[Futures Hotspot Tracking] Coking coal rose sharply today, and the fourth round of coke price increases has partially been implemented. Coupled with the high pressure of domestic safety supervision and the low clearance price of Mongolian coal, the s

2026-09-02

[Futures Hotspot Tracking] Coking coal rose sharply today, and the fourth round of coke price increases has partially been implemented. Coupled with the high pressure of domestic safety supervision and the low clearance price of Mongolian coal, the supply shortage resonates with the high demand for molten iron during the "Golden September". However, the risk of negative feedback caused by steel mill losses still needs to be closely monitored.