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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, 27 January 21
MARKET INSIGHT - INTERMODAL
As we have entered the era off renewable energies, all industries globally give max effort to minimize their carbon footprint and consequently thei ...
Monday, 25 January 21
ULTRAMAX YET ANOTHER POSITIVE WEEK FOR THE SECTOR, WHICH SAW INCREASED DEMAND ACROSS ALL BASINS - BALTIC BRIEFING
Capesize
The Capesize market rocked and rolled these past few days. But by weeks end little had changed on the Capesize 5TC as it settled down ...
Monday, 25 January 21
NEW LAW IN CALIFORNIA, USA, AFFECTING SHIPOWNERS' LIABILITY FOR OIL POLLUTION - BIMCO
Members are advised that amendments to the so-called Lempert-Keene-Seastrand Oil Spill Prevention and Response Act of 1990 in the State of Californ ...
Monday, 25 January 21
COAL INDIA SAYS GEARED UP TO MEET SURGE IN FUEL DEMAND FROM POWER SECTOR - PTI
State-owned Coal India Ltd on Saturday said that it is well geared to meet any surge in demand for coal from the power sector.
The s ...
Sunday, 24 January 21
GOVT ASSURES COAL INDIA OF 'FULL SUPPORT', STRESSES ON LEARNING 'NEW THINGS' - PTI
Coal Minister Pralhad Joshi assured Coal India of full government support, even as he said the PSU needs to learn “new things” for impr ...
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Showing 656 to 660 news of total 6871 |
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- Price Waterhouse Coopers - Russia
- Ministry of Finance - Indonesia
- Posco Energy - South Korea
- White Energy Company Limited
- SMC Global Power, Philippines
- Siam City Cement - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Goldman Sachs - Singapore
- Sinarmas Energy and Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Sree Jayajothi Cements Limited - India
- Bukit Baiduri Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Sakthi Sugars Limited - India
- Makarim & Taira - Indonesia
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Aditya Birla Group - India
- Krishnapatnam Port Company Ltd. - India
- Marubeni Corporation - India
- Renaissance Capital - South Africa
- International Coal Ventures Pvt Ltd - India
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- Bukit Asam (Persero) Tbk - Indonesia
- London Commodity Brokers - England
- Central Java Power - Indonesia
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- Romanian Commodities Exchange
- Indian Energy Exchange, India
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- SMG Consultants - Indonesia
- Dalmia Cement Bharat India
- Jindal Steel & Power Ltd - India
- New Zealand Coal & Carbon
- Petron Corporation, Philippines
- Chamber of Mines of South Africa
- Georgia Ports Authority, United States
- Parliament of New Zealand
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- India Bulls Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- Simpson Spence & Young - Indonesia
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Orica Mining Services - Indonesia
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cigading International Bulk Terminal - Indonesia
- Africa Commodities Group - South Africa
- Riau Bara Harum - Indonesia
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- Xindia Steels Limited - India
- Eastern Energy - Thailand
- South Luzon Thermal Energy Corporation
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- Mintek Dendrill Indonesia
- The State Trading Corporation of India Ltd
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- PowerSource Philippines DevCo
- Karbindo Abesyapradhi - Indoneisa
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Thiess Contractors Indonesia
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Directorate Of Revenue Intelligence - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Therma Luzon, Inc, Philippines
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Port Waratah Coal Services - Australia
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- Essar Steel Hazira Ltd - India
- Australian Coal Association
- Global Green Power PLC Corporation, Philippines
- Cement Manufacturers Association - India
- Kaltim Prima Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Commonwealth Bank - Australia
- Holcim Trading Pte Ltd - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Latin American Coal - Colombia
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Videocon Industries ltd - India
- San Jose City I Power Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- Siam City Cement PLC, Thailand
- Vedanta Resources Plc - India
- Globalindo Alam Lestari - Indonesia
- Lanco Infratech Ltd - India
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bangladesh Power Developement Board
- Central Electricity Authority - India
- European Bulk Services B.V. - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Karaikal Port Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Singapore Mercantile Exchange
- Bhushan Steel Limited - India
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- ICICI Bank Limited - India
- Tamil Nadu electricity Board
- PTC India Limited - India
- Kobexindo Tractors - Indoneisa
- IHS Mccloskey Coal Group - USA
- Bhoruka Overseas - Indonesia
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Wood Mackenzie - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Uttam Galva Steels Limited - India
- GVK Power & Infra Limited - India
- Merrill Lynch Commodities Europe
- Eastern Coal Council - USA
- Asmin Koalindo Tuhup - Indonesia
- Madhucon Powers Ltd - India
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Indika Energy - Indonesia
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- Bharathi Cement Corporation - India
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Electricity Authority, New Zealand
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- The University of Queensland
- Meralco Power Generation, Philippines
- Orica Australia Pty. Ltd.
- Tata Chemicals Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- LBH Netherlands Bv - Netherlands
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Kumho Petrochemical, South Korea
- Jorong Barutama Greston.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Coalindo Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Larsen & Toubro Limited - India
- Deloitte Consulting - India
- Rashtriya Ispat Nigam Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Coal and Oil Company - UAE
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- Coastal Gujarat Power Limited - India
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Banpu Public Company Limited - Thailand
- SN Aboitiz Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- VISA Power Limited - India
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Ministry of Mines - Canada
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