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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, 29 March 21
MOODY'S: OUTLOOK FOR GLOBAL METALS AND MINING INDUSTRY TURNS POSITIVE ON HIGHER EBITDA IN PANDEMIC'S WAKE
- Demand for steel, iron ore and copper will rise, while aluminum, nickel and zinc will remain in surplus
- EBITDA is expected to ...
Thursday, 25 March 21
'OMNIBUS LAW' REGULATION ON INDONESIA’S ENERGY AND MINING SECTORS TO BOOST COAL PROCESSING BUT ALSO RAISES QUESTIONS - ABNR
February 2021 saw the issuance of a raft of new government regulations to give effect to the reformist Job Creation Law (colloquially known as the ...
Thursday, 25 March 21
PROPOSED SWITCH FROM COAL TO LNG THREATENS RENEWABLE ENERGY DEVELOPMENT IN ASIA - IEEFA
Renewables offer an ever cheaper, financially sustainable and energy secure alternative, better able to support developing nations
A ...
Thursday, 25 March 21
MAJOR INVESTMENT ADVISORS BLACKROCK AND MEKETA PROVIDE A FIDUCIARY PATH THROUGH THE ENERGY TRANSITION - IEEFA
BlackRock and Meketa say divestment from fossil fuels improves, not weakens, investment returns
Two major financial management firms ...
Thursday, 25 March 21
EUROPE PASSES MILESTONE WITH HALF OF COAL PLANTS CLOSED OR SET TO RETIRE BY 2030 - EURACTIV
Half of Europe’s 324 coal-fueled power plants have either closed or announced a retirement date before 2030, it emerged on Monday (22 March) ...
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- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Price Waterhouse Coopers - Russia
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Videocon Industries ltd - India
- Central Java Power - Indonesia
- Parry Sugars Refinery, India
- Bukit Asam (Persero) Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- Barasentosa Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Sojitz Corporation - Japan
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- Gujarat Sidhee Cement - India
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- SMG Consultants - Indonesia
- Global Green Power PLC Corporation, Philippines
- Vedanta Resources Plc - India
- Gujarat Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- Sarangani Energy Corporation, Philippines
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- CNBM International Corporation - China
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Posco Energy - South Korea
- Cigading International Bulk Terminal - Indonesia
- Baramulti Group, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The University of Queensland
- ICICI Bank Limited - India
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Eastern Coal Council - USA
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- Goldman Sachs - Singapore
- Tata Chemicals Ltd - India
- Lanco Infratech Ltd - India
- Carbofer General Trading SA - India
- Medco Energi Mining Internasional
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Trasteel International SA, Italy
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- IHS Mccloskey Coal Group - USA
- Indian Energy Exchange, India
- Kohat Cement Company Ltd. - Pakistan
- Billiton Holdings Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Karaikal Port Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Marubeni Corporation - India
- Miang Besar Coal Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Binh Thuan Hamico - Vietnam
- Coal and Oil Company - UAE
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Georgia Ports Authority, United States
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- Australian Commodity Traders Exchange
- VISA Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- McConnell Dowell - Australia
- Maheswari Brothers Coal Limited - India
- Mjunction Services Limited - India
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- Thai Mozambique Logistica
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Simpson Spence & Young - Indonesia
- Xindia Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Global Coal Blending Company Limited - Australia
- Rashtriya Ispat Nigam Limited - India
- SN Aboitiz Power Inc, Philippines
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- The State Trading Corporation of India Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- The Treasury - Australian Government
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Vizag Seaport Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- Anglo American - United Kingdom
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Banpu Public Company Limited - Thailand
- Metalloyd Limited - United Kingdom
- Coastal Gujarat Power Limited - India
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- Energy Link Ltd, New Zealand
- Bhushan Steel Limited - India
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- MS Steel International - UAE
- Larsen & Toubro Limited - India
- Meralco Power Generation, Philippines
- Energy Development Corp, Philippines
- Port Waratah Coal Services - Australia
- Australian Coal Association
- Ministry of Transport, Egypt
- Borneo Indobara - Indonesia
- IEA Clean Coal Centre - UK
- Standard Chartered Bank - UAE
- European Bulk Services B.V. - Netherlands
- Star Paper Mills Limited - India
- Grasim Industreis Ltd - India
- Eastern Energy - Thailand
- Globalindo Alam Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- Petron Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Singapore Mercantile Exchange
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Bharathi Cement Corporation - India
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Kalimantan Lumbung Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Savvy Resources Ltd - HongKong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chamber of Mines of South Africa
- Coalindo Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- SMC Global Power, Philippines
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- Uttam Galva Steels Limited - India
- Sical Logistics Limited - India
- GVK Power & Infra Limited - India
- Formosa Plastics Group - Taiwan
- South Luzon Thermal Energy Corporation
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