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2025-07-29 08:00:38
【CICC: The supply of coking coal will be tight and the scarcity of resources will continue in the future】 CICC research report said that the price of coking coal is expected to rebound, but the sustainability of the rebound depends on whether the production reduction can be realized. The recent supply contraction expectation has strengthened, and the demand performance in the off-season has exceeded expectations, and the price of coking coal has bottomed out and rebounded. However, if the subsequent supply reduction is not realized and the subsequent performance of molten iron production is lower than expected, we believe that it may be difficult for coking coal to constitute a reversal. In the medium and long term, considering that my country's coking coal is facing a decline in both quality and quantity, and it is difficult for imports to completely replace the status of domestic high-quality coking coal, we believe that the supply of coking coal will be tight and the scarcity of resources will continue in the future.
