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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, 26 May 21
NEW POWER AND ENERGY MASTER PLAN MUST BE DESIGNED IN BANGLADESH'S BEST INTERESTS, NOT JAPAN'S - IEEFA
JICA must deliver a low or zero emissions plan as promised, not fund Matarbari 2 coal plant
Clear understandings from the Bangladesh ...
Tuesday, 25 May 21
KOREA SOUTHERN POWER INVITED BIDS FOR 870,000 MT OF MIN 5300 NCV COAL FOR 2021 TO 2023.
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for total 870,000 MT of Min 5,300 kcal/kg NCV coal for Augu ...
Tuesday, 25 May 21
CHINA’S COAL OUTPUT RISES IN FIRST FOUR MONTHS - XINHUA
China’s raw coal output rose 11.1 percent year on year to 1.29 billion tonnes in the first four months of 2021, official data showed.
&nb ...
Tuesday, 25 May 21
MARINE SHIPPERS BULK UP: ANOTHER GAME OF CHICKEN IN THE WORKS? - THE KOREA TIMES
Global shipping companies have been placing orders for large ships, with many anticipating further increased competition within the next three year ...
Friday, 21 May 21
MARKET INSIGHT - INTERMODAL
The dry bulk market’s counter seasonal surge so far into the first half of the year -in a sort of 2010 manner - and Capesize’s recent r ...
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- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Toyota Tsusho Corporation, Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- Aboitiz Power Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Mercator Lines Limited - India
- Global Coal Blending Company Limited - Australia
- Bulk Trading Sa - Switzerland
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- Attock Cement Pakistan Limited
- Tata Chemicals Ltd - India
- Holcim Trading Pte Ltd - Singapore
- SMG Consultants - Indonesia
- Therma Luzon, Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Formosa Plastics Group - Taiwan
- Ministry of Transport, Egypt
- The Treasury - Australian Government
- Sojitz Corporation - Japan
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Intertek Mineral Services - Indonesia
- Aditya Birla Group - India
- PowerSource Philippines DevCo
- Ambuja Cements Ltd - India
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Siam City Cement PLC, Thailand
- Agrawal Coal Company - India
- Meenaskhi Energy Private Limited - India
- Siam City Cement - Thailand
- Bhushan Steel Limited - India
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Trasteel International SA, Italy
- Savvy Resources Ltd - HongKong
- Sarangani Energy Corporation, Philippines
- Sakthi Sugars Limited - India
- International Coal Ventures Pvt Ltd - India
- SMC Global Power, Philippines
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- Energy Link Ltd, New Zealand
- Coal and Oil Company - UAE
- Commonwealth Bank - Australia
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Uttam Galva Steels Limited - India
- Meralco Power Generation, Philippines
- Anglo American - United Kingdom
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Wilmar Investment Holdings
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- Karbindo Abesyapradhi - Indoneisa
- Iligan Light & Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Ceylon Electricity Board - Sri Lanka
- London Commodity Brokers - England
- Larsen & Toubro Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Standard Chartered Bank - UAE
- Mercuria Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bhatia International Limited - India
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mintek Dendrill Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- ICICI Bank Limited - India
- Planning Commission, India
- Salva Resources Pvt Ltd - India
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Heidelberg Cement - Germany
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Altura Mining Limited, Indonesia
- Posco Energy - South Korea
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- VISA Power Limited - India
- Renaissance Capital - South Africa
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- Straits Asia Resources Limited - Singapore
- Vizag Seaport Private Limited - India
- Kobexindo Tractors - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Kepco SPC Power Corporation, Philippines
- Tamil Nadu electricity Board
- GAC Shipping (India) Pvt Ltd
- Kaltim Prima Coal - Indonesia
- Edison Trading Spa - Italy
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Medco Energi Mining Internasional
- Parliament of New Zealand
- Interocean Group of Companies - India
- Jorong Barutama Greston.PT - Indonesia
- Global Business Power Corporation, Philippines
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Wood Mackenzie - Singapore
- Billiton Holdings Pty Ltd - Australia
- Cement Manufacturers Association - India
- Bhoruka Overseas - Indonesia
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Latin American Coal - Colombia
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- Madhucon Powers Ltd - India
- Vedanta Resources Plc - India
- Indian Energy Exchange, India
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Binh Thuan Hamico - Vietnam
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- Metalloyd Limited - United Kingdom
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Georgia Ports Authority, United States
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- Asmin Koalindo Tuhup - Indonesia
- CIMB Investment Bank - Malaysia
- Riau Bara Harum - Indonesia
- CNBM International Corporation - China
- Semirara Mining and Power Corporation, Philippines
- Bangladesh Power Developement Board
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Malabar Cements Ltd - India
- Coalindo Energy - Indonesia
- ASAPP Information Group - India
- Coastal Gujarat Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- Africa Commodities Group - South Africa
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- Australian Commodity Traders Exchange
- Indian Oil Corporation Limited
- Makarim & Taira - Indonesia
- TeaM Sual Corporation - Philippines
- Thai Mozambique Logistica
- Dalmia Cement Bharat India
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
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