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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, 24 October 19
AUSTRALIA'S HOPES TO EXPAND COAL EXPORTS IN SOUTH-EAST ASIA 'DELUSIONAL', EXPERTS SAY - THE GUARDIAN
The number of new coal-fired power plants starting construction across south-east Asia has fallen markedly over the past two years as Australia has ...
Thursday, 24 October 19
PANAMAX: NEGATIVE SENTIMENT IN THE MARKET AS IT CONTINUES TO WEAKEN - FEARNLEYS
Capesize
The market has continued to slide the last week, as lack of fresh requirements and a slight oversupply of tonnage heading towards Sout ...
Wednesday, 23 October 19
CHINA'S 2019 COAL IMPORTS SET TO RISE MORE THAN 10%: ANALYSTS - REUTERS
China, the world’s top coal buyer, is on track to boost imports of the fuel by more than 10% this year, traders and analysts said on Tuesday, ...
Wednesday, 23 October 19
SHIPPING MARKET INSIGHT - INTERMODAL
Moving closer to the end of the year, we are facing what the market was expecting for quite a while, the ship repair sector booming with the shipya ...
Tuesday, 22 October 19
DRY BULK: DESPITE THE DOWNWARD CORRECTION NOTED OVER THE PAST MONTH, RATES ARE STILL HOLDING OFF AT FAVORABLE LEVELS - ALLIED SHIPPING
Despite the downward correction that has been noted in the dry bulk market over the past month, rates are still holding off at favorable levels. Ev ...
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- Kideco Jaya Agung - Indonesia
- Mintek Dendrill Indonesia
- Indian Energy Exchange, India
- Marubeni Corporation - India
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- Bayan Resources Tbk. - Indonesia
- Indogreen Group - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- PNOC Exploration Corporation - Philippines
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Manunggal Multi Energi - Indonesia
- New Zealand Coal & Carbon
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Independent Power Producers Association of India
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- International Coal Ventures Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
- Coalindo Energy - Indonesia
- Central Java Power - Indonesia
- Trasteel International SA, Italy
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- Standard Chartered Bank - UAE
- Antam Resourcindo - Indonesia
- Ministry of Transport, Egypt
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Therma Luzon, Inc, Philippines
- Bulk Trading Sa - Switzerland
- Lanco Infratech Ltd - India
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Vedanta Resources Plc - India
- Sindya Power Generating Company Private Ltd
- LBH Netherlands Bv - Netherlands
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Indika Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- MS Steel International - UAE
- Gujarat Mineral Development Corp Ltd - India
- PTC India Limited - India
- Kepco SPC Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Bhushan Steel Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Parry Sugars Refinery, India
- Meenaskhi Energy Private Limited - India
- Oldendorff Carriers - Singapore
- Toyota Tsusho Corporation, Japan
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Indian Oil Corporation Limited
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- The State Trading Corporation of India Ltd
- Jaiprakash Power Ventures ltd
- Formosa Plastics Group - Taiwan
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- Coastal Gujarat Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- VISA Power Limited - India
- IHS Mccloskey Coal Group - USA
- Eastern Coal Council - USA
- London Commodity Brokers - England
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- SMC Global Power, Philippines
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- Bukit Baiduri Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Borneo Indobara - Indonesia
- Thai Mozambique Logistica
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
- Agrawal Coal Company - India
- Heidelberg Cement - Germany
- Kumho Petrochemical, South Korea
- Bukit Makmur.PT - Indonesia
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- IEA Clean Coal Centre - UK
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Chettinad Cement Corporation Ltd - India
- Coal and Oil Company - UAE
- Gujarat Sidhee Cement - India
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- GMR Energy Limited - India
- Star Paper Mills Limited - India
- Carbofer General Trading SA - India
- AsiaOL BioFuels Corp., Philippines
- South Luzon Thermal Energy Corporation
- European Bulk Services B.V. - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Maharashtra Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Petron Corporation, Philippines
- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- Timah Investasi Mineral - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Parliament of New Zealand
- Baramulti Group, Indonesia
- Goldman Sachs - Singapore
- Singapore Mercantile Exchange
- Planning Commission, India
- Rio Tinto Coal - Australia
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Riau Bara Harum - Indonesia
- Cement Manufacturers Association - India
- Essar Steel Hazira Ltd - India
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Bhatia International Limited - India
- Binh Thuan Hamico - Vietnam
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Banpu Public Company Limited - Thailand
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- CNBM International Corporation - China
- Power Finance Corporation Ltd., India
- Latin American Coal - Colombia
- Krishnapatnam Port Company Ltd. - India
- Minerals Council of Australia
- Xindia Steels Limited - India
- The Treasury - Australian Government
- Global Green Power PLC Corporation, Philippines
- Ministry of Finance - Indonesia
- Indo Tambangraya Megah - Indonesia
- Gujarat Electricity Regulatory Commission - India
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Africa Commodities Group - South Africa
- Global Business Power Corporation, Philippines
- Wilmar Investment Holdings
- Rashtriya Ispat Nigam Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- Makarim & Taira - Indonesia
- Globalindo Alam Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Meralco Power Generation, Philippines
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Sakthi Sugars Limited - India
- Sinarmas Energy and Mining - Indonesia
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