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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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Wednesday, 14 April 21
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 1.10 PCT - XINHUA
China Taiyuan coal transaction price index stood at 138.05 points Monday, down 1.10 percent week on week.
The index, released by Chi ...
Wednesday, 14 April 21
MARKET INSIGHT - INTERMODAL
After a series of months where the dry bulk sector was attracting most of the buying interest, tankers SnP activity spiked in the previous weeks. O ...
Tuesday, 13 April 21
INDONESIAN COAL PRICE REFERENCE IN APRIL UP AGAIN ON FIRM DEMAND
COALspot.com: The Indonesia coal price reference for April 2021 settles at US$ 86.68 per ton FOB vessel.
The Indonesia coal pr ...
Monday, 12 April 21
CHINA'S ECONOMIC RECOVERY PUSHES COAL MINES TO INCREASE YIELD - GLOBAL TIMES
China’s fast economic rebound from coronavirus has driven up electricity demand, leading to higher consumption of coal which is seeing rising ...
Monday, 12 April 21
GLOBAL COAL PRODUCTION EXPECTED TO RISE BY 3.5% IN 2021, SAYS GLOBALDATA
Global coal output is estimated to have declined by 2% in 2020 due to COVID-19-related lockdowns and restrictions, with significant reductions obse ...
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- Petrochimia International Co. Ltd.- Taiwan
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- Power Finance Corporation Ltd., India
- Kaltim Prima Coal - Indonesia
- Anglo American - United Kingdom
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- Uttam Galva Steels Limited - India
- Carbofer General Trading SA - India
- CNBM International Corporation - China
- Maheswari Brothers Coal Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Thai Mozambique Logistica
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- Siam City Cement - Thailand
- Sakthi Sugars Limited - India
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Singapore Mercantile Exchange
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Deloitte Consulting - India
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- Electricity Generating Authority of Thailand
- Minerals Council of Australia
- VISA Power Limited - India
- The State Trading Corporation of India Ltd
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- Holcim Trading Pte Ltd - Singapore
- GAC Shipping (India) Pvt Ltd
- Rio Tinto Coal - Australia
- McConnell Dowell - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Grasim Industreis Ltd - India
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Australian Coal Association
- Indogreen Group - Indonesia
- Coalindo Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Energy Link Ltd, New Zealand
- Port Waratah Coal Services - Australia
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Lanco Infratech Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- Timah Investasi Mineral - Indoneisa
- Edison Trading Spa - Italy
- Sree Jayajothi Cements Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Price Waterhouse Coopers - Russia
- Bangladesh Power Developement Board
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- London Commodity Brokers - England
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- Goldman Sachs - Singapore
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Planning Commission, India
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- Riau Bara Harum - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- European Bulk Services B.V. - Netherlands
- Parry Sugars Refinery, India
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Meenaskhi Energy Private Limited - India
- Global Business Power Corporation, Philippines
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- Vedanta Resources Plc - India
- Iligan Light & Power Inc, Philippines
- Economic Council, Georgia
- Global Green Power PLC Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Jaiprakash Power Ventures ltd
- Bhoruka Overseas - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- Ceylon Electricity Board - Sri Lanka
- Borneo Indobara - Indonesia
- Energy Development Corp, Philippines
- India Bulls Power Limited - India
- Ambuja Cements Ltd - India
- Petron Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- ASAPP Information Group - India
- Indian Energy Exchange, India
- Jindal Steel & Power Ltd - India
- Marubeni Corporation - India
- Karaikal Port Pvt Ltd - India
- Latin American Coal - Colombia
- LBH Netherlands Bv - Netherlands
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- Posco Energy - South Korea
- Dalmia Cement Bharat India
- Semirara Mining Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Tata Chemicals Ltd - India
- Samtan Co., Ltd - South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- Medco Energi Mining Internasional
- Simpson Spence & Young - Indonesia
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Sinarmas Energy and Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Standard Chartered Bank - UAE
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Star Paper Mills Limited - India
- Gujarat Sidhee Cement - India
- International Coal Ventures Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Indika Energy - Indonesia
- Agrawal Coal Company - India
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Salva Resources Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- New Zealand Coal & Carbon
- Gujarat Mineral Development Corp Ltd - India
- Eastern Energy - Thailand
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- Toyota Tsusho Corporation, Japan
- Attock Cement Pakistan Limited
- TeaM Sual Corporation - Philippines
- Orica Mining Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Indian Oil Corporation Limited
- Chamber of Mines of South Africa
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- San Jose City I Power Corp, Philippines
- PTC India Limited - India
- Bharathi Cement Corporation - India
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