波兰JSW炼焦煤销量增长，价格大幅下跌
Poland's JSW raises coking coal sales, prices plummet
波兰矿商Jastrzebska Spolka Weglowa（JSW）的临时数据显示，2024年第四季度其外部炼焦煤销量同比增长2%，达到146万吨，但焦炭销量下降6%，为79万吨。
Jastrzebska Spolka Weglowa (JSW) saw external coking coal sales inch up 2% on-year in the fourth quarter of 2024 to 1.46 million tonnes, but coke sales fell 6% to 790,000t, the Polish miner indicates in its provisional figures.
该公司称，第四季度炼焦煤产量同比增长1%，达到271万吨，但焦炭产量骤降21%，降至69万吨，但未提供更多细节。
Coking coal production rose 1% on-year in Q4 to 2.71mt but coke output plunged 21% to 690,000t, the firm says without providing more details.
该矿商表示，按美元计算，JSW第四季度的炼焦煤平均销售价格与第三季度相比下降16%。 欧洲焦炭价格在第四季度仍呈下降趋势，达到340美元/吨，JSW的焦炭平均销售价格按美元计算也比第三季度下降16%。
JSW’s average coking coal sales price in Q4 fell 16% in dollar terms versus Q3, the miner says. European coke prices remained in a downtrend in Q4, reaching $340/tonne, with JSW’s average coke sales price also dropping by 16% in dollar terms versus Q3.
2024年全年，JSW的煤炭总产量（包括动力煤）达到1,225万吨。该公司将在本季度晚些时候公布2024年的年度数据。
JSW’s overall coal output, including thermal coal, reached 12.25mt in full-year 2024. The firm will release its 2024 annual figures later this quarter.
11月，在不到12个月内第三次宣布不可抗力之后，该矿商将2024年的煤炭产量指导下调至1,235万吨（见Kallanish（开阑商务信息咨询）相关报道）。随后，该公司启动战略转型计划，以扭转日益恶化的财务状况。
In November, the miner revised its coal output guidance for 2024 down to 12.35mt, following its third force majeure declaration in less than 12 months (see Kallanish passim). The firm later launched its Strategic Transition Plan to turn around its deteriorating financial situation.
截至9月份的9个月收入同比下降26%，为88.7亿兹罗提（21亿美元），净亏损63.7亿兹罗提。该公司在11月份表示，印尼增加出口和旨在获得市场份额的“激进”定价政策正在强烈冲击全球焦炭价格，并破坏其与炼焦煤价值的相关性。
Nine-month-through-September revenue fell 26% on-year to PLN 8.87 billion ($2.1 billion) and the firm posted a net loss of PLN 6.37 billion. The firm said in November Indonesia’s increased exports and “aggressive” pricing policy designed to gain market share are strongly impacting global coke prices and disrupting their correlation to coking coal values.
最近，JSW在回答股东提问时表示，其目标是在 Debiensko 1 硬焦煤矿床进行开采，但除非当局首先拒绝向Silesian Coal International Group of Companies颁发勘探许可证，否则将无法申请勘探特许权。当局与该项目的前所有者GreenX Metals之间曾就Debiensko矿区展开一场旷日持久的官司。
In a response to shareholders’ questions, JSW recently said it aims to conduct mining at the Debiensko 1 hard coking coal deposit but cannot apply for an exploration concession unless authorities first refuse to grant the Silesian Coal International Group of Companies a permit for the same. The infamous Debiensko site was subject to a long-lasting legal battle between authorities and GreenX Metals, the former owner of the project.
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