Inspectors superimposed heavy rain to hit open-pit coal fields! The second round of environmental inspectors will be launched in the near future!
Review: 1, Vice Minister of The Ministry of Ecological Environment Yu Qing 27 at a press conference held by the State New Office, said that the second round of the first batch of central ecological environment protection inspectors stationed in the preparatory work has been basically ready, will be launched in the near future.
The second round of central ecological and environmental protection inspectors will start in 2019, with three years to complete a new round of full coverage of the inspection, in 2022 will be carried out in some places to carry out inspectors "look back." 2, the National Bureau of Statistics announced on the 27th, in January-May 2019, the coal mining and washing industry realized the main business income of 951.84 billion yuan, up 4.4% YoY;
The operating cost of coal mining and washing washes was 681.36 billion yuan, up 8.3% YoY. 3. In an effort to curb steel imports from China and tackle global overcapacity, India's Ministry of Iron and Steel recently proposed raising tariffs on tariffs on steel products from 7.5 to 12.5 percent to 15 percent. India's Ministry of Iron and Steel has proposed raising import tariffs as part of the Ministry of Finance's national budget proposal for the 2019-20 fiscal year.
The budget will be released on July 5. Dynamic coal market: Most port transactions are concentrated in low-sulfur coal, prices are strong. Shanxi coal demand is less, the transaction price index floats about 3 yuan. At present, CV5500 dynamic coal quotation 605-610, CV5000 dynamic coal quotation 530 yuan. When it comes to importing coal, most importers say they will mainly look at how much power plant purchases are needed in the latter stages. At present, the mine also want to raise prices, but the actual deal can be negotiated. Indonesia (CV3800) boat offer FOB36.5-37.
Australian Coal (CV5500) quotes near $51 foB. According to market sources, the Ministry of Ecological Environment of Inner Mongolia Autonomous Region, a major coal-producing province, issued a notice on the "Inner Mongolia Autonomous Region 2019 Air Pollution Prevention and Control Points" notice, the government's heavy-handed rectification, in the region's coal mines, especially open-pit mines, coal fields have a greater impact, some have been suspended from distribution. In addition, in recent days, many downstream provinces and Inner Mongolia have been affected by heavy rain, the impact on coal transport is not small.
From 20 to 28 June, moderate to heavy rain will fall in parts of eastern Inner Mongolia, south-central Shaanxi, southwestern Shanxi and other places. Double-coke market: Shanxi ancient intersection area, Anze, Yanyuan area high-priced low-sulfur main coke basic drop 70-80 yuan / ton, Changji area mining lean coal decline in 30-40 yuan / ton, Luliang region part of high sulfur fertilizer, high sulfur main coke drop in 50-100 yuan / ton.
In terms of coke, most steel mills in Hebei, Shandong and other regions on the 27th lowered the second round of coke procurement prices, a decrease of 100 yuan / ton. For the late trend of coking coal, some analysts pointed out that, overall, the third quarter of coking coal market supply and demand benefits have been exhausted, month-on-month demand weakened, supply increased, price pressure must be objective.
However, coking coal prices can open up space, the market has a few doubts to be verified: First, the actual production limit situation downstream, second, the import of coking coal in the second half of the year will change again, and third, when the National Day activities will affect coal mine production. As for the late trend of double coke, there are relevant analysis that the expected full-year coking profit is not high overall, in the reasonable range of 100-300 yuan /ton. Under the premise that the coking coal market is stabilizing as a whole, coal mine profits are stable and the overall volatility is not great.
The overall supply and demand contradiction of double coke in the first half of 2019 is not prominent, the interference factor is insufficient, is the main reason for the market to remain weak, the second half of the year regardless of policy, environmental protection and demand are better than the first half of the market trend can be expected.
Data show that on June 27, 2019, the six major coastal electricity stocks were 1.7577 million tons, consuming 604,000 tons per day, and 29.1 days of coal storage days.