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UPDATE 1-China coking coal rises again as investors bet on tight supplies

Published 09/01/2017, 09:23 pm
Updated 09/01/2017, 09:30 pm
© Reuters.  UPDATE 1-China coking coal rises again as investors bet on tight supplies
BARC
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* Steel margins hold firm despite rising raw materials prices -BarCap

* Market digesting raft of policy news on coal, steel cutbacks (Updating prices)

BEIJING, Jan 9 (Reuters) - Chinese coking coal prices rose for a fourth straight session on Monday, notching up its best daily gain in a month, as investors bet on tighter supplies amid a crackdown on illegal mining by the world's top coal producer.

Recovering from a 2-1/2-month low hit last week, the most-active coking coal futures DJMcv1 on the Dalian Commodity Exchange ended the session up 3.7 percent at 1,199 yuan ($172.91) per tonne.

That's just under a short-term resistance level at its 14-day moving average. Prices settled at 1,179 yuan.

Prices are up 8 percent over the past four sessions after slipping to 1,106.5 yuan last week, weakest since Oct. 17.

The gains have come as the market digests a raft of policy announcements by the government aimed at closing inefficient, outdated coal mines and steel mills.

Shanxi province, the country's top coal producer, said it plans to cap output and consolidate the industry around big producers over the next four years in a bid to boost efficiency. the weekend, state media reported that the nation's biggest steelmaking province Hebei expects to slash 31.86 million tonnes of steel and ironmaking capacity in 2017. futures DCJcv1 were also higher, closing up 4 percent at 1,589 yuan per tonne. They settled up 1.3 percent at 1,548 yuan.

While steelmaking raw material costs have been higher in the past few weeks, analysts believe steel mills have maintained their profit margins due to suspensions of operations as toxic smog blanketed the north of the country in recent weeks.

"This disruption to steel supply may be acting to boost margins for China's domestic steel producers," Barclays (LON:BARC) Capital said in a note, adding that margins have remained high at 69 percent.

The most-active rebar contract for May delivery on the Shanghai Futures Exchange SRBcv1 ended the session up 3.6 percent at 3,048 yuan. It settled at 2,960 yuan.

Iron ore prices on the Dalian Commodity Exchange DCIOcv1 rose 4.5 percent to close at 571.5 yuan per tonne buoyed by robust demand from China, even as the Australian government warned of a steep decline in prices in 2017. settled at 550 yuan.

Confidence has recently been boosted by strong imports into China - December iron ore shipments from Australia's Port Hedland terminal hit a record 37.4 million tonnes in December. stocks CUS-STKTOT-IORE dipped 0.4 percent to 108 million tonnes last week, although they are still at 2-1/1-year highs.

($1 = 6.9342 Chinese yuan)

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