Today, mainstream steel mills raised and lowered the purchase price of coke by 100 yuan/ton for wet coke and 110 yuan/ton for dry coke, which will be implemented at zero on October 1, 2026. On the supply side, with the support of the policy of stabilizing production and supply, coal mines in major production areas are proceeding in an orderly manner to resume production, but the overall progress of resuming production is still slower than market expectations. Today's overall market transactions were bleak. The transaction price of Anze's low-sulphur main coke dropped by 50 yuan/ton to 2,350 yuan/ton; the transaction price of Linfen Yaodu high-sulfur main coking coal decreased by 230 yuan/ton; the transaction price of Luliang high-sulfur coking coal dropped by 65 yuan/ton; the average transaction price of Qinyuan low-sulphur lean coking coal in Changzhi dropped by 44 yuan/ton, and there are still some coal mines that are still trending after lowering the starting price. On the demand side, the profit recovery of downstream steel mills is currently weak. Today, the first round of increases and decreases in the coke market began, and after early inventory replenishment, downstream procurement enthusiasm has clearly slowed down.

Zhitongcaijing · 2d ago
Today, mainstream steel mills raised and lowered the purchase price of coke by 100 yuan/ton for wet coke and 110 yuan/ton for dry coke, which will be implemented at zero on October 1, 2026. On the supply side, with the support of the policy of stabilizing production and supply, coal mines in major production areas are proceeding in an orderly manner to resume production, but the overall progress of resuming production is still slower than market expectations. Today's overall market transactions were bleak. The transaction price of Anze's low-sulphur main coke dropped by 50 yuan/ton to 2,350 yuan/ton; the transaction price of Linfen Yaodu high-sulfur main coking coal decreased by 230 yuan/ton; the transaction price of Luliang high-sulfur coking coal dropped by 65 yuan/ton; the average transaction price of Qinyuan low-sulphur lean coking coal in Changzhi dropped by 44 yuan/ton, and there are still some coal mines that are still trending after lowering the starting price. On the demand side, the profit recovery of downstream steel mills is currently weak. Today, the first round of increases and decreases in the coke market began, and after early inventory replenishment, downstream procurement enthusiasm has clearly slowed down.