Since June, the price of coal is not the continuation of the previous decline situation, but it is a way of "stride forward singing militant songs". In the first half of this year, coal prices showed two rise, two drop. And now, when the summer peak season, the coal market demand, coal prices continue to rise. Last week, the price of coal has exceeded the red line "600 yuan / ton, far exceeding the year long association price 535 yuan / ton, the downstream power plant serious losses.
According to the Qinhuangdao coal network released the latest phase of the Bohai steam coal price index, the reporting period (June 14th -6 20), the Bohai power coal price index closed at 574 yuan / ton, up 10 yuan / ton. Price index for the second consecutive uplink, the cumulative uplink 12 yuan / ton. During the reporting period, prices for all 24 items rose, or 5-15 yuan / ton.
With the recent coal spot prices continued to rise, as the first Chinese large coal enterprises Shenhua Group and second large coal enterprises in coal group, has suspended the coal spot sales, the purpose is to ensure a long association contract execution. As Shenhua and coal are coal enterprises "weathervane", the news came out, but also boosted the enthusiasm of coal rising.
Suspend coal sales
Shenhua and China suspended the sale of spot power coal to ensure the implementation of the long union contract and did not say when it would resume. For the reasons for the sale, there are coal enterprises who said that the amount of customers on board too large, more than Huanghua port shipping capacity and resource supply capacity, therefore, Shenhua is no longer connected to the ship, and some have been connected may be pushed out.
"Two major enterprises will not resume steam coal sales in the short term."." Coal information research institute director Zhang Feilong said, "because the long association contract has been in short supply, some of the long association list can only be pushed out."."
Zhang Feilong believes that the long association contract demand is due to the current market spot prices are too high, the power plant is not willing to purchase spot market coal, I hope all the purchase of long association coal.
"Now is the summer, the electricity at the peak, Shenhua and China coal at present is to perform a long association contract, guarantee the supply of coal power plant, power plant and stockpile quantity is relatively large, so the two large coal enterprises to suspend coal sales is relatively normal. However, this move has been regarded as a favorable basis for coal prices." General manager, senior engineer of Shaanxi Coal Mine Construction Co. Ltd. strom Hu Liangen told the "China Sankei Shimbun" reporter.
It is worth noting that, as a leader in the coal market, Shenhua since June 16th raised spot prices 10 yuan / ton. Early in June 13th, Shenhua has been raised to the port of transshipment price by 558 yuan / ton in early June rose to 570 yuan / ton.
"As a coal industry vane, Shenhua every move, will lead to market associations and waves. And in its suspension of the sale of spot power coal, and did not explain when to recover. Is to dealers great daydream space, think in the short term coal prices will go up all the way." Energy Internet researcher Nie Guanghui told the China National press.
According to the information of coal price index released by the end of June 23rd, the mouth of the Yangtze River power coal price index 5500K0.8S (open the calorific value of 5500 kcal, sulfur content 0.8%) spot index was 641.30 yuan / ton, rose 2.82%. Northern port, 5500K0.8S spot index was 610.40 yuan / ton, up 5.39%. The 5500K0.8S index of power coal price of 622 yuan / ton, far more than this year long Xieji price 535 yuan / ton.
Some analysts pointed out that the coal supply is affected by environmental factors such as check and reduce the coal consumption and, as the summer comes, the plant has actively replenishment, demand makes the coal prices right increase, short-term coal market upward trend has been established.
This reporter has learned that, as a large coal producer in Shaanxi, Inner Mongolia and other places, coal prices have risen. In the Yuyang District of Shaanxi, Yulin Province, the road is under traffic control. In recent days, the roads near the Jinji beach are seriously jam packed. There are a large number of coal trucks in the vicinity of Jinji beach, galaxy, Hangzhou Bay and Yushu Bay Coal mine.
"I've been waiting for more than a day, and it looks like I'll have to wait for a long time. Though the freight is high, the efficiency is low.". Traders feel that coal prices will rise, are mad coal pull. It is difficult even to find a car, and worry about some traders even still can not find pulling coal cars." In Yuyang District waiting for pull coal truck driver Zhang Jun (alias) on the "China made news" reporter said.
For the coal prices, JOYOU coal industry analyst Wang Qiuli told the "China Sankei Shimbun" reporter, from the supply and demand perspective, in addition to Inner Mongolia and Shanxi started limited rate, the rest of the region to continue to maintain a high operating rate. In June, Inner Mongolia has been the safety month, plus 70th anniversary Daqing coal ticket control tube increase, some traders to hoard of coal, in Kengkou launched a series of panic buying behavior, open the Northeast purchasing gap, for pushing up coal prices have a certain role.
"Considering the upcoming Inner Mongolia World Congress 70th anniversary in Daqing and desert, Inner Mongolia will strengthen security efforts, coal tube tickets, initiating control will be strictly enforced, and with Mongolia coal supply tensions intensified, prices probably have to" fly "for a while." A coal dealer in Inner Mongolia pointed out to China's Sankei shimbun.
According to the reporter, to meet the nineteen party and held in the Inner Mongolia Autonomous Region established 70th anniversary celebration, Inner Mongolia government issued a "the Inner Mongolia Autonomous Region coal mine safety comprehensive examination special work plan", for coal mining enterprises "comprehensive security examination". "Physical examination" special work