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October 18 Summary analysis

Release time:2024-10-18

October 18 Summary analysis: in terms of origin, most coal mine sales in Yulin region are under pressure, but after a small price cut, sales still have a certain stimulus effect, so in addition to a small number of coal mines with large inventory pressure, most of them are still stable operation. The price of Ordos region is weak and stable, and the coal mine actively ships long association, but the wait-and-see sentiment in the circulation link is obvious, so the market supply and demand are relatively loose, and the price of a few mines is under pressure. North of Shanxi region long association shipment is relatively stable, although the spot demand is weak, but because the supply volume is small, so most coal mine sales pressure is not large, still to hold steady to wait and see.

In terms of port, with the price falling, the market demand for goods has increased, and the current price has been near the cost line of most goods sources, and the resistance of traders is also heating up, so the price gradually stopped falling and stabilized.

In terms of imported coal, although the price advantage of imported coal compared with domestic trade coal has narrowed this week, it still has a certain cost performance, the enthusiasm of power plant bidding continues to increase, supporting the price of foreign mines to remain strong, in the later stage, with the Indonesian rainy season coal supply is expected to narrow, coal prices or will continue to run strongly.


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