We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 07 April 21
KOMIPO ISSUED A TENDER FOR TOTAL 1,560,000 METRIC TONS OF BITUMINOUS COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for total 1,560,000 Metric Tons of Bituminous coal for i ...
Wednesday, 07 April 21
MARKET INSIGHT - INTERMODAL
Following the end of the catholic easter, during which the majority of shipping market participants were on holidays, it is interesting to note a f ...
Wednesday, 07 April 21
COAL USED TO GENERATE ELECTRIC POWER IN U.S. WILL INCREASE BY 13 PERCENT TO 495 MMST IN 2021 - EIA
EIA expects U.S. coal production to total 585 MMst in 2021, 46 MMst (9%) more than in 2020. In 2022, EIA expects coal production to grow by an addi ...
Wednesday, 31 March 21
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.12 PCT - XINHUA
China Taiyuan coal transaction price index stood at 139.03 points Monday, up 0.12 percent week on week.
The index, released by China ...
Wednesday, 31 March 21
MARKET INSIGHT - INTERMODAL
Over the past week, the biggest story has been the blockage of the Suez Canal, as a result of the grounding of the container ship Ever Given. At th ...
|
|
|
Showing 606 to 610 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Edison Trading Spa - Italy
- Thiess Contractors Indonesia
- Ind-Barath Power Infra Limited - India
- Sakthi Sugars Limited - India
- Minerals Council of Australia
- SMG Consultants - Indonesia
- VISA Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- AsiaOL BioFuels Corp., Philippines
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Commonwealth Bank - Australia
- Banpu Public Company Limited - Thailand
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Georgia Ports Authority, United States
- Economic Council, Georgia
- Planning Commission, India
- Bukit Makmur.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Alfred C Toepfer International GmbH - Germany
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Bharathi Cement Corporation - India
- Siam City Cement - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Eastern Energy - Thailand
- Energy Development Corp, Philippines
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- Bhushan Steel Limited - India
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Merrill Lynch Commodities Europe
- New Zealand Coal & Carbon
- Attock Cement Pakistan Limited
- Directorate General of MIneral and Coal - Indonesia
- Samtan Co., Ltd - South Korea
- MS Steel International - UAE
- Straits Asia Resources Limited - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Marubeni Corporation - India
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- South Luzon Thermal Energy Corporation
- Bank of Tokyo Mitsubishi UFJ Ltd
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- The University of Queensland
- LBH Netherlands Bv - Netherlands
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Global Business Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- The State Trading Corporation of India Ltd
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- London Commodity Brokers - England
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sinarmas Energy and Mining - Indonesia
- Indika Energy - Indonesia
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- IHS Mccloskey Coal Group - USA
- Australian Commodity Traders Exchange
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Parry Sugars Refinery, India
- European Bulk Services B.V. - Netherlands
- Semirara Mining and Power Corporation, Philippines
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Vijayanagar Sugar Pvt Ltd - India
- ASAPP Information Group - India
- Leighton Contractors Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Kepco SPC Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- Krishnapatnam Port Company Ltd. - India
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- Orica Australia Pty. Ltd.
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- Baramulti Group, Indonesia
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- Independent Power Producers Association of India
- Barasentosa Lestari - Indonesia
- GVK Power & Infra Limited - India
- Manunggal Multi Energi - Indonesia
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Goldman Sachs - Singapore
- Sical Logistics Limited - India
- White Energy Company Limited
- Kumho Petrochemical, South Korea
- Globalindo Alam Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Kaltim Prima Coal - Indonesia
- Ministry of Transport, Egypt
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Sarangani Energy Corporation, Philippines
- Lanco Infratech Ltd - India
- Bangladesh Power Developement Board
- Central Electricity Authority - India
- Star Paper Mills Limited - India
- Tata Chemicals Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Borneo Indobara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Savvy Resources Ltd - HongKong
- Oldendorff Carriers - Singapore
- Simpson Spence & Young - Indonesia
- Bhoruka Overseas - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Meralco Power Generation, Philippines
- Standard Chartered Bank - UAE
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Wood Mackenzie - Singapore
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Chamber of Mines of South Africa
- Africa Commodities Group - South Africa
- Madhucon Powers Ltd - India
- Orica Mining Services - Indonesia
- Mercator Lines Limited - India
- Sree Jayajothi Cements Limited - India
- Makarim & Taira - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Posco Energy - South Korea
- Carbofer General Trading SA - India
- Toyota Tsusho Corporation, Japan
- Interocean Group of Companies - India
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parliament of New Zealand
- Uttam Galva Steels Limited - India
- Trasteel International SA, Italy
- Vedanta Resources Plc - India
- Timah Investasi Mineral - Indoneisa
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- TeaM Sual Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- OPG Power Generation Pvt Ltd - India
|
| |
| |
|
