As importações e exportações de Xangai com a ASEAN aumentaram 7,1% no primeiro trimestre, atingindo 143,52 bilhões de yuan

Australia’s National Environmental Protection Agency has approved an extension of the Saraji open-cut mine in Queensland, operated by BHP Mitsubishi Alliance, allowing a further 55 million tonnes of steelmaking coal to be extracted between now and 2055. It is the agency’s first approval of a coal project since it began operations on July 1, 2026. The approval includes conditions intended to protect threatened-species habitats and water resources. The Climate Council estimated that using the coal overseas for steelmaking could generate about 120 million tonnes of carbon dioxide over the mine’s remaining life, although this is the organisation’s estimate.

Korea Southern Power Co., Ltd. (KOSPO) issued the ELT10 and ELT11 long-term thermal coal tenders on September 3, 2026. The tenders are open only to KOSPO’s existing suppliers and will close at 14:00 Korea Standard Time on September 9. The two tenders cover five contract years and seek a combined nominal volume of approximately 2.99 million tonnes. ELT10 seeks thermal coal with a minimum net calorific value of 4,300 kcal/kg NAR, shipped in 80,000-tonne Panamax cargoes. Its nominal five-year volume is approximately 1.04 million tonnes. The coal may be loaded in Indonesia or Australia, with 80,000 tonnes required in the first contract year and 240,000 tonnes annually in each of the following four contract years. ELT11 seeks thermal coal with a minimum net calorific value of 5,700 kcal/kg NAR, shipped in 150,000-tonne Capesize cargoes. Its nominal five-year volume is approximately 1.95 million tonnes. The tender calls for 150,000 tonnes in the first contract year and 450,000 tonnes annually in each of the following four years. Eligible origins include Indonesia, Australia, the United States, Canada and South Africa. Russian-origin coal, as well as coal or entities subject to United States sanctions, is excluded from both tenders. South Korean utilities increased their reliance on coal in 2026 amid weaker nuclear generation and elevated LNG prices. Coal-fired generation rose 26.6% year on year in the first quarter, while an August heatwave also lifted electricity demand and coal-fleet utilization.

[Vietnã] O mercado de aços planos do Sudeste Asiático mostra sinais de divergência, com os preços de bobinas no Vietnã subindo em linha com ofertas mais altas das usinas locais, elevando o preço de referência de importação de BQ em 2 USD/t para 527 USD/t CFR Vietnã. Uma grande produtora vietnamita de aço anunciou novas ofertas mensais em 3 de setembro, aumentando os preços de BQ SS400 e SAE1006 em 10 USD/t para entregas em outubro, fixando-os em 540–543 USD/t CFR dependendo do porto de entrega, com desconto de cerca de 10 USD/t para compradores de grandes volumes. Simultaneamente, as importações de BQ da Indonésia foram cotadas a 530 USD/t CFR, e material indiano foi registrado a 530–535 USD/t CFR. No entanto, os preços de importação permaneceram pouco atrativos para os compradores domésticos devido à estreita diferença de preço em relação às usinas locais vietnamitas, e nenhuma transação foi registrada, pois os participantes do mercado haviam acabado de retornar de um feriado. Isso contrastou fortemente com a fraqueza na China, onde tanto os preços domésticos quanto os de exportação de BQ caíram em meio ao sentimento de mercado lento e negociações calmas.