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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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Wednesday, 14 February 18
HISTORY REPEATING ITSELF? - IEA
This month’s OMR is abbreviated to allow time for us to complete our annual five-year outlook that will be published in our report Oil 2018 o ...
Wednesday, 14 February 18
SHIPPING MARKET INSIGHT - NASSOS SOULAKIS
The second month of the year is traditionally a particularly interesting one for the shipping industry as a whole and even more importantly for the ...
Monday, 12 February 18
PANAMAX: WITH LIMITED FRESH ENQUIRY IN ALL AREAS, SPOT MARKET RATES DRIFTED LOWER THROUGHOUT THE WEEK - BALTIC BRIEFING
Capesize
A switch to the Atlantic with rates firming as charterers seemed keen to fix and tonnage was tight, prompting a recovery in rates. Trans ...
Monday, 12 February 18
WORLDWIDE: 'DEMURRAGE CLAIMS' FOR THE PURPOSES OF DOCUMENTARY TIME BARS
KNOWLEDGE TO ELEVATE
On 2 February 2018 the Commercial Court allowed an appeal from a decision of the Arbitration Tribunal in Lukoil Asia Paci ...
Saturday, 10 February 18
COAL INDIA ON PATH OF SUSTAINABLE PRODUCTION GROWTH AND SUPPLY TO POWER AND NON POWER SECTOR - PIB
Supply of 371.8 MT of Coal to Power Sector and 103.1 MT Coal to Non-Power Sector Achieved in 2017-18 Till January,2018 Average Rake Loading To The ...
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Showing 1806 to 1810 news of total 6871 |
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- Bayan Resources Tbk. - Indonesia
- Savvy Resources Ltd - HongKong
- GMR Energy Limited - India
- Altura Mining Limited, Indonesia
- Kumho Petrochemical, South Korea
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- AsiaOL BioFuels Corp., Philippines
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Bhatia International Limited - India
- Bukit Makmur.PT - Indonesia
- Wilmar Investment Holdings
- Neyveli Lignite Corporation Ltd, - India
- Indika Energy - Indonesia
- Indian Energy Exchange, India
- Rio Tinto Coal - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wood Mackenzie - Singapore
- The University of Queensland
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Global Business Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Economic Council, Georgia
- Posco Energy - South Korea
- Chamber of Mines of South Africa
- Vizag Seaport Private Limited - India
- Australian Coal Association
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Kaltim Prima Coal - Indonesia
- Medco Energi Mining Internasional
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meenaskhi Energy Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Georgia Ports Authority, United States
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Indogreen Group - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- Parliament of New Zealand
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- SN Aboitiz Power Inc, Philippines
- Ministry of Transport, Egypt
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- CNBM International Corporation - China
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- Planning Commission, India
- Pendopo Energi Batubara - Indonesia
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Heidelberg Cement - Germany
- Vedanta Resources Plc - India
- Iligan Light & Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Carbofer General Trading SA - India
- Metalloyd Limited - United Kingdom
- Romanian Commodities Exchange
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Jorong Barutama Greston.PT - Indonesia
- Videocon Industries ltd - India
- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Banpu Public Company Limited - Thailand
- Sree Jayajothi Cements Limited - India
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- Independent Power Producers Association of India
- Aditya Birla Group - India
- Cigading International Bulk Terminal - Indonesia
- Electricity Authority, New Zealand
- Marubeni Corporation - India
- The State Trading Corporation of India Ltd
- Interocean Group of Companies - India
- Xindia Steels Limited - India
- Eastern Energy - Thailand
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- European Bulk Services B.V. - Netherlands
- India Bulls Power Limited - India
- Semirara Mining Corp, Philippines
- White Energy Company Limited
- Minerals Council of Australia
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Siam City Cement - Thailand
- Ambuja Cements Ltd - India
- Eastern Coal Council - USA
- Goldman Sachs - Singapore
- South Luzon Thermal Energy Corporation
- CIMB Investment Bank - Malaysia
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- Chettinad Cement Corporation Ltd - India
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- Jindal Steel & Power Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- PNOC Exploration Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Barasentosa Lestari - Indonesia
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Thai Mozambique Logistica
- ICICI Bank Limited - India
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Singapore Mercantile Exchange
- Global Green Power PLC Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Kartika Selabumi Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Essar Steel Hazira Ltd - India
- Madhucon Powers Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Directorate Of Revenue Intelligence - India
- Binh Thuan Hamico - Vietnam
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Samtan Co., Ltd - South Korea
- Ministry of Mines - Canada
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Sindya Power Generating Company Private Ltd
- Aboitiz Power Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- Standard Chartered Bank - UAE
- Jaiprakash Power Ventures ltd
- London Commodity Brokers - England
- Sojitz Corporation - Japan
- Maharashtra Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- VISA Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- Anglo American - United Kingdom
- MS Steel International - UAE
- International Coal Ventures Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Krishnapatnam Port Company Ltd. - India
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- Tamil Nadu electricity Board
- Mjunction Services Limited - India
- Merrill Lynch Commodities Europe
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