[Thrandir]

Rzucałem w komentarzach już ze dwa razy info, IEA wypuściła raport o węglu stan na lipiec 2022:

https://www.iea.org/reports/coal-market-update-july-2022/

Póki co dopiero czytam, ale to co rzuciło mi się w oczy pod kątem giełdowym i JSW:

In June, the high-CV thermal coal market was so tight that it traded at a higher price than metallurgical coal, which has an even higher CV. This unprecedented phenomenon is a clear indication of the extraordinary situation in coal markets.

However, long-term forward prices have significantly shifted upward in recent months. While the spot market peaked in March and June 2022 at very similar levels, prices for coal to be delivered in 2024 doubled over the same period.

#gielda #energetyka #jsw #bumech

[Kapa3991]

@Thrandir: gruby to wie, dlatego tak wyszarpuje papier #pdk

[irmscherqp]

@Thrandir
@Kapa3991 (╥﹏╥)

[Thrandir]

Do tego jeszcze: https://oilprice.com/Latest-Energy-News/World-News/Japan-Signs-Its-Most-Expensive-Coal-Supply-Deal-Ever.html