[SMM Coal Flash] Some Coking Coal Mines in Shanxi Resume Operations

China Qinfa Group Limited’s Sumber Daya Energi (SDE) coal operation in South Kalimantan produced 7.07 million tonnes of raw coal in the first nine months of 2026, up 104% year on year. The increase was supported by the operation of a fully mechanised longwall mining face at SDE Mine 1, which expanded production capacity. Coal trading volume rose 46% year on year to 4.64 million tonnes over the same period, driven by the expansion of overseas customer markets. Trading volume of washed coal increased 131%, while overall coal sales grew more slowly than raw coal output as the sales mix shifted toward a higher proportion of washed coal.

Australia’s White Energy Company has completed the acquisition of the South Galilee Coal Project in Queensland from the AMCI Group for an upfront cash payment of AUD 500,000. The deal was completed through the acquisition of all shares in AMCI (QCoal) Pty Ltd, which owns the entities holding the project’s coal tenements. AMCI Investments is also entitled to a further AUD 1.5 million upon the grant of a mining lease, plus a royalty of AUD 2 per tonne of coal sold, capped at AUD 18 million. The project is a proposed 17 million tonnes per annum open-cut and underground thermal coal mine, located near Alpha, Queensland. White Energy plans to conduct further drilling and technical and economic studies to assess development options.

India’s draft National Steel Policy-Vision 2047 projects annual coking coal demand to rise to 236 million tonnes by 2047, from 72 million tonnes currently, as the country expands its steelmaking capacity. India imports around 92% of its coking coal requirements. The draft policy proposes diversifying supply sources through overseas asset acquisitions, expanding domestic coal washeries, securing long-term supply arrangements and optimising coal blends to reduce import dependence.