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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, 03 February 21
INDONESIA TO EXPORT 395 MILLION TONS OF COAL IN 2021 - ESDM
Data from the Ministry of Energy and Mineral Resources shows that, Indonesia is planning to produce 550 million Ton of coal in 2021 and as of t ...
Wednesday, 03 February 21
MARKET INSIGHT - INTERMODAL
"2020 the year from hell for the entire world, had everything for shipowners. The introduction of the sulphur cap and VLSFO, a Pandemic outbre ...
Tuesday, 02 February 21
WILL THE ELECTRONIC B/L BE FULLY IMPLEMENTED? FIVE POINTS TO CONSIDER - MOL
KNOWLEDGE TO ELEVATE
The trend towards digitization of Bills of Lading (B/L) has begun to attract attention in the trade and shipping industrie ...
Monday, 01 February 21
A 56,000-DWT OPEN MANILA WAS FIXED FOR A TRIP VIA INDONESIA REDELIVERY CHINA AT $11,500 - THE BALTIC BRIEFING
Capesize
The Capesize routes endured a week of slippage on rates, bringing the market back down to levels seen at the beginning of the month. D ...
Monday, 01 February 21
PAKISTAN: COAL DEMAND EXPECTED TO SPIKE IN 2021 - DAWN
Coal demand is expected to remain upbeat in 2021 as more coal-fired and captive power plants are coming up in the current year.
Acco ...
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- Riau Bara Harum - Indonesia
- Cement Manufacturers Association - India
- Star Paper Mills Limited - India
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Semirara Mining and Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Energy - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Mjunction Services Limited - India
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Borneo Indobara - Indonesia
- Tamil Nadu electricity Board
- Planning Commission, India
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Larsen & Toubro Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Deloitte Consulting - India
- Parliament of New Zealand
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- Directorate Of Revenue Intelligence - India
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Malabar Cements Ltd - India
- Singapore Mercantile Exchange
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- Ministry of Finance - Indonesia
- Australian Coal Association
- Indogreen Group - Indonesia
- Latin American Coal - Colombia
- Coastal Gujarat Power Limited - India
- Chamber of Mines of South Africa
- Aboitiz Power Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Orica Mining Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- Ambuja Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Lanco Infratech Ltd - India
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Bangladesh Power Developement Board
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Global Business Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Transport, Egypt
- Altura Mining Limited, Indonesia
- Savvy Resources Ltd - HongKong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Uttam Galva Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Indonesian Coal Mining Association
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- The State Trading Corporation of India Ltd
- Carbofer General Trading SA - India
- Sakthi Sugars Limited - India
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- Rio Tinto Coal - Australia
- SN Aboitiz Power Inc, Philippines
- Attock Cement Pakistan Limited
- Ministry of Mines - Canada
- MS Steel International - UAE
- Aditya Birla Group - India
- Maheswari Brothers Coal Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Pendopo Energi Batubara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Xindia Steels Limited - India
- GMR Energy Limited - India
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- India Bulls Power Limited - India
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMG Consultants - Indonesia
- Antam Resourcindo - Indonesia
- Semirara Mining Corp, Philippines
- Barasentosa Lestari - Indonesia
- London Commodity Brokers - England
- Wood Mackenzie - Singapore
- Holcim Trading Pte Ltd - Singapore
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Standard Chartered Bank - UAE
- Sarangani Energy Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Heidelberg Cement - Germany
- Indian Energy Exchange, India
- Eastern Coal Council - USA
- Therma Luzon, Inc, Philippines
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- San Jose City I Power Corp, Philippines
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- Global Green Power PLC Corporation, Philippines
- Formosa Plastics Group - Taiwan
- The University of Queensland
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Renaissance Capital - South Africa
- Madhucon Powers Ltd - India
- McConnell Dowell - Australia
- Sical Logistics Limited - India
- Coalindo Energy - Indonesia
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Tata Chemicals Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement - Thailand
- SMC Global Power, Philippines
- Dalmia Cement Bharat India
- Independent Power Producers Association of India
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Manunggal Multi Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Trasteel International SA, Italy
- Bahari Cakrawala Sebuku - Indonesia
- Medco Energi Mining Internasional
- Bhoruka Overseas - Indonesia
- Edison Trading Spa - Italy
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Commonwealth Bank - Australia
- OPG Power Generation Pvt Ltd - India
- Energy Development Corp, Philippines
- Meenaskhi Energy Private Limited - India
- IHS Mccloskey Coal Group - USA
- Maharashtra Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Leighton Contractors Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Bayan Resources Tbk. - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Anglo American - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Merrill Lynch Commodities Europe
- Vizag Seaport Private Limited - India
- Intertek Mineral Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- South Luzon Thermal Energy Corporation
- Petron Corporation, Philippines
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