… point in the year, as exports normalised after cyclone Koji and buyers substituted away from Indonesian supply amid rising policy uncertainty.
This has led some Asian clients to reduce exposure to seaborne low-rank coal in favour of Australian bituminous coal.
Furthermore, in South Sumatra, an ongoing ban on coal trucking via public roads has reportedly pushed dozens of miners into force majeure, tightening near-term visibility on low-rank supply. For further insights, contact [email protected].