Prix au comptant du minerai de fer dans le marasme, activité commerciale morose {{Commentaire SMM}}

South Africa’s Sasol plans to increase investment in its own coal mines to secure feedstock for its Secunda Operations while reducing coal purchases from third-party suppliers. The company produced 28.4 million tons of coal from its own mines in FY2026 and expects this to increase to between 30 million and 32 million tons in FY2027, before rising further to 34 million tons by 2028. Meanwhile, Sasol expects its external coal purchases to decline from 8.8 million tons in FY2026 to between 5 million and 7 million tons in FY2027. This represents a reduction of between 1.8 million and 3.8 million tons, or approximately 20.5% to 43.2%. The change primarily reflects Sasol’s substitution of externally purchased coal with own-mine production and does not indicate an equivalent decline in its overall coal requirements. The company said that increasing the share of own-mine coal would help maintain consistent coal quality, secure feedstock supplies and improve cost competitiveness. Sasol invested R1 billion to convert the Twistdraai export-coal washing plant into a destoning facility. The facility is now delivering processed coal with sinks below 12%. Improved coal quality, higher gasifier availability and the absence of a shutdown in FY2026 collectively supported an increase in annual output at Secunda Operations to a five-year high of 7.2 million tons. With a scheduled shutdown planned for FY2027, the company expects the facility to produce between 7.2 million and 7.4 million tons during the year. Mining capital expenditure increased from R2.9 billion in FY2024 to R4.1 billion in FY2026 and is expected to rise by a further R1 billion to R1.5 billion in FY2027, including investment in a shaft-replacement project. In addition, Sasol is assessing the production of methane-rich gas from coal as a bridge supply for industrial customers that could face a gas supply shortage from 2028 onward. However, the project still requires greater long-term pricing certainty and further regulatory assessment, and the company has not yet made a final investment decision.

Indian integrated logistics and engineering services company Sical Logistics has secured a five-year mining contract worth approximately ₹5.3473 billion from Central Coalfields Limited for heavy earth-moving and mining operations at the SDOC Mine in Bokaro district, Jharkhand. The contract covers the re-handling of approximately 20.14 million cubic metres of overburden, the removal of around 33.65 million cubic metres of hard overburden, and the extraction of approximately 9.104 million tonnes of coal from a 143-hectare working area. The contract value includes an 18% goods and services tax, while the execution period is 1,825 days. A simple five-year average would place the contracted coal volume at approximately 1.82 million tonnes per year.

Eastern Coalfields Limited (ECL) a annoncé le 31 août avoir commencé des mesures préventives de scellement à la mine de Khandra, dans le bassin houiller de Raniganj. Des fissures en surface et un affaissement du sol ont été observés pour la première fois près du temple Nikanth le 28 juillet. ECL a indiqué que des structures non autorisées et des occupants illégaux dans la zone touchée avaient limité les travaux de remplissage en surface. Les fissures n'ayant pas pu être correctement comblées, l'air extérieur a pu pénétrer dans les galeries souterraines, aggravant l'échauffement spontané du charbon résiduel et augmentant encore le risque de combustion spontanée. ECL a donc engagé ces mesures de scellement pour protéger les employés et les zones environnantes, et continuera de surveiller l'état du site. Les employés actuels seront redéployés vers d'autres unités de la même mine ou de mines voisines selon les besoins opérationnels. Les mesures de scellement ne perturberont pas les approvisionnements existants en eau et en électricité des logements. ECL n'a pas déterminé la durée du maintien du scellement et a rejeté les informations selon lesquelles la mine pourrait être scellée pendant trois mois. La durée finale sera déterminée sur la base des conseils d'experts, des évaluations techniques et des exigences établies en matière de sécurité minière.