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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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Tuesday, 09 June 20
BUNKER SUPPLY CONTRACTS - KEY CONSIDERATIONS FOR THE BUYER - GARD
KNOWLEDGE TO ELEVATE
Regardless of whether a buyer purchases fuel directly from physical suppliers or via brokers or traders and whether sale ...
Tuesday, 09 June 20
INDIA: COAL IMPORT DROPS BY 20% TO NEARLY 19 MILLION TONNES IN MAY, SAYS REPORT - HINDUSTAN TIMES
The country’s coal import dropped by 20 per cent to 18.93 million tonnes (MT) last month, industry data showed.
The government ...
Monday, 08 June 20
WOOD MACKENZIE: THE INDISPENSABLE OPEC+
Rumours of “the death of OPEC” have been circulating for almost as long as the organisation has existed. Just three years after the car ...
Monday, 08 June 20
CHINA'S COAL IMPORTS FALL NEARLY 20% IN MAY EVEN AS DEMAND RISES - REUTERS
China’s coal imports in May fell nearly 20% compared with a year earlier even as demand recovered at power plants and industrial users, custo ...
Monday, 08 June 20
JUNE 2020 INDONESIAN COAL PRICE REFERENCE HIT US$ 52.98 A TON, ITS LOWEST LEVEL SINCE AT LEAST AUGUST 2016
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
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- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Eastern Coal Council - USA
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Ambuja Cements Ltd - India
- Siam City Cement PLC, Thailand
- Coastal Gujarat Power Limited - India
- LBH Netherlands Bv - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Rashtriya Ispat Nigam Limited - India
- Thai Mozambique Logistica
- Bukit Makmur.PT - Indonesia
- Chamber of Mines of South Africa
- Therma Luzon, Inc, Philippines
- SMC Global Power, Philippines
- India Bulls Power Limited - India
- The State Trading Corporation of India Ltd
- Krishnapatnam Port Company Ltd. - India
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- MS Steel International - UAE
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Independent Power Producers Association of India
- Bhatia International Limited - India
- Essar Steel Hazira Ltd - India
- Borneo Indobara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sarangani Energy Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Africa Commodities Group - South Africa
- Binh Thuan Hamico - Vietnam
- New Zealand Coal & Carbon
- Semirara Mining and Power Corporation, Philippines
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- McConnell Dowell - Australia
- Sinarmas Energy and Mining - Indonesia
- VISA Power Limited - India
- Samtan Co., Ltd - South Korea
- Tamil Nadu electricity Board
- CNBM International Corporation - China
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Thiess Contractors Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- Holcim Trading Pte Ltd - Singapore
- Maheswari Brothers Coal Limited - India
- San Jose City I Power Corp, Philippines
- Savvy Resources Ltd - HongKong
- Kapuas Tunggal Persada - Indonesia
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Aboitiz Power Corporation - Philippines
- The University of Queensland
- Romanian Commodities Exchange
- Posco Energy - South Korea
- Uttam Galva Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Standard Chartered Bank - UAE
- Bayan Resources Tbk. - Indonesia
- OPG Power Generation Pvt Ltd - India
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Merrill Lynch Commodities Europe
- Deloitte Consulting - India
- Orica Mining Services - Indonesia
- Orica Australia Pty. Ltd.
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- Malabar Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Videocon Industries ltd - India
- Meralco Power Generation, Philippines
- Mercuria Energy - Indonesia
- Australian Commodity Traders Exchange
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- Madhucon Powers Ltd - India
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- Ministry of Transport, Egypt
- GVK Power & Infra Limited - India
- Banpu Public Company Limited - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Wilmar Investment Holdings
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- Parliament of New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Lanco Infratech Ltd - India
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Mintek Dendrill Indonesia
- European Bulk Services B.V. - Netherlands
- Planning Commission, India
- Vizag Seaport Private Limited - India
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- London Commodity Brokers - England
- Sindya Power Generating Company Private Ltd
- Coal and Oil Company - UAE
- Mercator Lines Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Altura Mining Limited, Indonesia
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement - Thailand
- Intertek Mineral Services - Indonesia
- Central Electricity Authority - India
- Directorate Of Revenue Intelligence - India
- Dalmia Cement Bharat India
- Parry Sugars Refinery, India
- Port Waratah Coal Services - Australia
- Semirara Mining Corp, Philippines
- Energy Development Corp, Philippines
- PTC India Limited - India
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Marubeni Corporation - India
- Eastern Energy - Thailand
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- Georgia Ports Authority, United States
- Cement Manufacturers Association - India
- Aditya Birla Group - India
- Manunggal Multi Energi - Indonesia
- Central Java Power - Indonesia
- Antam Resourcindo - Indonesia
- Baramulti Group, Indonesia
- Mjunction Services Limited - India
- IHS Mccloskey Coal Group - USA
- Interocean Group of Companies - India
- Petron Corporation, Philippines
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- Latin American Coal - Colombia
- Attock Cement Pakistan Limited
- PetroVietnam Power Coal Import and Supply Company
- International Coal Ventures Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kepco SPC Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- Minerals Council of Australia
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Australian Coal Association
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- Renaissance Capital - South Africa
- Bharathi Cement Corporation - India
- PNOC Exploration Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Kalimantan Lumbung Energi - Indonesia
- Coalindo Energy - Indonesia
- Indogreen Group - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Globalindo Alam Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Bahari Cakrawala Sebuku - Indonesia
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
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