Daily Market Brief -25/07/17

Edited and Updated by Ethan Ma

July 17, 2025

Production Areas:
In Yulin, prices continued to edge higher as demand from both end users and traders increased. Sales at local mines improved steadily, supported by ongoing price hikes in pithead auctions. Market sentiment remained optimistic.

In Ordos, supply has recovered to relatively high levels. However, incremental demand has also been gradually released, keeping pithead sales healthy. Some mines saw slight price increases.

In northern Shanxi, market activity continued to improve. Auction premiums at certain mines widened, and shipments of coal across different calorific values showed signs of recovery.

Ports:
The overall market price continued to shift upward, although transaction volume remained muted. While end-user inquiry levels were moderate and price acceptance improved only marginally, higher transportation costs and ongoing tightness in the supply of certain grades have kept sellers firm on price.

Imported Coal:
Despite high temperatures in many regions fueling demand from coastal power plants, their willingness to accept high external prices remained limited due to sufficient stock levels. On the supply side, some Indonesian miners have reportedly begun to scale back production to resist low-price pressures, which could lead to reduced future shipments. However, this remains subject to further observation.