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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$98 a tonne, the report says.
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Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
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- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Heidelberg Cement - Germany
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Coal and Oil Company - UAE
- LBH Netherlands Bv - Netherlands
- Siam City Cement PLC, Thailand
- Thiess Contractors Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- The Treasury - Australian Government
- PTC India Limited - India
- Central Java Power - Indonesia
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Larsen & Toubro Limited - India
- Essar Steel Hazira Ltd - India
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- New Zealand Coal & Carbon
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- Jaiprakash Power Ventures ltd
- Iligan Light & Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- VISA Power Limited - India
- Toyota Tsusho Corporation, Japan
- Salva Resources Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- IEA Clean Coal Centre - UK
- Indika Energy - Indonesia
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Posco Energy - South Korea
- Bhushan Steel Limited - India
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- Renaissance Capital - South Africa
- Binh Thuan Hamico - Vietnam
- Tata Chemicals Ltd - India
- SMG Consultants - Indonesia
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
- Maheswari Brothers Coal Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- Asmin Koalindo Tuhup - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Rio Tinto Coal - Australia
- Trasteel International SA, Italy
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Mintek Dendrill Indonesia
- Gujarat Sidhee Cement - India
- The University of Queensland
- Wood Mackenzie - Singapore
- The State Trading Corporation of India Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Banpu Public Company Limited - Thailand
- Intertek Mineral Services - Indonesia
- Kideco Jaya Agung - Indonesia
- Meenaskhi Energy Private Limited - India
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Barasentosa Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Kartika Selabumi Mining - Indonesia
- Lanco Infratech Ltd - India
- Chamber of Mines of South Africa
- Meralco Power Generation, Philippines
- Ambuja Cements Ltd - India
- Eastern Energy - Thailand
- Australian Coal Association
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- SMC Global Power, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Global Business Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Goldman Sachs - Singapore
- Standard Chartered Bank - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- GMR Energy Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ceylon Electricity Board - Sri Lanka
- Jindal Steel & Power Ltd - India
- Mjunction Services Limited - India
- Dalmia Cement Bharat India
- Cement Manufacturers Association - India
- Aditya Birla Group - India
- SN Aboitiz Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- India Bulls Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Sical Logistics Limited - India
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- Riau Bara Harum - Indonesia
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- Grasim Industreis Ltd - India
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Commonwealth Bank - Australia
- Medco Energi Mining Internasional
- Billiton Holdings Pty Ltd - Australia
- Vedanta Resources Plc - India
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- AsiaOL BioFuels Corp., Philippines
- MS Steel International - UAE
- Antam Resourcindo - Indonesia
- Bukit Makmur.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- Independent Power Producers Association of India
- Indo Tambangraya Megah - Indonesia
- Madhucon Powers Ltd - India
- Sindya Power Generating Company Private Ltd
- Ministry of Mines - Canada
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- London Commodity Brokers - England
- Deloitte Consulting - India
- Bahari Cakrawala Sebuku - Indonesia
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Sojitz Corporation - Japan
- Marubeni Corporation - India
- Oldendorff Carriers - Singapore
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Metalloyd Limited - United Kingdom
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Coastal Gujarat Power Limited - India
- Economic Council, Georgia
- Directorate Of Revenue Intelligence - India
- Electricity Generating Authority of Thailand
- Sinarmas Energy and Mining - Indonesia
- ICICI Bank Limited - India
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Jorong Barutama Greston.PT - Indonesia
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Planning Commission, India
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Interocean Group of Companies - India
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- Energy Development Corp, Philippines
- Makarim & Taira - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
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