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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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Friday, 24 April 20
COAL INDIA TO PRODUCE 710 MT COAL - MINISTER OF COAL AND MINES
Coal India Limited (CIL) will produce 710 million tonnes (MT) of coal and company’s coal off take target will also remain at710 MT for this f ...
Friday, 24 April 20
CHINA COAL PRODUCER YANZHOU COAL POSTS 9.6 PCT RISE IN 2019 NET PROFIT - XINHUA
China’s major coal producer Yanzhou Coal Mining Co., Ltd. said Thursday that its net profit saw a 9.6 percent rise in 2019.
Th ...
Tuesday, 21 April 20
INDONESIA ACCOUNTS FOR 19% OF JAPAN'S TOTAL COAL IMPORTS - BANCHERO COSTA
Coal trade in Asia is proving remarkably resilient this year, despite the global economic impact from COVID-19.
We have seen China&r ...
Tuesday, 21 April 20
COVID-19: CHARTERPARTY MATTERS FOR SHIPOWNERS - SKULD
KNOWLEDGE TO ELEVATE
Whilst the plight of cruise ships, stranded off shore with sick passengers and crew, may be dominating media headlines, t ...
Monday, 20 April 20
SUPRAMAX: A 52,000DWT SHIP FIXING AN INDONESIA COAL RUN TO CHINA AT $4400 - BALTIC BRIEFING
Capesize
This week was the strongest period seen for the Capesize market in several months. All routes globally succumbed to improved sentiment ...
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Showing 1006 to 1010 news of total 6871 |
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- Anglo American - United Kingdom
- Karaikal Port Pvt Ltd - India
- Carbofer General Trading SA - India
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- LBH Netherlands Bv - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- Eastern Energy - Thailand
- Economic Council, Georgia
- Semirara Mining Corp, Philippines
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Gujarat Sidhee Cement - India
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- White Energy Company Limited
- Minerals Council of Australia
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Indian Energy Exchange, India
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- Billiton Holdings Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- Riau Bara Harum - Indonesia
- Australian Commodity Traders Exchange
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- Thai Mozambique Logistica
- Sree Jayajothi Cements Limited - India
- Essar Steel Hazira Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Central Java Power - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Ministry of Transport, Egypt
- Global Green Power PLC Corporation, Philippines
- Aditya Birla Group - India
- Karbindo Abesyapradhi - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Renaissance Capital - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Standard Chartered Bank - UAE
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
- Meenaskhi Energy Private Limited - India
- Mercuria Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Thiess Contractors Indonesia
- Bhoruka Overseas - Indonesia
- Videocon Industries ltd - India
- Cement Manufacturers Association - India
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- Medco Energi Mining Internasional
- Larsen & Toubro Limited - India
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Wilmar Investment Holdings
- Interocean Group of Companies - India
- Directorate Of Revenue Intelligence - India
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- GMR Energy Limited - India
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- CNBM International Corporation - China
- Parry Sugars Refinery, India
- Antam Resourcindo - Indonesia
- Uttam Galva Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- VISA Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Metalloyd Limited - United Kingdom
- Vizag Seaport Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Trasteel International SA, Italy
- Kepco SPC Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- ICICI Bank Limited - India
- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- Maharashtra Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- MS Steel International - UAE
- GAC Shipping (India) Pvt Ltd
- Bulk Trading Sa - Switzerland
- Dalmia Cement Bharat India
- Lanco Infratech Ltd - India
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Bangladesh Power Developement Board
- Planning Commission, India
- Bahari Cakrawala Sebuku - Indonesia
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Borneo Indobara - Indonesia
- Bukit Baiduri Energy - Indonesia
- New Zealand Coal & Carbon
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- Price Waterhouse Coopers - Russia
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Madhucon Powers Ltd - India
- Vedanta Resources Plc - India
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Iligan Light & Power Inc, Philippines
- GVK Power & Infra Limited - India
- Agrawal Coal Company - India
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- CIMB Investment Bank - Malaysia
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- SN Aboitiz Power Inc, Philippines
- Sojitz Corporation - Japan
- Toyota Tsusho Corporation, Japan
- Merrill Lynch Commodities Europe
- Coal and Oil Company - UAE
- Eastern Coal Council - USA
- IEA Clean Coal Centre - UK
- Kapuas Tunggal Persada - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Malabar Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Heidelberg Cement - Germany
- Deloitte Consulting - India
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- Romanian Commodities Exchange
- Bayan Resources Tbk. - Indonesia
- Altura Mining Limited, Indonesia
- Tata Chemicals Ltd - India
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Savvy Resources Ltd - HongKong
- Leighton Contractors Pty Ltd - Australia
- Marubeni Corporation - India
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- Star Paper Mills Limited - India
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
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