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, 08 January 13
HOLIDAY ACTIVITY SCARCE IN THE MARKET OF SECOND HAND VESSELS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Although the market for second hand vessel purchasing was quite lull during the Holiday period, as is usually the case, the first days of the New Ye ...
Tuesday, 08 January 13
NEWCASTLE PORT SHIPPED 3.197 MILLION MT OF COAL W/E 7 JANUARY 2013
COALspot.com - Newcastle port in Australia has loaded 3,197,580 MT of thermal and coking coal for week ended 0700 hours 7 January 2013, Newcas ...
Sunday, 06 January 13
CFR SOUTH CHINA COAL: 2014 DELIVERY CLOSED US$ 6.80 HIGHER THAN Q1 '13 PRICE
COALspot.com - Sub-Bit Indonesia coal swaps (FOB ) for average Q1’ 2013 delivery has gained 0.37 percent WoW and CFR South China coal sh ...
Sunday, 06 January 13
COAL BOOM: WAKE-UP CALL FOR INDIA & INDONESIA! - SUNIL K KUMBHAT
COALspot.com - Coal Boom : Scenario, Now & later!
Coal has been the dominant fuel for power generating plants in developed countries since th ...
Sunday, 06 January 13
FREIGHT MARKET REMAINED FAIRLY STEADY - VISTAAR
WISH YOU ALL HAPPY NEW YEAR
COALspot.com - The freight market remained fairly steady in spite of Christmas / New Year Holidays. The BDI was almos ...
|
|
|
Showing 4431 to 4435 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Leighton Contractors Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Australian Coal Association
- San Jose City I Power Corp, Philippines
- Simpson Spence & Young - Indonesia
- Global Coal Blending Company Limited - Australia
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Renaissance Capital - South Africa
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Central Electricity Authority - India
- Global Business Power Corporation, Philippines
- Deloitte Consulting - India
- Iligan Light & Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Sojitz Corporation - Japan
- Oldendorff Carriers - Singapore
- Sarangani Energy Corporation, Philippines
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Coastal Gujarat Power Limited - India
- Savvy Resources Ltd - HongKong
- PetroVietnam Power Coal Import and Supply Company
- Essar Steel Hazira Ltd - India
- Miang Besar Coal Terminal - Indonesia
- VISA Power Limited - India
- Grasim Industreis Ltd - India
- Anglo American - United Kingdom
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kartika Selabumi Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Economic Council, Georgia
- Coalindo Energy - Indonesia
- Makarim & Taira - Indonesia
- Parry Sugars Refinery, India
- Africa Commodities Group - South Africa
- Borneo Indobara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- Ministry of Transport, Egypt
- Holcim Trading Pte Ltd - Singapore
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- MS Steel International - UAE
- Toyota Tsusho Corporation, Japan
- Indika Energy - Indonesia
- Energy Development Corp, Philippines
- Jindal Steel & Power Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bhoruka Overseas - Indonesia
- Electricity Generating Authority of Thailand
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Ambuja Cements Ltd - India
- Trasteel International SA, Italy
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- Merrill Lynch Commodities Europe
- LBH Netherlands Bv - Netherlands
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Aboitiz Power Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- Posco Energy - South Korea
- Orica Mining Services - Indonesia
- Planning Commission, India
- Mercator Lines Limited - India
- Kepco SPC Power Corporation, Philippines
- White Energy Company Limited
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- Kideco Jaya Agung - Indonesia
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Indian Energy Exchange, India
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- Star Paper Mills Limited - India
- Semirara Mining and Power Corporation, Philippines
- GMR Energy Limited - India
- International Coal Ventures Pvt Ltd - India
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- Rio Tinto Coal - Australia
- Riau Bara Harum - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- Meenaskhi Energy Private Limited - India
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- Electricity Authority, New Zealand
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- Binh Thuan Hamico - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Energy Link Ltd, New Zealand
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- Mjunction Services Limited - India
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- Cigading International Bulk Terminal - Indonesia
- Lanco Infratech Ltd - India
- Meralco Power Generation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- Bukit Baiduri Energy - Indonesia
- SMC Global Power, Philippines
- New Zealand Coal & Carbon
- Videocon Industries ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sree Jayajothi Cements Limited - India
- Alfred C Toepfer International GmbH - Germany
- Vizag Seaport Private Limited - India
- Indonesian Coal Mining Association
- Central Java Power - Indonesia
- Salva Resources Pvt Ltd - India
- Standard Chartered Bank - UAE
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- London Commodity Brokers - England
- ASAPP Information Group - India
- Ministry of Finance - Indonesia
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Commodity Traders Exchange
- Baramulti Group, Indonesia
- Latin American Coal - Colombia
- Bhatia International Limited - India
- Independent Power Producers Association of India
- Eastern Energy - Thailand
- McConnell Dowell - Australia
- The University of Queensland
- Semirara Mining Corp, Philippines
- Orica Australia Pty. Ltd.
- Karbindo Abesyapradhi - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Xindia Steels Limited - India
- The Treasury - Australian Government
- Directorate General of MIneral and Coal - Indonesia
- India Bulls Power Limited - India
- Metalloyd Limited - United Kingdom
- Bulk Trading Sa - Switzerland
- Gujarat Mineral Development Corp Ltd - India
- Kumho Petrochemical, South Korea
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Indian Oil Corporation Limited
- Malabar Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Goldman Sachs - Singapore
- Directorate Of Revenue Intelligence - India
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
|
| |
| |
|