We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Saturday, 12 January 13
HIGHER COAL PRICES: SEASONAL EFFECT
COALspot.com : Bahana Securities, one of the leading securities in Indonesia, said in its latest coal outlook that, on US and China’s moves to shale gas, we remain bearish on coal’s long term outlook. Coal counters’ 1M price outperformance’s are mainly on seasonal effect which raised global coal prices by some 16% from its bottom in November 2012.
The market was also buoyed by positive news from China, the world’s largest coal importer, which posted November coal import of 29m tons (+35% m-m and +31% y-y), the highest in the past 4 years. However, we believe conditions are temporary on winter restocking with coal prices to normalize in 2Q13.
Coal prices to normalize in 2Q13
Irwan Budiarto, an analyst from Bahana Securities commented on the recent report, historically, coal prices tend to move up in 4Q due to winter restocking activities, resulting in China’s coal imports being the highest in the last quarter of the year. However, setting aside the winter restocking factor, we believe that medium-term coal demand will not pick up in a meaningful manner as electricity demand from three big coal importers (approximately 40% of total global coal imports), namely China, South Korea and Japan does not show any signs of improvement.
We also note that historically coal prices in 4Q-1Q would usually increase by 2%-28% before normalizing in 2Q. Hence, as coal prices have risen 16% since early November 2012, we believe there is limited potential for further coal price strengthening, analyst said
Bahana maintains 2013 coal price assumption at USD82/ton (-15% y-y), given continued uncertainties in global outlook, temporary restocking condition, increasing coal output and US industrial users’ switch to shale gas.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 19 March 13
SHIP PRICES COULD BE CLOSING IN TO REACH THEIR BOTTOM - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
One of the latest developments in shipping asset prices has been the reluctance from shipyards to further reduce their price expectations to higher ...
Sunday, 17 March 13
A WEAK WEEK FOR SUB-BIT INDONESIA COAL SWAPS
COALspot.com - Sub-Bit Indonesia coal swaps (FOB ) for average Q2’ 2013 delivery has lost 2.11 percent and CFR South China coal shipment ...
Sunday, 17 March 13
COAL FREIGHT RATES STEADY ON HIGHER DEMAND - CAPT. REDDY
COALspot.com - This freight market continued to remain firm in all segments.
The BDI was up by 5.81 pct closing at 892 points. Cape index was up ...
Friday, 15 March 13
CHEAP SHIP VALUATIONS DON'T NECESSARILY MEAN ATTRACTIVE SAYS VESSELS VALUE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
With ship prices plunging by double-digits in the past few years, many ship owners are pondering their next moves in a market often described as att ...
Thursday, 14 March 13
SUPRAMAX : INDO - INDIA TRIP RATE IS AROUND $10,000; SOUTH CHINA $9500 - FEARNRESEARCH
Handy
Indian market is still quiet in respect of export of iron ore. WC India market has improved with a few stems out of the MEG, WC India opening ...
|
|
|
Showing 4346 to 4350 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Sakthi Sugars Limited - India
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Romanian Commodities Exchange
- Australian Commodity Traders Exchange
- Oldendorff Carriers - Singapore
- Indika Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- Madhucon Powers Ltd - India
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Rio Tinto Coal - Australia
- Power Finance Corporation Ltd., India
- Indo Tambangraya Megah - Indonesia
- Anglo American - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Mercuria Energy - Indonesia
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Savvy Resources Ltd - HongKong
- Holcim Trading Pte Ltd - Singapore
- Goldman Sachs - Singapore
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Straits Asia Resources Limited - Singapore
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Meralco Power Generation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- PetroVietnam Power Coal Import and Supply Company
- Global Green Power PLC Corporation, Philippines
- Vedanta Resources Plc - India
- Global Business Power Corporation, Philippines
- Bhushan Steel Limited - India
- Kideco Jaya Agung - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- The University of Queensland
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Grasim Industreis Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Eastern Energy - Thailand
- New Zealand Coal & Carbon
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- Parliament of New Zealand
- Siam City Cement PLC, Thailand
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- Minerals Council of Australia
- Binh Thuan Hamico - Vietnam
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Kaltim Prima Coal - Indonesia
- Ambuja Cements Ltd - India
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Kobexindo Tractors - Indoneisa
- Global Coal Blending Company Limited - Australia
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- Energy Development Corp, Philippines
- Cement Manufacturers Association - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Marubeni Corporation - India
- Aboitiz Power Corporation - Philippines
- Videocon Industries ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- IHS Mccloskey Coal Group - USA
- Posco Energy - South Korea
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- GMR Energy Limited - India
- Sinarmas Energy and Mining - Indonesia
- Tamil Nadu electricity Board
- Billiton Holdings Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- Manunggal Multi Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Deloitte Consulting - India
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Sree Jayajothi Cements Limited - India
- Uttam Galva Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- GAC Shipping (India) Pvt Ltd
- Ministry of Transport, Egypt
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Banpu Public Company Limited - Thailand
- Heidelberg Cement - Germany
- International Coal Ventures Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Ministry of Mines - Canada
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Therma Luzon, Inc, Philippines
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Mjunction Services Limited - India
- Dalmia Cement Bharat India
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- The Treasury - Australian Government
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Energy Link Ltd, New Zealand
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- Bhatia International Limited - India
- Siam City Cement - Thailand
- Aditya Birla Group - India
- Central Java Power - Indonesia
- Chamber of Mines of South Africa
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- GVK Power & Infra Limited - India
- Baramulti Group, Indonesia
- Xindia Steels Limited - India
- Economic Council, Georgia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ind-Barath Power Infra Limited - India
- Eastern Coal Council - USA
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- Star Paper Mills Limited - India
- PNOC Exploration Corporation - Philippines
- Makarim & Taira - Indonesia
- Planning Commission, India
- European Bulk Services B.V. - Netherlands
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- MS Steel International - UAE
- Petron Corporation, Philippines
- Central Electricity Authority - India
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Electricity Generating Authority of Thailand
- LBH Netherlands Bv - Netherlands
- Antam Resourcindo - Indonesia
- Standard Chartered Bank - UAE
- Bangladesh Power Developement Board
- Maharashtra Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- ASAPP Information Group - India
- Intertek Mineral Services - Indonesia
|
| |
| |
|