Coke Coal And Coke Prices Witnessed Rising Demand

[Steel Billet] Today, export billet quotations were in the doldrums, with negotiable prices at $465-467/mt. Recently, the yuan has depreciated against the dollar, leading to a slight improvement in export advantage. Inquiries from outside China increased, but actual transactions remained moderate. Market rumors suggest steel billet orders have improved, with some cargoes flowing to domestic trade or exporter short-covering, while actual overseas demand still awaits the return of China's export price advantage. [Rebar] Affected by the exchange rate depreciation, export quotations for rebar edged down $2/mt today, with negotiable prices at $484-486/mt. According to feedback from market traders, inquiries from outside China increased slightly recently, but actual transactions remained moderate. At present, quotations from steel mills in South China continue to hold at high levels, with weak transactions. [Sheets & Plates] Affected by the afternoon plunge in Chinese futures, export prices for HRC and other sheets & plates edged down slightly on a day-on-day basis today, with HRC transaction prices at $491-500/mt. In recent days, market rumors have suggested that export orders are improving. According to SMM's verification, flows to the Middle East, although shipping has become somewhat smoother, still face high freight rates, and most clients expressed the need to wait and see; however, orders for sheets & plates and billets destined for Turkey have increased noticeably recently. It is understood that this may be due to fewer arrivals of other resources, leading to procurement shifting to China.

Aujourd'hui, les contrats à terme sur le minerai de fer du DCE se sont affaiblis, le contrat le plus traité I2609 clôturant à 735 yuans/tonne métrique, en baisse de 1,08 % par rapport à la séance de négociation précédente. Les prix au comptant dans les ports ont chuté de 5 à 7 yuans/tonne métrique par rapport au jour précédent.

[China Iron Ore Brief] Le prix EXW des concentrés de minerai de fer à 65 % dans la région de Chengde, sur base sèche et taxes incluses, reste à 925 yuans/tonne. Selon le suivi SMM, après des accidents successifs dans les mines de la région de Kuancheng à Chengde, les mines et usines d'enrichissement locales sont actuellement à l'arrêt. Cela a intensifié la pénurie globale des ressources locales en concentré de minerai de fer, soutenant fermement les prix locaux. Côté demande, aciéries et négociants achètent principalement en fonction des besoins, avec une forte volonté générale de négocier les prix à la baisse.