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