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In May, the amount of coal imported by my country may be slightly higher than that in March and April, and domestic coal supply has also improved; in the middle of the month, due to the increased policy control, the mine’s bullish expectations weakened, and downstream purchases were also slowing down, and the polarity of pulling transportation declined.
, The price of coal dropped to a certain extent.
Due to the increase in electricity demand, daily consumption has also been maintained at a high level, power plant inventory has accelerated, and subsequent replenishment efforts have been increased.
In June, coal rush transportation will kick off.
Although domestic policies remain highly concerned about and actively suppress the increase in commodity prices, the US further proposed a US$6 trillion fiscal policy last Friday, which created uncertainty in the global commodity market.
At this juncture, the United States chose to continue to release water on a large scale, which once again pushed up global inflation expectations.
Domestically, the peak of the rush to transport coal in the “peak summer” has arrived, and the demand for replenishment of some downstream users has become increasingly urgent.
