June 27, a ton of 6000 kcal/kg by FOB on the Far East cost 69, which is 21% lower than the beginning of the beginning and 25% a year ago. In the port of Taman, the price amounted to 63 per ton, decreasing from the beginning of the year by 22%, and in the ports of the Baltic Sea - 55, which is 26% less than in January.
the cost of coking coal at the end of June was estimated at 97 per ton based on FOB Far East - this is 18% less than at the beginning of the year, and 31% lower than in June 2024. Such a drop in prices and margins has become one of the key causes of the crisis in the Russian coal industry. For comparison, in June 2022, the price of the energy -pee in the ports of the Far East was 195 per ton.
, not only world demand, but also sanctions, the growth of transportation costs (rental of wagons, Russian Railways, transshipment in ports), strengthen the ruble and Chinese import duties affect the reduction of prices. According to the Ministry of Energy, coal exports from Russia in 2024 decreased by 8%, the production has not changed. According to the results of 2024, the share of unprofitable companies reached 53.3%, and in January - April 2025, it increased to 62.8%, while the loss of industry amounted to 128.6 billion rubles.
in May 2025 adopted a package of support measures: subsidies for logistics, compensation for Russian Railways, tax payments and financial recovery. individual companies. In June, support was agreed on support for several large coal mining companies, and 73 enterprises can receive in total.
The main factor in the price of prices is weak demand in China - the largest consumer of coal. The import of coal in the PRC decreased by 8%, and its own production increased. Coal reserves in Chinese ports exceed last year by 26%. According to forecasts, prices can fall by another 5% by the end of the year.
, without a significant improvement in the market conditions and additional support, small and medium -sized companies risk bankruptcy. To stabilize the industry, weakening of the ruble and a decrease in production costs are important.
