JSW Exceeds Coking Coal Production Plan by 20% in May 2025

JSW Surpasses Coking Coal Targets as Strategic Plan Gains Momentum

JSW, Europe’s top coking coal producer, exceeded its May 2025 production goals by a significant margin.
The Polish miner reported coking coal output of 1 million tons, 20.1% above its 0.83 million ton plan. Total coal output also rose, reaching 1.18 million tons—11.2% above expectations. These numbers reflect JSW’s Strategic Transformation Plan, aimed at shifting focus from thermal coal to high-grade coking coal, a vital ingredient for steel production.

JSW continues executing its 2025 roadmap despite external disruptions. The company attributes its strong performance to efficient operational planning and increased emphasis on long-term value.

Meanwhile, JSW sold 0.91 million tons of coking coal in May, surpassing its sales target by 12.8%. Total coal sales hit 1.05 million tons, exceeding plans by 4.6%. Since January, coking coal production and sales have stayed above target, showing resilience amid market challenges.

Coke Production Lags Slightly as JSW Maintains Growth Targets

While coal output surged, coke production saw minor shortfalls.
JSW produced 0.24 million tons of coke in May, slightly below the 0.26 million ton plan. Coke sales also dipped by 4.1%. Despite these small deviations, coke output from January to May was only 0.5% below plan—suggesting stable performance in a secondary segment.

April performance echoed the same trend. JSW’s April coal production topped forecasts by 1.5%, with coking coal up 6.7%. Sales in April also surpassed expectations, hitting 103.5% for coal and 111.6% for coking coal. Coke sales that month, however, fell short by 6%.

JSW aims to produce 13.37 million tons of coal and 3.31 million tons of coke in 2025, including 11.35 million tons of coking coal. President Ryszard Janta emphasized the company’s commitment to transparency and long-term planning.

SuperMetalPrice Commentary:

JSW’s production surge signals growing strength in Europe’s coking coal segment.
As steelmakers look to secure high-quality raw materials, JSW’s performance enhances its appeal to global buyers. The company’s pivot away from thermal coal aligns with environmental policy shifts and market preferences. However, slight underperformance in coke output may suggest capacity strain or shifting priorities. Long term, JSW’s consistent delivery and strong planning position it as a regional leader in raw material security for steel and industrial applications.