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Monday, 14 September 15
MOODY'S LOWERS COMMODITY PRICE ASSUMPTIONS ON MACRO, INDUSTRY FACTORS
 COALspot.com: Moody's Investors Service has lowered its base metal price assumptions for 2015-17 as slowing growth in China, lower oil prices, overcapacity in the global steel markets and the strong dollar are driving commodities prices close to the lows of the 2008-09 financial crisis.
"Slowing growth in China, one of the largest global consumers of base metals, is a key driver in the lowering of our commodities price assumptions," says Carol Cowan, a Moody's Senior Vice President. "But the weak economy in Europe, negative GDP growth in major economies such as Brazil and slowing US growth were also contributing factors."
Moody's notes that the stronger US dollar will increase the cost of metal purchases, which could cause demand, and subsequently prices, to decline, according to the report "Moody's Lowers Commodity Price Assumptions."
While the rating agency has lowered its base price assumptions for gold, high-quality metallurgical coal, Newcastle thermal coal, aluminum, copper, nickel and zinc, the supply/demand dynamics for each metal differ.
Moody's expects that global macro and industry-specific conditions will remain challenging in 2016, but that production cutbacks and a better balance between supply and demand will lead to modest improvement in 2017.
Source: Moody’s
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Wednesday, 31 January 24
CHINA'S INNER MONGOLIA COAL OUTPUT HIT 1.21B TONS IN 2023 - XINHUA
North China’s Inner Mongolia autonomous region churned out 1.21 billion tons of coal in 2023 as it strives to guarantee the country’s e ...
Wednesday, 31 January 24
GAS EXPORTS COST U.S. CONSUMERS MORE THAN $100 BILLION OVER 16-MONTH PERIOD - IEEFA
Limited Demand Growth Could Dampen the Dry Bulk Market in the Coming Months BIMCOStarting in late 2021—before its invasion of Ukraine—R ...
Tuesday, 30 January 24
LIMITED DEMAND GROWTH COULD DAMPEN THE DRY BULK MARKET IN THE COMING MONTHS - BIMCO
Demand
In our base scenario, we expect cargo demand to grow by 0-1% in 2024 and 0.5-1.5% in 2025. This is a 0.5 percentage point reduction for ...
Friday, 26 January 24
RED SEA DIVERSIONS ADD NEARLY A MILLION DOLLARS PER VOYAGE TO SHIPPING COSTS WHILE DOUBLING TRANSIT TIME - LSEG
The incremental costs of diverting a tanker from Asia to NW Europe via the Cape of Good Hope is accounting for an extra $932,905 USD per voyage whi ...
Friday, 26 January 24
HARD COAL GUARDIAN ANGEL OF THE ENERGY SUPPLY - GERMANY COAL IMPORTERS ASSOCIATION
- No security of supply without hard coal
- The Substitute Power Plant Provision Act (EKBG) must be extended
- Higher grid fees due to the ...
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- Gujarat Sidhee Cement - India
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Australian Coal Association
- Sojitz Corporation - Japan
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Coastal Gujarat Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- IHS Mccloskey Coal Group - USA
- Kartika Selabumi Mining - Indonesia
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- Sical Logistics Limited - India
- Indika Energy - Indonesia
- Indogreen Group - Indonesia
- Larsen & Toubro Limited - India
- Altura Mining Limited, Indonesia
- Kumho Petrochemical, South Korea
- Xindia Steels Limited - India
- Coal and Oil Company - UAE
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Madhucon Powers Ltd - India
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- TeaM Sual Corporation - Philippines
- Posco Energy - South Korea
- Manunggal Multi Energi - Indonesia
- Singapore Mercantile Exchange
- Chettinad Cement Corporation Ltd - India
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- ICICI Bank Limited - India
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- SMC Global Power, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Gujarat Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- India Bulls Power Limited - India
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- SN Aboitiz Power Inc, Philippines
- Electricity Authority, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Port Waratah Coal Services - Australia
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- Sarangani Energy Corporation, Philippines
- Coalindo Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Mercuria Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Parry Sugars Refinery, India
- Parliament of New Zealand
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- OPG Power Generation Pvt Ltd - India
- Marubeni Corporation - India
- Borneo Indobara - Indonesia
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- Globalindo Alam Lestari - Indonesia
- Commonwealth Bank - Australia
- IEA Clean Coal Centre - UK
- Star Paper Mills Limited - India
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Merrill Lynch Commodities Europe
- Directorate Of Revenue Intelligence - India
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Vedanta Resources Plc - India
- Bangladesh Power Developement Board
- PetroVietnam Power Coal Import and Supply Company
- Jorong Barutama Greston.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Central Electricity Authority - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Samtan Co., Ltd - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karbindo Abesyapradhi - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement - Thailand
- MS Steel International - UAE
- Ambuja Cements Ltd - India
- The Treasury - Australian Government
- Electricity Generating Authority of Thailand
- The University of Queensland
- Price Waterhouse Coopers - Russia
- New Zealand Coal & Carbon
- Goldman Sachs - Singapore
- Grasim Industreis Ltd - India
- Antam Resourcindo - Indonesia
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- McConnell Dowell - Australia
- Jindal Steel & Power Ltd - India
- Deloitte Consulting - India
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- Uttam Galva Steels Limited - India
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- International Coal Ventures Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Savvy Resources Ltd - HongKong
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Renaissance Capital - South Africa
- Independent Power Producers Association of India
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wood Mackenzie - Singapore
- Oldendorff Carriers - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Economic Council, Georgia
- The State Trading Corporation of India Ltd
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- CNBM International Corporation - China
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhatia International Limited - India
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- VISA Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Planning Commission, India
- Rio Tinto Coal - Australia
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Latin American Coal - Colombia
- Banpu Public Company Limited - Thailand
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Carbofer General Trading SA - India
- PTC India Limited - India
- Holcim Trading Pte Ltd - Singapore
- Cement Manufacturers Association - India
- Ministry of Mines - Canada
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Energy Development Corp, Philippines
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Heidelberg Cement - Germany
- San Jose City I Power Corp, Philippines
- Thiess Contractors Indonesia
- Sakthi Sugars Limited - India
- Maheswari Brothers Coal Limited - India
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Eastern Energy - Thailand
- Intertek Mineral Services - Indonesia
- Orica Mining Services - Indonesia
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Riau Bara Harum - Indonesia
- Kaltim Prima Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Minerals Council of Australia
- GMR Energy Limited - India
- Toyota Tsusho Corporation, Japan
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Krishnapatnam Port Company Ltd. - India
- Kobexindo Tractors - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Bhoruka Overseas - Indonesia
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
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