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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 May 21
U.S. COAL PRODUCTION TO INCREASE BY 43 MMST IN 2021 TOTAL 582 MILLION SHORT TONS - EIA
U.S. energy Information Administration expects U.S. coal production to total 582 million short tons (MMst) in 2021, 43 MMst (8%) more than in 2020. ...
Wednesday, 12 May 21
MARKET INSIGHT - INTERMODAL
Tanker S&P is finally back!
For an extended period, Dry bulk & Wet market rates have been diverging, with the SnP deals on each sect ...
Monday, 10 May 21
PAKISTAN: COAL GASIFICATION AND LIQUEFACTION HARMFUL TO ECONOMY - IEEFA
There is no second life for coal
Pakistan’s intention to use coal for power production through gasification and liquefaction technologie ...
Sunday, 09 May 21
HERE'S WHY INVESTORS ARE POURING MONEY INTO COAL, DESPITE ITS BLEAK FUTURE - FORBES
Coal stocks have surged this year – along with the wider energy sector – but experts warn these are likely short-term gains for an indu ...
Sunday, 09 May 21
MAYBANK TO STOP COAL FINANCING - BERNAMA
Malayan Banking Bhd (Maybank) will stop financing new coal activities as part of its sustainable agenda.
Currently, coal financing m ...
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- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- GMR Energy Limited - India
- Goldman Sachs - Singapore
- Parliament of New Zealand
- Aditya Birla Group - India
- Port Waratah Coal Services - Australia
- Jaiprakash Power Ventures ltd
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Georgia Ports Authority, United States
- Gujarat Sidhee Cement - India
- White Energy Company Limited
- Energy Link Ltd, New Zealand
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- Tamil Nadu electricity Board
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- Makarim & Taira - Indonesia
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Planning Commission, India
- Romanian Commodities Exchange
- IEA Clean Coal Centre - UK
- Mercuria Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- Barasentosa Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bharathi Cement Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Kobexindo Tractors - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Energy Development Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Borneo Indobara - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Australian Coal Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Metalloyd Limited - United Kingdom
- Banpu Public Company Limited - Thailand
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Lanco Infratech Ltd - India
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Simpson Spence & Young - Indonesia
- Straits Asia Resources Limited - Singapore
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- Ambuja Cements Ltd - India
- Grasim Industreis Ltd - India
- Antam Resourcindo - Indonesia
- McConnell Dowell - Australia
- Medco Energi Mining Internasional
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Kohat Cement Company Ltd. - Pakistan
- Coal and Oil Company - UAE
- Sindya Power Generating Company Private Ltd
- Minerals Council of Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Carbofer General Trading SA - India
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- Gujarat Mineral Development Corp Ltd - India
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- San Jose City I Power Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- Indo Tambangraya Megah - Indonesia
- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Economic Council, Georgia
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Indian Oil Corporation Limited
- Coalindo Energy - Indonesia
- ASAPP Information Group - India
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- GVK Power & Infra Limited - India
- Madhucon Powers Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- Larsen & Toubro Limited - India
- Deloitte Consulting - India
- The State Trading Corporation of India Ltd
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Attock Cement Pakistan Limited
- Billiton Holdings Pty Ltd - Australia
- Petron Corporation, Philippines
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Marubeni Corporation - India
- Bukit Makmur.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- CNBM International Corporation - China
- Eastern Energy - Thailand
- Timah Investasi Mineral - Indoneisa
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- The University of Queensland
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
- Rio Tinto Coal - Australia
- Ministry of Finance - Indonesia
- LBH Netherlands Bv - Netherlands
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- AsiaOL BioFuels Corp., Philippines
- Baramulti Group, Indonesia
- Siam City Cement PLC, Thailand
- Vizag Seaport Private Limited - India
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining Corp, Philippines
- New Zealand Coal & Carbon
- Mercator Lines Limited - India
- Xindia Steels Limited - India
- SMG Consultants - Indonesia
- Sakthi Sugars Limited - India
- Maheswari Brothers Coal Limited - India
- Sical Logistics Limited - India
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Bhatia International Limited - India
- PTC India Limited - India
- London Commodity Brokers - England
- Posco Energy - South Korea
- Wood Mackenzie - Singapore
- South Luzon Thermal Energy Corporation
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- Australian Commodity Traders Exchange
- Holcim Trading Pte Ltd - Singapore
- Vedanta Resources Plc - India
- Formosa Plastics Group - Taiwan
- Orica Australia Pty. Ltd.
- Kumho Petrochemical, South Korea
- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Central Java Power - Indonesia
- Global Business Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- Price Waterhouse Coopers - Russia
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