Inner Mongolia Development and Reform Commission: coal prices are expected to fall steadily in March

[inner Mongolia Development and Reform Commission: coal prices are expected to fall steadily in March] on March 4, the Inner Mongolia Development and Reform Commission released data, saying that according to energy price monitoring data reported by various league cities, in February, the prices of thermal coal, thermal coal and natural gas in the region rose, the price of coke fell slightly, and the price of oil products rose. In March, as the temperature continues to rise, the demand for coal for heating will fall, and coal production will remain high, the supply and demand situation will continue to improve, and prices are expected to fall steadily. In March, with the increase in the output of downstream steel mills, the demand for coke will continue to improve, but due to the impact of the epidemic, there is uncertainty in the import of coking coal.

On March 4, the Inner Mongolia Development and Reform Commission released data, saying that according to energy price monitoring data reported by various league cities, the price of thermal coal, thermal coal and natural gas rose in February, while the price of coke fell slightly and the price of oil products rose.

First, coal

(1) Power coal

In February, driven by low temperature weather and non-electricity demand, the price of thermal coal in our region rose slightly. The average monthly price of thermal coal in the region is 421.18 yuan / ton, up 6.80% compared with January (hereinafter referred to as month-on-month) and 47.35% compared with February 2021 (hereinafter referred to as year-on-year). Among them, the average pit mouth price of lignite in the east was 361.71 yuan / ton, up 1.2% from the previous month and 39.72% from the same period last year, while the average pit mouth price of thermal coal in Ordos region was 600.00 yuan / ton, up 16.32% from the previous month and 65.95% from the same period last year.

In terms of calorific value, the average prices of thermal coal at the pit mouth of 3800, 4500, 5000 and 5500 were 411.11 yuan, 465.33 yuan, 605.00 yuan and 700.00 yuan per ton, respectively, up 1.44%, 12.76%, 15.90% and 16.23% respectively over the same period last year, up 42.49%, 46.72%, 65.75% and 64.71% respectively over the same period last year.

(2) Power coal

The average purchase price of thermal coal converted to standard coal in the western region was 559.33 yuan / ton, up 13.46% from the previous month and 57.12% over the same period last year, while the average purchase price of thermal coal in the eastern region was 388.67 yuan / ton, up 12.33% from the previous month and 15.45% from the same period last year.

In March, as the temperature continues to rise, the demand for coal for heating will fall, and coal production will remain high, the supply and demand situation will continue to improve, and prices are expected to fall steadily.

Second, coke

In February, under the influence of holidays, environmental protection and other factors, coke prices first fell and then rose. The average monthly price of coke in the region was 2478.50 yuan / ton, down 2.50 percent from the previous month and up 24.80 percent from the same period last year.

In March, with the increase in the output of downstream steel mills, coke demand will continue to improve, but affected by the epidemic, the import volume of coking coal is uncertain, and the tight supply and demand of coking coal market will push up the cost of coke. Taken together, the price of coke will rise in March.

Third, natural gas

In February, natural gas prices rose continuously and rapidly due to the combined effects of low temperature, replenishment of urban fuel, and tight supply after the Spring Festival. The average monthly ex-factory price of domestic LNG, the average outgoing price of imported LNG and the average retail price of LNG are 5836.28 yuan, 5587.50 yuan and 5913.67 yuan per ton respectively, up 10.89%, 16.41% and 11.61% respectively over the same period last year, and down 27.63%, 37.96% and 17.49% respectively over the same period last year.

In February, the average retail price of CNG was 3.86 yuan per cubic meter, up 1.32% from the previous month and 7.86% from a year earlier.

In March, as temperatures pick up and demand for urban combustion decreases, natural gas prices will enter the seasonal decline channel.

Fourth, refined oil

On February 18, the wholesale prices of 92 # gasoline, 95 # gasoline, 0 # diesel and-35 diesel were raised to 10006 yuan, 10573 yuan, 8400 yuan and 9660 yuan per ton respectively, up 2.27% and 2.44% respectively compared with the previous year. Gasoline and diesel prices rose 23.80% and 26.22% respectively over the same period last year.

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn
관련 뉴스
Australia Reviews Anti-Dumping Duties on Galvanized Steel from India, Malaysia, Vietnam Amid Zinc Concerns
2026년 9월 11일 18:30
Australia Reviews Anti-Dumping Duties on Galvanized Steel from India, Malaysia, Vietnam Amid Zinc Concerns
더 보기
Australia Reviews Anti-Dumping Duties on Galvanized Steel from India, Malaysia, Vietnam Amid Zinc Concerns
Australia Reviews Anti-Dumping Duties on Galvanized Steel from India, Malaysia, Vietnam Amid Zinc Concerns
On September 9, 2026, Australia initiated its second sunset review of anti-dumping measures on galvanized steel sheet from India, Malaysia and Vietnam, and separately launched a sunset review of countervailing measures on imports from India. The review covers July 2025-June 2026, with the final report expected by February 11, 2027. As galvanized steel is the largest end-use sector for zinc, the measures directly affect export costs and competitiveness, potentially impacting Australia’s domestic zinc demand and supply chain. Maintaining the duties would provide some protection for domestic steel and coating capacity, while termination could increase low-priced imports and affect regional zinc consumption. The final outcome remains subject to the authorities’ determination.
2026년 9월 11일 18:30
JCC 홍위안 구리, 2억 달러 확장 프로젝트로 2027년까지 생산능력 55만 톤 목표
2026년 9월 7일 15:43
JCC 홍위안 구리, 2억 달러 확장 프로젝트로 2027년까지 생산능력 55만 톤 목표
더 보기
JCC 홍위안 구리, 2억 달러 확장 프로젝트로 2027년까지 생산능력 55만 톤 목표
JCC 홍위안 구리, 2억 달러 확장 프로젝트로 2027년까지 생산능력 55만 톤 목표
장시구리그룹 산하 JCC훙위안구리의 연산 30만 톤 음극동 확장 프로젝트가 9월 4일 환경영향평가 사전 승인 공시 단계에 들어갔으며, 총투자액은 약 14억 1,600만 위안이다. 이 프로젝트는 2026년 9월 착공하여 2027년 12월 완공될 예정이다. 완공 후 JCC훙위안의 총 생산능력은 25만 톤에서 55만 톤으로 확대된다.
2026년 9월 7일 15:43
일본 엔화 상승, USD/JPY 159 아래로 하락 — 개입 추측 속
2026년 9월 3일 19:00
일본 엔화 상승, USD/JPY 159 아래로 하락 — 개입 추측 속
더 보기
일본 엔화 상승, USD/JPY 159 아래로 하락 — 개입 추측 속
일본 엔화 상승, USD/JPY 159 아래로 하락 — 개입 추측 속
[SMM 귀금속 익스프레스] 수요일 거래 중 일본 엔화가 급등하며 달러/엔 환율이 159 아래로 떨어졌고, 0.92% 하락한 158.69에 마감하며 일본의 환율 개입 추측을 불러일으켰다. 달러 인덱스도 급락했으며, 약달러 환경이 귀금속에 지지력을 제공했다.
2026년 9월 3일 19:00