This week,The overall temperature in the south is warmer,The power generation load and daily consumption of thermal power plants in coastal coal-consuming provinces remain roughly at the mid-range level。Starts this Friday,East China、The weather is cooling in Central China,The coal consumption of power plants increased slightly from the previous month,But the supplier’s coal storage and power plant inventory are at high levels,The market coal price is expected to maintain a stable and volatile trend。Bohai Rim port market is deserted,Main traders are unwilling to ship at low prices;But downstream demand is weak,Poor purchasing enthusiasm,Harder to close the deal。It’s worth noting,Some cargo owners are beginning to worry about the continued high inventory at ports,The port may initiate compulsory port dredging measures,At that time, some supplies will be forced to sell at low prices,Therefore,Traders began to speed up shipments。
Coal mines in major producing areas have recently suspended production,Added market speculation and Indonesian coal import policy has been adjusted,The price of coal from the origin has rebounded slightly。However, the coastal coal market still faces many difficulties,Accelerating the decline in port 12bet online betting website。First, The overall social demand has not improved significantly,In particular, inventories at Bohai Rim ports continue to rise,Under high inventory pressure,12bet online betting website rise weakly。Secondly,Lower-priced imported coal is still pouring in in large quantities,And many downstream companies are directly connecting with overseas coal mines,Signed a long-term coal import agreement。For example: SUMEC reached a cooperation agreement with a major coal mine in Indonesia,Signed a long-term coal import agreement,Total 2 million tons。Again,The current temperature is significantly higher than in previous years,The "La Mena" phenomenon that traders have high hopes for,Estimated formation time is later;The Spring Festival is approaching,Limited support for the market。Fourth,Limited residential electricity load,Industrial electricity consumption grows slowly under superimposed low operating rates,The daily consumption of power plants in eight coastal provinces does not exceed 2 million,The daily consumption of most power plants continues to operate in the off-season range,Inventory removal is slow。Insufficient improvement in demand、In the context of continued rise in port inventories and the price advantage of imported coal,The terminal has a strong wait-and-see mood,Northbound coal purchasing market remains negative。
Recently,Thermal 12bet online betting website at Bohai Rim ports are under pressure and falling,Imported 12bet online betting website are relatively stable,But it is still cheaper than coal in the domestic market。Due to the large volume of coal imports and the advantageous price,The CIF price in South China is similar to that of Changxie coal,And the quality is better than Changxie,End users will give priority to imported coal,Putting pressure on domestic 12bet online betting website。Currently,Thermal 12bet online betting website are running weakly,12bet online betting website should rise during the peak winter season,But due to the influx of imported coal,Power plant replenishment is very limited。End of this month,12bet online betting website will stop falling and stabilize,But can it rise?The author estimates,12bet online betting website are likely to be "happy in one day" or "happy in two days";Even in the cold winter,12bet online betting website have a strong rise,The increase is also quite limited,It is expected that the real increase in port 12bet online betting website will most likely occur in mid-to-late December。(This article is an exclusive report by Ordos Coal Network,Please indicate the source for reprinting,Thank you!)