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  • Thursday September 30,2021
  • 17:30:16Others  
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    China's PMI index was 49.6 in Sep, below the 50-point threshold and 0.5 percentage point lower than Aug, showing contraction of China's manufacturing activity.

  • 17:25:30Coal  
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    Prices of import seaborne cargoes climbed further and Indonesian Supramax 3,800 Kcal/kg NAR thermal coal was offered at $115/t FOB and was traded at $110/t FOB. Buying appetite of China's buyers improved for the price edge import cargoes enjoyed over China's domestic comparable grades, despite the rising international freights.

  • 17:22:11Coal  
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    India's coal supply to its power plants was 243 Mt in Apr-Sep (ending on Sep 28), up 24% YoY and the all-time high level, data from CoalMint showed.

  • 17:20:25Coal  
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    Traders at portside market became slightly bearish after authorities' supply-boosting conferences, but a few traders still held back on sales amid the lingering supply tightness.

  • 17:14:40Others  
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    As of Sep 28, the coal-dedicated railway Daqin line has transported 307.93 Mt of coal to Bohai-rim ports, 13.64 Mt more than the same period of 2020. Transport volume of the rail line was 1.15 Mt in Aug and 1.13 Mt in Sep.

  • 16:15:56Coal  
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    Chemical and power plants were active in buying the fuel, boosting coal sales at rail stations. Most coal mines' priority to thermal coal supply for long-term contract clients led to sparse resources in spot market. Attentions should be given to daily consumption of end users after the holiday and policy regulation.

  • 16:10:41Coal  
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    Previous coke price cut by some steel mills was put in limbo amid stalemates of two sides. Some steel mills showed good restocking demand prior to the National Day holidays, especially some high-grade ones, and some low-stocked mills had low intention to cut coke prices. Coke makers showed resistance to price reduction, given declining supply, shrinking profits and high costs.

  • 16:05:31Coal  
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    Major miners' planned delivery volume of washed coking coal for the fourth quarter in Shanxi and Shandong contracted obviously, amid their pledge to ensure thermal coal supply. Offtakes at local coal mines were still weak on sluggish buying appetite.

  • 16:00:21Coal  
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    Ganqimaodu border crossing cleared customs of 267 Mongolian coal trucks on Sep 29. Downstream buyers were on the sidelines and trading activities were tepid. Some offers of Mongolian 5# raw coking coal slumped below 3,100 yuan/t, ex-stock Ganqimoadu with VAT.

  • 11:10:09Power  
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    Effective Oct 1, 2021, SE China's Guangdong will further expand the peak-valley power tariff spread for non-residential users. The tariff for critical peak period (Jul-Sep and other days of daily max temperature above 35 ℃) will be 25% higher than that for peak power demand period (10:00-12:00, 14:00-19:00). Meanwhile, Guangzhou and Shenzhen will not arrange light show during the National Day holiday, and reduce the light on time and scope.

  • 09:53:47Coal  
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    Forecasting an unoptimistic supply outlook in the peak winter, the China National Coal Association and China Coal Transport and Distribution Association jointly asked coal miners in a Sep 29 notice to full understand the importance and urgency of ensuring power coal supply by fully tapping into their potential of production increase, while adjusting sales strategy to non-key, non-term contract and energy-intensive end users timely and properly.

  • 08:41:58Coal  
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    Regarding how to secure stable coal supply, China's NDRC said on Sep 29 that it have taken multiple measures to strengthen supply: 1) boost production and supply under precondition of safely; 2) approve capacity expansion and commissioning of advanced capacity; 3) increase coal imports moderately; 4) improve inventory levels, esp. at power plants; 5) prioritize coal supply for power and heat generation; 6) regulate market order and crack down on price gouging and other unruly behaviors to stabilize expectations.  

  • Wednesday September 29,2021
  • 17:27:35Coal  
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    NE China secured 6.8 Mt of additional coal supply after supplement long-term contracts signed recently between miners and generators, basically covering coal demand for power and heat supply in the region during the winter season, People's Daily reported late Sep 28.

  • 17:24:36Coal  
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    China's effective lump anthracite supply was 5.09 Mt in Aug, up 7.1% MoM, lump anthracite consumption was 4.47 Mt, down 0.4% MoM, with supply-demand spread at 620,000 tonnes.

  • 17:17:53Coke  
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    Coke slightly piled up in coking plants, due to sluggish demand from downstream users and withdrawal of traders. Low-stocked steel maker still have restocking demand ahead of the holiday and coke market is expected to be stable temporarily. Attentions should be given to steel mills' purchase and coke stocks at coking plants.

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Editor's Pick

1 Indonesian thermal coal prices move higher amid strong Chinese demand 2021-09-30

Indonesian thermal coal prices gained further on September 30 propelled by stronger purchases from China ahead of the National Day holiday. November-loading Panamax cargoes of Indonesian

2 China Aug thermal coal market: coal prices climb fast amid lingering supply 2021-09-30

Persistent shortage and growing demand were combining to drive up Chinese thermal coal prices at a faster pace in September, against the background of the national power supply shortage that has incur

3 China's coking coal market awaits direction; Sep seaborne imports dip 2021-09-30

China's coking coal market lacked clear directions, as a few major miners started to shore up prices citing a huge supply pressure after they were assigned with thermal coal supply tasks for the fourt

4 Weekly global coal market news summary (Sep 26-Sep 30) 2021-09-30

Indonesian thermal coal prices maintain bull run as supply tension persists Low-CV Indonesian thermal coal prices soared to a new high as supply shortage was still biting, according to traders

5 Weekly China coal market news summary (Sep 26-Sep 30) 2021-09-30

China vows to secure sufficient power supply for households use during winter China's top economic planning agency pledged to provide sufficient energy supply for citizens during the winter h

6 China Sep coking coal market: price retreats on shrunk demand 2021-09-30

China's coking coal market was still buoyed in early September by the lingering tight supply and coking plants' active replenishment amid relatively low stockpiles. Major miners' price hikes also enco

7 China's manufacturing PMI drops into contraction zone; services bounce back 2021-09-30

Activity in China's manufacturing sector contracted in September to the lowest since the coronavirus outbreak in February 2020, due to the country's vigorous restrictions on energy-guzzling sectors to

8 China's coal industry groups call on miners to further boost supply 2021-09-30

China's two coal industry groups have jointly asked coal miners to full understand the importance and urgency of ensuring power coal supply by fully tapping into the potential of production increase.

9 China Sep coastal coal shipping market: tepid demand presses down freight 2021-09-30

China's coastal coal shipping market presented a downside trend amid a lack of firm support from downstream procurement in September, yet small fluctuations happened driven mainly by changes of shippi

10 China Coal Daily Track (Sep 30) 2021-09-30

Thermal coal Production area Thermal coal supply remained tight in Shanxi, Shaanxi and Inner Mongolia. Chemical and power plants were active in buying the fuel, boosting coal sales at rail stat

Most Read News Stories

1 China's NE province urges to expand coal imports to ease power shortage 2021-09-28

Northeast China's Jilin province urged to expand coal imports while speeding up coal delivery from Inner Mongolia and raising production from local mines, in a bid to ease its power shortage, which ha

2 China's coal industry groups call on miners to further boost supply 2021-09-30

China's two coal industry groups have jointly asked coal miners to full understand the importance and urgency of ensuring power coal supply by fully tapping into the potential of production increase.

3 India holds talks with Australia on potential cooperation in coal 2021-09-27

The heads of coal-related industries of the Indian and Australian governments held their first joint working meeting by video on September 23 as a prelude to the upcoming India-Australia Energy Dialog

4 China vows to secure sufficient power supply for households use during winter 2021-09-30

China's top economic planning agency pledged to provide sufficient energy supply for citizens during the winter heating season by stepping up multiple measures as the recent power supply shortage has

5 NE China province pledges to avoid power cut despite severe shortage 2021-09-27

Power supply shortage in northeastern China's Liaoning province further worsened to a severe level during September 23-25, as a slump in wind power generation added to the already tight grid, accordin

6 Shanxi signs coal supply contracts with 14 provinces 2021-09-29

Shanxi signed mid- and long-term coal supply contracts with 14 provinces on a meeting held on September 29 in Taiyuan of Shanxi, with supply tasks allocated to each of major coal enterprises, accordin

7 China's NDRC pushes for higher rail coal supplies to power, heating plants 2021-09-29

China has re-emphasized the priority of supplying thermal coal to power and heating plants and pursued higher coal contract fulfillment rates in a bid to ensure supply and stabilize prices.

8 China's 90 large coal miners Jan-Aug output up 3.5% on yr 2021-09-29

Raw coal output of 90 large coal mining member enterprises of China National Coal Association (CNCA) totaled 1.85 billion tonnes during January-August this year, up 3.5% or 62.03 million tonnes from t

9 Indian power utilities' thermal coal imports hit new low in Aug 2021-09-27

Indian power generators imported 1.92 million tonnes of thermal coal in August, slumping 42.41% from 3.34 million tonnes a year ago and down 7.83% from 2.09 million tonnes in July, showed the latest d

10 Key Chinese coke producers call on peers to hold prices stable 2021-09-28

Some major Chinese metallurgical coke companies appealed peers to keep coke prices stable before the National Day holiday and update prices after the holiday based on coking coal prices, during a Sept

Most Read Analysis & Comments

1 China's provinces impose electricity cut amid energy control, supply shortage 2021-09-24

At least 16 provinces in China have published plans to cut industrial power consumption since late September in an effort to relieve the power supply shortage and reduce the energy consumption.

2 Record thermal coal prices hit China utilities' operations 2021-09-22

After a three-day holiday for Mid-Autumn Festival, Chinese domestic thermal coal prices climbed further again on September 22, forcing some power plants to cut or suspend generation. Carg

3 Indonesian thermal coal prices edge higher on growing demand 2021-09-23

Indonesian thermal coal prices registered new highs on September 23, fueled by growing demand from China and some other Asian nations in the northern hemisphere to prepare the winter heating period, w

4 China steps up efforts on industrial production cuts to ease power shortage 2021-09-27

Facing electricity supply shortage nationwide caused by many factors including a steep jump in coal prices and surging demand, China is slashing production in many energy-intensive industries, trying

5 China's coal supply may still be under strains despite industrial production cut 2021-09-27

Production curbs in China's energy-guzzling sectors to lower energy consumption and ease power shortage may help little to cushion the current coal supply tightness. A steep jump in coal

6 China's coking coal prices see downward corrections as buying activities slow 2021-09-23

While market participants expected coking coal prices to be stable ahead of the National Day on October 1, downward corrections have emerged at several mines in Shanxi, alongside a slowdown of purchas

7 Indonesian thermal coal prices maintain bull run as supply tension persists 2021-09-24

Low-CV Indonesian thermal coal prices soared to a new high as supply shortage was still biting, according to traders on September 24. October-loading gearless cargoes of Indonesian 3,800

8 China seeking for more seaborne coal to ease supply shortage 2021-09-28

China is stepping up purchases for seaborne thermal coal to ease domestic supply shortage, which has incurred a widespread power crunch across the country, supporting seaborne coal prices to linger at

9 China Aug thermal coal imports fall significantly on mth 2021-09-23

China's thermal coal imports in August dropped significantly from the record high a month ago but were still higher than the same period of the previous year. More receipts were coming from major supp

10 China's coke output rebounds in Aug; Shandong regains 5th place 2021-09-24

China's coke production rebounded in August after three straight months of decline, buoyed by strong demand and continued rising in coke prices, but the volume was still lower compared with the year-a

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