[Tema Quente: Mercados de leilão de terrenos urbanos aquecem, incorporadoras privadas recuperam confiança na aquisição de terrenos]

India’s average daily maximum power demand increased by approximately 9.4% year on year during the first half of August 2026, while total electricity generation rose by around 7.6%. Renewable generation surged by approximately 39% to 17.3 TWh, but hydropower output fell by around 17% to 11 TWh, requiring coal-fired generation to increase by approximately 6% to 58.1 TWh. Higher coal-fired output accelerated the drawdown of power plant inventories. Coal stocks monitored by the Central Electricity Authority declined from 38.01 mnt on 31 July to 34.71 mnt on 16 August, a reduction of approximately 3.31 mnt, or nearly 9%. However, the number of plants with critical stocks increased only from 31 to 32, while daily coal receipts of around 2.42 mnt on 16 August marginally exceeded consumption of approximately 2.40 mnt. The situation therefore indicates localised logistical and inventory pressure rather than a nationwide coal shortage.

South Korea’s coal-product imports increased by 22% month on month to 12.54 mnt in July 2026, from 10.24 mnt in June. Bituminous coal imports rose by 27% to 12.04 mnt, accounting for approximately 96% of total coal-product imports, while thermal coal arrivals were estimated at around 8.54 mnt, a multi-month high. During January-July 2026, South Korea imported 70.2 mnt of coal products, up 19% year on year. Bituminous coal imports increased by more than 11.3 mnt to 66.3 mnt, effectively explaining the overall growth. In contrast, anthracite imports fell by 24% to 1.82 mnt, while petroleum coke imports declined by 12% to 0.28 mnt. The July increase was mainly supported by peak summer electricity demand and elevated LNG prices.

[Atualização sobre Molibdênio] SMM, 19 de agosto: Uma mina em Luoyang leiloou 810 t de concentrados de molibdênio com preço inicial de 5.370 yuan/mtu. Resultados do leilão: Lote A, teor ≥45%, preço de transação 5.450 yuan/mtu, 60 t, armazém Baohuashan. Lote B, teor ≥45%, preço de transação 5.460 yuan/mtu, 90 t, armazém Baohuashan. Lote C, teor ≥45%, preço de transação 5.470 yuan/mtu, 90 t, armazém Kaituozhe. Lote D, teor ≥45%, preço de transação 5.480 yuan/mtu, 90 t, armazém Ruida. Lote E, teor ≥45%, preço de transação 5.475 yuan/mtu, 90 t, armazém Qiyuan.