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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, 24 February 21
MARKET INSIGHT - INTERMODAL
With yields of up to 563%, the shares of Greek shipping companies listed on Wall Street are recorded. The Coronavirus pandemic has not significantl ...
Sunday, 21 February 21
ANZ DIVESTING FROM THE WORLD’S LARGEST COAL EXPORT PORT IS 'PRAGMATISM' - IEEFA
The biggest buyers of Australian thermal coal have committed to net-zero emissions
ANZ, Australia’s third largest bank, has decided to s ...
Sunday, 21 February 21
EDITORIAL: TIME FOR BANGLADESH TO FOCUS ON RENEWABLE ENERGY, NOT COAL - DHAKA TRIBUNE
Shifting away from coal is not only desirable, but absolutely necessary in these times.
In spite of being detrimental to environment ...
Wednesday, 17 February 21
STRANDED ASSETS A LONG-TERM RISK FOR MAJOR FOSSIL FUEL EXPORTERS - FITCH RATINGS
Fossil exporters face a loss of GDP, government revenue and export receipts from the transition to a lower-carbon economy over the coming decades. ...
Friday, 12 February 21
U.S: WIND SURPASSED COAL AS NO. 1 FUEL SOURCE IN 2020 FOR SOUTHWEST POWER POOL - IEEFA
Wind energy growth due to geography, design factors, and new installations
Wind surpassed coal as the primary power generation sourc ...
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- Bukit Makmur.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kartika Selabumi Mining - Indonesia
- Indian Oil Corporation Limited
- Australian Commodity Traders Exchange
- Ministry of Finance - Indonesia
- Attock Cement Pakistan Limited
- Leighton Contractors Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- IEA Clean Coal Centre - UK
- Aditya Birla Group - India
- Rashtriya Ispat Nigam Limited - India
- Interocean Group of Companies - India
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- McConnell Dowell - Australia
- Bhoruka Overseas - Indonesia
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- SMC Global Power, Philippines
- White Energy Company Limited
- TNB Fuel Sdn Bhd - Malaysia
- Cement Manufacturers Association - India
- PTC India Limited - India
- Indonesian Coal Mining Association
- Posco Energy - South Korea
- Chamber of Mines of South Africa
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- Sarangani Energy Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Samtan Co., Ltd - South Korea
- CNBM International Corporation - China
- Meenaskhi Energy Private Limited - India
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- Intertek Mineral Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Commonwealth Bank - Australia
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- VISA Power Limited - India
- Planning Commission, India
- Maheswari Brothers Coal Limited - India
- Price Waterhouse Coopers - Russia
- Bhatia International Limited - India
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Parry Sugars Refinery, India
- Gujarat Sidhee Cement - India
- Sical Logistics Limited - India
- Medco Energi Mining Internasional
- Bukit Asam (Persero) Tbk - Indonesia
- Heidelberg Cement - Germany
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- Orica Australia Pty. Ltd.
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- Thiess Contractors Indonesia
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Electricity Generating Authority of Thailand
- Cigading International Bulk Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement PLC, Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Videocon Industries ltd - India
- Semirara Mining Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Makarim & Taira - Indonesia
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- Xindia Steels Limited - India
- Economic Council, Georgia
- Renaissance Capital - South Africa
- Salva Resources Pvt Ltd - India
- Mercator Lines Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The University of Queensland
- Dalmia Cement Bharat India
- Star Paper Mills Limited - India
- Kideco Jaya Agung - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bayan Resources Tbk. - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Thai Mozambique Logistica
- Romanian Commodities Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- Eastern Energy - Thailand
- Karaikal Port Pvt Ltd - India
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- Marubeni Corporation - India
- Global Green Power PLC Corporation, Philippines
- GVK Power & Infra Limited - India
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- London Commodity Brokers - England
- Malabar Cements Ltd - India
- Bhushan Steel Limited - India
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- Kobexindo Tractors - Indoneisa
- Oldendorff Carriers - Singapore
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- Tamil Nadu electricity Board
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Vedanta Resources Plc - India
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- Bulk Trading Sa - Switzerland
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Baiduri Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Coal Association
- ASAPP Information Group - India
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Holcim Trading Pte Ltd - Singapore
- Therma Luzon, Inc, Philippines
- Merrill Lynch Commodities Europe
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Tata Chemicals Ltd - India
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Coastal Gujarat Power Limited - India
- Siam City Cement - Thailand
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Mjunction Services Limited - India
- MS Steel International - UAE
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Minerals Council of Australia
- Altura Mining Limited, Indonesia
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- Ind-Barath Power Infra Limited - India
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- Meralco Power Generation, Philippines
- Eastern Coal Council - USA
- Barasentosa Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- SN Aboitiz Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Energy Link Ltd, New Zealand
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
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