April 30th, 2025
CCM Market Insight (April 2025)
The overall market situation was stable in April without much change.
Raw material supply:
The ore is still under controlled mining but the supply is relatively stable, it becomes a temporary balance and doesn’t cause much price fluctuation in the price of finished product.
Energy supply:
Energy prices have also tended to stabilize. It is said that due to the recent coal mining accident, coal price may rise slightly.
But this is an occasional case and would not be considered as a decisive factor for price.
Capacity replacement:
There has been no more progress in capacity replacement. Before the government implements more promotion measures, enterprises are once again stopping, waiting and watching.
Government inspection:
The government inspection team originally scheduled to inspect in March, however, as we can see, it has been postponed again and again.
The current news is that the inspection is expected next month (in May). Whether it can be carried out indeed remains unknown.
Price trend:
In general, finished product price of CCM 85%/87%/90% stays similar as March, and possibly can maintain for another month.
From June, traditional peak season will start and price may increase with the increase in market demand.
