[Hôm nay, PBOC đã thực hiện nghiệp vụ repo đảo ngược qua đêm trị giá 327,4 tỷ nhân dân tệ, rút ròng 142,3 tỷ nhân dân tệ]

Shipments of Russian and Kazakh coal through Azov–Black Sea ports nearly came to a halt in August following repeated attacks on merchant vessels and a widespread withdrawal of insurance coverage. Turkish thermal coal quotations resumed their upward trend in mid-August after rising by 15–20% in late July. Russian coal for September-October delivery through northwestern Russian terminals was offered at around $120/t CFR, the highest level since autumn 2023. Non-Russian material, including Colombian and South African origins, was offered at $130–140/t CFR.

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.