Daily Market Brief -25/07/30

Time:2025-07-30 17:37:29      Source:CCTD

Edited and Updated by Ethan Ma
July 30, 2025
At the Production Regions:
In Yulin, demand remains strong while supply is relatively tight. The notable increase in auction prices from large mines has further boosted market sentiment, leading to a continued broad-based price rise.

In Ordos, prices edged up slightly as railway stations and surrounding users remained active in coal hauling. However, mine operating rates are still low, while pithead inventories continue to decline steadily, supporting a moderate upward trend in mine prices.

In northern Shanxi, prices remained mostly stable amid active market transactions. Many mine auctions closed with small premiums. However, due to limited price gains at the ports, most mines are maintaining stable pricing strategies for now.

At the Ports:
End-users are showing weak interest in spot procurement, and the few inquiries received generally fall short of seller expectations. Nevertheless, rising production-area prices have driven up the cost of delivering spot cargoes to the ports. With port inventories continuing to decline, sellers are mostly holding firm on prices while adopting a wait-and-see approach.

For Imported Coal:
Weather conditions in Indonesia are currently stable, allowing for a steady increase in supply. At the same time, import coal retains a clear price advantage, prompting domestic power plants to continue issuing tenders. Overseas suppliers remain optimistic about future demand and are keeping their offers firm, while traders' bid prices have also edged up slightly compared to last week.


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

Index RMB/t DoD Basis Date
Datong 5500 455 0 ex-mine 07-01
Shuozhou 5200 445 0 FOR 07-01
Ordos 5500 420 0 ex-mine 07-01
Yulin 6200 540 0 ex-mine 07-01
Liulin Low-sulphur 565 0 ex-mine 07-01
Gujiao Low-sulphur 1095 0 FOR 07-01
Xingtai Low-sulphur 1210 0 ex-Factory 07-01
Yangquan PCI 795 0 FOR 07-01
Index RMB/t WoW WoW% Date
中国煤炭市场��?