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Friday, 08 June 18
AUSTRALIAN THERMAL COAL PRICES SURGE AS ASIA DEMAND HEATS UP - REUTERS
 Australian thermal coal prices have hit their highest level since late 2016 as the market heats up on strong demand across North Asia and China in particular.
Spot prices for delivery from Australia’s Newcastle terminal last closed at $114 per tonne, just down from Monday’s $114.50, the highest since November 2016. Coal last reached such levels back in early 2012.
Newcastle is now up by almost 130 percent from the record lows seen in early 2016.
With a near 11 percent increase since the end of 2017, Newcastle coal has far outperformed its main fuel competitor, liquefied natural gas LNG-AS.
Coal is even close to the 13.5 percent rally in Brent crude oil prices, which has come on the back of voluntary production restraint by producer cartel OPEC, supply disruptions in Venezuela and looming new U.S. sanctions against major exporter Iran.
Traders said the price rally was largely down to a surge in imports from China, as an early summer heatwave drives up electricity demand for air conditioning and industrial cooling.
“Since April, the seaborne thermal coal market has seen quite the move … with stronger Chinese demand being a key driver,” said Dutch bank ING in a note to clients, adding that this was largely down to “warmer than usual weather.”
Weather data in Thomson Reuters Eikon showed that average temperatures in China’s capital Beijing are set to surge to 29 degrees Celsius in the coming days, which is 7 degrees above the seasonal norm.
Hot weather is also supporting demand in other key demand regions in North Asia, including Japan and South Korea, traders said.
However, commodities brokerage Marex Spectron said in a note to clients this week that some of the market tightness was likely short-term and could soon wane, as the peak of the heat wave passes.
ING also said China was “set to take a step back from the seaborne market” in order to support domestic miners which could put pressure on Newcastle coal prices.
Source: Reuters
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Wednesday, 24 July 19
COAL'S DEMISE QUICKENS IN EUROPE AS MARKET SHIFT IDLES PLANTS - BLOOMBERG
Commodity markets are stripping away the case for coal in Europe, moving quicker than government efforts to close the most polluting power plants.
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Monday, 22 July 19
SUPRAMAX: THE ASIAN ARENA SAW INCREASED ACTIVITY AND STRONGER NUMBERS BEING CONCLUDED; INDONESIAN ROUNDS REMAINED FIRM - BALTIC BRIEFING
Capesize
Another week of gains as the Atlantic basin continues to be pressurised on tonnage and Brazilian cargoes keep up a steady flow. The Ca ...
Thursday, 18 July 19
WORLD TRADE IN HARD COAL ROSE BY 4.7% IN 2018 - GERMANY COAL IMPORTERS ASSOCIATION
World Trade in Hard Coal Rose by 4.7% in 2018
Hard Coal Can Prevent Stress in the Electric Power System in Germany
• Sharp decl ...
Wednesday, 17 July 19
MARKET INSIGHT - INTERMODAL
The Strait of Hormuz is one of the most important waterways in the world, connecting crude producers in the Middle East with key markets in the res ...
Tuesday, 16 July 19
KING COAL RULES IN JAPAN AS POWER UTILITIES IN THRALL TO LOW-COST FUEL - REUTERS
Japanese utilities will rely on the return of coal-fired power plants from maintenance to meet peak electricity demand this summer, highlighting th ...
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- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- Deloitte Consulting - India
- Indonesian Coal Mining Association
- Miang Besar Coal Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- The University of Queensland
- McConnell Dowell - Australia
- Independent Power Producers Association of India
- Chamber of Mines of South Africa
- ICICI Bank Limited - India
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Marubeni Corporation - India
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- Savvy Resources Ltd - HongKong
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Sidhee Cement - India
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- Ministry of Finance - Indonesia
- Bukit Baiduri Energy - Indonesia
- India Bulls Power Limited - India
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Coastal Gujarat Power Limited - India
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- Maheswari Brothers Coal Limited - India
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Jindal Steel & Power Ltd - India
- Directorate Of Revenue Intelligence - India
- Neyveli Lignite Corporation Ltd, - India
- Kapuas Tunggal Persada - Indonesia
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- Indian Energy Exchange, India
- Kobexindo Tractors - Indoneisa
- Bhatia International Limited - India
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- European Bulk Services B.V. - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Videocon Industries ltd - India
- Globalindo Alam Lestari - Indonesia
- Energy Development Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Metalloyd Limited - United Kingdom
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- Aditya Birla Group - India
- Economic Council, Georgia
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- Tamil Nadu electricity Board
- LBH Netherlands Bv - Netherlands
- PowerSource Philippines DevCo
- Offshore Bulk Terminal Pte Ltd, Singapore
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- Banpu Public Company Limited - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Mining Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Georgia Ports Authority, United States
- Coal and Oil Company - UAE
- Larsen & Toubro Limited - India
- Indo Tambangraya Megah - Indonesia
- Sojitz Corporation - Japan
- White Energy Company Limited
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Mjunction Services Limited - India
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- PTC India Limited - India
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Posco Energy - South Korea
- IEA Clean Coal Centre - UK
- Grasim Industreis Ltd - India
- Dalmia Cement Bharat India
- Global Coal Blending Company Limited - Australia
- Indika Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- Eastern Coal Council - USA
- Kartika Selabumi Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Indogreen Group - Indonesia
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Australian Coal Association
- Bukit Asam (Persero) Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Medco Energi Mining Internasional
- Antam Resourcindo - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Power Finance Corporation Ltd., India
- Leighton Contractors Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Bhoruka Overseas - Indonesia
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Asmin Koalindo Tuhup - Indonesia
- Energy Link Ltd, New Zealand
- Ambuja Cements Ltd - India
- Thai Mozambique Logistica
- Coalindo Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- Timah Investasi Mineral - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Trasteel International SA, Italy
- GVK Power & Infra Limited - India
- The State Trading Corporation of India Ltd
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Sakthi Sugars Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement - Thailand
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- VISA Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- Xindia Steels Limited - India
- Simpson Spence & Young - Indonesia
- Sree Jayajothi Cements Limited - India
- Madhucon Powers Ltd - India
- Intertek Mineral Services - Indonesia
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- The Treasury - Australian Government
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Meralco Power Generation, Philippines
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Holcim Trading Pte Ltd - Singapore
- Minerals Council of Australia
- Ministry of Transport, Egypt
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Petrochimia International Co. Ltd.- Taiwan
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Vedanta Resources Plc - India
- Alfred C Toepfer International GmbH - Germany
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- Vizag Seaport Private Limited - India
- Mercator Lines Limited - India
- Bukit Makmur.PT - Indonesia
- Kumho Petrochemical, South Korea
- Rio Tinto Coal - Australia
- Therma Luzon, Inc, Philippines
- Thiess Contractors Indonesia
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- South Luzon Thermal Energy Corporation
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Wood Mackenzie - Singapore
- ASAPP Information Group - India
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