亚洲煤炭价格攀升至2月份以来的最高水平

Core Viewpoint - Asian coal prices have reached their highest level since February, driven by increased electricity demand due to high temperatures and reduced inventories [1] Group 1: Price Movements - The benchmark price for Asian coal has risen to a five-month high, with Australian Newcastle thermal coal futures increasing to $115.50 per ton, the highest level for near-month contracts since February [1] - Current coal prices are approximately 75% lower than the recent peak reached after the outbreak of the Russia-Ukraine conflict in 2022 [1] Group 2: Demand Factors - High temperatures have led to a surge in coal-fired power generation in Tokyo, reaching a ten-month high [1] - Japan, a major importer of Australian coal, is experiencing increased demand for coal due to the ongoing heatwave [1] Group 3: Future Outlook - Analysts from Goldman Sachs indicate that East Asia may experience temperatures above normal levels in the future, which could pose further upside risks to coal demand [1]