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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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Thursday, 10 September 20
U.S. COAL PRODUCTION IN 2020 TO BE 511 MMST, 28 PER CENT LOWER THAN IN 2019 - EIA
EIA expects total U.S. coal production in 2020 to be 511 million short tons (MMst), 194 MMst (28%) lower than in 2019. Mitigation efforts related t ...
Thursday, 10 September 20
DRY BULK SHIPPING: CHINA'S DEMAND KEEPING THE DRY BULK MARKET GOING - PETER SAND | BIMCO
Overview
An impressive recovery in Chinese dry bulk imports has protected the industry from the effects of falling demand in the rest of the wo ...
Thursday, 10 September 20
TANKER SHIPPING: FREIGHT RATES BACK AT LOSS-MAKING LEVELS AFTER 12 VERY PROFITABLE MONTHS - BIMCO
Overview
A stunningly strong 12 months for the tanker shipping industry is now being replaced by lower freight rates, as lower oil product ...
Thursday, 10 September 20
INDIA'S COAL IMPORTS STUMBLE IN AUGUST, RAISING RISK OF SLOW RECOVERY - REFINITIV | BANCHERO COSTA
After posting a mild recovery in July, India's coal imports have stumbled in August as the South Asian nation battles to restart it ...
Thursday, 10 September 20
THE FIRST 8 MONTHS OF 2020, INDONESIA EXPORTED 217.4 MLN TONNES OF COAL BASED ON REFINITIV - BANCHERO COSTA
The coal market has been hit by a weaker global economy as a result of COVID-19 pandemic and falling industrial electricity demand ...
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- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- Kohat Cement Company Ltd. - Pakistan
- Toyota Tsusho Corporation, Japan
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Marubeni Corporation - India
- Minerals Council of Australia
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kaltim Prima Coal - Indonesia
- MS Steel International - UAE
- Savvy Resources Ltd - HongKong
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Ambuja Cements Ltd - India
- Videocon Industries ltd - India
- GAC Shipping (India) Pvt Ltd
- Timah Investasi Mineral - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- Altura Mining Limited, Indonesia
- Gujarat Sidhee Cement - India
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- Indian Energy Exchange, India
- OPG Power Generation Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- ICICI Bank Limited - India
- Mercuria Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Essar Steel Hazira Ltd - India
- Indonesian Coal Mining Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Romanian Commodities Exchange
- Indo Tambangraya Megah - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Chamber of Mines of South Africa
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- Cement Manufacturers Association - India
- Wilmar Investment Holdings
- Tata Chemicals Ltd - India
- Coastal Gujarat Power Limited - India
- Metalloyd Limited - United Kingdom
- Oldendorff Carriers - Singapore
- Parry Sugars Refinery, India
- Ministry of Transport, Egypt
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- Indian Oil Corporation Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- Indika Energy - Indonesia
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- Baramulti Group, Indonesia
- Planning Commission, India
- Asmin Koalindo Tuhup - Indonesia
- Lanco Infratech Ltd - India
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Simpson Spence & Young - Indonesia
- Directorate Of Revenue Intelligence - India
- Maheswari Brothers Coal Limited - India
- Sical Logistics Limited - India
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- Sojitz Corporation - Japan
- Ministry of Mines - Canada
- Riau Bara Harum - Indonesia
- IEA Clean Coal Centre - UK
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- Directorate General of MIneral and Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Dalmia Cement Bharat India
- AsiaOL BioFuels Corp., Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Coalindo Energy - Indonesia
- Star Paper Mills Limited - India
- Heidelberg Cement - Germany
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- McConnell Dowell - Australia
- Medco Energi Mining Internasional
- Therma Luzon, Inc, Philippines
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Ministry of Finance - Indonesia
- Energy Development Corp, Philippines
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
- Bharathi Cement Corporation - India
- Binh Thuan Hamico - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Grasim Industreis Ltd - India
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- The University of Queensland
- Vedanta Resources Plc - India
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Wood Mackenzie - Singapore
- Pendopo Energi Batubara - Indonesia
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Edison Trading Spa - Italy
- Global Business Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- Madhucon Powers Ltd - India
- IHS Mccloskey Coal Group - USA
- Globalindo Alam Lestari - Indonesia
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- White Energy Company Limited
- Renaissance Capital - South Africa
- PowerSource Philippines DevCo
- Karbindo Abesyapradhi - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- GVK Power & Infra Limited - India
- Orica Mining Services - Indonesia
- The Treasury - Australian Government
- Trasteel International SA, Italy
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Central Java Power - Indonesia
- Larsen & Toubro Limited - India
- Borneo Indobara - Indonesia
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- GMR Energy Limited - India
- Kapuas Tunggal Persada - Indonesia
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- Eastern Coal Council - USA
- Parliament of New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Australian Coal Association
- Bayan Resources Tbk. - Indonesia
- Karaikal Port Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Neyveli Lignite Corporation Ltd, - India
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- Latin American Coal - Colombia
- LBH Netherlands Bv - Netherlands
- Aboitiz Power Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Posco Energy - South Korea
- Mercator Lines Limited - India
- Standard Chartered Bank - UAE
- Orica Australia Pty. Ltd.
- ASAPP Information Group - India
- Uttam Galva Steels Limited - India
- Interocean Group of Companies - India
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