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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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Saturday, 17 July 21
COAL PRICES TRADE AT DECADE HIGH OF $140 PER TONNE, HERE ARE SOME FACTORS AT PLAY: CNBC-TV18
Coal prices are trading at $140 per tonne. In the last one week, coal has seen more than 8 percent gains; the last one month has seen 24 percent ju ...
Thursday, 15 July 21
U.S. FOSSIL FUEL CONSUMPTION FELL BY 9% IN 2020, THE LOWEST LEVEL IN NEARLY 30 YEARS - EIA
U.S. fossil fuel consumption fell by 9% in 2020, the lowest level in nearly 30 years
In 2020, total consumption of fossil fuels in t ...
Thursday, 15 July 21
IN 2020, U.S. COAL PRODUCTION FELL TO ITS LOWEST LEVEL SINCE 1965 - EIA
U.S. coal production totaled 535 million short tons (MMst) in 2020, a 24% decrease from the 706 MMst mined in 2019 and the lowest level of coal pro ...
Wednesday, 14 July 21
MARKET INSIGHT - INTERMODAL
In its latest Global Economic Prospects report, the world bank recorded the strongest post-recession global growth in 80 years, but emerging and de ...
Tuesday, 13 July 21
JAPAN STILL SEEKING TO EXPLOIT COAL POWER LOOPHOLES - IEEFA
JBIC wants to continue burdening developing nations with its expensive coal-fired power technology
Japan is continuing to push its expensive c ...
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- OPG Power Generation Pvt Ltd - India
- Ambuja Cements Ltd - India
- Coastal Gujarat Power Limited - India
- Planning Commission, India
- Ministry of Mines - Canada
- Electricity Generating Authority of Thailand
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- Kumho Petrochemical, South Korea
- Central Java Power - Indonesia
- Chettinad Cement Corporation Ltd - India
- Minerals Council of Australia
- Georgia Ports Authority, United States
- Indika Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Heidelberg Cement - Germany
- Bayan Resources Tbk. - Indonesia
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- Vizag Seaport Private Limited - India
- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Star Paper Mills Limited - India
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- Commonwealth Bank - Australia
- Price Waterhouse Coopers - Russia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indonesian Coal Mining Association
- Kobexindo Tractors - Indoneisa
- Thai Mozambique Logistica
- South Luzon Thermal Energy Corporation
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Dalmia Cement Bharat India
- Directorate Of Revenue Intelligence - India
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Vedanta Resources Plc - India
- Xindia Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Ministry of Transport, Egypt
- Bhatia International Limited - India
- Latin American Coal - Colombia
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Grasim Industreis Ltd - India
- Standard Chartered Bank - UAE
- The Treasury - Australian Government
- McConnell Dowell - Australia
- Aditya Birla Group - India
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Altura Mining Limited, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- Jaiprakash Power Ventures ltd
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- CIMB Investment Bank - Malaysia
- Barasentosa Lestari - Indonesia
- GVK Power & Infra Limited - India
- Siam City Cement - Thailand
- Alfred C Toepfer International GmbH - Germany
- Global Green Power PLC Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Eastern Energy - Thailand
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- Therma Luzon, Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thiess Contractors Indonesia
- Power Finance Corporation Ltd., India
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Bharathi Cement Corporation - India
- Aboitiz Power Corporation - Philippines
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Singapore Mercantile Exchange
- Energy Development Corp, Philippines
- Meralco Power Generation, Philippines
- Ministry of Finance - Indonesia
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- European Bulk Services B.V. - Netherlands
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Malabar Cements Ltd - India
- Baramulti Group, Indonesia
- MS Steel International - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Central Electricity Authority - India
- Mercuria Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Indian Energy Exchange, India
- Semirara Mining and Power Corporation, Philippines
- Australian Coal Association
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- The State Trading Corporation of India Ltd
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Mintek Dendrill Indonesia
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Larsen & Toubro Limited - India
- Cement Manufacturers Association - India
- Indogreen Group - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- White Energy Company Limited
- Toyota Tsusho Corporation, Japan
- Eastern Coal Council - USA
- LBH Netherlands Bv - Netherlands
- Bangladesh Power Developement Board
- Simpson Spence & Young - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- The University of Queensland
- SMC Global Power, Philippines
- Coalindo Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- PTC India Limited - India
- Global Business Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercator Lines Limited - India
- Petron Corporation, Philippines
- Gujarat Sidhee Cement - India
- ASAPP Information Group - India
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- Anglo American - United Kingdom
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Goldman Sachs - Singapore
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Edison Trading Spa - Italy
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Marubeni Corporation - India
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Carbofer General Trading SA - India
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Iligan Light & Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Mjunction Services Limited - India
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Renaissance Capital - South Africa
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