
Edited and Updated by Ethan Ma
July 15, 2025
Production Areas:
Yulin:
Fewer coal mines adjusted prices this week. Although some previously raised prices saw a drop in waiting trucks, overall shipments remained smooth. Lower-priced mines continued to raise prices moderately. End-users remained cautious in procurement.
Ordos:
Supply continued to recover steadily. Meanwhile, demand previously suppressed by rainfall is gradually being released. With both supply and demand increasing, some mine prices edged up.
Northern Shanxi:
Market activity improved further, mine inventories trended lower, and coal prices continued a slightly upward trajectory.
Port Market:
Supported by peak-season demand and a few high-price spot transactions, sellers maintained firm pricing attitudes. However, power plants are increasingly relying on long-term contract coal rather than spot purchases, slowing spot market demand growth.
With supply from production areas expected to improve, port inflows are likely to increase, making further price increases more difficult.
Imported Coal:
Exporters’ quotes remained stable. Chinese power utilities released new tenders but showed low price acceptance, preferring lower bids.
With ocean freight rates continuing to rise, delivered costs for imported coal increased, leading traders to adopt a more cautious approach.