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Domestic thermal coal market is dull
The most representative Qinhuangdao coal price in the Bohai Sea has fallen. Among them, 4,500, 5000, 5,500 kcal calorie thermal coal prices fell by 5 yuan / ton per week; only 5800 kcal thermal coal prices remain unchanged, at 830-840 yuan / ton.
Li Xuegang, an expert in the coal industry, believes that the low temperature weather in some parts of the South is less correlated with the coal market in the coastal areas. It does not seem to have more impact on coal supply and demand in the Bohai Rim region; coal production, operation and consumption enterprises in the coastal areas seem to have already Gradually lost confidence in the performance of the coal market during the winter peak period; the “shadows†of major coal producers’ recent price cuts are lingering.
According to An Zhiyuan, director of the Qinhuangdao Coal Network Information Center, prices in major coal producing areas continued to remain stable this week. Shanxi coal prices have remained stable for several weeks, the Spring Festival is approaching, some small mines have begun to shut down and limit production, which has affected coal supply. In addition, the supply and demand relationship of thermal coal in the Bohai Rim region is slightly biased towards the “buyer marketâ€. Coal shipping companies are not actively shipping. Coal prices in Inner Mongolia have remained stable this week after a slight downward adjustment last week.
As of January 12, Qinhuangdao Port's coal inventory was 7.038 million tons, a slight increase of 17,000 tons; Jingtang Port coal yard was 2.96 million tons, a decrease of 160,000 tons on a week-on-week basis, a decrease of 5.13%; Caofeidian Port was 1.86 million tons. The reduction was 290,000 tons, a decrease of 13.49%. The total coal inventory of the Bohai Sea Port was 12.291 million tons, a decrease of 433,000 tons on a week-on-week basis, a decrease of 3.52%. Coal stocks in the Bohai Sea port showed a downward trend for three consecutive weeks.
Inventories of Yudean Power Plant have increased, maintaining an average daily level of 1.173 million tons in a week. As the main coal port in the south, Guangzhou Port has maintained stable coal handling prices. As of January 12, Guangzhou Port's 5000 and 5500 kcal thermal coal handling and unloading prices were 790 yuan / ton, 885 yuan / ton, respectively, and continued to maintain stability.
Export may pick up
The international thermal coal market is affected by the Australian flood, and the price increase is expected to be strong. The Queensland floods caused almost all coal mines to shut down due to flooding. It is estimated that about 300-4.5 million tons of coal can not be exported. As the East Asian region enters the winter heating period, coal demand has increased, coupled with the recent surge in international coal prices, analysts believe that this may push China's coal exports, China's coal exports may be further in January this year. rise. It is understood that many Korean and Japanese power plants are currently looking for alternative suppliers.
According to data provided by the General Administration of Customs, China's coal exports in November and December last year were 1.279 million tons and 1.45 million tons, respectively, which has maintained a two-month growth rate. In 2010, China exported a total of 19.03 million tons of coal, down 15% from 2009, but it has eased from the 50.7% decline in exports in 2009.
In addition, the recent domestic coal sea freight rates have shown signs of rising. On January 12, the coal freight rates of 20,000-30,000 tons of ship types in the Bohai Sea area to Shanghai and Zhangjiagang increased by 4.65% and 2.17% respectively. Qinhuangdao Coal Network Zeng Bo said that the rise and fall of sea freight rates may indicate that coal prices are stabilizing and the possibility of continued weakening of coal demand is reduced.
Thermal coal prices continue to fall, Australian coal exports are blocked or pull Chinese exports
On January 12, the seaborne coal network released the 14th Bohai Sea thermal coal price index. The average price of thermal coal in the Bohai Sea was 776 yuan/ton, down 3 yuan/ton from the previous period, which was 30% lower than the high point in mid-November this year. Yuan / ton. Compared with the relative dullness of the domestic market, the international coal market is expected to increase in price under the influence of the Australian flood, while the Australian coal export is blocked, causing users in the Asia-Pacific region to turn to the Chinese market, which may boost China's exports.