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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, 31 January 18
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
Days before the celebrations of the Lunar New Year, the dry bulk market seems to be holding well, against negative predictions. Period numbers repo ...
Monday, 29 January 18
BALTIC INDEX GAINS ON STRONGER BIG VESSEL ACTIVITY
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week and ending on a positive note week ov ...
Monday, 29 January 18
U.S.WEEKLY COAL OUTPUT UP 8.7% W/W - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.6 million short tons ...
Wednesday, 24 January 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Since the beginning of the New Year we have been witnessing the BDI correcting downwards, which nonetheless seems to have no effect at ...
Tuesday, 23 January 18
OIL MARKET ANALYSIS - ALLIED
Brent oil futures hit a three year high on January 16th touching around USD 70.30 before falling back down to around USD 68.60 at the Time of this ...
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Showing 1821 to 1825 news of total 6871 |
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- Wilmar Investment Holdings
- Sree Jayajothi Cements Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bukit Makmur.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bangladesh Power Developement Board
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Anglo American - United Kingdom
- Mercuria Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- Lanco Infratech Ltd - India
- Interocean Group of Companies - India
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Semirara Mining Corp, Philippines
- Energy Link Ltd, New Zealand
- GAC Shipping (India) Pvt Ltd
- SMC Global Power, Philippines
- Altura Mining Limited, Indonesia
- Global Business Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- San Jose City I Power Corp, Philippines
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- Gujarat Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- TNB Fuel Sdn Bhd - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Latin American Coal - Colombia
- Banpu Public Company Limited - Thailand
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- White Energy Company Limited
- Parliament of New Zealand
- The State Trading Corporation of India Ltd
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- Global Coal Blending Company Limited - Australia
- Parry Sugars Refinery, India
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Mercator Lines Limited - India
- The Treasury - Australian Government
- Bukit Baiduri Energy - Indonesia
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- McConnell Dowell - Australia
- IHS Mccloskey Coal Group - USA
- Baramulti Group, Indonesia
- European Bulk Services B.V. - Netherlands
- India Bulls Power Limited - India
- Attock Cement Pakistan Limited
- Goldman Sachs - Singapore
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- Salva Resources Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Planning Commission, India
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- Orica Australia Pty. Ltd.
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Independent Power Producers Association of India
- Sindya Power Generating Company Private Ltd
- Videocon Industries ltd - India
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- Cement Manufacturers Association - India
- Global Green Power PLC Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Chettinad Cement Corporation Ltd - India
- South Luzon Thermal Energy Corporation
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Romanian Commodities Exchange
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Transport, Egypt
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Standard Chartered Bank - UAE
- Vedanta Resources Plc - India
- Agrawal Coal Company - India
- OPG Power Generation Pvt Ltd - India
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sakthi Sugars Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Coalindo Energy - Indonesia
- Africa Commodities Group - South Africa
- Siam City Cement - Thailand
- ASAPP Information Group - India
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- Grasim Industreis Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Maheswari Brothers Coal Limited - India
- Indian Energy Exchange, India
- Bhoruka Overseas - Indonesia
- Jaiprakash Power Ventures ltd
- Malabar Cements Ltd - India
- VISA Power Limited - India
- New Zealand Coal & Carbon
- Pendopo Energi Batubara - Indonesia
- Barasentosa Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Electricity Authority, New Zealand
- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Star Paper Mills Limited - India
- Ind-Barath Power Infra Limited - India
- Chamber of Mines of South Africa
- Economic Council, Georgia
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Coastal Gujarat Power Limited - India
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Samtan Co., Ltd - South Korea
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Binh Thuan Hamico - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Siam City Cement PLC, Thailand
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Mintek Dendrill Indonesia
- Medco Energi Mining Internasional
- Pipit Mutiara Jaya. PT, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Essar Steel Hazira Ltd - India
- Orica Mining Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- IEA Clean Coal Centre - UK
- Eastern Coal Council - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- Xindia Steels Limited - India
- PTC India Limited - India
- London Commodity Brokers - England
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Therma Luzon, Inc, Philippines
- Central Electricity Authority - India
- Ambuja Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- Dalmia Cement Bharat India
- Australian Coal Association
- Heidelberg Cement - Germany
- Bhushan Steel Limited - India
- Sojitz Corporation - Japan
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- Mjunction Services Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Tata Chemicals Ltd - India
- Jindal Steel & Power Ltd - India
- Indika Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Renaissance Capital - South Africa
- Madhucon Powers Ltd - India
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