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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, 01 July 20
COLOMBIA'S COAL EXPORT VOLUMES HAVE STEADILY DECLINED IN RECENT YEARS - BANCHERO COSTA
Colombia is the world’s fifth largest seaborne exporter of coal, coming after Australia, Indonesia, Russia and the USA.
Export ...
Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
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- Indian Oil Corporation Limited
- Meenaskhi Energy Private Limited - India
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Mercator Lines Limited - India
- Africa Commodities Group - South Africa
- Bhushan Steel Limited - India
- Mintek Dendrill Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- Bangladesh Power Developement Board
- Georgia Ports Authority, United States
- VISA Power Limited - India
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Parry Sugars Refinery, India
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Australian Commodity Traders Exchange
- Agrawal Coal Company - India
- Toyota Tsusho Corporation, Japan
- Miang Besar Coal Terminal - Indonesia
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- Vizag Seaport Private Limited - India
- Jaiprakash Power Ventures ltd
- Gujarat Sidhee Cement - India
- Indian Energy Exchange, India
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- Global Green Power PLC Corporation, Philippines
- Power Finance Corporation Ltd., India
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- Goldman Sachs - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Borneo Indobara - Indonesia
- Madhucon Powers Ltd - India
- CNBM International Corporation - China
- Sakthi Sugars Limited - India
- Dalmia Cement Bharat India
- Salva Resources Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Central Electricity Authority - India
- Tamil Nadu electricity Board
- India Bulls Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Directorate Of Revenue Intelligence - India
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Aditya Birla Group - India
- Merrill Lynch Commodities Europe
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- International Coal Ventures Pvt Ltd - India
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- Grasim Industreis Ltd - India
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- Videocon Industries ltd - India
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- Sojitz Corporation - Japan
- Electricity Generating Authority of Thailand
- Anglo American - United Kingdom
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- Sical Logistics Limited - India
- Australian Coal Association
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Antam Resourcindo - Indonesia
- Coalindo Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Straits Asia Resources Limited - Singapore
- Chettinad Cement Corporation Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Metalloyd Limited - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- ASAPP Information Group - India
- LBH Netherlands Bv - Netherlands
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- Kumho Petrochemical, South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pendopo Energi Batubara - Indonesia
- San Jose City I Power Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- Kartika Selabumi Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Makarim & Taira - Indonesia
- Jindal Steel & Power Ltd - India
- Larsen & Toubro Limited - India
- Sindya Power Generating Company Private Ltd
- The University of Queensland
- Eastern Coal Council - USA
- Bayan Resources Tbk. - Indonesia
- South Luzon Thermal Energy Corporation
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- Carbofer General Trading SA - India
- SMC Global Power, Philippines
- London Commodity Brokers - England
- The State Trading Corporation of India Ltd
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Deloitte Consulting - India
- Bhoruka Overseas - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Minerals Council of Australia
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Marubeni Corporation - India
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- Eastern Energy - Thailand
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Tata Chemicals Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Planning Commission, India
- Edison Trading Spa - Italy
- Bukit Baiduri Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Oldendorff Carriers - Singapore
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Coal and Oil Company - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bulk Trading Sa - Switzerland
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Energy Development Corp, Philippines
- McConnell Dowell - Australia
- White Energy Company Limited
- Interocean Group of Companies - India
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Makmur.PT - Indonesia
- Lanco Infratech Ltd - India
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- Chamber of Mines of South Africa
- Leighton Contractors Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
- Electricity Authority, New Zealand
- Ind-Barath Power Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- Posco Energy - South Korea
- Renaissance Capital - South Africa
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- Savvy Resources Ltd - HongKong
- Cement Manufacturers Association - India
- Barasentosa Lestari - Indonesia
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Uttam Galva Steels Limited - India
- Central Java Power - Indonesia
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- Ministry of Mines - Canada
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
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