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.
|
|
Monday, 28 September 20
NEW LNG PROJECTS - ALL DRESSED UP AND NO PLACE TO GO - WOOD MACKENZIE
It was meant to be another boom year. After a record 70 mmtpa of new LNG capacity was sanctioned in 2019, at least as much capacity was lined up fo ...
Thursday, 24 September 20
SUPRAMAX: INDO TO INDIA FIXING AROUND US$13,000 - FEARNLEYS
Cape
Over the last week the iron ore segment from Brazil to China has picked up, and we see freight rates up USD 2 (12%) week on week Fearnleys ...
Thursday, 24 September 20
KOREA MIDLAND POWER TO BUY 1.92 MILLION TONS OF 4,300-4,700 NCV COAL FOR THREE YEARS
COALspot.com: Korea Midland Power Co. Ltd, has issued an International tender for 640,000 MT 4,300-4,700 kcal/kg NCV coal per year.
...
Wednesday, 23 September 20
VIETNAM'S NEW POWER DEVELOPMENT PLAN MUST OPTIMIZE RENEWABLES AND AVOID FOSSIL FUEL LOCK-IN: IEEFA
EVN’s financial constraints leaves the utility with little room for error
Implementing Vietnam’s soon-to-be-launched next Power De ...
Wednesday, 23 September 20
MARKET INSIGHT - INTERMODAL
Undoubtedly, this year (ongoing) will never be forgotten because in a matter of months it has managed to severely affect and shape our day to day p ...
|
|
|
Showing 776 to 780 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Mintek Dendrill Indonesia
- Ministry of Finance - Indonesia
- Anglo American - United Kingdom
- Standard Chartered Bank - UAE
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- Ind-Barath Power Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- London Commodity Brokers - England
- Attock Cement Pakistan Limited
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Minerals Council of Australia
- SMC Global Power, Philippines
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Vedanta Resources Plc - India
- Sakthi Sugars Limited - India
- Timah Investasi Mineral - Indoneisa
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Kumho Petrochemical, South Korea
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Marubeni Corporation - India
- GN Power Mariveles Coal Plant, Philippines
- Grasim Industreis Ltd - India
- Meenaskhi Energy Private Limited - India
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Deloitte Consulting - India
- The University of Queensland
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Aditya Birla Group - India
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Indika Energy - Indonesia
- Meralco Power Generation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Trasteel International SA, Italy
- Straits Asia Resources Limited - Singapore
- Sree Jayajothi Cements Limited - India
- Agrawal Coal Company - India
- Parry Sugars Refinery, India
- GVK Power & Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Samtan Co., Ltd - South Korea
- Global Coal Blending Company Limited - Australia
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- ICICI Bank Limited - India
- Metalloyd Limited - United Kingdom
- Australian Coal Association
- Makarim & Taira - Indonesia
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Power Finance Corporation Ltd., India
- Bhatia International Limited - India
- Ambuja Cements Ltd - India
- Wilmar Investment Holdings
- Mercator Lines Limited - India
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Dalmia Cement Bharat India
- Holcim Trading Pte Ltd - Singapore
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Energy Development Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cigading International Bulk Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Indogreen Group - Indonesia
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- TeaM Sual Corporation - Philippines
- Central Java Power - Indonesia
- Pendopo Energi Batubara - Indonesia
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Romanian Commodities Exchange
- VISA Power Limited - India
- Baramulti Group, Indonesia
- IHS Mccloskey Coal Group - USA
- Simpson Spence & Young - Indonesia
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bahari Cakrawala Sebuku - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- India Bulls Power Limited - India
- McConnell Dowell - Australia
- Maharashtra Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- Economic Council, Georgia
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- Carbofer General Trading SA - India
- Rashtriya Ispat Nigam Limited - India
- Sinarmas Energy and Mining - Indonesia
- Borneo Indobara - Indonesia
- Coalindo Energy - Indonesia
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Jorong Barutama Greston.PT - Indonesia
- PowerSource Philippines DevCo
- Lanco Infratech Ltd - India
- Siam City Cement PLC, Thailand
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- Georgia Ports Authority, United States
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- New Zealand Coal & Carbon
- Kobexindo Tractors - Indoneisa
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- The State Trading Corporation of India Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Gujarat Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- Global Green Power PLC Corporation, Philippines
- Mercuria Energy - Indonesia
- Interocean Group of Companies - India
- Petron Corporation, Philippines
- GMR Energy Limited - India
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- Salva Resources Pvt Ltd - India
- Renaissance Capital - South Africa
- Globalindo Alam Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- Parliament of New Zealand
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Coal and Oil Company - UAE
- Australian Commodity Traders Exchange
- Tata Chemicals Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Medco Energi Mining Internasional
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- Africa Commodities Group - South Africa
- Bayan Resources Tbk. - Indonesia
- Edison Trading Spa - Italy
- MS Steel International - UAE
- Riau Bara Harum - Indonesia
- Bukit Makmur.PT - Indonesia
|
| |
| |
|
