Group 1 - In August, the overall market price of coke increased, with an average price of 1446 yuan/ton, representing a 7.83% increase compared to the same period last month [1] - As of September 1, the main futures contract for coke closed at 1594.5 yuan/ton, with a daily trading volume of 30,287 lots, reflecting a decline of 3.54% [2] - Colombia announced a ban on coal exports to Israel, which is its largest coal supplier, accounting for 60% of Israel's coal imports [3] Group 2 - Some coke enterprises are facing production disruptions due to environmental restrictions, maintaining low inventory levels, while steel mills are beginning to accumulate inventory, leading to weaker demand for coke [4] - Despite acceptable profit margins for steel mills, there is a low willingness to accept price increases for coke due to the anticipated reduction in production [4]
钢厂逐步落实减产 预计短期内焦炭或稳中偏强运行
Jin Tou Wang·2025-09-02 08:44