The China Coal Distribution and Marketing Association published an article stating that judging from the intensity of the rise and decline in coking coal prices over the years, the overall price of coking coal rose easily and was difficult to fall in September. Nine institutions are generally bullish on the coking coal market forecast for September 2026. The quantitative average of the evaluation intensity model is 1.017, which is the highest assessed month since 2026. The Coking Coal Special Committee of the China Coal Distribution and Marketing Association suggests that the forecast for the coking coal market in September is highly consistent and tight, and all market participants should be wary of possible changes in the market under consistent expectations. In August, there was a sudden change in Mongolian coal supply, which gave an upward impetus to the coking coal market. The market trend was stronger than institutional expectations.

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