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Friday, 06 July 18
COAL PRICES HAVE REMAINED STRONG BUT ARE SET TO DECLINE - NAB
 Coal spot prices have been highly volatile in recent years, with an upward trend since recent lows in April 2018, National Australia Bank says in its latest Mineral & Energy outlook.
NAB further sais, Hard coking coal prices rose above US$200 a tonne in mid- June (due to port and rail maintenance issues), while thermal coal prices pushed above US$110 a tonne (the highest level since early 2012). Spot prices for thermal coal may become increasingly important – given the breakdown of the traditional Japanese financial year contract mechanism, with Tohoku Electric Power Co pulling out of negotiations with miner Glencore (the two parties who negotiate the agreement).
According to NAB economists, Asia is the key region for seaborne coal demand – with China, India, Japan and South Korea accounting for almost 60% of global imports in 2017. The growth potential of the latter two is somewhat limited longer term (given the mature nature of their economies), while rapidly growing India is increasing its domestic supply, aiming to develop self-sufficiency in coal supply.
China’s coal import trends have been mixed in 2018. NAB noted that, in the first five months, imports of metallurgical coal fell sharply – down 25% to 22.6 million tonnes, while thermal coal imports rose by 20% to 97.4 million tonnes. In a large part the latter reflected a particularly cold winter (boosting demand across January through March) and poor availability of natural gas.
Short term supply issues have impacted coal markets in recent years – particularly hard coking coal exports from Queensland. A dispute between the privately owned rail operator and the Queensland Competition Authority regarding its regulated maximum allowable revenue between 2017 and 2021 could limit the state’s coal exports in coming years – adding some upside risk to our price forecasts, the report says.
Australia’s total coal exports have increased strongly in the first four months of 2018 – albeit this reflects the recovery from Tropical Cyclone Debbie that severely disrupted metallurgical coal exports in April 2017. Thermal coal volumes rose by 0.8% yoy to 64.8 million tonnes, while metallurgical coal exports rose by 13% yoy to 55.6 million tonnes. That said, metallurgical coal exports remain well below the levels recorded in the first four months of 2014 through 2016.
Coal prices are expected to ease from current levels – as a softening China’s steel sector reduces coking coal demand and supply side concerns ease. We expect hard coking coal prices to average US$186 a tonne in 2018, a decrease of almost 15% (reflecting impact of supply shortfalls in 2017). In contrast, average thermal coal prices are forecast to increase by 12% to US$98 a tonne, the report says.
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Friday, 27 August 21
THE ECONOMICS OF INDONESIA’S DIESEL POWER PLANT TO GAS CONVERSION PLAN ARE PROBLEMATIC - IEEFA
Deploying new small-scale LNG is an uphill battle for PGN
Indonesian gas is currently in a precarious position, where the government needs to ...
Thursday, 26 August 21
INDIA IMPORTED 17.06 MLN TONNES OF LPG IN 2020; UP 11.5% Y-O-Y
Global LPG trade remained fairly positive in 2020, despite the global economic impact from COVID-19, and surged strongly in the first half of 2021. ...
Thursday, 26 August 21
MARKET INSIGHT - INTERMODAL
24th of August 2021, the Baltic Dry Index reached 4,201, a YTD high and the highest since May 2010.
Cape 5TC daily average @ 51,472
...
Tuesday, 24 August 21
COAL PRICE RALLY TO PRESSURE CHINESE POWER GENCOS’ MARGINS FITCH RATINGS
Fitch Ratings expects the pressure on Chinese power generation companies’ (gencos) profit from the recent coal price surge to weaken their cr ...
Tuesday, 24 August 21
TIGHT POWER SUPPLY IN CHINA AMID STRONG DEMAND, HIGH COAL PRICES - FITCH RATINGS
China experienced tight power supply in 1H21 on stronger than expected power demand as economic activity continued to recover, Fitch Ratings says i ...
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- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- Meralco Power Generation, Philippines
- Billiton Holdings Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- New Zealand Coal & Carbon
- Kalimantan Lumbung Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Wilmar Investment Holdings
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Coal Council - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- ICICI Bank Limited - India
- Energy Development Corp, Philippines
- Ambuja Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- Vizag Seaport Private Limited - India
- South Luzon Thermal Energy Corporation
- Africa Commodities Group - South Africa
- CIMB Investment Bank - Malaysia
- Sical Logistics Limited - India
- Indogreen Group - Indonesia
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Makarim & Taira - Indonesia
- Ceylon Electricity Board - Sri Lanka
- GAC Shipping (India) Pvt Ltd
- Malabar Cements Ltd - India
- Siam City Cement - Thailand
- Directorate Of Revenue Intelligence - India
- Borneo Indobara - Indonesia
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- SN Aboitiz Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Finance - Indonesia
- Iligan Light & Power Inc, Philippines
- Commonwealth Bank - Australia
- Rio Tinto Coal - Australia
- Karaikal Port Pvt Ltd - India
- White Energy Company Limited
- Banpu Public Company Limited - Thailand
- Krishnapatnam Port Company Ltd. - India
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- Interocean Group of Companies - India
- Kapuas Tunggal Persada - Indonesia
- Uttam Galva Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Energy Link Ltd, New Zealand
- The University of Queensland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- Australian Coal Association
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Heidelberg Cement - Germany
- SMC Global Power, Philippines
- Chamber of Mines of South Africa
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- Maharashtra Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Singapore Mercantile Exchange
- Salva Resources Pvt Ltd - India
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- London Commodity Brokers - England
- Jaiprakash Power Ventures ltd
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Antam Resourcindo - Indonesia
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- CNBM International Corporation - China
- Sojitz Corporation - Japan
- Dalmia Cement Bharat India
- Agrawal Coal Company - India
- VISA Power Limited - India
- Coal and Oil Company - UAE
- Global Business Power Corporation, Philippines
- Indian Energy Exchange, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Electricity Authority, New Zealand
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Carbofer General Trading SA - India
- Rashtriya Ispat Nigam Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Samtan Co., Ltd - South Korea
- GMR Energy Limited - India
- Kumho Petrochemical, South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Aboitiz Power Corporation - Philippines
- ASAPP Information Group - India
- Minerals Council of Australia
- Leighton Contractors Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Marubeni Corporation - India
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Mercator Lines Limited - India
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- Asmin Koalindo Tuhup - Indonesia
- India Bulls Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Binh Thuan Hamico - Vietnam
- Posco Energy - South Korea
- Larsen & Toubro Limited - India
- PTC India Limited - India
- Planning Commission, India
- Latin American Coal - Colombia
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kartika Selabumi Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Independent Power Producers Association of India
- Barasentosa Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indika Energy - Indonesia
- Aditya Birla Group - India
- Central Electricity Authority - India
- Indonesian Coal Mining Association
- TNB Fuel Sdn Bhd - Malaysia
- Grasim Industreis Ltd - India
- Anglo American - United Kingdom
- Wood Mackenzie - Singapore
- MS Steel International - UAE
- McConnell Dowell - Australia
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Thiess Contractors Indonesia
- Indo Tambangraya Megah - Indonesia
- Orica Australia Pty. Ltd.
- Parry Sugars Refinery, India
- Economic Council, Georgia
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- Bukit Baiduri Energy - Indonesia
- Merrill Lynch Commodities Europe
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The Treasury - Australian Government
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- Tamil Nadu electricity Board
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Metalloyd Limited - United Kingdom
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Baramulti Group, Indonesia
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
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