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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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Saturday, 10 February 18
OIL PRICE USD 100/BARREL BY END OF 2018! - SAROJ MOHAPATRA
All demand supplies calculations are going wrong in oil market at present. US production is increasing at a good pace and set to topple Saudi comfo ...
Friday, 09 February 18
COAL BUYERS SPOOKED BY INDONESIA'S NEW SHIPPING RULES - ASSOC
Buyers of Indonesian coal are holding back orders of the fuel after the government issued new shipping rules for coal and crude palm oil that would ...
Thursday, 08 February 18
ENHANCED PRODUCTION BY COAL INDIA LIMITED HELPS DECLINE IN COAL IMPORTS - UNION MINISTER OF RAILWAYS AND COAL
According to press release from PIB, as per the current import policy, coal is kept under Open General License (OGL) and consumers are free to impo ...
Thursday, 08 February 18
A NEW WEEK WITH A SOFT SENTIMENT AND DECREASING RATES IN BOTH HEMISPHERE FOR THE PANAMAXES, SAYS FEARNLEYS
Supramax
USG dropping remarkably due to lack of fresh enquiry both for fhaul and bhaul, Supras were fixed from USG to Spore-Japan range now aroun ...
Wednesday, 07 February 18
INDONESIAN COAL PRICE REFERENCE RISES TO HIT THIRTEEN-MONTH HIGH OF $100.69 A TON
COALspot.com: The Indonesian Coal Price Reference (HBA) rose 5.39 per cent in February 2018, the latest ministerial decree showed.
The benchma ...
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Showing 1811 to 1815 news of total 6871 |
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- Lanco Infratech Ltd - India
- Romanian Commodities Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- ICICI Bank Limited - India
- Wilmar Investment Holdings
- Orica Mining Services - Indonesia
- Singapore Mercantile Exchange
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Central Java Power - Indonesia
- Sree Jayajothi Cements Limited - India
- Mercator Lines Limited - India
- Goldman Sachs - Singapore
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- TeaM Sual Corporation - Philippines
- Therma Luzon, Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- Maheswari Brothers Coal Limited - India
- Agrawal Coal Company - India
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Vedanta Resources Plc - India
- Bhushan Steel Limited - India
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Power Finance Corporation Ltd., India
- Kohat Cement Company Ltd. - Pakistan
- Intertek Mineral Services - Indonesia
- Price Waterhouse Coopers - Russia
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Attock Cement Pakistan Limited
- Baramulti Group, Indonesia
- Billiton Holdings Pty Ltd - Australia
- SMC Global Power, Philippines
- Formosa Plastics Group - Taiwan
- Kapuas Tunggal Persada - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Africa Commodities Group - South Africa
- Globalindo Alam Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- The University of Queensland
- TNB Fuel Sdn Bhd - Malaysia
- PNOC Exploration Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Altura Mining Limited, Indonesia
- Borneo Indobara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Mintek Dendrill Indonesia
- New Zealand Coal & Carbon
- Electricity Authority, New Zealand
- Meenaskhi Energy Private Limited - India
- The Treasury - Australian Government
- Thai Mozambique Logistica
- Rio Tinto Coal - Australia
- Barasentosa Lestari - Indonesia
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Economic Council, Georgia
- Sojitz Corporation - Japan
- Mercuria Energy - Indonesia
- Madhucon Powers Ltd - India
- Karaikal Port Pvt Ltd - India
- SMG Consultants - Indonesia
- Siam City Cement PLC, Thailand
- Parliament of New Zealand
- Australian Coal Association
- Meralco Power Generation, Philippines
- Independent Power Producers Association of India
- Planning Commission, India
- Cigading International Bulk Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- MS Steel International - UAE
- Kalimantan Lumbung Energi - Indonesia
- Orica Australia Pty. Ltd.
- Edison Trading Spa - Italy
- GAC Shipping (India) Pvt Ltd
- GMR Energy Limited - India
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Banpu Public Company Limited - Thailand
- Renaissance Capital - South Africa
- Vizag Seaport Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Mines - Canada
- PTC India Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Kartika Selabumi Mining - Indonesia
- Central Electricity Authority - India
- London Commodity Brokers - England
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Energy Link Ltd, New Zealand
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- Malabar Cements Ltd - India
- Electricity Generating Authority of Thailand
- GVK Power & Infra Limited - India
- Coalindo Energy - Indonesia
- ASAPP Information Group - India
- Minerals Council of Australia
- Standard Chartered Bank - UAE
- Maharashtra Electricity Regulatory Commission - India
- Posco Energy - South Korea
- Anglo American - United Kingdom
- Deloitte Consulting - India
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- San Jose City I Power Corp, Philippines
- Energy Development Corp, Philippines
- Chamber of Mines of South Africa
- Metalloyd Limited - United Kingdom
- South Luzon Thermal Energy Corporation
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Heidelberg Cement - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bukit Makmur.PT - Indonesia
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Dalmia Cement Bharat India
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- Siam City Cement - Thailand
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- Kepco SPC Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- Semirara Mining and Power Corporation, Philippines
- Indian Oil Corporation Limited
- Coal and Oil Company - UAE
- Port Waratah Coal Services - Australia
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Star Paper Mills Limited - India
- International Coal Ventures Pvt Ltd - India
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- CNBM International Corporation - China
- Rashtriya Ispat Nigam Limited - India
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- PowerSource Philippines DevCo
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- Riau Bara Harum - Indonesia
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- Tamil Nadu electricity Board
- Cement Manufacturers Association - India
- Bangladesh Power Developement Board
- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Makarim & Taira - Indonesia
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Aditya Birla Group - India
- Leighton Contractors Pty Ltd - Australia
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
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