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Coal mines to restart production, delaying high coal prices, lack of driver cargo owners have to change the "battlefield
For several days, the resumption of production at Yulin Coal Mine was not active and most of the coal mines were in production stoppages.
Since March, coal mine safety inspections in various provinces and municipalities have been continuously upgraded, and many coal mines have been ordered to stop production. This has intensified the situation in which coal is in short supply and coal prices have risen above expectations.
According to industry sources, the long duration of the closure of the coal mine will affect the direction of the coal market this year.
Coal price
How difficult is the recovery of coal mines and drivers?
The postponement of coal mines for resumption of production, high coal prices, lack of supplies, and the change in the "battlefield" of the drivers' cargo owners!
Demand increases, coal prices are expected to rise by the end of March
After the two sessions this year, the National Development and Reform Commission decided that the goal of 150 million yuan for coal production capacity this year should be eliminated. The person in charge said that "this year, coal mines do not need to implement large-scale production-removing actions." Under the premise that the coal production capacity will be completed in advance, the Coal Mine Safety Inspection Bureau will issue a “health check†for coal mines in all provinces and cities.
It is clearly proposed that a special inspection and rectification campaign for the cross-border mining of coal mines will be carried out nationwide from March to August. This marks a comprehensive upgrade of coal mine safety inspections. The majority of coal mines in Yulin, Shaanxi province were shut down and 22 mines were ordered to close.
According to statistics, only 5 coal mines are produced in the Qinyang coal mine, and 6,000 kcal thermal coal does not include 545 yuan per ton of 'taxes'; 6600 kcal of lump coal is 565 yuan per ton; coal stocks in the downstream ports rose month-on-month, and the power plants stocked on a daily basis. There is a downward trend, this week the port thermal coal rose. Downstream companies will have full production at the end of March. Demand for coal will continue to rise and will continue to drive up the price of coal.
The increase in demand and the resumption of production of coal mines will be postponed. The rise in coal prices continues until the end of March!
Drivers and shippers have reduced the stickiness of Yulin
"The driver goes from this information department to another information department", which is a state of the coal driver now!
The lack of supply, freight is still low!
In the Yulin market, the number of trucks has been continuously reduced in recent days. Currently, the Jinjitan coal mine and the Hanglaiwan coal mine are still under production. Only the Galaxy coal mine is in production, and the coal mines are full of trucks waiting to be loaded.
The rapid rise in coal prices, the owner can only worry! The supply was tight. On the one hand, because coal prices rose too much, freight rates were not high, and most truck drivers were stagnating. On the one hand, coal mines stopped producing more, finding coal was difficult, and costs increased.
The above factors cause the driver and the owner to not change the battlefield. In recent days, it has been discovered that the sales of coal mines in Shenmu Dali Tower to the north, Baofu Road in Ordos and Dongsheng District are hot! Coal quality in Inner Mongolia was almost the same as that of Yulin, but it was fairly consistent with the general procurement traders, and freight rates have a rising trend.
Therefore, in the case of coal mines being re-produced, drivers and cargo owners will have to change their “battlefield†and control their costs and profits, and go back to other areas for development.