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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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Friday, 06 November 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 05 November 20
THE INDONESIA COAL PRICE REFERENCE RISES FOR SECOND CONSECUTIVE MONTH
COALspot.com: The Indonesia Coal Price Reference rose for a 2nd month by 9.24% month on month. The Indonesia Coal Price Reference for the month of ...
Wednesday, 04 November 20
PHILIPPINES COAL MORATORIUM HIGHLIGHTS DRAMATIC PIVOT TO RENEWABLE ENERGY INVESTMENT FOR LOWER PRICES AND POWER SYSTEM RESILIENCE - IEEFA
Policymakers and industry leaders ready to embrace new energy technologies
The Department of Energy’s call for a moratorium on ...
Wednesday, 04 November 20
FOREIGN INVESTORS FACE TOUGH TIMES CLOSING VIETNAM’S REMAINING COAL POWER DEALS - IEEFA
Project bankability at risk as new regulations threaten usual contractual terms
Foreign investors will face higher-than-usual risks ...
Wednesday, 04 November 20
MARKET INSIGHT - INTERMODAL
As the end of the year approaches, one would definitely notice that the newbuilding orderbook for bulk carriers is significantly smaller compared t ...
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- Altura Mining Limited, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- SMC Global Power, Philippines
- Coalindo Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Wood Mackenzie - Singapore
- South Luzon Thermal Energy Corporation
- Leighton Contractors Pty Ltd - Australia
- SN Aboitiz Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- GMR Energy Limited - India
- McConnell Dowell - Australia
- Agrawal Coal Company - India
- Siam City Cement PLC, Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Merrill Lynch Commodities Europe
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- Metalloyd Limited - United Kingdom
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- Central Electricity Authority - India
- Indian Oil Corporation Limited
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indonesian Coal Mining Association
- Pipit Mutiara Jaya. PT, Indonesia
- Goldman Sachs - Singapore
- Eastern Coal Council - USA
- Global Green Power PLC Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Bangladesh Power Developement Board
- Bhatia International Limited - India
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- Thai Mozambique Logistica
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Globalindo Alam Lestari - Indonesia
- Georgia Ports Authority, United States
- Ceylon Electricity Board - Sri Lanka
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- Romanian Commodities Exchange
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Malabar Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Wilmar Investment Holdings
- Orica Australia Pty. Ltd.
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- Energy Development Corp, Philippines
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- Gujarat Mineral Development Corp Ltd - India
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Semirara Mining and Power Corporation, Philippines
- Xindia Steels Limited - India
- The University of Queensland
- Indian Energy Exchange, India
- The State Trading Corporation of India Ltd
- Sarangani Energy Corporation, Philippines
- Eastern Energy - Thailand
- Commonwealth Bank - Australia
- Sojitz Corporation - Japan
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Siam City Cement - Thailand
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Jorong Barutama Greston.PT - Indonesia
- ICICI Bank Limited - India
- Uttam Galva Steels Limited - India
- Sical Logistics Limited - India
- Ministry of Transport, Egypt
- Attock Cement Pakistan Limited
- Sinarmas Energy and Mining - Indonesia
- Vizag Seaport Private Limited - India
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Directorate Of Revenue Intelligence - India
- Coastal Gujarat Power Limited - India
- Planning Commission, India
- Timah Investasi Mineral - Indoneisa
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Australian Coal Association
- IEA Clean Coal Centre - UK
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Aboitiz Power Corporation - Philippines
- New Zealand Coal & Carbon
- Iligan Light & Power Inc, Philippines
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- Indika Energy - Indonesia
- Minerals Council of Australia
- Lanco Infratech Ltd - India
- Kideco Jaya Agung - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- GVK Power & Infra Limited - India
- Price Waterhouse Coopers - Russia
- Rashtriya Ispat Nigam Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Indogreen Group - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Tamil Nadu electricity Board
- Kalimantan Lumbung Energi - Indonesia
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Orica Mining Services - Indonesia
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- Ambuja Cements Ltd - India
- Sakthi Sugars Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Indo Tambangraya Megah - Indonesia
- Kumho Petrochemical, South Korea
- Dalmia Cement Bharat India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Baramulti Group, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Manunggal Multi Energi - Indonesia
- Coal and Oil Company - UAE
- Grasim Industreis Ltd - India
- Parry Sugars Refinery, India
- Latin American Coal - Colombia
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Meenaskhi Energy Private Limited - India
- Renaissance Capital - South Africa
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- IHS Mccloskey Coal Group - USA
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
- TeaM Sual Corporation - Philippines
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
- Makarim & Taira - Indonesia
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Kohat Cement Company Ltd. - Pakistan
- India Bulls Power Limited - India
- Semirara Mining Corp, Philippines
- Simpson Spence & Young - Indonesia
- Central Java Power - Indonesia
- ASAPP Information Group - India
- Vedanta Resources Plc - India
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