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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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Thursday, 11 January 18
SUPRAMAX: INDO TO CHINA COAL ROUNDS FIXING AT AROUND $10K - FEARNLEYS
Supramax
USG rates improved both for backhaul and fronthaul, Ultras from USG to Japan receiving around $26k daily while supras 1-2k less for same ...
Wednesday, 10 January 18
2018: IT IS PROJECTED, THE SHIPBUILDERS WILL DELIVER FOUR HUNDRED FORTY NEW VESSELS IN 2018
Headlines from IMF's 2017 – World Economic Outlook:
January 2017 - “After a lacklustre outturn in 2016, economic activity is p ...
Tuesday, 09 January 18
INDONESIAN GOVERNMENT DECLARED COAL REFERENCE PRICE UP IN JANUARY
COALspot.com: the Indonesian Coal Price Reference ( HBA) rose 1.60 per cent in January 2018, the latest ministerial decree showed.
The benchma ...
Friday, 05 January 18
U.S. WEEKLY COAL OUTPUT FELL 32.4% PER CENT WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 10.5 million short tons ...
Friday, 05 January 18
COAL DEMAND TO REMAIN FLAT TO 2022, RESULTING IN A DECADE OF STAGNATION - IEA
Global demand for coal should remain nearly flat between 2017 and 2022, resulting in a decade of stagnation for coal consumption, according to the ...
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Showing 1831 to 1835 news of total 6871 |
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- Dalmia Cement Bharat India
- Mercator Lines Limited - India
- GMR Energy Limited - India
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Edison Trading Spa - Italy
- South Luzon Thermal Energy Corporation
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- VISA Power Limited - India
- Ministry of Mines - Canada
- Heidelberg Cement - Germany
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Interocean Group of Companies - India
- Bhatia International Limited - India
- Parry Sugars Refinery, India
- Sree Jayajothi Cements Limited - India
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Thiess Contractors Indonesia
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- London Commodity Brokers - England
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- New Zealand Coal & Carbon
- Australian Coal Association
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Marubeni Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- Eastern Coal Council - USA
- Xindia Steels Limited - India
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Rio Tinto Coal - Australia
- India Bulls Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Grasim Industreis Ltd - India
- PNOC Exploration Corporation - Philippines
- Ambuja Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- Independent Power Producers Association of India
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Price Waterhouse Coopers - Russia
- Coastal Gujarat Power Limited - India
- Siam City Cement PLC, Thailand
- Gujarat Sidhee Cement - India
- Deloitte Consulting - India
- ICICI Bank Limited - India
- Global Business Power Corporation, Philippines
- Sojitz Corporation - Japan
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Borneo Indobara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Wood Mackenzie - Singapore
- Siam City Cement - Thailand
- Therma Luzon, Inc, Philippines
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Commonwealth Bank - Australia
- Savvy Resources Ltd - HongKong
- GN Power Mariveles Coal Plant, Philippines
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Aboitiz Power Corporation - Philippines
- Baramulti Group, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- International Coal Ventures Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Meralco Power Generation, Philippines
- Star Paper Mills Limited - India
- Bulk Trading Sa - Switzerland
- Economic Council, Georgia
- Chamber of Mines of South Africa
- OPG Power Generation Pvt Ltd - India
- Minerals Council of Australia
- Romanian Commodities Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- CNBM International Corporation - China
- Indo Tambangraya Megah - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- Sical Logistics Limited - India
- Indogreen Group - Indonesia
- Tata Chemicals Ltd - India
- Wilmar Investment Holdings
- AsiaOL BioFuels Corp., Philippines
- Karaikal Port Pvt Ltd - India
- Ministry of Transport, Egypt
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Iligan Light & Power Inc, Philippines
- McConnell Dowell - Australia
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bahari Cakrawala Sebuku - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- Indian Oil Corporation Limited
- Holcim Trading Pte Ltd - Singapore
- Australian Commodity Traders Exchange
- Planning Commission, India
- Latin American Coal - Colombia
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- Malabar Cements Ltd - India
- PowerSource Philippines DevCo
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The University of Queensland
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Standard Chartered Bank - UAE
- Sakthi Sugars Limited - India
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Globalindo Alam Lestari - Indonesia
- SMC Global Power, Philippines
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Vizag Seaport Private Limited - India
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- TNB Fuel Sdn Bhd - Malaysia
- Directorate Of Revenue Intelligence - India
- Maheswari Brothers Coal Limited - India
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- Global Green Power PLC Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Gujarat Mineral Development Corp Ltd - India
- Kumho Petrochemical, South Korea
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- The Treasury - Australian Government
- Carbofer General Trading SA - India
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- European Bulk Services B.V. - Netherlands
- Georgia Ports Authority, United States
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- Petron Corporation, Philippines
- Energy Development Corp, Philippines
- Samtan Co., Ltd - South Korea
- Indian Energy Exchange, India
- Central Electricity Authority - India
- Salva Resources Pvt Ltd - India
- Renaissance Capital - South Africa
- Mercuria Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining Corp, Philippines
- CIMB Investment Bank - Malaysia
- Semirara Mining and Power Corporation, Philippines
- Parliament of New Zealand
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