[TISCO, 타이응우옌 프로젝트 연계로 철강 수요 24만 3,000톤 확보]

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.

서호주 포트헤들랜드의 BHP 철광석 작업장에서 벌어진 노동쟁의가 8월 9일 더욱 확대되어 약 100명의 근로자가 추가로 24시간 파업에 동참하면서 총 참여 인원은 약 150명으로 늘어났다. 이번 쟁의는 전날인 8월 8일 24시간 선적 중단에 이은 것이다. 포트헤들랜드는 세계 최대 철광석 수출 거점으로, BHP는 이 항구를 통해 매일 약 8천만 달러 규모의 철광석을 선적하고 있어 해상 철광석 공급의 단기 차질 우려가 커지고 있다. 그러나 BHP는 파업 중에도 선박 선적이 계속됐다고 밝혔으며, 경쟁 광산업체인 Fortescue와 Hancock Prospecting은 이번 노동쟁의의 영향을 받지 않을 것으로 예상된다. BHP와 노동조합은 4년 단체협약 안을 놓고 오는 8월 18일 협상을 재개할 예정이다.

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.