据CNBC 印度尼西亚频道9月1日发布的信息，上周国际市场动力煤价格持续升温，昨日(8月31日)全球动力煤期货合约交易价格更是大幅高涨。

According to the information released by CNBC's Indonesia channel on September 1st, the price of international thermal coal continued to rise last week. Yesterday (August 31st), the trading price of global thermal coal futures contracts soared significantly.

路孚特(Refinitiv)数据显示， 上周五(8月28日)的交易中，全球动力煤基准洲际交易所(ICE)纽卡斯尔动力煤期货10月到期的合约价格报收于139.75美元/吨，环比前一交易日上涨0.18%。一整周五个交易日累计上涨1.08%。

According to Refinitiv data, in the trading on last Friday (August 28th), the price of the October-expiring contract of the global benchmark Intercontinental Exchange (ICE) Newcastle Coal Futures was reported at $139.75 per ton, up 0.18% compared to the previous trading day. The price rose by 1.08% over the entire week, spanning five trading days.

昨日(8月31日，星期一)，交易价格继续大幅飙升，一举突破了140美元关口，交收于每吨144美元，环比上涨3.04%。8月份一个月期间，煤炭价格上涨了7.5%，为自2026年6月12日以来达到最高水平。

Yesterday (August 31, Monday), the trading price continued to soar sharply, breaking through the $140 mark and closing at $144 per ton, with a month-on-month increase of 3.04%. During the entire month of August, the coal price rose by 7.5%, reaching the highest level since June 12, 2026.

煤炭价格的上涨，再次得益于油价的回暖。8月31日当天收盘，纽约商品交易所10月交货的轻质原油期货价格上涨2.36美元，收于每桶85.76美元，涨幅为2.83%;11月交货的伦敦布伦特原油期货价格上涨2.39美元，收于每桶90.49美元，涨幅为2.71%。今日(9月1日，星期二)，布伦特原油价格触及每桶91美元。

The increase in coal prices is once again attributed to the recovery of oil prices. On August 31st, the closing price of the October delivery of light crude oil futures on the New York Mercantile Exchange rose by $2.36 to $85.76 per barrel, with an increase of 2.83%; the November delivery of Brent crude oil futures rose by $2.39 to $90.49 per barrel, with an increase of 2.71%. Today (September 1st, Tuesday), the price of Brent crude oil reached $91 per barrel.

供应方面的问题也导致煤炭价格飙升。印度政府数据显示，有45座燃煤发电厂的煤炭库存处于严重偏低水平，这些电厂库存低于正常需求的25%，或者说不足以满足连续三天发电所需。

Problems on the supply side have also led to a sharp increase in coal prices. Data from the Indian government shows that the coal stocks of 45 coal-fired power plants are at an extremely low level. These plants' stocks are less than 25% of the normal demand, or insufficient to meet the power generation requirements for three consecutive days.

中国山西煤矿事故后，煤焦(焦煤)供应方面面临新问题。这一状况导致钢铁行业主要原材料价格在2026年8月飙升46%，创下历史上的最大月度涨幅。中国大连期货交易所焦煤期货合约周一(2026年8月31日)上涨约6%。一个月内的涨幅创下自2013年大连焦煤期货开始交易以来的新纪录。

After the coal mine accident in Shanxi Province of China, the supply of coking coal (coke) faced new problems. This situation led to a 46% surge in the prices of the main raw materials for the steel industry in August 2026, marking the largest monthly increase in history. The coking coal futures contract on the Dalian Commodity Exchange rose by approximately 6% on Monday (August 31, 2026). The increase within one month set a new record since the Dalian coking coal futures began trading in 2013.

国际海运炼焦煤现货市场上周也延续强劲上涨态势。普氏价格指数数据显示，截至8月28日(周五)，澳大利亚优质低挥发份硬焦煤(PLVHCC)离岸价(FOB)上涨至266.5美元，较前一周五上涨了15.5美元。今年上半年该价格水平较去年同期上涨了25%。

The spot market for international maritime coking coal also maintained a strong upward trend last week. According to the Platts price index, as of August 28th (Friday), the FOB price of high-quality low-volatile hard coking coal from Australia (PLVHCC) rose to $266.5, an increase of $15.5 compared to the previous Friday. This price level in the first half of this year has risen by 25% compared to the same period last year.

蒙古对华煤炭供应下降

Mongolia's coal supply to China has decreased.

近期蒙古向中国的焦煤供应持续下降，此前进口口岸加强环境检查，并禁止在露天区域堆放煤炭。8月27日，甘其毛都口岸通过的卡车数量降至505辆，创下2025年10月以来的最低水平。三个主要边境口岸的煤炭供应量暴跌73.7%，降至68,175吨。8月28日甘其毛都煤炭库存降至231万吨，两周时间内下降了32%。

Recently, Mongolia's supply of coking coal to China has continued to decline. Previously, the import ports strengthened environmental inspections and prohibited the stacking of coal in open areas. On August 27th, the number of trucks passing through the Ganqimudu port dropped to 505, reaching the lowest level since October 2025. The coal supply at the three major border ports plummeted by 73.7% to 68,175 tons. On August 28th, the coal inventory at Ganqimudu dropped to 2.31 million tons, a 32% decrease within two weeks.

蒙古国目前是中国焦煤进口供应最大来源国，约占冶金煤进口量的近一半，进口供应的中断在一定程度上也推高了市场价格。

At present, Mongolia is the largest source country for China's imported coking coal, accounting for nearly half of the country's metallurgical coal imports. The interruption of import supply has also somewhat driven up the market price to a certain extent.