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.
|
|
Saturday, 27 February 21
CHINA'S BENCHMARK POWER COAL PRICE EDGES DOWN - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Saturday, 27 February 21
FITCH RATINGS REVISES GLOBAL METALS AND MINING PRICE ASSUMPTIONS
Fitch Ratings has revised some of its metals and mining price assumptions as prices for many commodities will benefit in the short term from return ...
Saturday, 27 February 21
MITSUBISHI PULLS OUT OF VINH TAN 3 COAL PROJECT IN VIETNAM - NIKKEI ASIA
Japanese trading house Mitsubishi Corp. decided Thursday to withdraw from the Vinh Tan 3 coal-fired power plant project in Vietnam amid growing int ...
Thursday, 25 February 21
ARE WE ON THE CUSP OF ANOTHER MINING SUPER-CYCLE? - WOOD MACKENZIE
As the first wave of the coronavirus pandemic began to bite, many observers confidently predicted that the end was nigh for global economic activit ...
Thursday, 25 February 21
2020 PROVED TO BE A TRULY TERRIBLE YEAR FOR SEABORNE COAL TRADE - BANCHERO COSTA
Total loadings in the 12 months of 2020 were down -12.7% year-on-year to 1,130 million tonnes, according to vessels tracking data from Refinitiv, s ...
|
|
|
Showing 631 to 635 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Globalindo Alam Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Kepco SPC Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Billiton Holdings Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- London Commodity Brokers - England
- Price Waterhouse Coopers - Russia
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- McConnell Dowell - Australia
- Ind-Barath Power Infra Limited - India
- Sical Logistics Limited - India
- Krishnapatnam Port Company Ltd. - India
- Binh Thuan Hamico - Vietnam
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indian Oil Corporation Limited
- Indogreen Group - Indonesia
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Asmin Koalindo Tuhup - Indonesia
- Coalindo Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Energy Exchange, India
- Kartika Selabumi Mining - Indonesia
- Electricity Generating Authority of Thailand
- Electricity Authority, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- Mintek Dendrill Indonesia
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Commonwealth Bank - Australia
- Australian Coal Association
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Borneo Indobara - Indonesia
- Carbofer General Trading SA - India
- Coal and Oil Company - UAE
- Mjunction Services Limited - India
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Larsen & Toubro Limited - India
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Bhoruka Overseas - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Renaissance Capital - South Africa
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- Aboitiz Power Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- VISA Power Limited - India
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Aditya Birla Group - India
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- Vedanta Resources Plc - India
- Australian Commodity Traders Exchange
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- Marubeni Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rio Tinto Coal - Australia
- Orica Mining Services - Indonesia
- Lanco Infratech Ltd - India
- Anglo American - United Kingdom
- The State Trading Corporation of India Ltd
- Rashtriya Ispat Nigam Limited - India
- TeaM Sual Corporation - Philippines
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GVK Power & Infra Limited - India
- Xindia Steels Limited - India
- Formosa Plastics Group - Taiwan
- Ministry of Finance - Indonesia
- Toyota Tsusho Corporation, Japan
- Videocon Industries ltd - India
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Bharathi Cement Corporation - India
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- Economic Council, Georgia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- GMR Energy Limited - India
- Energy Development Corp, Philippines
- India Bulls Power Limited - India
- Sindya Power Generating Company Private Ltd
- Global Business Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Wood Mackenzie - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Star Paper Mills Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Planning Commission, India
- ICICI Bank Limited - India
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- OPG Power Generation Pvt Ltd - India
- Africa Commodities Group - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tamil Nadu electricity Board
- Jindal Steel & Power Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Kohat Cement Company Ltd. - Pakistan
- SMC Global Power, Philippines
- Eastern Coal Council - USA
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Medco Energi Mining Internasional
- Eastern Energy - Thailand
- Global Green Power PLC Corporation, Philippines
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- PetroVietnam Power Coal Import and Supply Company
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Coastal Gujarat Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Uttam Galva Steels Limited - India
- Malabar Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Central Electricity Authority - India
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Mercuria Energy - Indonesia
- Cement Manufacturers Association - India
- Goldman Sachs - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thiess Contractors Indonesia
- Interocean Group of Companies - India
- Trasteel International SA, Italy
- Bukit Baiduri Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ASAPP Information Group - India
|
| |
| |
|
