Tag: Coal Freight
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Freight collapse, not demand, remains dominant price force in global coal market in Dec’25
Freight markets, often overlooked in mainstream coal analysis, have become the decisive force behind global arbitrage in December. A sudden, sharp decline in voyage rates has materially altered delivered pricing into China, India, and Southeast Asia. Major coal routes see dramatic rate cuts: Kalimantan → India West Coast Panamax: drops to $9/mt Australia → China…