We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Thursday, 01 July 21
WHY INDIA’S SOLAR POWER TARIFFS ARE CLIMBING AFTER HITTING RECORD LOWS LAST YEAR - IEEFA
What’s behind the recent increase?
Solar tariffs are deflationary. Prices have fallen by 75% in seven years in India, and in 2 ...
Thursday, 01 July 21
END TO COAL POWER BROUGHT FORWARD TO OCTOBER 2024
Press Release: The deadline to phase out coal from Great Britain's energy system has been brought forward by a whole year, highlighting the UK& ...
Thursday, 01 July 21
WHY BUILD 600 NEW UNPROFITABLE COAL PLANTS? - DEUTSCHE WELLE
Governments in Asia are planning 600 new coal plants that could lose investors $150 billion and derail efforts to limit temperature rise in line wi ...
Thursday, 01 July 21
FIVE ASIAN COUNTRIES ACCOUNT FOR 80% OF NEW COAL POWER INVESTMENT - THE GUARDIAN
Five Asian countries are jeopardising global climate ambitions by investing in 80% of the world’s planned new coal plants, according to a rep ...
Wednesday, 30 June 21
DELTA DUNIA MAKMUR RECORDED AN IMPROVED REVENUE IN Q1 2021; REVENUE INCREASED BY 49% QOQ TO US$160 MILLION ON THE BACK OF COAL PRICE RECOVERY
PT Delta Dunia Makmur Tbk. (“DOID”) released its consolidated financial and operating results that include its primary and wholly-owned ...
|
|
|
Showing 536 to 540 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Straits Asia Resources Limited - Singapore
- Electricity Generating Authority of Thailand
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- Global Business Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- PetroVietnam Power Coal Import and Supply Company
- Tata Chemicals Ltd - India
- Romanian Commodities Exchange
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- IEA Clean Coal Centre - UK
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Planning Commission, India
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Ambuja Cements Ltd - India
- Economic Council, Georgia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Eastern Energy - Thailand
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Semirara Mining and Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Manunggal Multi Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- Medco Energi Mining Internasional
- Chettinad Cement Corporation Ltd - India
- CNBM International Corporation - China
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- TeaM Sual Corporation - Philippines
- Rio Tinto Coal - Australia
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- PNOC Exploration Corporation - Philippines
- ICICI Bank Limited - India
- Altura Mining Limited, Indonesia
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- Bhoruka Overseas - Indonesia
- Sree Jayajothi Cements Limited - India
- Mintek Dendrill Indonesia
- Orica Mining Services - Indonesia
- Ministry of Mines - Canada
- VISA Power Limited - India
- Independent Power Producers Association of India
- Australian Coal Association
- Interocean Group of Companies - India
- Aboitiz Power Corporation - Philippines
- Orica Australia Pty. Ltd.
- Kumho Petrochemical, South Korea
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Indian Oil Corporation Limited
- Indogreen Group - Indonesia
- Rashtriya Ispat Nigam Limited - India
- European Bulk Services B.V. - Netherlands
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Coalindo Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Borneo Indobara - Indonesia
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Global Coal Blending Company Limited - Australia
- Bukit Baiduri Energy - Indonesia
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Grasim Industreis Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- San Jose City I Power Corp, Philippines
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- Standard Chartered Bank - UAE
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Sojitz Corporation - Japan
- Bayan Resources Tbk. - Indonesia
- McConnell Dowell - Australia
- Metalloyd Limited - United Kingdom
- PTC India Limited - India
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Holcim Trading Pte Ltd - Singapore
- Parliament of New Zealand
- Chamber of Mines of South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Minerals Council of Australia
- TNB Fuel Sdn Bhd - Malaysia
- Edison Trading Spa - Italy
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coal and Oil Company - UAE
- Meenaskhi Energy Private Limited - India
- Jaiprakash Power Ventures ltd
- The University of Queensland
- Timah Investasi Mineral - Indoneisa
- Parry Sugars Refinery, India
- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- Billiton Holdings Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Price Waterhouse Coopers - Russia
- Baramulti Group, Indonesia
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- GMR Energy Limited - India
- ASAPP Information Group - India
- Ministry of Transport, Egypt
- Agrawal Coal Company - India
- Global Green Power PLC Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- Gujarat Mineral Development Corp Ltd - India
- Anglo American - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Lanco Infratech Ltd - India
- Trasteel International SA, Italy
- New Zealand Coal & Carbon
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- Renaissance Capital - South Africa
- Essar Steel Hazira Ltd - India
- Bukit Makmur.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Goldman Sachs - Singapore
- Kaltim Prima Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- India Bulls Power Limited - India
- Central Java Power - Indonesia
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- Energy Development Corp, Philippines
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Riau Bara Harum - Indonesia
- Siam City Cement PLC, Thailand
- PowerSource Philippines DevCo
- Savvy Resources Ltd - HongKong
- South Luzon Thermal Energy Corporation
- Bharathi Cement Corporation - India
- GVK Power & Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Thai Mozambique Logistica
- Oldendorff Carriers - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Globalindo Alam Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
|
| |
| |
|
