[Ulasan Harian SMM tentang Batu Bara dan Kokas] 2025-02-05

Telah Terbit: Feb 5, 2025 16:58
[SMM Tinjauan Harian tentang Batu Bara dan Kokas] Selama Tahun Baru Imlek, pasar kokas tetap stabil. Dari sisi pasokan, perusahaan kokas mempertahankan operasi stabil, menjaga tingkat produksi sebelum liburan. Namun, karena logistik dan efisiensi transportasi yang buruk selama liburan, pengiriman terhambat, menyebabkan penumpukan stok kokas di perusahaan kokas. Dari sisi permintaan, pabrik baja mempertahankan ritme produksi yang stabil dan memiliki persediaan yang cukup sebelum liburan, terutama membeli kokas sesuai kebutuhan. Secara keseluruhan, pasokan kokas tetap relatif melimpah, dan dengan kemungkinan penurunan lebih lanjut harga batu bara kokas, dukungan biaya tidak mencukupi. Diperkirakan pasar kokas mungkin berfluktuasi turun pada minggu pertama setelah liburan.
[Ulasan Harian SMM tentang Batubara dan Kokas] Pasar Batubara Kokas: Batubara kokas utama rendah sulfur di Linfen dikutip pada 1.400 yuan/mt. Batubara kokas utama rendah sulfur di Tangshan dikutip pada 1.500 yuan/mt. Selama Tahun Baru Imlek, pasar batubara kokas tetap stabil. Dari segi fundamental, tambang batubara secara aktif melanjutkan pekerjaan dan produksi setelah liburan, sehingga pasokan batubara kokas meningkat secara bertahap. Namun, permintaan pembelian dari hilir lemah, dengan keinginan restocking yang kurang, sehingga aktivitas pasar rendah. Tambang batubara menghadapi tekanan penjualan, dan beberapa pelaku pasar mempertahankan pandangan pesimis terhadap pasar selanjutnya. Secara keseluruhan, fundamental batubara kokas lemah, memberikan dukungan terbatas pada harga. Dalam jangka pendek, pasar batubara kokas diperkirakan tetap stabil dengan tren lemah. Pasar Kokas: Harga rata-rata nasional kokas metalurgi Kelas I (pendinginan kering) adalah 1.845 yuan/mt. Harga rata-rata nasional kokas metalurgi Semi-Kelas I (pendinginan kering) adalah 1.705 yuan/mt. Harga rata-rata nasional kokas metalurgi Kelas I (pendinginan basah) adalah 1.490 yuan/mt. Harga rata-rata nasional kokas metalurgi Semi-Kelas I (pendinginan basah) adalah 1.408 yuan/mt. Selama Tahun Baru Imlek, pasar kokas tetap stabil. Dari segi pasokan, perusahaan kokas mempertahankan operasi stabil, melanjutkan tingkat produksi sebelum liburan. Namun, karena efisiensi logistik yang rendah selama liburan, pengiriman terhambat, menyebabkan akumulasi stok kokas di perusahaan kokas. Dari sisi permintaan, pabrik baja mempertahankan ritme produksi yang stabil dan memiliki persediaan yang cukup sebelum liburan, terutama membeli kokas sesuai kebutuhan. Secara keseluruhan, pasokan kokas tetap relatif melimpah, dan dengan kemungkinan penurunan harga batubara kokas lebih lanjut, dukungan biaya tidak mencukupi. Pasar kokas diperkirakan akan berfluktuasi turun pada minggu pertama setelah liburan. [SMM Steel]

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【Sical Logistics Wins Five-Year Indian Mining Contract Covering About 9.1 Million Tonnes of Coal】
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【Sical Logistics Wins Five-Year Indian Mining Contract Covering About 9.1 Million Tonnes of Coal】
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【Sical Logistics Wins Five-Year Indian Mining Contract Covering About 9.1 Million Tonnes of Coal】
【Sical Logistics Wins Five-Year Indian Mining Contract Covering About 9.1 Million Tonnes of Coal】
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.
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【India’s ECL Begins Precautionary Sealing at Khandra Colliery】
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【India’s ECL Begins Precautionary Sealing at Khandra Colliery】
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【India’s ECL Begins Precautionary Sealing at Khandra Colliery】
【India’s ECL Begins Precautionary Sealing at Khandra Colliery】
Eastern Coalfields Limited (ECL) said on August 31 that it had begun precautionary sealing measures at Khandra Colliery in the Raniganj coal belt. Surface cracks and ground subsidence were first observed near the Nikanth Temple on July 28. ECL said unauthorised structures and illegal occupants in the affected area had restricted surface-filling work. As the cracks could not be properly filled, external air could enter the underground workings, aggravate the spontaneous heating of residual coal and further increase the risk of spontaneous combustion. ECL therefore initiated the sealing measures to protect employees and surrounding areas and will continue monitoring conditions at the site. Existing employees will be redeployed to other units of the same mine or neighbouring mines according to operational requirements. The sealing measures will not disrupt existing water or electricity supplies to residential quarters. ECL has not determined how long the sealing will remain in place and rejected reports suggesting that the colliery could be sealed for three months. The final duration will be determined based on expert advice, technical assessments and established mine-safety requirements.
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【Drought in East Kalimantan Lowers Mahakam River Levels, Coal Barge Loads Reportedly Fall by About 21%】
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【Drought in East Kalimantan Lowers Mahakam River Levels, Coal Barge Loads Reportedly Fall by About 21%】
【Drought in East Kalimantan Lowers Mahakam River Levels, Coal Barge Loads Reportedly Fall by About 21%】
Extreme drought has lowered river levels in East Kalimantan, disrupting transportation operations for some coal producers. Data from Indonesia’s meteorological agency showed that East Kalimantan received almost no rainfall in August. To prevent barges from running aground, local producers have been forced to reduce their coal loads. A local port official said that barges normally capable of carrying 7,000 tonnes of coal are currently limited to approximately 5,500 tonnes, representing a reduction of 1,500 tonnes, or about 21.4%, per trip. Some barges continue to face difficulties travelling upstream despite carrying reduced loads. The industry group noted that the decline in carrying capacity per trip will require more voyages and raise logistics costs.
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[Ulasan Harian SMM tentang Batu Bara dan Kokas] 2025-02-05 - Shanghai Metals Market (SMM)