Seaborne import thermal coal extends rally on supply constraints, carryover effect

China's seaborne thermal coal import market continued to strengthen this week, driven by tighter Indonesian availability, rising replacement costs, and spillover from bullish domestic sentiment. Howev

China portside thermal coal firm on tight supply yet rally faces buyer resistance

China's portside thermal coal market remained fundamentally tight on September 2 as low rail inflows continued to restrict supplies to major northern transshipment ports, although market sentiment eas

Bullish sentiment grips China's mine-mouth thermal market as top miner lifts prices

Thermal coal prices across China's main production areas climbed further on September 3, with sentiment strengthened again after a leading miner raised prices, alongside tight market supply-demand dyn

Chinese buyer resistance to dearer coking coal looms; coke prices rise further

China's coking coal market extended its strong run on September 3, but the rally began to meet a more cautious tone from some downstream buyers, especially as recent coke price increases have not full

What is the trend of China's thermal coal prices in September?

The traditional seasonal shift from peak to slack demand in September would normally pressure prices, but supply-side constraints are expected to dominate this year.In August, the focus of domestic co

Follow-up: Shanxi coking coal mines restarts still lag amid regional checks (Sep 3, 2026)

Coal mine restarts in Shanxi province remain slow, with ongoing safety inspections still disrupting operations. Most mines in the region remain constrained by safety requirements and capacity, keeping

China's coal power demand strengthens; regional divergence widens, CEC

Coal-fired power plants in China saw demand strengthen in the week of August 20-27, with notable regional divergence and continued seasonal inventory drawdowns, according to the latest weekly report f

China coal supply possible squeeze deepens as safety inspections extend to state mines

China's coal supply squeeze is set to persist as safety inspections expand from private mines to state-owned producers, extending a period of tightened supply that has pushed prices to multi-month hig

Over 70% Chinese coal-related listed cos post H1 profits

China's coal industry saw profits recover in the first half of 2026 as coal prices moved higher, with surveyed coal enterprises above a designated size posting combined profits of 50.25 billion yuan a