We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 07 October 20
U.S. COAL PRODUCTION TO DECREASE BY 26 PERCENT IN 2020 COMPARED TO 2019 - EIA
EIA expects total U.S. coal production in 2020 to be 525 million short tons (MMst), compared with 705 MMst in 2019, a 26% decrease.
COVID-19 a ...
Wednesday, 07 October 20
MARKET INSIGHT - INTERMODAL
The challenges brought forward in 2020 proved to be very different from what we could have ever imagined. Together with placing a significant strai ...
Tuesday, 06 October 20
KOSPO TO IMPORT 80,000 MT OF 3,800 NCV COAL FOR 2H NOV
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 MT Min.3800 kcal/kg NCV coal 2H November, 2020 l ...
Friday, 02 October 20
THE INDONESIA COAL PRICE REFERENCE RISE AFTER HISTORIC CRASH TO US$ 49.42
COALspot.com: The Indonesia Coal Price Reference for the month of October Rise to US$ 51.00 after historic crash to US$ 49.42 in September 2020.
...
Friday, 02 October 20
SRI LANKA MUST LEARN LESSONS FROM AROUND ASIA TO AVOID FURTHER ELECTRICITY CRISES - IEEFA
Overcommitment to fossil-fuelled power generation is leading to excess capacity and rising capacity payments, subsidies, and tariffs around the con ...
|
|
|
Showing 766 to 770 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Banpu Public Company Limited - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- PNOC Exploration Corporation - Philippines
- Australian Coal Association
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Orica Australia Pty. Ltd.
- Videocon Industries ltd - India
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- San Jose City I Power Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thai Mozambique Logistica
- Singapore Mercantile Exchange
- Uttam Galva Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Attock Cement Pakistan Limited
- Wilmar Investment Holdings
- Australian Commodity Traders Exchange
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- Bhatia International Limited - India
- GAC Shipping (India) Pvt Ltd
- SN Aboitiz Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- Makarim & Taira - Indonesia
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- New Zealand Coal & Carbon
- GMR Energy Limited - India
- Indogreen Group - Indonesia
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meralco Power Generation, Philippines
- Indo Tambangraya Megah - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Timah Investasi Mineral - Indoneisa
- Semirara Mining Corp, Philippines
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- European Bulk Services B.V. - Netherlands
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Generating Authority of Thailand
- Latin American Coal - Colombia
- Semirara Mining and Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Eastern Coal Council - USA
- Krishnapatnam Port Company Ltd. - India
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Simpson Spence & Young - Indonesia
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- IEA Clean Coal Centre - UK
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Interocean Group of Companies - India
- Eastern Energy - Thailand
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Sinarmas Energy and Mining - Indonesia
- Economic Council, Georgia
- Tata Chemicals Ltd - India
- Chamber of Mines of South Africa
- Merrill Lynch Commodities Europe
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Posco Energy - South Korea
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement PLC, Thailand
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Goldman Sachs - Singapore
- Anglo American - United Kingdom
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Independent Power Producers Association of India
- Minerals Council of Australia
- Indika Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- White Energy Company Limited
- Trasteel International SA, Italy
- Madhucon Powers Ltd - India
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- Meenaskhi Energy Private Limited - India
- The University of Queensland
- VISA Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Jindal Steel & Power Ltd - India
- The Treasury - Australian Government
- Sakthi Sugars Limited - India
- Miang Besar Coal Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Sojitz Corporation - Japan
- Baramulti Group, Indonesia
- Coastal Gujarat Power Limited - India
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- ICICI Bank Limited - India
- Heidelberg Cement - Germany
- OPG Power Generation Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Thiess Contractors Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- Orica Mining Services - Indonesia
- Bulk Trading Sa - Switzerland
- Riau Bara Harum - Indonesia
- TeaM Sual Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Salva Resources Pvt Ltd - India
- Bharathi Cement Corporation - India
- Sical Logistics Limited - India
- Central Java Power - Indonesia
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- London Commodity Brokers - England
- The State Trading Corporation of India Ltd
- LBH Netherlands Bv - Netherlands
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Xindia Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Mercator Lines Limited - India
- CIMB Investment Bank - Malaysia
- Ministry of Transport, Egypt
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Dalmia Cement Bharat India
- Planning Commission, India
- Vedanta Resources Plc - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- Carbofer General Trading SA - India
- Cement Manufacturers Association - India
- Tamil Nadu electricity Board
- Bukit Baiduri Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- Gujarat Sidhee Cement - India
- Romanian Commodities Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- PowerSource Philippines DevCo
- Africa Commodities Group - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Bangladesh Power Developement Board
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- ASAPP Information Group - India
- Edison Trading Spa - Italy
- Medco Energi Mining Internasional
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
|
| |
| |
|