The centralized replenishment of coal reserves by power plants will usher in a new round of breakthrough explosive growth in the coal price market.

Before the arrival of the peak electricity consumption period in "embracing the peak and relieving the summer heat", the price of thermal coal will maintain a high level of moderate strength, and the core contradiction in the market is shifting from "expectations of market improvement" to "real tight balance". In the first half of this week, there was rainfall in East and South China, with temperatures dropping by 3-5 degrees Celsius, leading to a decrease in air conditioning load and a temporary weakening of daily coal consumption in power plants. However, in the second half of this week, temperatures in the South will rise again to around 30 degrees Celsius. The concentrated outbreak of air conditioning cooling load will directly increase the demand for coal for power generation, thereby forming a rigid drive for coal demand. Once the high temperatures are fully realized, power plants will start to replenish coal inventories, leading to a new round of breakthrough in the coal price market.