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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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Sunday, 11 July 21
COAL SHOWS ITS STAYING POWER AS ECONOMIES BOUNCE BACK - THE WALL STREET JOURNAL
Coal use is surging in some of the world’s largest economies as electricity demand rebounds from the pandemic, illustrating the challenges to ...
Sunday, 11 July 21
ROBUST CHINA COAL DEMAND AMID AUSTRALIA IMPORT BAN FUELS PRICE RALLY - REUTERS
Seaborne coal has become a quiet winner among energy commodities, lacking the attention of higher-profile crude oil and liquefied natural gas (LNG) ...
Saturday, 10 July 21
OVERESTIMATED LCOES OF COAL-FIRED POWER PLANTS CREATE A FINANCIAL BUBBLE - IEEFA
Massive stranded asset risk detrimentally affects the financial and power distribution
India’s future coal-fired power project pipeline ...
Friday, 09 July 21
EIA FORECASTS COAL’S GENERATION SHARE IN U.S TO RISE FROM 20% IN 2020 TO 24% THIS YEAR BUT TO FALL TO 22% NEXT YEAR
The July Short-Term Energy Outlook (STEO) of EIA remains subject to heightened levels of uncertainty related to the ongoing economic recovery from ...
Friday, 09 July 21
KOREA SOUTH-EAST POWER CO., LTD. INVITES BIDS FOR 1.86 MILLION TONS OF COAL OF 5600 & 4000 NCV COAL FOR THREE YEARS
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 280,000 – 300,000 MT of Min. ...
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- Bayan Resources Tbk. - Indonesia
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Electricity Authority, New Zealand
- Simpson Spence & Young - Indonesia
- McConnell Dowell - Australia
- Kapuas Tunggal Persada - Indonesia
- Pendopo Energi Batubara - Indonesia
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
- Parliament of New Zealand
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Tata Chemicals Ltd - India
- Tamil Nadu electricity Board
- Bharathi Cement Corporation - India
- Deloitte Consulting - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- Coastal Gujarat Power Limited - India
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- VISA Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- SMG Consultants - Indonesia
- Parry Sugars Refinery, India
- Petrochimia International Co. Ltd.- Taiwan
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Meenaskhi Energy Private Limited - India
- Bukit Makmur.PT - Indonesia
- Mercuria Energy - Indonesia
- Mintek Dendrill Indonesia
- European Bulk Services B.V. - Netherlands
- Indo Tambangraya Megah - Indonesia
- Mjunction Services Limited - India
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Heidelberg Cement - Germany
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- ICICI Bank Limited - India
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- Energy Link Ltd, New Zealand
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- PTC India Limited - India
- Salva Resources Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Central Java Power - Indonesia
- Indian Oil Corporation Limited
- Global Coal Blending Company Limited - Australia
- Ceylon Electricity Board - Sri Lanka
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- Star Paper Mills Limited - India
- White Energy Company Limited
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Binh Thuan Hamico - Vietnam
- Kobexindo Tractors - Indoneisa
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Renaissance Capital - South Africa
- Ministry of Transport, Egypt
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- Cigading International Bulk Terminal - Indonesia
- Ministry of Finance - Indonesia
- Thiess Contractors Indonesia
- Standard Chartered Bank - UAE
- Timah Investasi Mineral - Indoneisa
- Bhoruka Overseas - Indonesia
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Australia Pty. Ltd.
- South Luzon Thermal Energy Corporation
- Indian Energy Exchange, India
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Krishnapatnam Port Company Ltd. - India
- Merrill Lynch Commodities Europe
- Minerals Council of Australia
- Sakthi Sugars Limited - India
- Chettinad Cement Corporation Ltd - India
- Xindia Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Directorate Of Revenue Intelligence - India
- Directorate General of MIneral and Coal - Indonesia
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- Africa Commodities Group - South Africa
- Bukit Baiduri Energy - Indonesia
- Larsen & Toubro Limited - India
- The State Trading Corporation of India Ltd
- London Commodity Brokers - England
- AsiaOL BioFuels Corp., Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- Eastern Coal Council - USA
- Sojitz Corporation - Japan
- Ministry of Mines - Canada
- The Treasury - Australian Government
- GMR Energy Limited - India
- SMC Global Power, Philippines
- Economic Council, Georgia
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Baramulti Group, Indonesia
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- ASAPP Information Group - India
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Goldman Sachs - Singapore
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- Attock Cement Pakistan Limited
- Vedanta Resources Plc - India
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Marubeni Corporation - India
- Jaiprakash Power Ventures ltd
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Gujarat Sidhee Cement - India
- Ambuja Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Uttam Galva Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Australian Coal Association
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- Indika Energy - Indonesia
- Electricity Generating Authority of Thailand
- Independent Power Producers Association of India
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bangladesh Power Developement Board
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- Australian Commodity Traders Exchange
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Riau Bara Harum - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- Toyota Tsusho Corporation, Japan
- Sinarmas Energy and Mining - Indonesia
- New Zealand Coal & Carbon
- Bukit Asam (Persero) Tbk - Indonesia
- MS Steel International - UAE
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- Oldendorff Carriers - Singapore
- Energy Development Corp, Philippines
- Port Waratah Coal Services - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Neyveli Lignite Corporation Ltd, - India
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kideco Jaya Agung - Indonesia
- Planning Commission, India
- Lanco Infratech Ltd - India
- Bulk Trading Sa - Switzerland
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- Sree Jayajothi Cements Limited - India
- Formosa Plastics Group - Taiwan
- Jindal Steel & Power Ltd - India
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