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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, 07 February 18
SHIPPING MARKET INSIGHT - KATERINA RESTIS
Crude oil supply has been reported to have grown by approx. 2.5% reaching 40.1m bpd in 2017. However, tanker charter rates have been under pressure ...
Monday, 05 February 18
SUPRAMAX : INDONESIA TO INDIA PASSING THROUGH SINGAPORE HAS SOFTENED
COALspot.com: The daily average earnings for Supramax, for the route Indonesia to India passing through Singapore has softened, week over week, own ...
Friday, 02 February 18
SUPRAMAX : INDONESIA TO CHINA COAL TRIPS ARE PAYING AROUND MID USD 9000 - FEARNLEYS
Supramax
Rather quiet week within Atl, specially Continent due to lack of cargoes.
According to Fearnleys Weekly - Dry bulk report published ...
Friday, 02 February 18
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALED 54.1 MMST, DOWN 8.8% YOY - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.3 million short tons ...
Thursday, 01 February 18
RISING US OIL EXPORTS, MARKET DISRUPTION, BRENT-WTI SPREAD - WOOD MACKENZIE
What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.
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Showing 1816 to 1820 news of total 6871 |
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercator Lines Limited - India
- Savvy Resources Ltd - HongKong
- Uttam Galva Steels Limited - India
- Antam Resourcindo - Indonesia
- Directorate Of Revenue Intelligence - India
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- Vedanta Resources Plc - India
- Global Green Power PLC Corporation, Philippines
- Economic Council, Georgia
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- Vijayanagar Sugar Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Coastal Gujarat Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Coal and Oil Company - UAE
- International Coal Ventures Pvt Ltd - India
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Georgia Ports Authority, United States
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Coalindo Energy - Indonesia
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Planning Commission, India
- Independent Power Producers Association of India
- Indogreen Group - Indonesia
- Minerals Council of Australia
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- VISA Power Limited - India
- Australian Coal Association
- Trasteel International SA, Italy
- Bhushan Steel Limited - India
- PNOC Exploration Corporation - Philippines
- Cement Manufacturers Association - India
- Posco Energy - South Korea
- Energy Link Ltd, New Zealand
- Xindia Steels Limited - India
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Videocon Industries ltd - India
- Borneo Indobara - Indonesia
- Iligan Light & Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Parry Sugars Refinery, India
- Siam City Cement - Thailand
- ASAPP Information Group - India
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- MS Steel International - UAE
- Indo Tambangraya Megah - Indonesia
- Vizag Seaport Private Limited - India
- Mercuria Energy - Indonesia
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Ministry of Finance - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- Directorate General of MIneral and Coal - Indonesia
- ICICI Bank Limited - India
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- Pendopo Energi Batubara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- Bangladesh Power Developement Board
- PTC India Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Tamil Nadu electricity Board
- Kartika Selabumi Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- Ceylon Electricity Board - Sri Lanka
- Timah Investasi Mineral - Indoneisa
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Intertek Mineral Services - Indonesia
- Sarangani Energy Corporation, Philippines
- Wood Mackenzie - Singapore
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- Romanian Commodities Exchange
- Global Business Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Gujarat Sidhee Cement - India
- San Jose City I Power Corp, Philippines
- Metalloyd Limited - United Kingdom
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Indian Energy Exchange, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wilmar Investment Holdings
- Pipit Mutiara Jaya. PT, Indonesia
- Grasim Industreis Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- Barasentosa Lestari - Indonesia
- Interocean Group of Companies - India
- Jindal Steel & Power Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Sical Logistics Limited - India
- Chettinad Cement Corporation Ltd - India
- Power Finance Corporation Ltd., India
- Kumho Petrochemical, South Korea
- Semirara Mining Corp, Philippines
- Parliament of New Zealand
- CIMB Investment Bank - Malaysia
- Indonesian Coal Mining Association
- The University of Queensland
- The Treasury - Australian Government
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Central Electricity Authority - India
- Goldman Sachs - Singapore
- Siam City Cement PLC, Thailand
- Commonwealth Bank - Australia
- OPG Power Generation Pvt Ltd - India
- Orica Mining Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Essar Steel Hazira Ltd - India
- GMR Energy Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Thai Mozambique Logistica
- Riau Bara Harum - Indonesia
- Krishnapatnam Port Company Ltd. - India
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Altura Mining Limited, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- Bharathi Cement Corporation - India
- Banpu Public Company Limited - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- GVK Power & Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- Kaltim Prima Coal - Indonesia
- Deloitte Consulting - India
- Central Java Power - Indonesia
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Ambuja Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- London Commodity Brokers - England
- Africa Commodities Group - South Africa
- Formosa Plastics Group - Taiwan
- Sindya Power Generating Company Private Ltd
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Bhatia International Limited - India
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Renaissance Capital - South Africa
- Rio Tinto Coal - Australia
- Attock Cement Pakistan Limited
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- Electricity Generating Authority of Thailand
- South Luzon Thermal Energy Corporation
- Chamber of Mines of South Africa
- Singapore Mercantile Exchange
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