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Wednesday, 10 April 19
CHINA'S GROWING THERMAL COAL SUPPLY TO PRESSURE EXPORTERS - FITCH RATINGS
 Growing Chinese thermal coal supply is likely to lead to further tightening of import controls by the government, putting pressure on seaborne coal prices and adding order uncertainties for exporters, Fitch Ratings and CRU say. Miners from Australian and Indonesia are the most exposed, but the credit impact is muted thanks to sufficient rating headroom as we have already incorporated a downward pricing trend in our rating assumptions.
The Chinese coal market’s tightness has eased due to a combination of weaker demand and improved domestic supplies. Chinese coal demand has declined as residential power consumption reduced at the end of the winter heating season in mid-March and hydro supply increased in south China due to heavy rains. Chinese domestic coal supply has gradually improved in recent quarters as the pace of capacity closures has slowed and incremental capacity has been expedited to bring down fuel costs, according to CRU. Inventories at the six main power producing groups edged up to 16.0 million tonnes in late March, 13% higher than the average for 2018 of 14.1 million tonnes.
Growing domestic supply is likely to prompt the Chinese government to tighten control over thermal coal imports. This would imply higher order volatility and risks for seaborne coal suppliers targeting the Chinese market, which are mainly miners in Australia and Indonesia. The Chinese government appears to have adopted an on-and-off importing policy since 2017 by implementing stricter checks when domestic supply is sufficient and speeding up clearing when domestic supply is tight. Australian coal cargoes, for example, have been facing increasing delays clearing customs at Chinese ports since February, according to CRU.
While seaborne coal remains price competitive compared to domestic coal, risks of long clearing time and import bans may discourage Chinese consumers from using seaborne coal, especially when domestic supply is sufficient.
Australian coal producers are likely to face the risk of order cancellation, and to some degree, be forced to compete for sales in alternative countries. This may lead to weak prices in the seaborne market, especially for the mid-content-value coal of around 5,500kcal/kg that Chinese importers typically buy from Australia.
Imports from Indonesia have been less affected by the recent Chinese controls, according to press reports, although Indonesian producers are still likely to come under pressure to find new markets due to overall declining Chinese demand for seaborne coal, as well as increasing Indonesian domestic output, and weaker-than-expected domestic demand.
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Wednesday, 12 June 24
CHINA ACCOUNTS FOR 16.3% OF AUSTRALIA'S COAL EXPORTS, FOLLOWED BY INDIA 14.4% - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels says Banchero Costa in its latest report.
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Wednesday, 12 June 24
LNG NEWBUILDING VALUES AT RECORD HIGH: 78 NEWBUILD ORDERS PLACED IN 2024, DOUBLING 2023 - VESON NAUTICAL
The number of LNG newbuilding orders have more than doubled from the same period last year where 34 orders were placed, compared to 78 in the first ...
Monday, 10 June 24
CHINA'S MAY COAL IMPORTS RISE 11% ON LOWER DOMESTIC OUTPUT - REUTERS
China’s imports of coal rose 11% in May from a year earlier, customs data and Reuters records showed on Friday, as lower domestic output this ...
Tuesday, 04 June 24
HOW DO WESTERN SANCTIONS ON RUSSIA IMPACT THE GLOBAL METALS, MINING AND COAL MARKETS - WOOD MACKENZIE
The geopolitical landscape for Russia, as a major supplier of various commodities, has undergone a dramatic transformation since the invasion of Uk ...
Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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Showing 21 to 25 news of total 6871 |
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- Latin American Coal - Colombia
- Interocean Group of Companies - India
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Mines - Canada
- Gujarat Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- OPG Power Generation Pvt Ltd - India
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Energy Link Ltd, New Zealand
- CNBM International Corporation - China
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Heidelberg Cement - Germany
- Larsen & Toubro Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- Semirara Mining Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Globalindo Alam Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- TeaM Sual Corporation - Philippines
- Siam City Cement PLC, Thailand
- Baramulti Group, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Jindal Steel & Power Ltd - India
- SMG Consultants - Indonesia
- Bulk Trading Sa - Switzerland
- Bahari Cakrawala Sebuku - Indonesia
- IHS Mccloskey Coal Group - USA
- Petron Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- Edison Trading Spa - Italy
- Jaiprakash Power Ventures ltd
- Malabar Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Salva Resources Pvt Ltd - India
- White Energy Company Limited
- The University of Queensland
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- Karbindo Abesyapradhi - Indoneisa
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Ministry of Finance - Indonesia
- Bayan Resources Tbk. - Indonesia
- Global Green Power PLC Corporation, Philippines
- Georgia Ports Authority, United States
- PNOC Exploration Corporation - Philippines
- Australian Coal Association
- GAC Shipping (India) Pvt Ltd
- Rashtriya Ispat Nigam Limited - India
- Indogreen Group - Indonesia
- Altura Mining Limited, Indonesia
- Kaltim Prima Coal - Indonesia
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Kepco SPC Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- India Bulls Power Limited - India
- Medco Energi Mining Internasional
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- The Treasury - Australian Government
- SN Aboitiz Power Inc, Philippines
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Indo Tambangraya Megah - Indonesia
- Gujarat Sidhee Cement - India
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- Central Java Power - Indonesia
- Oldendorff Carriers - Singapore
- McConnell Dowell - Australia
- Billiton Holdings Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Ceylon Electricity Board - Sri Lanka
- Bhushan Steel Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- Merrill Lynch Commodities Europe
- Economic Council, Georgia
- Indika Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Videocon Industries ltd - India
- Formosa Plastics Group - Taiwan
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Thai Mozambique Logistica
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Planning Commission, India
- South Luzon Thermal Energy Corporation
- Bharathi Cement Corporation - India
- Siam City Cement - Thailand
- GMR Energy Limited - India
- Antam Resourcindo - Indonesia
- GVK Power & Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Marubeni Corporation - India
- Sinarmas Energy and Mining - Indonesia
- San Jose City I Power Corp, Philippines
- SMC Global Power, Philippines
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- Power Finance Corporation Ltd., India
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Directorate Of Revenue Intelligence - India
- Cigading International Bulk Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- AsiaOL BioFuels Corp., Philippines
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Indonesian Coal Mining Association
- Minerals Council of Australia
- Rio Tinto Coal - Australia
- International Coal Ventures Pvt Ltd - India
- Coal and Oil Company - UAE
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Posco Energy - South Korea
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Savvy Resources Ltd - HongKong
- Sarangani Energy Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Makarim & Taira - Indonesia
- Bukit Makmur.PT - Indonesia
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Ministry of Transport, Egypt
- Pendopo Energi Batubara - Indonesia
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Bhoruka Overseas - Indonesia
- Deloitte Consulting - India
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Mercuria Energy - Indonesia
- Bangladesh Power Developement Board
- Mjunction Services Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- CIMB Investment Bank - Malaysia
- Coalindo Energy - Indonesia
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