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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, 18 April 21
INDONESIA LIKELY TO WITNESS 119 OIL AND GAS PROJECTS STARTS ACROSS VALUE CHAIN BY 2025, SAYS GLOBALDATA
Indonesia is expected to witness 119 oil and gas projects commencing their operations across value chain during 2021-2025, accounting for 6% of the ...
Sunday, 18 April 21
WORLDSTEEL RAISES 2021 STEEL DEMAND GROWTH FORECAST TO 5.8% - WORLDSTEEL
The World Steel Association (worldsteel) today released its Short Range Outlook (SRO) for 2021 and 2022. worldsteel forecasts that steel demand wil ...
Sunday, 18 April 21
CHINA'S Q1 COAL OUTPUT RISES 16% ON STRONG DEMAND FOR WINTER HEATING - REUTERS
China’s coal output rose 16% in the first quarter from the same period last year, bolstered by strong demand for winter heating and robust in ...
Wednesday, 14 April 21
INDIA HAS A RECORD LEVEL OF STOCKPILED COAL DAMPENING NEED FOR NEW DOMESTIC MINES - IEEFA
Proposed coal mining expansions at odds with excess supply
India has stockpiled a record 132 million tonnes of coal – enough t ...
Wednesday, 14 April 21
BANGLADESH NEEDS A RENEWABLES FOCUS, NOT A SWITCH FROM 'COAL TO GAS' - IEEFA
Renewables are cheaper and more sustainable than gas imports, and can provide better energy security in developing nations
The emerg ...
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- Karaikal Port Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jorong Barutama Greston.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Merrill Lynch Commodities Europe
- Larsen & Toubro Limited - India
- Minerals Council of Australia
- Pipit Mutiara Jaya. PT, Indonesia
- VISA Power Limited - India
- Australian Commodity Traders Exchange
- Simpson Spence & Young - Indonesia
- GMR Energy Limited - India
- Global Business Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- Pendopo Energi Batubara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Australian Coal Association
- PNOC Exploration Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Mineral Development Corp Ltd - India
- Mercator Lines Limited - India
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- India Bulls Power Limited - India
- Bhushan Steel Limited - India
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Vizag Seaport Private Limited - India
- SMG Consultants - Indonesia
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Directorate Of Revenue Intelligence - India
- Kideco Jaya Agung - Indonesia
- Ind-Barath Power Infra Limited - India
- Standard Chartered Bank - UAE
- Planning Commission, India
- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Indonesian Coal Mining Association
- Bharathi Cement Corporation - India
- ICICI Bank Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- European Bulk Services B.V. - Netherlands
- Baramulti Group, Indonesia
- Chettinad Cement Corporation Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Edison Trading Spa - Italy
- New Zealand Coal & Carbon
- LBH Netherlands Bv - Netherlands
- Indian Oil Corporation Limited
- Cigading International Bulk Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Economic Council, Georgia
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- Coalindo Energy - Indonesia
- Bhatia International Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- Vedanta Resources Plc - India
- Banpu Public Company Limited - Thailand
- MS Steel International - UAE
- Parliament of New Zealand
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Renaissance Capital - South Africa
- Iligan Light & Power Inc, Philippines
- Commonwealth Bank - Australia
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Kumho Petrochemical, South Korea
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- Central Electricity Authority - India
- Gujarat Sidhee Cement - India
- Kapuas Tunggal Persada - Indonesia
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Siam City Cement PLC, Thailand
- PowerSource Philippines DevCo
- Sindya Power Generating Company Private Ltd
- Goldman Sachs - Singapore
- SN Aboitiz Power Inc, Philippines
- Deloitte Consulting - India
- Leighton Contractors Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Bulk Trading Sa - Switzerland
- Coastal Gujarat Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- White Energy Company Limited
- Cement Manufacturers Association - India
- The University of Queensland
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- Independent Power Producers Association of India
- Heidelberg Cement - Germany
- Sarangani Energy Corporation, Philippines
- Mintek Dendrill Indonesia
- Eastern Energy - Thailand
- Timah Investasi Mineral - Indoneisa
- Parry Sugars Refinery, India
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- Videocon Industries ltd - India
- Price Waterhouse Coopers - Russia
- Gujarat Electricity Regulatory Commission - India
- Carbofer General Trading SA - India
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Central Java Power - Indonesia
- Globalindo Alam Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- International Coal Ventures Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Agrawal Coal Company - India
- Bukit Baiduri Energy - Indonesia
- Semirara Mining Corp, Philippines
- IEA Clean Coal Centre - UK
- Directorate General of MIneral and Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- Antam Resourcindo - Indonesia
- Anglo American - United Kingdom
- PTC India Limited - India
- Straits Asia Resources Limited - Singapore
- Kobexindo Tractors - Indoneisa
- Attock Cement Pakistan Limited
- Sojitz Corporation - Japan
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- TNB Fuel Sdn Bhd - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Interocean Group of Companies - India
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- London Commodity Brokers - England
- Tamil Nadu electricity Board
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Jaiprakash Power Ventures ltd
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Star Paper Mills Limited - India
- Billiton Holdings Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Madhucon Powers Ltd - India
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Formosa Plastics Group - Taiwan
- Semirara Mining and Power Corporation, Philippines
- Indian Energy Exchange, India
- OPG Power Generation Pvt Ltd - India
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Ministry of Transport, Egypt
- Tata Chemicals Ltd - India
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- Indo Tambangraya Megah - Indonesia
- Global Green Power PLC Corporation, Philippines
- Posco Energy - South Korea
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- Rashtriya Ispat Nigam Limited - India
- Binh Thuan Hamico - Vietnam
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