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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, 30 January 20
PRIVATE SECTOR COMPANIES SEEK 'LEVEL PLAYING FIELD' FOR COAL BLOCK AUCTION - PTI
Private sector companies scouting opportunities for commercial coal mining in the country are seeking a “level playing field” to encour ...
Thursday, 30 January 20
CAPE: WITH CHINESE NEW YEAR TAKING PLACE, THE RATES ARE REACHING FURTHER DISAPPOINTING LEVELS - FEARNLEYS
Cape
With Chinese New Year taking place, the rates are reaching further disappointing levels. Present TC average is below USD 4,500, off 24% fr ...
Wednesday, 29 January 20
INDONESIA REMAINS AT THE TOP SPOT IN 2019 AS THE LARGEST SUPPLIER OF COAL TO INDIA WITH 91.3 MLN TONNES - BANCHERO COSTA
Despite repeated promises from India’s government to reduce the country’s coal imports and increase domestic self-reliance, volumes jus ...
Wednesday, 29 January 20
MARKET INSIGHT - INTERMODAL
Last week Libya’s oil production operations were disrupted as it was reported that local Libyan tribes interrupted output at the the El Feel ...
Tuesday, 28 January 20
INDONESIA - UNCERTAINTY OVER AVAILABILITY OF LSFO - THE STANDARD CLUB
The club has received reports that low sulphur fuel is not currently readily available in all Indonesian ports and that there are local shortages.
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- Dalmia Cement Bharat India
- Meralco Power Generation, Philippines
- ICICI Bank Limited - India
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- Semirara Mining Corp, Philippines
- Baramulti Group, Indonesia
- Binh Thuan Hamico - Vietnam
- Agrawal Coal Company - India
- Pendopo Energi Batubara - Indonesia
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chettinad Cement Corporation Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- South Luzon Thermal Energy Corporation
- Australian Coal Association
- Wood Mackenzie - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Holcim Trading Pte Ltd - Singapore
- Mercator Lines Limited - India
- Cement Manufacturers Association - India
- Indo Tambangraya Megah - Indonesia
- Indonesian Coal Mining Association
- Karaikal Port Pvt Ltd - India
- Indogreen Group - Indonesia
- Kepco SPC Power Corporation, Philippines
- Xindia Steels Limited - India
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Antam Resourcindo - Indonesia
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Savvy Resources Ltd - HongKong
- Electricity Generating Authority of Thailand
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Malabar Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Altura Mining Limited, Indonesia
- Energy Link Ltd, New Zealand
- Meenaskhi Energy Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- Singapore Mercantile Exchange
- Global Coal Blending Company Limited - Australia
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- Thai Mozambique Logistica
- Merrill Lynch Commodities Europe
- Jindal Steel & Power Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- PNOC Exploration Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Coastal Gujarat Power Limited - India
- Toyota Tsusho Corporation, Japan
- Tamil Nadu electricity Board
- Sakthi Sugars Limited - India
- Rashtriya Ispat Nigam Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- Georgia Ports Authority, United States
- Alfred C Toepfer International GmbH - Germany
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- San Jose City I Power Corp, Philippines
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- Petron Corporation, Philippines
- Vizag Seaport Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- White Energy Company Limited
- Orica Mining Services - Indonesia
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Maharashtra Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Indian Energy Exchange, India
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Cigading International Bulk Terminal - Indonesia
- The State Trading Corporation of India Ltd
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- Vedanta Resources Plc - India
- Krishnapatnam Port Company Ltd. - India
- Kaltim Prima Coal - Indonesia
- Sojitz Corporation - Japan
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Australian Commodity Traders Exchange
- Straits Asia Resources Limited - Singapore
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ambuja Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Wilmar Investment Holdings
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- Minerals Council of Australia
- Simpson Spence & Young - Indonesia
- Bhatia International Limited - India
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Marubeni Corporation - India
- Sindya Power Generating Company Private Ltd
- Bukit Makmur.PT - Indonesia
- Central Java Power - Indonesia
- Anglo American - United Kingdom
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Uttam Galva Steels Limited - India
- ASAPP Information Group - India
- Bharathi Cement Corporation - India
- Aboitiz Power Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- European Bulk Services B.V. - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Africa Commodities Group - South Africa
- Coalindo Energy - Indonesia
- The Treasury - Australian Government
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- Leighton Contractors Pty Ltd - Australia
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- Makarim & Taira - Indonesia
- Latin American Coal - Colombia
- Oldendorff Carriers - Singapore
- Eastern Energy - Thailand
- Lanco Infratech Ltd - India
- Sinarmas Energy and Mining - Indonesia
- TeaM Sual Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Indian Oil Corporation Limited
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- GMR Energy Limited - India
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