Daily Market Brief -25/06/27
Time:2025-06-27 16:27:36 Source:CCTD

Edited and Updated by Ethan Ma
June 27, 2025
Production Areas:
In Yulin, large mines maintained stable output, while small and medium-sized mines saw both suspensions and resumptions of production, leaving overall supply unchanged. As prices rose, some users adopted a wait-and-see attitude, leading to a gradual slowdown in demand.
In Ordos, prices remained stable. Sales at most mines improved compared to earlier periods, but some saw demand weaken after price increases. As a result, most mines preferred steady pricing strategies with limited adjustments.
In northern Shanxi, nearby power plants maintained routine operation, ensuring steady demand. The distribution market showed increased procurement interest driven by rising port prices, but overall demand remained weaker than supply, limiting room for price hikes. Only scattered upward adjustments were observed.
Ports:
Strong seasonal demand expectations, along with rising procurement prices from large enterprises and continued inventory declines at ports, supported firm selling sentiment. Some cargoes saw further upward price breakthroughs.
Imported Coal:
This week, imported coal became increasingly cost-competitive, prompting a rise in terminal inquiries and pushing up traders’ bidding prices. However, overseas suppliers generally held firm on prices, while end-users showed limited acceptance of higher offers, resulting in a temporary market stalemate.
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