We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 31 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.43 PCT - XINHUA
China Taiyuan coal transaction price index stood at 132.17 points Monday, down 0.43 percent week on week.
The index, released by Chi ...
Tuesday, 31 March 20
COAL POWER REMAINS IN GLOBAL DECLINE, DESPITE CHINESE SURGE - SYDNEY MORNING HERALD
The impact of coronavirus has prompted a surge in coal-fired power plant construction permits in China, with the Chinese government issuing more pe ...
Monday, 30 March 20
CORONAVIRUS - IMPLICATIONS FOR SHIPS AND CREW - GARD
KNOWLEDGE TO ELEVATE
Countries around the world are strengthening their border control measures in order to prevent the further spread of COVI ...
Monday, 30 March 20
LAY-UP AND RE-ACTIVATION REVISITED - GARD
KNOWLEDGE TO ELEVATE
The COVID-19 pandemic has affected the maritime industry in previously unthinkable ways. Ports around the world are denyi ...
Monday, 30 March 20
PANAMAX: INDONESIA LACKED VOLUME, PARTLY DUE TO FORCE MAJEURE IN INDIAN PORTS - BALTIC BRIEFING
Capesize
As Covid-19 continued to ratchet up tensions across the globe, the Cape market dealt with the change to remote working. Most regions o ...
|
|
|
Showing 1036 to 1040 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- Makarim & Taira - Indonesia
- Parliament of New Zealand
- Africa Commodities Group - South Africa
- Interocean Group of Companies - India
- Singapore Mercantile Exchange
- Kepco SPC Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Finance - Indonesia
- GVK Power & Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Sree Jayajothi Cements Limited - India
- Uttam Galva Steels Limited - India
- Star Paper Mills Limited - India
- Bangladesh Power Developement Board
- Australian Commodity Traders Exchange
- Essar Steel Hazira Ltd - India
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Energy Link Ltd, New Zealand
- Formosa Plastics Group - Taiwan
- Planning Commission, India
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
- Global Coal Blending Company Limited - Australia
- Ministry of Mines - Canada
- Toyota Tsusho Corporation, Japan
- Deloitte Consulting - India
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Anglo American - United Kingdom
- ASAPP Information Group - India
- Bulk Trading Sa - Switzerland
- Kobexindo Tractors - Indoneisa
- CIMB Investment Bank - Malaysia
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Pendopo Energi Batubara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Tamil Nadu electricity Board
- Economic Council, Georgia
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- Kaltim Prima Coal - Indonesia
- Independent Power Producers Association of India
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Posco Energy - South Korea
- Semirara Mining Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- Malabar Cements Ltd - India
- Aditya Birla Group - India
- White Energy Company Limited
- Borneo Indobara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- SMG Consultants - Indonesia
- The Treasury - Australian Government
- Minerals Council of Australia
- Indika Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Sakthi Sugars Limited - India
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Larsen & Toubro Limited - India
- Grasim Industreis Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Straits Asia Resources Limited - Singapore
- Billiton Holdings Pty Ltd - Australia
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- London Commodity Brokers - England
- CNBM International Corporation - China
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- Indogreen Group - Indonesia
- GMR Energy Limited - India
- Indian Energy Exchange, India
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Meralco Power Generation, Philippines
- Dalmia Cement Bharat India
- Global Green Power PLC Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Australian Coal Association
- Mjunction Services Limited - India
- Sical Logistics Limited - India
- TeaM Sual Corporation - Philippines
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Trasteel International SA, Italy
- Intertek Mineral Services - Indonesia
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- Vedanta Resources Plc - India
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Power Finance Corporation Ltd., India
- Meenaskhi Energy Private Limited - India
- Sindya Power Generating Company Private Ltd
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Standard Chartered Bank - UAE
- Tata Chemicals Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Bukit Baiduri Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- Bukit Makmur.PT - Indonesia
- VISA Power Limited - India
- Binh Thuan Hamico - Vietnam
- Thai Mozambique Logistica
- Bank of Tokyo Mitsubishi UFJ Ltd
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- Bukit Asam (Persero) Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Therma Luzon, Inc, Philippines
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- Altura Mining Limited, Indonesia
- Savvy Resources Ltd - HongKong
- Mercator Lines Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Jaiprakash Power Ventures ltd
- Bhushan Steel Limited - India
- San Jose City I Power Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Cement Manufacturers Association - India
- PowerSource Philippines DevCo
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Videocon Industries ltd - India
- MS Steel International - UAE
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- Goldman Sachs - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Attock Cement Pakistan Limited
- Coalindo Energy - Indonesia
|
| |
| |
|
