Recently, the market situation is average. After not rising for a few days, since last Wednesday, the price of electric coal has fallen again, and both ports and pit outlets are falling, but the prices have stabilized at present.
According to the Today's Think Tank, the port inquiry is relatively deserted at this stage. The daily consumption of key power plants in the eight coastal provinces is above 2 million tons, but the inventory is higher than in previous years, and the supply guarantee for long-term cooperation is strong. Previously, the downstream was very enthusiastic about pulling coal from the north, but with the rise in coal prices and daily consumption of , with the stable supply of goods for the long-term cooperation and the replenishment of imported coal onshore, the terminal fell again, and the price of electric coal fell accordingly.
In addition to the limited growth in demand, the supply has also recovered well. According to the Today Think Tank, the production of and the transportation capacity of the Daqin Line are now recovering, and the epidemic disturbance factors have decreased, and the market's later concerns are not as strong as before. However, it is too early to think that coal prices will continue to fall.
According to the forecast of the National Meteorological Observatory, two rounds of cold air will arrive in in the near future. From the 12th to the 14th, the stronger cold air will affect my country from west to east from the northwest region, and the temperature in most areas of the central and eastern regions will drop by 4 to 8℃. In addition, strong cold air affects central and eastern my country from 15 to 17, which is expected to provide certain support for the demand for electricity and coal.
Comprehensively, with the increase in the amount of coal in the long term in the past two years, the market supply structure has also changed. In the long run, the price should drop to a reasonable range. However, Today's think tank believes that since the possibility of a cold winter this year is relatively high, the market should maintain a tight balance, and the price of electric coal will also shake highs, and this wave of decline will be relatively limited. However, after the Spring Festival, the price of electric coal may really decline in trend.
