Daily Market Brief -25/07/08
Time:2025-07-08 17:16:27 Source:CCTD
Edited and Updated by Ethan MaJuly 8, 2025
Production Areas:
In the Yulin region, coal prices remained weakly stable, with many mines facing sales pressure—especially for lump coal, which has seen sluggish demand. However, an increasing number of mines have recently adopted a "production-to-order" model, which has helped slow the accumulation of pithead inventories, leading to fewer price adjustments.
In the Ordos region, overall demand remains moderate. Some mines have yet to resume full production, keeping supply-side pressure relatively contained. As a result, most mines are maintaining stable prices.
In northern Shanxi, prices generally remained steady. Persistent rainfall has dampened market activity, but support from rising port-side prices and relatively firm auction performance at the pithead has led to sporadic price upticks.
Port Market:
Daily coal consumption by power plants is rising rapidly. Several favorable factors—such as record-high national electricity load, reduced production due to rainfall in mining areas, and continued drawdown in port inventories—have fueled market optimism. As a result, price levels have continued to move upward steadily.
Imported Coal:
Current prices are approaching production cost levels, causing overseas suppliers to hold firm on their offers, with limited room for further reductions. However, end-user demand in both China and India has shown no significant increase, with most purchases driven by rigid procurement needs.
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