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Area of origin
Near the end of the year, to ensure the safety of coal production in Shaanxi, Shanxi, the overall inventory status is low, part of the large mine shutdowns, the Inner Mongolia market supply is more plentiful and relatively stable operation. At present to the mine transport clients increased, but due to the limited supply of railway wagon tension and yield, quality of coal demand, coal prices steady rise.
Port side
As the daily consumption of the power plant runs continuously, the downstream transportation and procurement continue to rise. In order to ensure the supply of electric coal during the peak period of coal consumption in the winter, the national development and Reform Commission put forward a request for the coal transportation at the port of Bohai, which requires that the daily loading of coal in Qinhuangdao port should be maintained at more than 630 thousand tons. In this promotion, Qinhuangdao port coal imports and export volume to maintain the high situation, save coal fell slightly.
Downstream aspects
At present, the peak of coal consumption in the lower reaches of the six major power plants in the coastal area is 735 thousand tons per day in January. The obvious high daily consumption continues to support the rigid pulsing of the power plant, and also has a rapid consumption of coal deposits. The number of available days in the coastal power plant is reduced to 13-14 days, and the pressure of the downstream replenishment is enhanced, and the coastal coal price has risen completely. The pattern of coastal coal market continues to favor the seller. The phenomenon of "ship and other goods" is still outstanding. The problem of phased and regional resource shortage is a solid support for the price of coal in the Bohai rim market. The continued high consumption in power plant under the condition of coastal power plants transferred, causing multiple inventory continues to decline. At present, the period of the coal stock system has arrived, and the stock of the coastal power plant is only 10 million 350 thousand tons. Although part of the ports in the southern part of the south part of the port are loosening the customs policy of import coal, because the cyclical factors of imported coal still exist, it is difficult to fill the huge gap of power plant inventory in the short term.
Other reasons
The imported coal has been tightening policy into the tight supply and demand pattern after policy loosening in the market, the relevant state departments to facilitate customs clearance of East China and Fujian port coal imports, but imports of coal unloading clearance also need a period of time; at the same time, the Bohai sea port bad weather and the frozen coal increase, Bohai port shipping efficiency is not high CIF, supply cycle extended, to further increase the pressure on the downstream replenishment. Upstream capacity is still tight, supply capacity and downstream coal consumption needs are not completely matched. In the short term, the supply and demand relationship in the coal market is still tense, and the price of steam coal will continue to rise.
The domestic coal market has maintained a strong momentum. The demand for the power coal market has increased significantly along with the coming of the peak season, which has offset the pressure of supply from the release of advanced production capacity, and the price of steam coal has come back to the rebound trend after a continuous adjustment. With the decrease of temperature, the load of power plants is still at a high level. Although some parts of the country are properly liberalized for imported coal, considering the fact that the price of imported coal is not high at present, the impact on the domestic market will not be too great in the short term. The power plant is still actively carrying the domestic coal replenishment, the coastal coal transportation continues to maintain a lively atmosphere, and the domestic coal market still has a strong supply and demand.
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