[讨论] 煤矿发生了什么事，为什么这行业下跌了这么多？

好酒

谁说说看。

dsp

eco is no good? No need coal for power.

tfmegatron

谁说说看。
好酒 发表于 2012-8-26 20:37

爆炸了？

silicon_beaver

eng, you need to know that before play the coal stocks.

silicon_beaver

There are two kinds of coal and two kinds of coal market - thermal and coking.

Thermal (such as BTU) will be under pressure for some time due to NG pricing. On the other hand, if China is not showing slowing down, coking coal would be way oversold - WLT and ANR.
Coking coal price has dropped sharply from $300/ton range to $210 recently, and will not have much room to drop.
ACI has a mixture of thermal and coking mines and perhaps with more on the coking side.
ANR is dominantly with coking. WLT is pure coking.

go figure.

好酒

回复 5# silicon_beaver


    谢谢，我会顺着你的指示，继续研究，有钱图。

silicon_beaver

回复  silicon_beaver


    谢谢，我会顺着你的指示，继续研究，有钱图。
好酒 发表于 2012-8-26 20:25

    Let's learn each other.  
Here is my view point. Not 指示.
And any viewpoint has its own value. I could be wrong you could be right. Only market tells.

kami2008

There are two kinds of coal and two kinds of coal market - thermal and coking.

Thermal (such as B ...
silicon_beaver 发表于 2012-8-26 22:19

赞一个。

aimei

回复 5# silicon_beaver
谢谢

ANR 不错