데이터: 상하이선물거래소(SHFE), 다롄상품거래소(DCE) 시장 동향 (9월 10일)

Colombia’s National Association of Generating Companies (ANDEG) and coal industry association Fenalcarbón jointly called on September 8 for coal-fired generation to be included in the next expansion auction, with different technologies allowed to compete on equal terms. Citing relevant projections, the associations said Colombia’s firm energy shortfall could reach 8% in 2028–2029 and up to 10% in 2030–2031. They therefore recommended adding at least 800 MW of thermal capacity to support supply reliability. The associations identified a potential portfolio of up to 870 MW of additional coal-fired capacity through existing plant expansions, structured projects and small- and medium-scale mine-mouth projects. These remain industry proposals.

[강철 빌릿] 국내 빌릿 수출 FOB 가격은 오늘 보합세를 유지했으며, 장인항 오퍼 가격은 톤당 460~465달러를 기록했다. 시장 조사에 따르면, 현재 국내 제철소들은 원가 압박으로 인해 가격을 지지하려는 의지가 강하며, 일부 수출업체들은 빌릿 수출 주문을 받는 것을 고려하지 않고 있다. 해외 수요 회복이 더딘 점까지 겹치면서 전반적인 거래는 여전히 부진한 모습을 보였다.

Indonesian coal producer PT Bukit Asam Tbk (PTBA) said the eruption of Anak Krakatau had not significantly affected its mining areas. Daily production remained on schedule, while coal logistics and shipments continued normally. The company is monitoring conditions and will adjust operations if necessary to ensure safety.