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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, 02 December 20
INDONESIA CONSIDERING CLOSING 3,400MW SURALAYA COAL PLANT - THE JAKARTA POST
The government is considering to shut down the aging Suralaya coal-fired power plant (PLTU) in Cilegon, Banten, and replace it with green energy, a ...
Wednesday, 02 December 20
MARKET INSIGHT - INTERMODAL
It has been another busy week in the dry bulk secondhand market; a healthy number of sales reported predominantly from Japanese owners while owner& ...
Thursday, 26 November 20
DECLINE IN COAL EXPORTS ADDS TO NAVAJO-OWNED COMPANY'S PROBLEMS - IEEFA U.S.
Weak demand and low prices are likely creating steep losses for NTEC
U.S. coal exports to Asia—once heralded as the saving gra ...
Thursday, 26 November 20
COAL FINANCING QUICKLY DRYING UP WORLDWIDE - ANALYSTS : REUTERS
Financing for coal projects is drying up at ever increasing rates as more countries target zero carbon emissions amid an energy transition sweeping ...
Wednesday, 25 November 20
LIBOR REPLACEMENT AND SHIP FINANCE - WHERE IS IT HEADING? - WFW
The likely replacement of the LIBOR at the end of 2021 creates difficult technical and practical issues for all sectors of business and finance. Th ...
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- Salva Resources Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- London Commodity Brokers - England
- Sindya Power Generating Company Private Ltd
- San Jose City I Power Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Grasim Industreis Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- Trasteel International SA, Italy
- The State Trading Corporation of India Ltd
- Minerals Council of Australia
- Krishnapatnam Port Company Ltd. - India
- Intertek Mineral Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- ICICI Bank Limited - India
- Energy Development Corp, Philippines
- Standard Chartered Bank - UAE
- Australian Commodity Traders Exchange
- Deloitte Consulting - India
- MS Steel International - UAE
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- Sarangani Energy Corporation, Philippines
- Malabar Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Edison Trading Spa - Italy
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Xindia Steels Limited - India
- Petron Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- Ind-Barath Power Infra Limited - India
- Star Paper Mills Limited - India
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- TeaM Sual Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- PowerSource Philippines DevCo
- TNB Fuel Sdn Bhd - Malaysia
- Orica Australia Pty. Ltd.
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Economic Council, Georgia
- Eastern Energy - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Singapore Mercantile Exchange
- Pendopo Energi Batubara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Uttam Galva Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- GMR Energy Limited - India
- Tamil Nadu electricity Board
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Commonwealth Bank - Australia
- Bhoruka Overseas - Indonesia
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- GVK Power & Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- GN Power Mariveles Coal Plant, Philippines
- Global Green Power PLC Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Kaltim Prima Coal - Indonesia
- Central Java Power - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- New Zealand Coal & Carbon
- Merrill Lynch Commodities Europe
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Thai Mozambique Logistica
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- Eastern Coal Council - USA
- Indogreen Group - Indonesia
- Mercuria Energy - Indonesia
- The Treasury - Australian Government
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
- Directorate Of Revenue Intelligence - India
- Kartika Selabumi Mining - Indonesia
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Ministry of Mines - Canada
- Indian Energy Exchange, India
- Altura Mining Limited, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vedanta Resources Plc - India
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Australian Coal Association
- The University of Queensland
- Planning Commission, India
- Antam Resourcindo - Indonesia
- Heidelberg Cement - Germany
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- Chamber of Mines of South Africa
- Oldendorff Carriers - Singapore
- Riau Bara Harum - Indonesia
- Medco Energi Mining Internasional
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- Samtan Co., Ltd - South Korea
- Power Finance Corporation Ltd., India
- PTC India Limited - India
- Interocean Group of Companies - India
- Bangladesh Power Developement Board
- Formosa Plastics Group - Taiwan
- Globalindo Alam Lestari - Indonesia
- Romanian Commodities Exchange
- Renaissance Capital - South Africa
- Bukit Makmur.PT - Indonesia
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Indika Energy - Indonesia
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- Kideco Jaya Agung - Indonesia
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Bhatia International Limited - India
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Central Electricity Authority - India
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