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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, 21 October 20
INDIA: THE COMMERCIALISATION OF COAL BLOCKS WILL BENEFIT THE ECONOMY - HINDU BUSINESS LINE
As the government of India receives 76 bids for 23 coal mines against the 38 up on auction, what does this commercialisation of coal block allocati ...
Wednesday, 21 October 20
MARKET INSIGHT - INTERMODAL
The second wave of COVID-19 is now a reality; offices are closing again, and stricter rules and regulations are being implemented in public spaces. ...
Tuesday, 20 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.82 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.49 points Monday, up 0.82 percent week on week.
The index, released by China ...
Tuesday, 20 October 20
BIMCO 'SHIPLEASE' TERM SHEET - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The ever-growing importance of sale and leaseback transactions as an alternative to financing ships by way of loan, makes ...
Friday, 16 October 20
KOMIPO ON BEHALF OF K GENCO'S INVITED BIDS FOR TOTAL 715,000 MT MIN. 5,700 NAR COAL FOR DECEMBER
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 715,000& ...
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- AsiaOL BioFuels Corp., Philippines
- Indogreen Group - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- White Energy Company Limited
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- Siam City Cement - Thailand
- Indika Energy - Indonesia
- Indonesian Coal Mining Association
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- Marubeni Corporation - India
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Eastern Energy - Thailand
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- Aditya Birla Group - India
- Intertek Mineral Services - Indonesia
- Economic Council, Georgia
- Banpu Public Company Limited - Thailand
- Anglo American - United Kingdom
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Neyveli Lignite Corporation Ltd, - India
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- Maheswari Brothers Coal Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Minerals Council of Australia
- Energy Link Ltd, New Zealand
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Electricity Generating Authority of Thailand
- Sindya Power Generating Company Private Ltd
- TNB Fuel Sdn Bhd - Malaysia
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- GVK Power & Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Maharashtra Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Malabar Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Tata Chemicals Ltd - India
- Australian Coal Association
- International Coal Ventures Pvt Ltd - India
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Kideco Jaya Agung - Indonesia
- Formosa Plastics Group - Taiwan
- IHS Mccloskey Coal Group - USA
- Star Paper Mills Limited - India
- Riau Bara Harum - Indonesia
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Planning Commission, India
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- PTC India Limited - India
- Wood Mackenzie - Singapore
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Krishnapatnam Port Company Ltd. - India
- Alfred C Toepfer International GmbH - Germany
- PowerSource Philippines DevCo
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- ICICI Bank Limited - India
- Bhushan Steel Limited - India
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Vedanta Resources Plc - India
- Uttam Galva Steels Limited - India
- Bharathi Cement Corporation - India
- Manunggal Multi Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Altura Mining Limited, Indonesia
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
- Vizag Seaport Private Limited - India
- Mercuria Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Latin American Coal - Colombia
- Medco Energi Mining Internasional
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Indo Tambangraya Megah - Indonesia
- Eastern Coal Council - USA
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Petron Corporation, Philippines
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- Interocean Group of Companies - India
- Pipit Mutiara Jaya. PT, Indonesia
- Timah Investasi Mineral - Indoneisa
- Tamil Nadu electricity Board
- Mercator Lines Limited - India
- Electricity Authority, New Zealand
- Energy Development Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- Sree Jayajothi Cements Limited - India
- Standard Chartered Bank - UAE
- Ministry of Transport, Egypt
- Thiess Contractors Indonesia
- Coastal Gujarat Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- Ministry of Mines - Canada
- VISA Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- Samtan Co., Ltd - South Korea
- Essar Steel Hazira Ltd - India
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Karaikal Port Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bayan Resources Tbk. - Indonesia
- ASAPP Information Group - India
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- Miang Besar Coal Terminal - Indonesia
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- PNOC Exploration Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Merrill Lynch Commodities Europe
- Offshore Bulk Terminal Pte Ltd, Singapore
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- Larsen & Toubro Limited - India
- Billiton Holdings Pty Ltd - Australia
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Mintek Dendrill Indonesia
- IEA Clean Coal Centre - UK
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- New Zealand Coal & Carbon
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