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Tuesday, 07 November 17
PROSPERITY AND WINTER WARMTH REMAIN PARAMOUNT IN CHINA - JEFFREY LANDSBERG
 Chinese officials announced recently that 580 gigawatts of coal-derived electricity generation capacity has completed ultra-low emissions reform as of the end of Q3. This represents more than half of China's total coal-derived electricity generation, and according to the government this accomplishment is over two years ahead of schedule.
As Commodore Research has continued to discuss in China and coal-related coverage, the Chinese government is set to continue focusing on improving pollution -- but at the same time, there will still be a healthy demand for coal. While coal-derived electricity generation this November and December might not increase this year by 14% from October 2017's generation, a large increase is nevertheless likely to be seen again this year.
As discussed most recently in Commodore Research's November 6th Weekly China Report, Chinese coal-derived electricity generation is seasonal and always falls in October before finding great strength in November and December. So far this decade, China's coal-derived electricity generation in October has come in at a rate 8% lower than seen during the preceding three months. November and December, on average, have then historically seen a 14% increase from October's generation. Going forward, stronger demand for thermal coal (compared to October) is again set to occur, and this is coinciding with power plant stockpiles still standing at lower than normal levels for this time of year. Also helpful for coal import prospects is that Daqin Railway maintenance has commenced later than usual this year, which is putting a small amount of pressure on the transportation of domestic coal.
While specific information on the effects of the power plant ultra-low emissions reform program have not been released, the reform in itself is encouraging and points to coal likely being set to continue to drive electricity generation. Ensuring that electricity generation meets peak winter residential demand remains the single most important issue to China's government where electricity is concerned, and coal will never be shunned at the expense of heating the nation's masses. Along the same lines, new construction methods involving less pollution are being carried out in China as well. As discussed in Commodore Research's November 6th Weekly China Report, last week saw officials in China announce that a new construction method involving less pollution is being trialed in Shanghai. According to officials, an "inverse building method" is being used in the construction of an expansion to the Shanghai General Hospital. As part of this new method, construction both under and above ground are being conducted simultaneously to lower pollution.
Air pollution remains a large concern in China, but the government must also continue to make sure that construction, job creation, and economic growth maintain strength in the next several years. The Chinese government continues to have conflicting goals and cannot afford economic growth and development to slow substantially even as it continues to fight pollution. It also, of course, cannot afford for any electricity shortages to occur this winter. Improving air pollution will remain a key focus going forward, but Commodore Research does not anticipate that any sustained slowdown in the economy (and commodity import demand) will be seen during the next few years. For this winter, coal is also likely to remain in demand.
About Commodore Research & Consultancy
Commodore Research & Consultancy focuses on providing forward-looking views and analysis on the global economy, national economies, and individual equity and commodity markets. Commodore Research & Consultancy work provides non-consensus research and analysis and often highlights flaws in market consensus.
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Monday, 09 August 21
AIIB MAY OFFICIALLY END COAL FINANCING IN 2022 - CHINA DAILY
The Asian Infrastructure Investment Bank may officially rule out coal projects if it updates its energy strategy next year, after shunning funding ...
Monday, 09 August 21
CHINA COAL INVENTORY THINS AMID PEAK POWER DEMAND- STATE MEDIA : REUTERS
China’s coal inventories have dropped to near historic lows since August due to peak summer electricity demand and transportation bottlenecks ...
Wednesday, 04 August 21
THE INDONESIAN COAL PRICE REFERENCE SURGED TO A FRESH RECORD HIGH OF USD 130.99 A TON IN AUGUST 2021
COALspot.com: The Indonesian Coal Price Reference ( HBA) surged to a fresh record high of USD 130.99 a ton in August 2021.
The ...
Wednesday, 04 August 21
MARKET INSIGHT - INTERMODAL
Unlike the Dry Bulk and Container sectors where freight rates have surged into 2021, the tankers market continues to experience lackluster earnings ...
Sunday, 01 August 21
SEABORNE HARD COAL TRADE IN 2020 DECREASED BY 149 MILLION MT, OR 12.1%, TO 1,083 MILLION MT - GERMAN COAL IMPORTERS ASSOCIATION
- Reduced coal-fired power plant fleet secures Germany’s power supply in severe winter of 2020/2021; little wind availability and hence stron ...
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- Sojitz Corporation - Japan
- Indika Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Electricity Authority, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- Indo Tambangraya Megah - Indonesia
- Georgia Ports Authority, United States
- Mercator Lines Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PowerSource Philippines DevCo
- Krishnapatnam Port Company Ltd. - India
- Gujarat Sidhee Cement - India
- Ceylon Electricity Board - Sri Lanka
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- The University of Queensland
- Vedanta Resources Plc - India
- Coastal Gujarat Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- Medco Energi Mining Internasional
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Savvy Resources Ltd - HongKong
- Kapuas Tunggal Persada - Indonesia
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Star Paper Mills Limited - India
- Videocon Industries ltd - India
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Altura Mining Limited, Indonesia
- LBH Netherlands Bv - Netherlands
- Sindya Power Generating Company Private Ltd
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- International Coal Ventures Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- SMG Consultants - Indonesia
- Electricity Generating Authority of Thailand
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- Karaikal Port Pvt Ltd - India
- Indian Oil Corporation Limited
- SN Aboitiz Power Inc, Philippines
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- ASAPP Information Group - India
- Malabar Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Kartika Selabumi Mining - Indonesia
- Interocean Group of Companies - India
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- Central Electricity Authority - India
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Jindal Steel & Power Ltd - India
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Chamber of Mines of South Africa
- Therma Luzon, Inc, Philippines
- Siam City Cement PLC, Thailand
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Africa Commodities Group - South Africa
- Edison Trading Spa - Italy
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- Grasim Industreis Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- Planning Commission, India
- Tamil Nadu electricity Board
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Essar Steel Hazira Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- San Jose City I Power Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Sree Jayajothi Cements Limited - India
- Merrill Lynch Commodities Europe
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- India Bulls Power Limited - India
- The State Trading Corporation of India Ltd
- Aditya Birla Group - India
- Energy Development Corp, Philippines
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Australian Commodity Traders Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- Wood Mackenzie - Singapore
- Baramulti Group, Indonesia
- Semirara Mining Corp, Philippines
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- South Luzon Thermal Energy Corporation
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Barasentosa Lestari - Indonesia
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- New Zealand Coal & Carbon
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Renaissance Capital - South Africa
- Miang Besar Coal Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Latin American Coal - Colombia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CNBM International Corporation - China
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Trasteel International SA, Italy
- Commonwealth Bank - Australia
- Bharathi Cement Corporation - India
- PNOC Exploration Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- Romanian Commodities Exchange
- Heidelberg Cement - Germany
- Aboitiz Power Corporation - Philippines
- Uttam Galva Steels Limited - India
- London Commodity Brokers - England
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Meralco Power Generation, Philippines
- Iligan Light & Power Inc, Philippines
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- Eastern Coal Council - USA
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- Indonesian Coal Mining Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- Larsen & Toubro Limited - India
- Energy Link Ltd, New Zealand
- Central Java Power - Indonesia
- Price Waterhouse Coopers - Russia
- Siam City Cement - Thailand
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Samtan Co., Ltd - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Goldman Sachs - Singapore
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- White Energy Company Limited
- Bhushan Steel Limited - India
- Minerals Council of Australia
- Meenaskhi Energy Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- McConnell Dowell - Australia
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