30 Jul 2025
Despite a cumulative inventory reduction of 7.4% over the past two sessions, concerns remain that both producers could enter August with above-average inventory levels.
29 Jul 2025
Buyers who had postponed purchases earlier in the week took the opportunity to replenish inventories, supporting a stronger sell-through rates.
The latest auction session on the Shandong Yulong platform saw a moderate improvement in sell-through rates, underpinned by gains on the Dalian Commodity Exchange.
Despite the marginal futures rebound, the domestic spot market showed little sign of revival.
28 Jul 2025
Shenhua ended the first auction session of the week on a notably weaker note as a sharp downturn in futures market cast a bearish pall over market sentiment.
The bearish performance on the Dalian Commodity Exchange quickly spilled over into the spot market, although the magnitude of spot price reductions remained relatively measured.
24 Jul 2025
The strategy appeared to widen the arbitrage window, drawing buyers back into the market despite broader volatility.
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