Peabody Pauses Refinancing Amid Review of Anglo Coal Asset Deal
Chinese 1st round of coke price increase concluded.
Polish vs Indonesian Coke: Why AM/NS Got Approval and JSW Didn’t
Premium Mid-Vol HCCA Branded indicative offer heard on 14 Apr from Chinese trader source at $190.00-192.00/mt FOB Australia, laycan mid-May, 75kt.
Chinese coke price increase first round may conclude by tomorrow
Rumour: German Creek 187 FOB traded to Japan
China’s March Credit Surge May Lift Met Coal Sentiment, But Seasonal Factors in Play
Vietnam’s Steel Industry Grows in 2024, Targets 8–10% Output Hike in 2025
Japan Forecasts Sharp Drop in Q2 Steel Output, Weakening Met Coal Demand
PLV FOB weekly recap 11 April "when all the bullish news is out, the market turns bearish" - click to read
Polish coking coal mines adds 1.4 million production capacity
Glencore sold to Exen, PMV, 185 FOB, May loading, 75kt
Rumour: Broadmeadow incident - Update: happened a month ago. Old news.
Correction: Javelin's Saraji not sold yet. Offering to SEA now. Likely trade soon.
Anglo to expedite re-entry into Moranbah
Chinese port stock Aus PMV traded Yuan 1300/ USD 152 CFR.
Appin mine has issued notice informing possible FM in the future.
Multiple demand for early May arrival cargoes emerge due to loading delay.
JKT steel mill sold May Saraji to Javelin and then sold to Liuzhou Steel, FOB index linked
Peabody's Coal Deal Uncertainty May Shift PLV FOB Prices
Not concluded, Chinese 1st round of coke price uptick fail
Metinvest Begins Monthly U.S. Coking Coal Imports to Support Steel Production
Timeline prediction for Appin mine recovery with reference to 2022 Appin outburst incident: 3-4 months
Exclusive: No panic buying since Appin mine incident due to planned longwall movement in April 2025
Appin mine shut due to pressure bump, significant impact
Flash: Appin mine accident with injuries 6 Apr, 3.5 million/month, HCC and PHCC products, big impact
BHP sold to Exen 40kt 16-25 May GYC at 176.6 FOB
BHP COI today. Expected traded level = > 174 FOB.
Anglo's Moranbah will take about 8 weeks to resume production
Arcelor increases steel prices by 20 Euro, unlikely to resell PHCC anymore
Chinese coking coal bottoms out, domestic stimulus to be expected in response to Trump tariffs.
Anglo declared FM and heavy rainfall disrupted production in Australia
Chinese expects 2 coke price upticks, TSI May trades 180-181 FOB level. Market is bottoming out in the short term.
IMR sold to Kalyani, FOB index linked, 15kt
BHP aggressively offering 14 Ash, 40 CSR, so far about 240kt in the last 30 days
Javelin bidding 165 FOB on globalCOAL. Previously sold their 166 FOB BMA PLV cargo on PLV FOB index linked. Trying to support the index.
Electrosteel Castings seeking 75kt GYC. Two port discharge. Traders have more than enough supply to fulfil the demand.
BHP offering 40kt, 16-25 May GYC.
Zhongrun steel bought port stock Daunia at 151.5 CFR China equivalent. No interest for tier one Aus PHCC.
JFE idles one 3.73mmt blast furnace, to counter weak demand
Aus miners avoiding price discovery of PLV by offering several off specs cargoes to push sales before financial year end.
Indian traders offering index linked but buyers prefer fixed price.
Anglo's Moranbah mine shut down due to gas, impact limited
Kirloskar bought 185-187 CFR India / 170 FOB Australia net back
Chinese Aus PHCC port stocks see no liquidity, despite better domestic sentiment.
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We are a collective of ferrous market analysts from around the world, united by a shared frustration: watching metallurgical coal prices swing on seemingly random deals without any clear explanation.
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