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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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Friday, 13 August 21
INDONESIA’S COAL EXPORTS TO JAPAN DECLINED BY -26.3% YOY TO 11.9 MLN TONNES IN THE FIRST 7 MONTHS OF 2021; STILL THE SECOND LARGEST SOURCE FOR JAPAN’S COAL IMPORTS IS INDONESIA - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade. Total global loadings in the 12 months of 2020 were down -12.7% year-on-yea ...
Thursday, 12 August 21
ONLY 3 VLCCS SOLD FOR DEMOLITION IN 2021 AS SECONDHAND PRICES TEMPT - BIMCO
During the first seven months of 2021, only three actively trading Very Large Crude Carriers (VLCCs) have been sold for demolition. The current mar ...
Wednesday, 11 August 21
U.S: EIA EXPECTS COAL EXPORTS TO TOTAL 90 MMST IN 2021, 30% INCREASE FROM 2020
Coal production in EIA's forecast totals 607 million short tons (MMst) in 2021, an increase of 13% over 2020.
EIA is also ...
Wednesday, 11 August 21
MARKET INSIGHT - INTERMODAL
Energy is at the core of the global climate dialogue as the climate challenge is essentially an energy challenge. Policy experts around the world a ...
Tuesday, 10 August 21
34 INDONESIAN COAL COMPANIES TEMPORARILY BANNED FOR COAL EXPORTS
The Ministry of Energy and Mineral Resources (ESDM) has imposed sanctions in the form of a coal export ban for 34 coal companies as reported by CNB ...
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- Karaikal Port Pvt Ltd - India
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Australian Coal Association
- Goldman Sachs - Singapore
- Indogreen Group - Indonesia
- Cement Manufacturers Association - India
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- White Energy Company Limited
- Sical Logistics Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- Economic Council, Georgia
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- MS Steel International - UAE
- Malabar Cements Ltd - India
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- Renaissance Capital - South Africa
- Standard Chartered Bank - UAE
- Directorate General of MIneral and Coal - Indonesia
- Petron Corporation, Philippines
- The University of Queensland
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- Central Electricity Authority - India
- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Ministry of Finance - Indonesia
- Central Java Power - Indonesia
- London Commodity Brokers - England
- Sindya Power Generating Company Private Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Gujarat Mineral Development Corp Ltd - India
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- OPG Power Generation Pvt Ltd - India
- Parliament of New Zealand
- Deloitte Consulting - India
- Minerals Council of Australia
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- IEA Clean Coal Centre - UK
- Bukit Baiduri Energy - Indonesia
- Australian Commodity Traders Exchange
- Kaltim Prima Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Kepco SPC Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Global Coal Blending Company Limited - Australia
- Semirara Mining and Power Corporation, Philippines
- Eastern Coal Council - USA
- Aboitiz Power Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- PNOC Exploration Corporation - Philippines
- Energy Development Corp, Philippines
- Antam Resourcindo - Indonesia
- Orica Mining Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Dalmia Cement Bharat India
- Port Waratah Coal Services - Australia
- PetroVietnam Power Coal Import and Supply Company
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Kobexindo Tractors - Indoneisa
- Aditya Birla Group - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Georgia Ports Authority, United States
- Indian Energy Exchange, India
- CIMB Investment Bank - Malaysia
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- Indonesian Coal Mining Association
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- Carbofer General Trading SA - India
- Sakthi Sugars Limited - India
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Mintek Dendrill Indonesia
- Cigading International Bulk Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Wood Mackenzie - Singapore
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- Formosa Plastics Group - Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Binh Thuan Hamico - Vietnam
- Oldendorff Carriers - Singapore
- Savvy Resources Ltd - HongKong
- Therma Luzon, Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Ministry of Transport, Egypt
- GN Power Mariveles Coal Plant, Philippines
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The Treasury - Australian Government
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Bharathi Cement Corporation - India
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Coalindo Energy - Indonesia
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Trasteel International SA, Italy
- Coastal Gujarat Power Limited - India
- Attock Cement Pakistan Limited
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- New Zealand Coal & Carbon
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercator Lines Limited - India
- Latin American Coal - Colombia
- Vijayanagar Sugar Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Heidelberg Cement - Germany
- SN Aboitiz Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- International Coal Ventures Pvt Ltd - India
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Banpu Public Company Limited - Thailand
- Marubeni Corporation - India
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Indika Energy - Indonesia
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Star Paper Mills Limited - India
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- LBH Netherlands Bv - Netherlands
- Posco Energy - South Korea
- Iligan Light & Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Ambuja Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Merrill Lynch Commodities Europe
- Interocean Group of Companies - India
- Miang Besar Coal Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- Gujarat Sidhee Cement - India
- Kalimantan Lumbung Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- Siam City Cement - Thailand
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
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