Daily Market Brief -25/07/16

Time:2025-07-16 17:13:56      Source:CCTD
Edited and Updated by Ethan Ma
July 16, 2025
Production Areas:
In Yulin, non-power demand has continued to improve. Combined with expected price increases in major coal mine auctions, market sentiment remained active, and the number of coal mines raising prices slightly increased.

In Ordos, prices remained stable to slightly stronger. Some mines saw sustained improvement in sales, and rising purchase prices supported a stronger willingness among suppliers to follow the trend, with increases of 5–10 yuan/ton.

In northern Shanxi, users’ enthusiasm for hauling coal continued to rise, accelerating shipments from mines, and prices continued to climb.

Ports:
Transportation costs have remained elevated, and seasonal demand expectations continue to support bullish market sentiment. Sellers generally maintained strong offers. However, as supply from production areas recovers, inbound shipments have increased, leading to a shift from inventory decline to growth. Additionally, long-term contract fulfillment downstream remains stable, limiting the release of demand for spot cargoes.

Imported Coal:
Recently, rising temperatures across many regions in China have boosted coal consumption demand. The notable price advantage of low-calorific-value Indonesian coal has improved power plants' restocking willingness, supporting firm external quotations. On the supply side, Indonesian coal production has remained relatively stable, with minimal disruption from weather conditions.

CCTD China Coal Market Network is one of the most trusted coal industry think tanks in China, providing exclusive and extensive data coverage.

 
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