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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, 27 August 20
BANGLADESH POWER MINISTRY SEEKING AUTHORITY TO CANCEL 13,000 MW OF PROPOSED COAL-FIRED CAPACITY - BUSINESS STANDARD
In a bid to move away from dirty energy, the Ministry of Power, Energy and Mineral Resources is seeking the prime minister’s approval to conv ...
Wednesday, 26 August 20
ASIAN COAL PRICES LIKELY TO REMAIN DEPRESSED SAY TRADERS, ANALYSTS - REUTERS
Asian coal prices, which have fallen around 25% this year as power demand slumped due to the coronavirus outbreak, are unlikely to move higher befo ...
Wednesday, 26 August 20
WORLD COAL EXPORTS: INDONESIAN THERMAL COAL EXPORTS HAVE COME UNDER PRESSURE AS THERMAL COAL PRICES WEAKEN - REPORT
Indonesia’s exports to decline sharply from record highs
Indonesia is the world’s largest thermal coal exporter, sellin ...
Wednesday, 26 August 20
JAPAN'S COAL IMPORTS ARE BEING AFFECTED BY COMPETING INFLUENCES - REPORT
Japan is the world’s third largest thermal coal importer, importing an estimated 135 million tonnes of thermal coal in 2019. The country&rsqu ...
Wednesday, 26 August 20
PENDING SOUTH KOREA LEGISLATION COULD FORCE HALT TO COUNTRY’S COAL PLANT EXPORT DEALS - KOREA ECONOMIC DAILY
South Korea’s parliament looks set to pass new legislation to ban financing on foreign coal power projects, putting all overseas coal-fired p ...
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Showing 811 to 815 news of total 6871 |
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- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- GVK Power & Infra Limited - India
- Economic Council, Georgia
- London Commodity Brokers - England
- Metalloyd Limited - United Kingdom
- Simpson Spence & Young - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Anglo American - United Kingdom
- Sarangani Energy Corporation, Philippines
- Heidelberg Cement - Germany
- Indo Tambangraya Megah - Indonesia
- CIMB Investment Bank - Malaysia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Port Waratah Coal Services - Australia
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- GAC Shipping (India) Pvt Ltd
- OPG Power Generation Pvt Ltd - India
- Sakthi Sugars Limited - India
- Meralco Power Generation, Philippines
- Independent Power Producers Association of India
- Holcim Trading Pte Ltd - Singapore
- Tata Chemicals Ltd - India
- Chettinad Cement Corporation Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Ceylon Electricity Board - Sri Lanka
- Uttam Galva Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- Star Paper Mills Limited - India
- PowerSource Philippines DevCo
- Commonwealth Bank - Australia
- Africa Commodities Group - South Africa
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- SMC Global Power, Philippines
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Jaiprakash Power Ventures ltd
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- Grasim Industreis Ltd - India
- Sindya Power Generating Company Private Ltd
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Electricity Generating Authority of Thailand
- Malabar Cements Ltd - India
- CNBM International Corporation - China
- Maharashtra Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Kideco Jaya Agung - Indonesia
- Alfred C Toepfer International GmbH - Germany
- European Bulk Services B.V. - Netherlands
- Marubeni Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Thai Mozambique Logistica
- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- Ambuja Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Kobexindo Tractors - Indoneisa
- GMR Energy Limited - India
- Energy Link Ltd, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Chamber of Mines of South Africa
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- Pendopo Energi Batubara - Indonesia
- The University of Queensland
- Romanian Commodities Exchange
- Central Electricity Authority - India
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- Vizag Seaport Private Limited - India
- Globalindo Alam Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Savvy Resources Ltd - HongKong
- GN Power Mariveles Coal Plant, Philippines
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Carbofer General Trading SA - India
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- India Bulls Power Limited - India
- Aboitiz Power Corporation - Philippines
- Videocon Industries ltd - India
- Planning Commission, India
- Miang Besar Coal Terminal - Indonesia
- Singapore Mercantile Exchange
- Kepco SPC Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Agrawal Coal Company - India
- Parliament of New Zealand
- Tamil Nadu electricity Board
- The State Trading Corporation of India Ltd
- Interocean Group of Companies - India
- Krishnapatnam Port Company Ltd. - India
- Renaissance Capital - South Africa
- Formosa Plastics Group - Taiwan
- The Treasury - Australian Government
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- Ministry of Finance - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Bhushan Steel Limited - India
- Therma Luzon, Inc, Philippines
- Cement Manufacturers Association - India
- Jorong Barutama Greston.PT - Indonesia
- Mintek Dendrill Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- South Luzon Thermal Energy Corporation
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indika Energy - Indonesia
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Coastal Gujarat Power Limited - India
- Aditya Birla Group - India
- Attock Cement Pakistan Limited
- White Energy Company Limited
- Minerals Council of Australia
- TNB Fuel Sdn Bhd - Malaysia
- Timah Investasi Mineral - Indoneisa
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Ind-Barath Power Infra Limited - India
- Indogreen Group - Indonesia
- Kartika Selabumi Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Riau Bara Harum - Indonesia
- Siam City Cement - Thailand
- Orica Australia Pty. Ltd.
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- Lanco Infratech Ltd - India
- Toyota Tsusho Corporation, Japan
- Iligan Light & Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Bahari Cakrawala Sebuku - Indonesia
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Baramulti Group, Indonesia
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Asmin Koalindo Tuhup - Indonesia
- Eastern Coal Council - USA
- Deloitte Consulting - India
- Antam Resourcindo - Indonesia
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
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