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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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Monday, 21 October 19
SHIPPERS CHANGE COURSE AS FUEL RULES TARGET SULPHUR EMISSIONS - WOOD MACKENZIE
The International Maritime Organization (IMO), the industry’s regulator, will require all ships to reduce the level of sulphur in their engin ...
Monday, 21 October 19
COAL TO PLAY SIGNIFICANT ROLE IN SOUTH AFRICA POWER MIX - MINISTER, REUTERS REPORTED
South Africa’s plans for additional power generation over the next decade will involve a variety of energy sources, with coal still playing a ...
Monday, 21 October 19
ULTRAMAX: IN ASIA, TRIPS FROM THE SINGAPORE AREA WERE PAYING BETWEEN $14,000 AND $16,000, DEPENDING ON THE VESSEL SIZE AND DURATION - BALTIC BRIEFING
Capesize
The market traded in a relatively stable supported manner in the Pacific this week while the Atlantic experienced weakening turbulence ...
Friday, 18 October 19
WHY CRUDE TANKER RATES JUST FELL (HALFWAY) BACK TO EARTH - FREIGHT WAVES
Panic drove crude-tanker rates up, very briefly, to mind-bogglingly high assessed levels of around $300,000 per day. Now, the fear factor has been ...
Friday, 18 October 19
SHORT TERM STRENGTH FOR OZ COMMODITIES - BALTIC BRIEFING
Volatility in the global commodity markets is not expected to unduly rattle Australia’s commodity outlook through 2020, but the 2021 picture ...
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Showing 1306 to 1310 news of total 6871 |
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- Semirara Mining Corp, Philippines
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- Thiess Contractors Indonesia
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- CIMB Investment Bank - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- SN Aboitiz Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Coal and Oil Company - UAE
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- IHS Mccloskey Coal Group - USA
- Metalloyd Limited - United Kingdom
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Indonesian Coal Mining Association
- VISA Power Limited - India
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- Vizag Seaport Private Limited - India
- Eastern Energy - Thailand
- Energy Development Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Borneo Indobara - Indonesia
- Coalindo Energy - Indonesia
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- ASAPP Information Group - India
- Independent Power Producers Association of India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CNBM International Corporation - China
- Bhatia International Limited - India
- Toyota Tsusho Corporation, Japan
- Karaikal Port Pvt Ltd - India
- New Zealand Coal & Carbon
- Gujarat Sidhee Cement - India
- Kohat Cement Company Ltd. - Pakistan
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Simpson Spence & Young - Indonesia
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Agrawal Coal Company - India
- Sakthi Sugars Limited - India
- Semirara Mining and Power Corporation, Philippines
- The University of Queensland
- Orica Mining Services - Indonesia
- Bhushan Steel Limited - India
- Rashtriya Ispat Nigam Limited - India
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Goldman Sachs - Singapore
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- Petrochimia International Co. Ltd.- Taiwan
- MS Steel International - UAE
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Wood Mackenzie - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Mercator Lines Limited - India
- Ambuja Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Planning Commission, India
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- Australian Commodity Traders Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Coastal Gujarat Power Limited - India
- Meenaskhi Energy Private Limited - India
- Renaissance Capital - South Africa
- Jindal Steel & Power Ltd - India
- Larsen & Toubro Limited - India
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- Ministry of Transport, Egypt
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Essar Steel Hazira Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Grasim Industreis Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Interocean Group of Companies - India
- Mjunction Services Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- Formosa Plastics Group - Taiwan
- Romanian Commodities Exchange
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Intertek Mineral Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Minerals Council of Australia
- GMR Energy Limited - India
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- India Bulls Power Limited - India
- Kideco Jaya Agung - Indonesia
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- London Commodity Brokers - England
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Edison Trading Spa - Italy
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- Madhucon Powers Ltd - India
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- Economic Council, Georgia
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- Anglo American - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TeaM Sual Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Chettinad Cement Corporation Ltd - India
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Billiton Holdings Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- White Energy Company Limited
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Riau Bara Harum - Indonesia
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Latin American Coal - Colombia
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Eastern Coal Council - USA
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
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