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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, 23 January 20
AFRICAN POWER PLATFORM PUBLISHES REPORTS ON POWER SECTOR FRAMEWORK FOR SELECTED AFRICAN COUNTRIES
Press Release: African Power Platform publishes Reports on Power Sector Framework for selected African Countries
With the repo ...
Thursday, 23 January 20
COAL-BASED ELECTRICITY GENERATION SURGES 95% IN 2019 - PROFIT PAKISTAN TODAY
Coal-based power generation jumped 94.5 percent to 2,030 Gigawatt hours (GWh) in the year to November 2019, taking its share in the country’s ...
Wednesday, 22 January 20
INDIA: COAL PRODUCTION FROM CAPTIVE MINES RAISES 24% OUTPUT IN APRIL TO DECEMBER - FINANCIAL EXPRESS
Coal production from captive mines in the first nine months of the ongoing financial year was up 24% year-on-year (y-o-y) at 40.93 million tonne (M ...
Wednesday, 22 January 20
SHIPPING MARKET INSIGHT - INTERMODAL
It seems that we are finally seeing whitish smoke as far as the trade feud between the US and China is concerned, while following this much anticip ...
Tuesday, 21 January 20
IRON ORE - 5 THINGS TO WATCH IN 2020 - WOOD MACKENZIE
Wood Mackenzie identifies five trends that will impact the iron ore industry.
Slower demand growth (especially in China) and a decen ...
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- SN Aboitiz Power Inc, Philippines
- Siam City Cement - Thailand
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- Interocean Group of Companies - India
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Rashtriya Ispat Nigam Limited - India
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
- San Jose City I Power Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- Chamber of Mines of South Africa
- GVK Power & Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Kapuas Tunggal Persada - Indonesia
- Anglo American - United Kingdom
- Economic Council, Georgia
- Orica Australia Pty. Ltd.
- Thai Mozambique Logistica
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Vizag Seaport Private Limited - India
- IEA Clean Coal Centre - UK
- Pendopo Energi Batubara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- PTC India Limited - India
- Star Paper Mills Limited - India
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Kumho Petrochemical, South Korea
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Straits Asia Resources Limited - Singapore
- CNBM International Corporation - China
- Kideco Jaya Agung - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- VISA Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Siam City Cement PLC, Thailand
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Attock Cement Pakistan Limited
- Central Java Power - Indonesia
- Latin American Coal - Colombia
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- Larsen & Toubro Limited - India
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- GMR Energy Limited - India
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- Sree Jayajothi Cements Limited - India
- Makarim & Taira - Indonesia
- Kepco SPC Power Corporation, Philippines
- Ministry of Transport, Egypt
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- SMG Consultants - Indonesia
- Sojitz Corporation - Japan
- India Bulls Power Limited - India
- White Energy Company Limited
- Tata Chemicals Ltd - India
- McConnell Dowell - Australia
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- GAC Shipping (India) Pvt Ltd
- Semirara Mining and Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- Globalindo Alam Lestari - Indonesia
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Toyota Tsusho Corporation, Japan
- Eastern Energy - Thailand
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Riau Bara Harum - Indonesia
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Sidhee Cement - India
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- Energy Link Ltd, New Zealand
- Timah Investasi Mineral - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Mjunction Services Limited - India
- Sindya Power Generating Company Private Ltd
- Bhoruka Overseas - Indonesia
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Ministry of Finance - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Ind-Barath Power Infra Limited - India
- Banpu Public Company Limited - Thailand
- Manunggal Multi Energi - Indonesia
- Planning Commission, India
- Coal and Oil Company - UAE
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Savvy Resources Ltd - HongKong
- Oldendorff Carriers - Singapore
- European Bulk Services B.V. - Netherlands
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- Essar Steel Hazira Ltd - India
- Posco Energy - South Korea
- Antam Resourcindo - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Power Finance Corporation Ltd., India
- Jindal Steel & Power Ltd - India
- Indian Energy Exchange, India
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- Tamil Nadu electricity Board
- The Treasury - Australian Government
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Mintek Dendrill Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- Intertek Mineral Services - Indonesia
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- New Zealand Coal & Carbon
- Directorate Of Revenue Intelligence - India
- Standard Chartered Bank - UAE
- Madhucon Powers Ltd - India
- Trasteel International SA, Italy
- Mercator Lines Limited - India
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Salva Resources Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Grasim Industreis Ltd - India
- PNOC Exploration Corporation - Philippines
- Cement Manufacturers Association - India
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
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