Datos: Movimiento del mercado SHFE y DCE (10 de septiembre)

[Palanca de acero] Los precios FOB de exportación de palanca de acero nacional se mantuvieron estables hoy, con cotizaciones en el puerto de Jiangyin de 460–465 USD/t. Según estudios de mercado, las acerías nacionales muestran actualmente una fuerte intención de sostener los precios debido a la presión de costos, y algunos exportadores no están considerando aceptar pedidos de exportación de palanca. Sumado a la lenta recuperación de la demanda en el extranjero, las transacciones generales se mantuvieron mediocres.

Indonesian coal producer PT Bukit Asam Tbk (PTBA) said the eruption of Anak Krakatau had not significantly affected its mining areas. Daily production remained on schedule, while coal logistics and shipments continued normally. The company is monitoring conditions and will adjust operations if necessary to ensure safety.

The U.S. Energy Information Administration’s September 2026 Short-Term Energy Outlook forecasts U.S. electricity generation to grow by 2.2% in 2026 and a further 1.7% in 2027, primarily driven by data center development and increased manufacturing activity. However, coal’s share of generation is projected to fall from 17% in 2025 to 16% in 2026 and 14% in 2027. Solar and wind shares are expected to increase, while natural gas remains at 40%.