Daily Market Brief -25/06/30

Edited and Updated by Ethan Ma 
June 30, 2025

Production Areas:
In Yulin, nearby end-users and loading stations maintained a decent level of transport activity. Cost-effective mines continued to attract hauling vehicles, while those with relatively higher prices saw a sustained slowdown in shipments. Most mine prices remained stable today, with a few minor adjustments based on sales performance.
In Ordos, prices held steady. Some mines that had previously halted production and sales began announcing plans to resume operations, raising expectations of increased supply at the beginning of the month. This led to a more cautious attitude among users, with no further increase in transportation activity.
In northern Shanxi, market sentiment has improved somewhat in recent days, with pithead auctions also gradually picking up. However, buyers remained cautious, and some mines continued to face sales pressure, making it difficult to implement price hikes.

Ports:
Coastal regions are experiencing significantly higher temperatures, likely leading to a faster rise in daily coal consumption for power generation. Combined with continued freight cost inversion and declining port inventories, market sentiment remained optimistic. Prices continued to trend slightly upward within a stable range.

Imported Coal:
Recently, imported coal has gained a greater price advantage over domestic coal, prompting a rise in inquiries from end-users and an increase in traders’ bidding prices. However, many power plants are still taking a wait-and-see approach, resulting in limited actual transactions in the market.
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