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Met Coal Junkie
Daily rumours, facts, news & opinions
PLV FOB weekly recap 16 April "expect the unexpected" - click to read
PLV FOB Weekly Recap – Structured Summary Early Week: Market started slightly soft as traders digested news of additional Glencore tons ....
2 days ago1 min read
BHP sold to Lotus (rumour) 40kt GYC 189 FOB
BHP sold to Lotus (rumour) 40kt GYC 189 FOB
3 days ago1 min read
Rumour: German Creek 187 FOB traded to Japan
Rumour: German Creek 187 FOB traded to Japan
5 days ago1 min read
Rumour: Broadmeadow incident - Update: happened a month ago. Old news.
Rumour: Broadmeadow incident
Apr 111 min read
Appin mine has issued notice informing possible FM in the future.
Appin mine has issued notice informing possible FM in the future.
Apr 91 min read
Multiple demand for early May arrival cargoes emerge due to loading delay.
Multiple demand for early May arrival cargoes emerge due to loading delay.
Apr 91 min read
Exclusive: No panic buying since Appin mine incident due to planned longwall movement in April 2025
Based on the information in the Appin Mine Annual Review FY24 , it is highly likely that a longwall movement (specifically from LW710B...
Apr 81 min read
Anglo's Moranbah will take about 8 weeks to resume production
Anglo's Moranbah will take about 8 weeks to resume production
Apr 41 min read
Arcelor increases steel prices by 20 Euro, unlikely to resell PHCC anymore
AM increased steel prices by 20 Euro, unlikely to resell PHCC anymore
Apr 41 min read
IMR sold to Kalyani, FOB index linked, 15kt
IMR sold to Kalyani, FOB index linked, 15kt
Apr 31 min read
Indian traders offering index linked but buyers prefer fixed price.
Indian traders offering index linked but buyers prefer fixed price.
Apr 21 min read
Anglo's Moranbah mine shut down due to gas, impact limited
Market Impact Summary – Moranbah North Shutdown Let's say the halt takes about 4 months (assuming the same duration taken in 2021). The...
Apr 11 min read
Chinese Aus PHCC port stocks see no liquidity, despite better domestic sentiment.
Chinese Aus PHCC port stocks see no liquidity, despite better domestic sentiment.
Mar 271 min read
Blacksea ceasefire may lead to resumption of Ukrainian met coal mine production
Blacksea ceasefire may lead to resumption of Ukrainian met coal mine production
Mar 261 min read
Emerging PHCC demand from Indonesia, but supply more than enough to cover.
Emerging PHCC demand from Indonesia, but supply more than enough to cover.
Mar 251 min read
Indian buyer bid stuck at 185 CFR India, netback 168-170 FOB
Indian buyer bid stuck at 185 CFR India, netback 168-170 FOB
Mar 251 min read
AM will offer more than 1 PHCC cargoes, May loading
AM will offer more than 1 PHCC cargoes, May loading
Mar 251 min read
Aus PHCC: 800 kt Supply vs 200 kt Demand
Australian PHCC weekly recap: March 19 : 150,000 tons traded at $169.3 FOB March 20 : 54,000 tons traded at $166 FOB , plus trades into...
Mar 241 min read
Kinrui bought 170.25 FOB GYC cargo. BHP has a lot more to sell.
Kinrui bought 170.25 FOB GYC cargo. BHP has a lot more to sell.
Mar 241 min read
Lotus and Visa bought the last two 184 FOB GYC cargoes
Lotus and Visa bought the last two 184 FOB GYC cargoes
Mar 121 min read
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