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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, 06 February 20
CHINESE DEMAND KEY UNCERTAINTY FOR SEABORNE COAL MARKET IN 2020 - THE BRICS POST
Coal trader Noble Resources head of research Rodrigo Echeverri Cardozo had penciled in a 3 Mt drop in Chinese import demand for 2020, but it could ...
Wednesday, 05 February 20
CORONAVIRUS AND THE SHIPPING INDUSTRY - WATSON, FARLEY & WILLIAMS
The continued spread of Coronavirus and governmental measures to minimise the impact is likely to affect the shipping industry and supply chain.
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Wednesday, 05 February 20
INDONESIA'S COAL PRICE REFERENCE UP 1.46% IN FEBRUARY
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 05 February 20
MARKET INSIGHT - INTERMODAL
The oil and gas industry benefitted from a strong and solid ground in the previous year. We witnessed a slow but steady increase in bunker’s ...
Wednesday, 05 February 20
RUSSIA EXPORTED 28.6 MLN TONNES OF LNG IN 2019 - REFINITIV
A lot of attention has been paid recently on the surge in LNG exports from the United States. However, another country which is seeing truly expone ...
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- Meenaskhi Energy Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- IEA Clean Coal Centre - UK
- Mercuria Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rio Tinto Coal - Australia
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Manunggal Multi Energi - Indonesia
- Meralco Power Generation, Philippines
- Toyota Tsusho Corporation, Japan
- Miang Besar Coal Terminal - Indonesia
- Bulk Trading Sa - Switzerland
- Kohat Cement Company Ltd. - Pakistan
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Planning Commission, India
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- MS Steel International - UAE
- Wilmar Investment Holdings
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- Kaltim Prima Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Lanco Infratech Ltd - India
- Bhushan Steel Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- VISA Power Limited - India
- ICICI Bank Limited - India
- Gujarat Sidhee Cement - India
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- San Jose City I Power Corp, Philippines
- Mintek Dendrill Indonesia
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- Xindia Steels Limited - India
- Indika Energy - Indonesia
- Indian Oil Corporation Limited
- White Energy Company Limited
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- Port Waratah Coal Services - Australia
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- Energy Development Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Star Paper Mills Limited - India
- Attock Cement Pakistan Limited
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- The State Trading Corporation of India Ltd
- Edison Trading Spa - Italy
- Marubeni Corporation - India
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Makarim & Taira - Indonesia
- South Luzon Thermal Energy Corporation
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Merrill Lynch Commodities Europe
- Sinarmas Energy and Mining - Indonesia
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- Economic Council, Georgia
- Larsen & Toubro Limited - India
- CNBM International Corporation - China
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Parry Sugars Refinery, India
- PetroVietnam Power Coal Import and Supply Company
- Bayan Resources Tbk. - Indonesia
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- Jorong Barutama Greston.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- The University of Queensland
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Holcim Trading Pte Ltd - Singapore
- Aboitiz Power Corporation - Philippines
- Malabar Cements Ltd - India
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- The Treasury - Australian Government
- Orica Australia Pty. Ltd.
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- LBH Netherlands Bv - Netherlands
- Global Green Power PLC Corporation, Philippines
- Baramulti Group, Indonesia
- Bangladesh Power Developement Board
- Billiton Holdings Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Sojitz Corporation - Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- Barasentosa Lestari - Indonesia
- Borneo Indobara - Indonesia
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Savvy Resources Ltd - HongKong
- Central Java Power - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Finance - Indonesia
- Electricity Authority, New Zealand
- GMR Energy Limited - India
- Chettinad Cement Corporation Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Rashtriya Ispat Nigam Limited - India
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- Minerals Council of Australia
- Indonesian Coal Mining Association
- PNOC Exploration Corporation - Philippines
- Siam City Cement - Thailand
- Trasteel International SA, Italy
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Australian Coal Association
- Standard Chartered Bank - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Global Coal Blending Company Limited - Australia
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- Latin American Coal - Colombia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ASAPP Information Group - India
- Vizag Seaport Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Straits Asia Resources Limited - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Interocean Group of Companies - India
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
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