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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, 13 November 19
INDONESIAN NOVEMBER COAL PRICE REFERENCE LOGS FIRST GAIN SINCE AUGUST
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 13 November 19
SHIPPING MARKET INSIGHT - INTERMODAL
The improvements seen in the dry bulk market during the unexpectedly strong Q3 brought enthusiasm and optimism for a last quarter rally. Indeed as ...
Tuesday, 12 November 19
COAL IMPORTS AT MAJOR PORTS SLIP 18 PC TO 51 MT IN APRIL-OCTOBER - ECONOMIC TIMES
The Indian Ports Association (IPA), which maintains cargo data handled by these 12 ports, in its recent report, said "percentage variation fro ...
Monday, 11 November 19
EMINENT MARITIME ORGANIZATIONS AND INDIVIDUALS WERE HONORED
SHIPTEK 2019 Anchors in Greece for its 12th edition.
Eminent Maritime Organizations and Individuals were honored
Greec ...
Wednesday, 06 November 19
SHIPPING MARKET INSIGHT - INTERMODAL
With less than two months before the end of the year, the shipping and refining industries have already taken measures and invested to accommodate ...
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- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sindya Power Generating Company Private Ltd
- Kaltim Prima Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- Central Electricity Authority - India
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- New Zealand Coal & Carbon
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Maheswari Brothers Coal Limited - India
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Siam City Cement PLC, Thailand
- Kumho Petrochemical, South Korea
- Rashtriya Ispat Nigam Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Lanco Infratech Ltd - India
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- Savvy Resources Ltd - HongKong
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- Australian Coal Association
- Planning Commission, India
- Salva Resources Pvt Ltd - India
- Mintek Dendrill Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Vizag Seaport Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- Sojitz Corporation - Japan
- Medco Energi Mining Internasional
- Vijayanagar Sugar Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- MS Steel International - UAE
- Kohat Cement Company Ltd. - Pakistan
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Baramulti Group, Indonesia
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Latin American Coal - Colombia
- Semirara Mining and Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Leighton Contractors Pty Ltd - Australia
- Aditya Birla Group - India
- Malabar Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Sakthi Sugars Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Xindia Steels Limited - India
- Borneo Indobara - Indonesia
- India Bulls Power Limited - India
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Sical Logistics Limited - India
- European Bulk Services B.V. - Netherlands
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Kobexindo Tractors - Indoneisa
- Tamil Nadu electricity Board
- Rio Tinto Coal - Australia
- Marubeni Corporation - India
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Finance - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Eastern Energy - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- International Coal Ventures Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Intertek Mineral Services - Indonesia
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Merrill Lynch Commodities Europe
- Bhatia International Limited - India
- Ministry of Transport, Egypt
- Attock Cement Pakistan Limited
- McConnell Dowell - Australia
- Altura Mining Limited, Indonesia
- The University of Queensland
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- Deloitte Consulting - India
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Edison Trading Spa - Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Heidelberg Cement - Germany
- Straits Asia Resources Limited - Singapore
- Wilmar Investment Holdings
- Petron Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Standard Chartered Bank - UAE
- PowerSource Philippines DevCo
- Dalmia Cement Bharat India
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- GMR Energy Limited - India
- Indian Oil Corporation Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Power Finance Corporation Ltd., India
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bukit Makmur.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Economic Council, Georgia
- CNBM International Corporation - China
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Bangladesh Power Developement Board
- Kepco SPC Power Corporation, Philippines
- PTC India Limited - India
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- Oldendorff Carriers - Singapore
- SMG Consultants - Indonesia
- Therma Luzon, Inc, Philippines
- Coal and Oil Company - UAE
- Siam City Cement - Thailand
- VISA Power Limited - India
- Meralco Power Generation, Philippines
- Energy Development Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Kalimantan Lumbung Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- Port Waratah Coal Services - Australia
- Anglo American - United Kingdom
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
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