SGX M42F Thermal Coal - Daily Update 30 October 2020

Monday, November 2 2020 - 05:48 PM WIB

69kt traded in the Friday T session

    Nov-20 traded 4kt @ $28.80

    Nov-20 traded 20kt @ $28.80 (Nov-20/Dec-20 spread @ $1.20)

    Dec-20 traded 20kt @ $30 (Nov-20/Dec-20 spread @ $1.20)

    Jan-21 traded 25kt @ $30.50

October month-to date:

Futures Volume at a record 707kt, Open interest at 420kt

Total volume since January 2020: 3,430kt

 

Physical

Prices for Indonesian material eased on the week as buyers in China began to retreat while Indian demand also failed to support the market. Trades for low c.v. material were heard settled at $28.00-29.00/t FOB, basis 3,800 kc NAR, for  November loading geared vessels. Last week, traded levels for similar material were heard at $28.25-29.50/t FOB, same basis.

 

Paper

Asian paper trading remained active through the week, although transacted prices were easing. Deals for M42 for November went through at between $29.00-29.55/t throughout the week but by the second half of Friday, sentiment weakened with deals cleared at $28.80/t, down from $29.50-29.80/t, in the week prior. December traded at $30.40/t before softening to $30.00/t towards the close of the week, compared with $29.55-31.00/t a week ago. Deals for January 2021 went through at $30.40-30.50/t.

 

Source: IHS Markit

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