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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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- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Oldendorff Carriers - Singapore
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- Sarangani Energy Corporation, Philippines
- Sical Logistics Limited - India
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- LBH Netherlands Bv - Netherlands
- Antam Resourcindo - Indonesia
- Tamil Nadu electricity Board
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- IHS Mccloskey Coal Group - USA
- Ambuja Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Binh Thuan Hamico - Vietnam
- PTC India Limited - India
- Eastern Coal Council - USA
- Carbofer General Trading SA - India
- ICICI Bank Limited - India
- Ministry of Mines - Canada
- Coastal Gujarat Power Limited - India
- VISA Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Indika Energy - Indonesia
- SMG Consultants - Indonesia
- Central Electricity Authority - India
- Bayan Resources Tbk. - Indonesia
- Rashtriya Ispat Nigam Limited - India
- CIMB Investment Bank - Malaysia
- Merrill Lynch Commodities Europe
- TeaM Sual Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Thai Mozambique Logistica
- CNBM International Corporation - China
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- Petron Corporation, Philippines
- Australian Commodity Traders Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sojitz Corporation - Japan
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- The State Trading Corporation of India Ltd
- Therma Luzon, Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Bahari Cakrawala Sebuku - Indonesia
- Global Green Power PLC Corporation, Philippines
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Bukit Baiduri Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- Posco Energy - South Korea
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Tata Chemicals Ltd - India
- New Zealand Coal & Carbon
- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- Meralco Power Generation, Philippines
- Indo Tambangraya Megah - Indonesia
- Coal and Oil Company - UAE
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Ministry of Transport, Egypt
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- London Commodity Brokers - England
- Manunggal Multi Energi - Indonesia
- Uttam Galva Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- The Treasury - Australian Government
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parry Sugars Refinery, India
- Semirara Mining and Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Grasim Industreis Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- Wilmar Investment Holdings
- PNOC Exploration Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Bulk Trading Sa - Switzerland
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- Altura Mining Limited, Indonesia
- Barasentosa Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Lanco Infratech Ltd - India
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Banpu Public Company Limited - Thailand
- India Bulls Power Limited - India
- Africa Commodities Group - South Africa
- Standard Chartered Bank - UAE
- ASAPP Information Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhatia International Limited - India
- Formosa Plastics Group - Taiwan
- Deloitte Consulting - India
- Minerals Council of Australia
- Thiess Contractors Indonesia
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- Dalmia Cement Bharat India
- Edison Trading Spa - Italy
- Meenaskhi Energy Private Limited - India
- Anglo American - United Kingdom
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Videocon Industries ltd - India
- Chamber of Mines of South Africa
- White Energy Company Limited
- Australian Coal Association
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- Rio Tinto Coal - Australia
- Global Business Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Bhushan Steel Limited - India
- Star Paper Mills Limited - India
- Simpson Spence & Young - Indonesia
- Bharathi Cement Corporation - India
- Orica Australia Pty. Ltd.
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Makarim & Taira - Indonesia
- Indian Energy Exchange, India
- Timah Investasi Mineral - Indoneisa
- Mercator Lines Limited - India
- Planning Commission, India
- Directorate General of MIneral and Coal - Indonesia
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Energy Link Ltd, New Zealand
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- Kideco Jaya Agung - Indonesia
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- OPG Power Generation Pvt Ltd - India
- Parliament of New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Georgia Ports Authority, United States
- Vijayanagar Sugar Pvt Ltd - India
- Romanian Commodities Exchange
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