Coal prices in northern Shanxi are the first to rise

The reporter learned on the 30th that while the Bohai-Range thermal coal price index has dropped for 8 consecutive weeks, coal prices in some areas of Shanxi Province have risen first since late August. It is understood that the price of coal in many areas in recent Shanxi has risen by around RMB 30/t.

In this regard, coal market expert Li Chaolin told reporters that Shanxi's coal price increase may become a prelude to the rise of coal prices before the winter, which may become a booster to the price increase in the coal market this year, and this year the national coal price will be higher. Climb levels.

Thermal coal prices in northern Shanxi increase

The reporter learned from the coal resources network that the thermal coal price in northern Shanxi has increased, and the price of coal pits in Datong and Quzhou has increased by 5-10 yuan/ton.

“Shanxi Datong, Zhangzhou and other places were affected by coal mine overhauls and safety inspections, production was limited, and resource supply was tight. Recently, due to the impact of power plants and civil winter coal storage in Zhangjiakou, demand has increased substantially from the previous period, from Datong. The steam power to Zhangjiakou has increased significantly, driving up the price of pits in Datong and Zhangzhou,” said an industry source.

In this regard, senior coal expert Li Chaolin told reporters that in the recent period, due to the tight coal supply in some major coal production areas in Shanxi Province, and coal supply was in short supply, coal prices were not affected by the decline in coal trading prices in downstream power plants and port areas. Drop back.

“According to market research, it is found that the trading price of car plates in many coal-producing areas in Shanxi Province has increased by about RMB 30/t compared to mid-term,” said Li Chaolin.

He analyzed that the regional price increase for coal was relatively large, and the trading price of high-quality electric coal with a calorific value of more than 5,000 kcal coal in the south of Taiyuan has increased in varying degrees.

The decline in the efficiency of coal trading companies

Li Chaolin told reporters that the price increase of coal was relatively large. In many areas, the price rose by 30 yuan/ton in a matter of days. “Some of them rose so much from the pit entrance. This situation was not in the past. In addition, the price of railcars has basically risen by about 4%, which is also a big increase."

It is reported that after this coal price increase, coal prices in many areas have reached new levels. For example, the current price of 5,500 kcal/kg high-quality coal in Linyi has increased from around 680 yuan per ton to about 720 yuan per ton, which has reached the highest level in recent years.

According to the South Korean manager of a unit of Yanzhou Coal Transportation Company, the prices of many high-quality electric coals they purchased have risen by about RMB 30 per ton, due to rising purchasing prices, and the main users of coal power plants and major transit ports. Coal transaction prices have not only risen but have declined slightly. “This has caused great pressure on our business, the profit margins are getting smaller and smaller, and some are loss-making operations. The economic benefits of coal trading companies are falling.”

According to Chen, the manager of coal trading in Henan, they are trading at 5,500 kcal/kg of coal in Shanxi Province. The transaction price of the car was 680 yuan/ton, which has now risen to more than 720 yuan, while Wuhan has The price of coal received by power plants has dropped by RMB 20/t.

“Although the car has not yet been sent out, we all already know that the loss can basically be said to be without a doubt. With the turmoil in the coal market, it is increasingly difficult to operate coal,” said Mr. Chen.