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Tuesday, 06 February 18
THE FUNDAMENTALS FOR INDIAN COAL IMPORTS CONTINUE TO LOOK PROMISING - TORVALD KLAVENESS
 Back in August we reported that the fundamentals impacting Indian coal imports looked more promising.
Trade flow data today implies 17.4Mt of imports in November 19.0Mt in December and 16.2Mt in January. Based on trade flow data we estimate imports in Oct-Dec 17 to be up about 30% YoY while we estimate imports in January to be up 17% YoY. The positive outlook has thus come into fruition.
The combined coal stocks at mines and powerplants has increased from a low point of 36Mt at the end of October to 48Mt at the end of January. Measured as days worth of inventories at powerplants, the combined stocks have increased from 24.4 at the end of October to 29.8 days at the end of January. However, this has happened in a period where stocks seasonally tend to increase. Thus, compared to previous years the stocks are still at very low level.
On the demand side, we see some clear signs that Indian economy is recovering from the negative short term effects of the demonetization introduced in November 2016. If we use the data for Indian cement production as a proxy for the activity level we can clearly see how the activity has accelerated sequentially since August 2017.
Thus, we think the imports will continue at a strong pace going forward as the underlying fundamentals continue to look promising.
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Tuesday, 27 February 18
SHELL SEES POTENTIAL LNG SUPPLY SHORTAGE AS GLOBAL DEMAND SURGES
Media Release: The global liquefied natural gas (LNG) market has continued to defy expectations of many market observers, with demand growing by 29 ...
Saturday, 24 February 18
CHINA BECOMES WORLD'S SECOND LARGEST LNG IMPORTER, BEHIND JAPAN - EIA
China surpassed South Korea to become the world’s second-largest importer of liquefied natural gas (LNG) in 2017, according to data from IHS ...
Friday, 23 February 18
ESTIMATED U.S. WEEKLY COAL PRODUCTION UP 2.8 PER CENT W/E 17 FEB' 18 - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.6 million short tons ...
Thursday, 22 February 18
WHY THE COMMODITY RALLY WILL GET BACK ON TRACK - SIMON FLOWERS
Implications for the US dollar and producers
Are we in the early stages of a sustained rise in commodity prices? And what does it mean for the ...
Thursday, 22 February 18
PANAMAX: IT HAS BEEN A SLOW AND UNEVENTFUL WEEK - FEARNLEYS
Supramax
Slight improvement from Atlantic with more hope for upcoming weeks. More grain cargoes from Black Sea made fhaul rates better again $17- ...
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Showing 1796 to 1800 news of total 6871 |
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- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- GVK Power & Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Aditya Birla Group - India
- Merrill Lynch Commodities Europe
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Australian Coal Association
- Eastern Coal Council - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Minerals Council of Australia
- Kapuas Tunggal Persada - Indonesia
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- ASAPP Information Group - India
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- CNBM International Corporation - China
- South Luzon Thermal Energy Corporation
- Samtan Co., Ltd - South Korea
- Port Waratah Coal Services - Australia
- Anglo American - United Kingdom
- London Commodity Brokers - England
- Vedanta Resources Plc - India
- Posco Energy - South Korea
- Mintek Dendrill Indonesia
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Bhushan Steel Limited - India
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Coastal Gujarat Power Limited - India
- Tata Chemicals Ltd - India
- VISA Power Limited - India
- Manunggal Multi Energi - Indonesia
- Meralco Power Generation, Philippines
- TeaM Sual Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- Ambuja Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- Bahari Cakrawala Sebuku - Indonesia
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Central Java Power - Indonesia
- PTC India Limited - India
- MS Steel International - UAE
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- Jaiprakash Power Ventures ltd
- Georgia Ports Authority, United States
- Sakthi Sugars Limited - India
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- Indika Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Carbofer General Trading SA - India
- Mercator Lines Limited - India
- Karaikal Port Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Planning Commission, India
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Altura Mining Limited, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- Sical Logistics Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- Marubeni Corporation - India
- Independent Power Producers Association of India
- Aboitiz Power Corporation - Philippines
- Eastern Energy - Thailand
- Chettinad Cement Corporation Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- Tamil Nadu electricity Board
- Bayan Resources Tbk. - Indonesia
- PNOC Exploration Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- The University of Queensland
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Directorate Of Revenue Intelligence - India
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- New Zealand Coal & Carbon
- Indo Tambangraya Megah - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Indonesian Coal Mining Association
- Attock Cement Pakistan Limited
- Australian Commodity Traders Exchange
- SMG Consultants - Indonesia
- Bukit Makmur.PT - Indonesia
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- SMC Global Power, Philippines
- Sree Jayajothi Cements Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Standard Chartered Bank - UAE
- Bangladesh Power Developement Board
- Straits Asia Resources Limited - Singapore
- Energy Development Corp, Philippines
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Ministry of Transport, Egypt
- Salva Resources Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- Orica Mining Services - Indonesia
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Bukit Baiduri Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- White Energy Company Limited
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Indian Energy Exchange, India
- IEA Clean Coal Centre - UK
- Ind-Barath Power Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Semirara Mining Corp, Philippines
- Intertek Mineral Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- LBH Netherlands Bv - Netherlands
- Sindya Power Generating Company Private Ltd
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
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