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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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Monday, 02 November 20
PHILIPPINES GOVERNMENT SAYS NO TO NEW COAL PLANT PROPOSALS - IEEFA | 24 PILIPINAS
The Duterte administration will no longer accept proposals to construct new coal power plants, a dramatic shift in energy policy that counts on dec ...
Sunday, 01 November 20
GRADUAL RECOVERY FOR INDONESIAN COAL FROM 4Q20; RISKS REMAIN - FITCH RATINGS
Fitch Ratings expects the credit metrics of Indonesian coal miners and coal contractors to improve from 4Q20 with the recovery in volumes and price ...
Wednesday, 28 October 20
BIODIESEL - NEW FUELS, NEW CHALLENGES - GARD | DNV GL
KNOWLEDGE TO ELEVATE
One of numerous possible ways to comply with the IMO’s strategy on the reduction of greenhouse gas (GHG) emissions ...
Wednesday, 28 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.94 points Monday, up 0.35 percent week on week.
The index, released by China ...
Wednesday, 28 October 20
MARKET INSIGHT - INTERMODAL
The global strive towards eco-friendliness and environmental sustainability in the shipping industry is mounting. There are currently almost 200 co ...
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- Ind-Barath Power Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- GMR Energy Limited - India
- The University of Queensland
- Indika Energy - Indonesia
- Goldman Sachs - Singapore
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- Power Finance Corporation Ltd., India
- Mercator Lines Limited - India
- Miang Besar Coal Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- Australian Commodity Traders Exchange
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Deloitte Consulting - India
- Coastal Gujarat Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- MS Steel International - UAE
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- Standard Chartered Bank - UAE
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- GVK Power & Infra Limited - India
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- The Treasury - Australian Government
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
- Chamber of Mines of South Africa
- Gujarat Sidhee Cement - India
- Gujarat Mineral Development Corp Ltd - India
- Global Business Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Wilmar Investment Holdings
- Marubeni Corporation - India
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Aditya Birla Group - India
- Kapuas Tunggal Persada - Indonesia
- Sical Logistics Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- Kumho Petrochemical, South Korea
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- South Luzon Thermal Energy Corporation
- Altura Mining Limited, Indonesia
- Ambuja Cements Ltd - India
- Makarim & Taira - Indonesia
- Bayan Resources Tbk. - Indonesia
- Port Waratah Coal Services - Australia
- Indo Tambangraya Megah - Indonesia
- Kideco Jaya Agung - Indonesia
- SMC Global Power, Philippines
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- Therma Luzon, Inc, Philippines
- Anglo American - United Kingdom
- Savvy Resources Ltd - HongKong
- Xindia Steels Limited - India
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Maheswari Brothers Coal Limited - India
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Timah Investasi Mineral - Indoneisa
- Iligan Light & Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- CNBM International Corporation - China
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- VISA Power Limited - India
- Energy Development Corp, Philippines
- PowerSource Philippines DevCo
- Interocean Group of Companies - India
- White Energy Company Limited
- Bhatia International Limited - India
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- Videocon Industries ltd - India
- Formosa Plastics Group - Taiwan
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- London Commodity Brokers - England
- San Jose City I Power Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Planning Commission, India
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- Coalindo Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- IEA Clean Coal Centre - UK
- Ceylon Electricity Board - Sri Lanka
- International Coal Ventures Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
- Baramulti Group, Indonesia
- Bukit Makmur.PT - Indonesia
- Meralco Power Generation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Larsen & Toubro Limited - India
- Indonesian Coal Mining Association
- ICICI Bank Limited - India
- Indian Energy Exchange, India
- Toyota Tsusho Corporation, Japan
- Australian Coal Association
- Agrawal Coal Company - India
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Tamil Nadu electricity Board
- Indian Oil Corporation Limited
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- McConnell Dowell - Australia
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- Kepco SPC Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Central Electricity Authority - India
- Tata Chemicals Ltd - India
- Carbofer General Trading SA - India
- Eastern Energy - Thailand
- Ministry of Mines - Canada
- Uttam Galva Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Globalindo Alam Lestari - Indonesia
- SMG Consultants - Indonesia
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- Parliament of New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Orica Mining Services - Indonesia
- Bhushan Steel Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bharathi Cement Corporation - India
- Posco Energy - South Korea
- Wood Mackenzie - Singapore
- Economic Council, Georgia
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- Romanian Commodities Exchange
- Essar Steel Hazira Ltd - India
- Heidelberg Cement - Germany
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Edison Trading Spa - Italy
- Ministry of Transport, Egypt
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