase production, ensure supply and stabilize prices, and ensure that medium - and long-term contracts are fulfilled, coal The release of high-quality production capacity was accelerated, coal The output increased significantly month on month, and the whole society coal The inventory increased significantly, coal market The price dropped sharply, coal The supply and demand situation improved significantly in January and October coal market Operation characteristics (I) coal The release of high-quality production capacity was accelerated.

market State Administration of Supervision: regularly monitor iron ore, steel coal , crude oil and other commodity prices trend

June 1, Country market Chen Zhijiang, head of the Price Supervision, Inspection and Anti unfair Competition Bureau of the General Administration of Supervision and Administration, said at the regular briefing of the State Council's policy held by the State Council Reform Office that since this year, China's commodity prices have continued to rise significantly, and the prices of some varieties have reached new highs, which has attracted great attention from all sectors of society market The State Administration of Supervision attaches great importance to closely tracking prices trend , strengthen early warning analysis, regularly monitor iron ore, steel coal , crude oil and other commodity prices trend , form weekly analysis report, and implement targeted and effective supervision.

Mysteel News: Australia's New Hope coal Company Forecast coal market Continuous oscillation trend

Australia coal The producer New Hope Corp Ltd said on Tuesday that although Asia's demand for high-quality steam coal remains strong coal market The shock may continue trend The company also predicted that due to the delay in the approval of the Acland Phase III project and the impending closure of the Jeebroitly Coal Mine, its production in Queensland is expected to decline, and its Bengalla joint venture subsidiary in New South Wales will increase its production, which will improve the annual revenue of New Hope.

coal market | Shocking coastal coal market in January trend Port coal prices face downward pressure during the Spring Festival

In January, near the Spring Festival holiday, affected by factors such as production safety guarantee at the place of origin at the end of the year and the return of traders' funds, shipping enterprises and traders are speeding up the disposal of inventory, the number of railway ports and shipments has increased, and the number of coal trucks arriving at ports around the Bohai Sea has remained high; In addition, in the first half of January, the coal consumption of terminal power plants increased, and the demand for rigid haulage increased, driving the supporting ports of Daqin Line and Shuohuang Line coal The number of inward and outward transfers has increased to a certain extent, and the number of ships in the anchorage has increased compared with the beginning of January. However, the ships arriving at the ports around Qinhuangdao and Huanghua in the Bohai Sea are mainly Changxie coal. There is a slight decline in the port yard. After the Shenmu Coal Mine accident, Shaanxi and surrounding areas comprehensively carried out safety inspection, and the resources tend to be tight, and the price of the pit mouth has risen significantly, However, power plants in inland areas are mainly used for transport.

Ningxia coke maintains weak operation coal market trend Overpowering

Ningxia of Mysteel Coal and Coke Business Department: Coke in Ningxia this week market Temporarily stable. As of January 17, the price of metallurgical coke in Ningxia had dropped by 160 yuan/ton. At present, the price has stabilized until the end of this month market Or maintain weak operation, market Pay more attention to steel market Later performance, the coke price reduction space is expected to be around 100 yuan/ton, and the coke inventory of steel plants generally remains high. The frequent fluctuations in the price of coke in the mainstream areas make steel plants more cautious in purchasing raw materials. The wait-and-see mood is strong. As the downstream steel plants are weaker in receiving goods, the coking plants are more difficult to ship, and the coke generally accumulates in a small amount.

Ningxia coke maintains weak operation coal market trend Overpowering

Ningxia of Mysteel Coal and Coke Business Department: Coke in Ningxia this week market Temporarily stable. As of January 17, the price of metallurgical coke in Ningxia had dropped by 160 yuan/ton. At present, the price has stabilized until the end of this month market Or maintain weak operation, market Pay more attention to steel market Later performance, the coke price reduction space is expected to be around 100 yuan/ton, and the coke inventory of steel plants generally remains high. The frequent fluctuations in the price of coke in the mainstream areas make steel plants more cautious in purchasing raw materials. The wait-and-see mood is strong. As the downstream steel plants are weaker in receiving goods, the coking plants are more difficult to ship, and the coke generally accumulates in a small amount.

Li Ting: In the second half of the year coal market trend Analysis and prediction

coal Consumption continued to decline in the second half of the year. Influenced by the rapid growth of alternative energy and the decline of real estate development investment, it is expected that coal Consumption will continue to decline.

July at home and abroad coal market Price trend forecast

In June, the international demand for thermal coal showed signs of seasonal recovery. The price of thermal coal at Newcastle Port in Australia and three European ports rebounded slightly. Due to the downturn of industrial economy and the uncertainty of the prospect of the Greek debt crisis intensifying at the end of June, the demand for thermal coal will be lower than that in previous years. It is expected that the international coal price will remain low in July, which will shake the domestic market market It has rebounded for the first time in the year. However, due to the lack of support for terminal demand, weak stability maintenance. Although July and August are the traditional peak of coal consumption in summer, industrial power demand is still difficult to recover significantly in the short term. Considering the increase in hydropower output and the substitution effect of clean energy, it is expected that domestic power demand will rise significantly in the later period market It will be in a long bottom oscillation process.

Li Ting: In the second half of the year coal market trend Analysis and prediction

Affected by the rapid growth of alternative energy and the decline of real estate development investment, it is expected that coal Consumption will continue to decline in the second half of the year. Influenced by the rapid growth of alternative energy and the decline of real estate development investment, it is expected that coal Consumption will continue to decline. On the one hand, alternative energy will continue to maintain a rapid growth momentum. On the other hand, hydropower output is expected to continue to maintain a rapid growth momentum.

second half coal market trend Analysis and prediction

Second half of 2015 coal market quotation trend Forecast analysis

coal Consumption continued to decline in the second half of the year. Influenced by the rapid growth of alternative energy and the decline of real estate development investment, it is expected that coal Consumption will continue to decline. On the one hand, alternative energy will continue to maintain a rapid growth momentum. On the other hand, hydropower output is expected to continue to maintain a rapid growth momentum. According to the Yangtze River Flood Control General, the rainfall in the Yangtze River basin during the flood season from April to October this year is slightly more, of which the rainfall in the upper reaches of the Yangtze River is basically normal, while the rainfall in the middle and lower reaches is more.

Shenhua July coal Unexpected drop in sales market trend differentiation

In addition, the amount of imported coal in July increased significantly compared with that in June. Shenhua's sales volume or was squeezed. Relevant personnel from Shenhua Group's press and publicity department said to reporters that many media were indeed concerned about the decline of sales volume in July, but the specific reason still needs to be communicated with the production department, and the relevant explanation of coking coal and steam coal will be released later trend The current coal market Gradually appeared differentiation.

The first half of 2013 coal market trend analysis

According to the comprehensive media, 2013 is the first year to implement the spirit of the 18th National Congress of the Communist Party of China. In order to create a good start, local governments at all levels are bound to put growth in a more prominent position. The political environment for economic growth will undoubtedly be better than that of 2012. On the one hand, it is expected that the economic stimulus policies will continue to be introduced after the two sessions, and various fixed asset investments will start in succession, And with the gradual rise of temperature, the construction industry will start to improve, the demand for steel will show seasonal growth, driving the demand for coking coal to rise significantly; However, after the festival, affected by the new policy of strict control of real estate issued by the state and weak terminal demand market The growing bearishness will affect steel, electricity, coal And a series of industries; In addition, the PMI first released in February showed that the PMI of manufacturing industry in February was 50.1%, which remained above the critical point for five consecutive months, but the PMI of steel circulation industry was 40.5%, which was in a contraction range for four consecutive months market The prosperity degree is obviously weakening. The decline of PMI indicates that the prospects of domestic manufacturing industry are not optimistic. The recovery speed of machinery manufacturing, automobile, household appliances and other industries is slow, and the shipbuilding industry is even more worrying.

Four Seasons coal market trend expectation

Whether domestic coal Production or coal Both imports and domestic coal Demand and coal market trend Close relationship Whereas coal Demand and price have stabilized and recovered. With sufficient capacity coal The production situation will gradually improve, coal The output will gradually stop falling and rise; Internationally market coal Under the circumstances of loose supply and demand and the continuous low fluctuation adjustment of international coal prices coal The import volume will also stop falling and rise. Specifically, the output of raw coal will gradually stop falling and rise. Most of the coal mines that have stopped production in recent years fall into the following two categories. One is because market The reason is to stop production voluntarily.

Four Seasons coal market trend expectation

II coal The overall supply is also expected to recover coal Supply depends on two aspects, one is domestic coal Production, the other is coal Import whether domestic coal Production or coal Both imports and domestic coal Demand and coal market trend Close relationship Whereas coal Demand and price have stabilized and recovered. With sufficient capacity coal The production situation will gradually improve, coal The output will gradually stop falling and rise; Internationally market coal Under the circumstances of loose supply and demand and the continuous low fluctuation adjustment of international coal prices coal Imports will also stop falling and pick up.

international coal market Low price hovers trend differentiation

Last week (October 29 to November 4), international coal price trend The price index of steam coal in Newcastle Port, Australia, fell by 2.93% as of the week of November 2. On the basis of 83.86 dollars/ton, it fell by 2.46 dollars/ton to 81.40 dollars/ton, or 2.93%; On the basis of 79.30 dollars/ton, South Africa Port Richard steam coal price index rose slightly by 0.04 dollars/ton to 79.34 dollars/ton, up 0.05%; European ARA three ports market The thermal coal price index fell by 0.84 dollars/ton to 85.33 dollars/ton, or 0.97%, on the basis of 86.17 dollars/ton.

Mysteel: In the near future from the perspective of supply and demand coal market trend