Dados: Movimento do mercado SHFE, DCE (10 de setembro)

[Tarugo de Aço] Os preços FOB de exportação de tarugos domésticos permaneceram estáveis hoje, com cotações no Porto de Jiangyin entre US$ 460 e 465/t. De acordo com pesquisas de mercado, as siderúrgicas domésticas atualmente demonstram forte intenção de sustentar os preços devido à pressão de custos, e alguns exportadores não estão considerando aceitar pedidos de exportação de tarugos. Somado à lenta recuperação da demanda externa, as transações em geral permaneceram medianas.

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.

The U.S. Energy Information Administration’s September 2026 Short-Term Energy Outlook forecasts U.S. electricity generation to grow by 2.2% in 2026 and a further 1.7% in 2027, primarily driven by data center development and increased manufacturing activity. However, coal’s share of generation is projected to fall from 17% in 2025 to 16% in 2026 and 14% in 2027. Solar and wind shares are expected to increase, while natural gas remains at 40%.