Thermal (and Industrial) Coal Update - 10 Feb

Summary

In this episode, the host reviews recent price movements in South African thermal and industrial coal, highlighting a notable price rally driven by strong demand from Indian sponge‑iron and cement producers. The discussion references insights from the McCloskey OPIS coal conference, where exporters reported robust buying interest in South Africa’s coal exports. The episode underscores how these market dynamics are reshaping pricing trends and influencing trade flows in the global coal sector.