Next cooking coal that whorl drops urgently whether maintain

  • Dec, 04th 2018

Core viewpoint

. In future, if whorl continues to retain weak power, dish of cover furnace charge drop to be dominant with cooking coal and iron ore necessarily, coke whorl with snail the formal anchor of coke ratio of mine comparing, steel drops surely extent

. On operation strategy, cooking coal continues to implement the strategy of headroom, and the form that makes the same score coal coke ratio in order to look operates coke, whole slants empty.

Detailed content

This round a large amount of tasting because canopy changes area of will new go into operation to be held in the palm,end of the periodic demand that start is, supply end comes from produce at going can, supply and demand the result of two-way aggrandizement makes produce can utilization rate promotion, become a useful person output growth and price are rising. Arrived instantly, canopy changes progressively subsidise, supply side reform is loosened ceaselessly, supply and demand two-way change infirmly, take situation observation from the price, become a useful person price cycle inflection point already came. According to become a useful person drop to drop first the principle of electric stove profit, merchandise on hand up to instantly drop will cause electric stove bedding face to accumulate reduction of output, the profit of means depress blast furnace that drops through abandoning steel price, force blast furnace to start the operation that reduces charging cost to maintain profit. This discusses namely double anxious take the big background of situation, rolled steel price is dropping in screw type, force charging depreciates necessarily.

According to dish face analysis, factory of the cooking in charging has done not have profit, the profit of catenary of industry of coal anxious steel is centered in whorl and cooking coal of upriver raw material and iron ore hand, because the electric stove in crude steel is occupied,compare not small reason, whorl profit has stronger stability. In the process that drops in whorl, snail mine is compared and steel coke ratio will maintain stable and synchronous be issued to lower levels.

From the main area analysis of cooking coal oneself, shanxi Cha Chao still is being advanced, face Fen, Lv Liang reduction of output is apparent, bring about Shanxi region output to glide apparently. But meanwhile, as off-season open, blast furnace also is in reduction of output, and the speed that supply glides slightly slow the speed that glides at demand, bring about face of supply and demand to be changed infirmly somewhat. Because terminal is put in the winter to cooking coal store demand, the colliery that so supply carries and entrance harbor have not apparently tired library, face of supply and demand is healthy still. But as rolled steel kill further drop, blast furnace reduces charging cost appeal to beg will intense with each passing day, and reflect above all in dish on the face, conduct to merchandise on hand then.

Coke respect, because supply is anxious the problem of furnace heating, qiu Dong season reduces an amount faint, and because steelworks coke inventory is neuter,demand is carried, and demand of reduction of output of blast furnace existence, rolled steel price drops the conduction to coke effect is relatively apparent, bring about this week coke merchandise on hand to had begun to drop. Notable is, merchandise on hand is first-run drop for 100-150 yuan / ton, and there already was steelworks to be initiated the 2nd round inside same week depreciate, expect the rate that accelerated merchandise on hand to drop apparently consistently it is thus clear that. But from dish face analysis, coking plant link does not have profit, the space that its drop does not depend on its itself, and depend on cooking coal can dropping how many.

Summary rises, instantly coal is anxious the logistic start of armor plate piece is in become a useful person spot price drops to form negative feedback with futures, but because become a useful person,profit has dropped to reasonable interval, of future drop rely on charging cost necessarily sink, and charging one aspect of the matter, true profitable is mixed with respect to remnant cooking coal actually iron ore. So, in future, if whorl continues to retain weak power, dish of cover furnace charge drop to be dominant with cooking coal and iron ore necessarily, coke whorl with snail the formal anchor of coke ratio of mine comparing, steel drops surely extent. On operation strategy, cooking coal continues to implement the strategy of headroom, and the form that makes the same score coal coke ratio in order to look operates coke, whole slants empty.