The U.S.-Israel strikes on Iran and subsequent Iranian retaliations have effectively disrupted shipping through the Strait of Hormuz, one of the world's most critical energy chokepoints. While the direct impact on the global thermal coal market is limited, a prolonged disruption could still affect w

The stock prices of leading listed Chinese thermal coal companies surged on equities markets in Shanghai, Shenzhen and Hongkong on March 2 in the wake of the weekend attacks on Iran by the US and Israel as speculators fear the Mid East tensions may disrupt global supplies of liquefied natural

Chinese prices for imported iron ore rebounded slightly in both spot and futures markets during February 24-28, with trading recovering after the Chinese New Year (CNY) holiday. Macroeconomic expectations also strengthened, driven by positive domestic industry signals and a sharpening geopolitical c

China's semi-coke output is predicted to see modest expansion in 2026, with some producers developing strategic marketing channels or upgrading facilities to strengthen their supply capabilities. However, the ongoing constraints in both upstream and downstream sectors are likely to cap the rise, acc

China's spot prices for thermal coal have strengthened this week after the country reopened for business on February 24 from the Chinese New Year (CNY) break. Tightening domestic availability, coinciding with Indonesia's planned production quota cuts, is raising concerns about near-term supply and l