[TISCO obtient 243 000 t de demande d'acier via les connexions du projet Thai Nguyen]

Yemen's Houthi movement said on August 9 that it had launched a drone attack on Saudi Aramco's Jazan refinery in Saudi Arabia, which has a crude processing capacity of around 400,000 barrels per day. Saudi Arabia's energy ministry said the resulting fire was later extinguished with no injuries, while no specific supply losses have been reported. The Houthis also launched missile and drone strikes on Yemen's Mocha port near the Bab el-Mandeb Strait, further increasing security risks for energy and commercial shipping in the Red Sea. If shipping risks in the Red Sea continue to escalate, higher war-risk insurance premiums, bunker fuel costs and potential rerouting expenses could push up international coal freight rates and CFR landed costs.

Les mouvements de grève sur les opérations de minerai de fer de BHP à Port Hedland, en Australie-Occidentale, se sont intensifiés le 9 août, avec l'ajout d'environ 100 travailleurs à un arrêt de travail de 24 heures, portant le total des participants à environ 150. Cette action fait suite à un arrêt du chargement des navires le 8 août. Port Hedland est le premier hub mondial d'exportation de minerai de fer, et BHP y expédie pour environ 80 millions de dollars américains de minerai par jour, ce qui accentue les inquiétudes quant à de possibles perturbations à court terme de l'approvisionnement maritime. BHP a toutefois indiqué que le chargement des navires s'est poursuivi pendant la grève, et les sociétés minières concurrentes Fortescue et Hancock Prospecting ne devraient pas être affectées. BHP et les syndicats doivent reprendre les négociations le 18 août au sujet d'un projet de convention collective de quatre ans.

Heavy rainfall in coal-producing regions including Telangana and Maharashtra has disrupted mining operations and rail transportation, reducing coal deliveries to Karnataka. The number of coal rakes reaching the state has fallen from around 11 per day under normal conditions to about five to six per day, significantly slowing coal arrivals at power plants. At the same time, Karnataka’s electricity demand remains elevated at close to 300 million units per day, while hydropower generation has yet to fully recover, leaving the state relatively dependent on coal-fired generation. If heavy rainfall and rail disruptions persist, power plant inventories could decline and restocking pressure may increase, potentially supporting regional spot thermal coal demand and prices. However, coal inventories at local power plants remain adequate for now, limiting the risk of an immediate fuel shortage.