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Tuesday, 13 March 12
EUROPEAN COAL CONTANGO: FURTHER STEEPNESS REQUIRED TO MAKE LARGE SCALE PHYSICAL TIME SPREAD ARBITRAGE MORE ATTRACTIVE - MISWIN MAHESH, BARCLAYS CAPITAL
 COALspot.com - "With the contango between the Y+1 and M+1 ARA delivered contract now averaging above the $14/t level, there is an increasing interest among market participants on whether this would warrant a physical arbitrage of placing coal on storage now for deferred consumption to extract value from the curve", said Miswin Mahesh, a commodities analyst at Barclays Capital in London.
According to Miswin, the current contango however, is yet to incentivize a larger percentile of physical market players, given their limited access to cost efficient storage facilities (in contrast to utilities that have their own backyard). Infact for the wider spectrum of market players, current storage costs at the ARA ports average $15/t for a year, along with other costs associated with discharging from board onto barge, barge onto stock and re-loading from stock (that add another $7/t), while surcharges and other expenses add another marginal amount. The limited storage space available at these terminals also need to be accounted for.
"We would therefore expect opportunistic demand for the purpose of storage to be more attractive only if prices were to widen above the $ 20/t level. And given that the European coal markets are entering a seasonally lacklustre period for coal burn with ample stocks at the ARA discharging ports, while country specific instances such as the oncoming peak of the German renewable season is likely to challenge the call on coal fired generation further", he added further.
These factors are likely to keep prompt prices soft, and the contango is likely to remain steep through this quarter as well.
About Miswin Mahesh
Miswin Mahesh is a commodities analyst at Barclays Capital in London, specializing in the coal, freight and crude oil markets. Miswin is a graduate of the Duisenberg School of Finance in Amsterdam.
He graduated with a double masters, an MSc in Corporate Finance and Banking and a Masters degree in International Finance from the University of Amsterdam. Miswin builds his insight on international trade flows from his experience in the Middle East, India, Africa and Europe.
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Thursday, 08 March 12
INDONESIA'S COAL SECTOR CAN BENEFIT FROM CLEARER REGULATIONS - FITCH RATINGS
Fitch Ratings says Indonesia's coal mining sector should continue to see strong growth prospects but can benefit from clearer and more predictable ...
Thursday, 08 March 12
DRY BULK MARKET ON THE RISE; CHINAS COAL IMPORTS COULD INCREASE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
The dry bulk market kept on rising back to healthier levels yesterday, with the BDI (Baltic Dry Index) the industry’s benchmark, marking its 8 ...
Wednesday, 07 March 12
INDONESIA COAL BENCHMARK PRICE GAINS FOR SECOND MONTH
COALspot.com - Indonesia raised the monthly coal reference price for sales in March by 1.15 percent, the second increase since February.
The Mini ...
Wednesday, 07 March 12
INDONESIA TO LIMIT FOREIGN OWNERSHIP IN MINES TO 49 PERCENT WITHIN 10 YEARS OF PRODUCTION
COALspot.com - Foreign holders of mining licenses in Indonesia have to divert 51% of their stakes to Indonesian government or domestic entitie ...
Wednesday, 07 March 12
ASSESS ASIAS POTENTIAL, DEVELOPMENTS AND APPETITE FOR SHALE AT SHALE GAS SUMMIT
Press Release - Assess Asia’s Potential, Developments and Appetite for Shale at Shale Gas Summit on 23-24 Apr, 2012 in Beijing
China is rep ...
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- Indian Energy Exchange, India
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Mjunction Services Limited - India
- Miang Besar Coal Terminal - Indonesia
- Petron Corporation, Philippines
- New Zealand Coal & Carbon
- OPG Power Generation Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- GN Power Mariveles Coal Plant, Philippines
- South Luzon Thermal Energy Corporation
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Makmur.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Xindia Steels Limited - India
- Parliament of New Zealand
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Kumho Petrochemical, South Korea
- Metalloyd Limited - United Kingdom
- Singapore Mercantile Exchange
- Indogreen Group - Indonesia
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- PTC India Limited - India
- Salva Resources Pvt Ltd - India
- Aditya Birla Group - India
- Dalmia Cement Bharat India
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Coalindo Energy - Indonesia
- Tata Chemicals Ltd - India
- Central Java Power - Indonesia
- Wood Mackenzie - Singapore
- GAC Shipping (India) Pvt Ltd
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Kartika Selabumi Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Heidelberg Cement - Germany
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- Toyota Tsusho Corporation, Japan
- Medco Energi Mining Internasional
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Gujarat Sidhee Cement - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Baramulti Group, Indonesia
- Makarim & Taira - Indonesia
- Orica Mining Services - Indonesia
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- India Bulls Power Limited - India
- GMR Energy Limited - India
- Carbofer General Trading SA - India
- Madhucon Powers Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Port Waratah Coal Services - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Uttam Galva Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Anglo American - United Kingdom
- Grasim Industreis Ltd - India
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Sinarmas Energy and Mining - Indonesia
- London Commodity Brokers - England
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- Standard Chartered Bank - UAE
- Global Business Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- San Jose City I Power Corp, Philippines
- The University of Queensland
- Chettinad Cement Corporation Ltd - India
- Sindya Power Generating Company Private Ltd
- Mercuria Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- Ministry of Transport, Egypt
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ind-Barath Power Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Kideco Jaya Agung - Indonesia
- Electricity Authority, New Zealand
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
- Savvy Resources Ltd - HongKong
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- Planning Commission, India
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Vedanta Resources Plc - India
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- Lanco Infratech Ltd - India
- Price Waterhouse Coopers - Russia
- Mercator Lines Limited - India
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Eastern Coal Council - USA
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Mineral Development Corp Ltd - India
- Australian Coal Association
- LBH Netherlands Bv - Netherlands
- Therma Luzon, Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- Malabar Cements Ltd - India
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Renaissance Capital - South Africa
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- Romanian Commodities Exchange
- Goldman Sachs - Singapore
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement - Thailand
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
- Banpu Public Company Limited - Thailand
- Thai Mozambique Logistica
- Intertek Mineral Services - Indonesia
- Antam Resourcindo - Indonesia
- Ambuja Cements Ltd - India
- Australian Commodity Traders Exchange
- Barasentosa Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Altura Mining Limited, Indonesia
- Videocon Industries ltd - India
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- Cement Manufacturers Association - India
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- TNB Fuel Sdn Bhd - Malaysia
- The Treasury - Australian Government
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- Star Paper Mills Limited - India
- Energy Link Ltd, New Zealand
- Indika Energy - Indonesia
- Economic Council, Georgia
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