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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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Wednesday, 25 December 19
COVER FOR WAR AND TERRORISM RISKS, AND COVER IN RESPECT OF BIOLOGICAL AND BIO-CHEMICAL WEAPONS - 2020 POLICY YEAR: AMERICAN CLUB
KNOWLEDGE TO ELEVATE
This Circular describes the arrangements which have been made to provide special cover for war and terrorism risks, and c ...
Wednesday, 25 December 19
EXHAUST GAS CLEANING SYSTEMS (SCRUBBER) GUIDANCE - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
In a few weeks, IMO’s ‘global sulphur cap’ will take effect. The permitted levels of SOx in ship emissi ...
Wednesday, 25 December 19
INDONESIAN BUKIT ASAM TARGETS TO MINE 30 MLN T OF COAL IN 2020 - REUTERS
Indonesian state-owned coal miner PT Bukit Asam targets to produce around 30 million tonnes of coal in 2020, compared with an estimate of 28.5 mill ...
Wednesday, 25 December 19
SHIPPING MARKET INSIGHT - INTERMODAL
As another year in the shipping industry is coming to an end, it is interesting to look at the dry bulk and tanker markets and how these performed ...
Monday, 23 December 19
VLSFO PRICING & AVAILABILITY NEEDS CAREFUL WATCHING - INTEGR8 FUELS
As we approach January 1st 2020 , the VLSFO price premium to HSFO has widened considerably
We are clearly well into the IMO 2020 transition; ch ...
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Showing 1226 to 1230 news of total 6871 |
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- Bharathi Cement Corporation - India
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Planning Commission, India
- VISA Power Limited - India
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Sarangani Energy Corporation, Philippines
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- London Commodity Brokers - England
- Jaiprakash Power Ventures ltd
- Timah Investasi Mineral - Indoneisa
- PNOC Exploration Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Standard Chartered Bank - UAE
- Semirara Mining Corp, Philippines
- IEA Clean Coal Centre - UK
- Indo Tambangraya Megah - Indonesia
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- Renaissance Capital - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Ind-Barath Power Infra Limited - India
- Trasteel International SA, Italy
- Agrawal Coal Company - India
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Antam Resourcindo - Indonesia
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- South Luzon Thermal Energy Corporation
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Electricity Generating Authority of Thailand
- GN Power Mariveles Coal Plant, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petron Corporation, Philippines
- Energy Development Corp, Philippines
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Wood Mackenzie - Singapore
- Siam City Cement - Thailand
- Central Electricity Authority - India
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- Global Coal Blending Company Limited - Australia
- Global Business Power Corporation, Philippines
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Meralco Power Generation, Philippines
- Posco Energy - South Korea
- Sree Jayajothi Cements Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Videocon Industries ltd - India
- SMC Global Power, Philippines
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- Samtan Co., Ltd - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Wilmar Investment Holdings
- Heidelberg Cement - Germany
- Karaikal Port Pvt Ltd - India
- PowerSource Philippines DevCo
- Global Green Power PLC Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Thiess Contractors Indonesia
- Interocean Group of Companies - India
- Australian Coal Association
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- Metalloyd Limited - United Kingdom
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Ministry of Mines - Canada
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Ministry of Transport, Egypt
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- OPG Power Generation Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Africa Commodities Group - South Africa
- Mercator Lines Limited - India
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Essar Steel Hazira Ltd - India
- Sical Logistics Limited - India
- Straits Asia Resources Limited - Singapore
- Baramulti Group, Indonesia
- International Coal Ventures Pvt Ltd - India
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- CNBM International Corporation - China
- Siam City Cement PLC, Thailand
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Sindya Power Generating Company Private Ltd
- Mjunction Services Limited - India
- PTC India Limited - India
- Kaltim Prima Coal - Indonesia
- Independent Power Producers Association of India
- Aboitiz Power Corporation - Philippines
- Indian Oil Corporation Limited
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Coal and Oil Company - UAE
- Kobexindo Tractors - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Meenaskhi Energy Private Limited - India
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- Indonesian Coal Mining Association
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Goldman Sachs - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Australia Pty. Ltd.
- Kepco SPC Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Xindia Steels Limited - India
- Malabar Cements Ltd - India
- Sakthi Sugars Limited - India
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- Uttam Galva Steels Limited - India
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Power Finance Corporation Ltd., India
- Semirara Mining and Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Attock Cement Pakistan Limited
- AsiaOL BioFuels Corp., Philippines
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Billiton Holdings Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- Vizag Seaport Private Limited - India
- Iligan Light & Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- Makarim & Taira - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Vedanta Resources Plc - India
- Bukit Asam (Persero) Tbk - Indonesia
- New Zealand Coal & Carbon
- Intertek Mineral Services - Indonesia
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