The main stream of coal walked through the ports of the Far East, where prices exceed the western directions by 7–20 per ton. Oriental routes remain priority due to high demand of China and South Korea, as well as improvements in logistics and expansion of BAM. China increased purchases by 3%, to 7.8 million tons, South Korea purchased 2.7 million tons, and Turkey - 1.2 million tons (36%over the year).
at the end of September, the energy coal in the Far East rose by 1.6%, to 69.5 per ton, while the quotes in the Baltic decreased to 61.3. Coxing coal in the Far East grew to 157.1 per ton, and in the Gulf of Finland - to 131.1.
analysts note that in October, the demand for coal can grow after the end of the holidays in China and the beginning of winter procurement. However, a strong increase in exports is not expected: the currency course, logistics restrictions and high costs restrain the increase in supplies.
according to the CCC, the seasonal replenishment of the reserves will support the market only closer to winter, but in general the fourth quarter will pass without significant changes. The managing director of NRA Sergey Grishunin believes that the high cost of transportation and discounting will lead to export stagnation. Nevertheless, some of the experts, including Alexander Titov from the Institute of Energy and Finance, believe that according to the results of 2025, volumes will remain above last year, and prices may increase a little.
