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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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Friday, 27 September 19
LOWDOWN ON INCOTERMS 2020 OVERHAUL - BALTIC EXCHANGE
KNOWLEDGE TO ELEVATE
This ninth revision of Incoterms is changed in style and substance. The revisions improve certain aspects of Incoterms 20 ...
Thursday, 26 September 19
INDIA INCREASES ITS ANNUAL COAL PRODUCTION BY 2.7% PER YEAR FROM 850 MILLION SHORT TONS IN 2018 TO 2 BILLION SHORT TONS BY 2050 - EIA
Worldwide coal production holds steady at about 8 billion short tons, or 160 quadrillion British thermal units (Btu), per year through 2040. Inc ...
Wednesday, 25 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
In the past five months there has been significant activity in the asset market with the dry bulk segment being by far the most volatile in terms o ...
Tuesday, 24 September 19
9TH ANNUAL SUPPLY CHAIN INNOVATION SUMMIT 2019 ASIA PACIFIC
Summit: 9th Annual Supply Chain Innovation Summit 2019 Asia Pacific
Host: Ace Events
Website: http: ...
Monday, 23 September 19
SUPRAMAX: THE ASIAN ARENA IT WAS A SLOW START, BUT DEMAND INCREASED AS THE WEEK WENT ON - BALTIC BRIEFING
Capesize
The market trended down over this past week, breaking the market out of its upward trending range. While the market traded sideways at ...
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- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Australian Coal Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Videocon Industries ltd - India
- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Kumho Petrochemical, South Korea
- Indian Energy Exchange, India
- Mercuria Energy - Indonesia
- Larsen & Toubro Limited - India
- Barasentosa Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Bharathi Cement Corporation - India
- Chettinad Cement Corporation Ltd - India
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- Parry Sugars Refinery, India
- Wilmar Investment Holdings
- Mercator Lines Limited - India
- Minerals Council of Australia
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- South Luzon Thermal Energy Corporation
- Indonesian Coal Mining Association
- Energy Link Ltd, New Zealand
- Australian Commodity Traders Exchange
- Medco Energi Mining Internasional
- Globalindo Alam Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- SMC Global Power, Philippines
- Madhucon Powers Ltd - India
- Maheswari Brothers Coal Limited - India
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- Wood Mackenzie - Singapore
- Bangladesh Power Developement Board
- Eastern Energy - Thailand
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Edison Trading Spa - Italy
- VISA Power Limited - India
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement PLC, Thailand
- Manunggal Multi Energi - Indonesia
- Makarim & Taira - Indonesia
- Antam Resourcindo - Indonesia
- Kobexindo Tractors - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Kaltim Prima Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Bhatia International Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- London Commodity Brokers - England
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- Renaissance Capital - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- Electricity Authority, New Zealand
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- Sarangani Energy Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Singapore Mercantile Exchange
- IHS Mccloskey Coal Group - USA
- Sindya Power Generating Company Private Ltd
- Trasteel International SA, Italy
- Aditya Birla Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Economic Council, Georgia
- Uttam Galva Steels Limited - India
- Georgia Ports Authority, United States
- Bukit Makmur.PT - Indonesia
- Deloitte Consulting - India
- PTC India Limited - India
- Goldman Sachs - Singapore
- The University of Queensland
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Parliament of New Zealand
- SN Aboitiz Power Inc, Philippines
- Banpu Public Company Limited - Thailand
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- Metalloyd Limited - United Kingdom
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Africa Commodities Group - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Carbofer General Trading SA - India
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- Iligan Light & Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Baramulti Group, Indonesia
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- Meenaskhi Energy Private Limited - India
- TeaM Sual Corporation - Philippines
- Marubeni Corporation - India
- Toyota Tsusho Corporation, Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Intertek Mineral Services - Indonesia
- Independent Power Producers Association of India
- Pipit Mutiara Jaya. PT, Indonesia
- Sree Jayajothi Cements Limited - India
- Indika Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- Eastern Coal Council - USA
- Latin American Coal - Colombia
- Kohat Cement Company Ltd. - Pakistan
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Riau Bara Harum - Indonesia
- Bukit Baiduri Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- GVK Power & Infra Limited - India
- Interocean Group of Companies - India
- AsiaOL BioFuels Corp., Philippines
- Electricity Generating Authority of Thailand
- Meralco Power Generation, Philippines
- Gujarat Sidhee Cement - India
- Bhushan Steel Limited - India
- GN Power Mariveles Coal Plant, Philippines
- GAC Shipping (India) Pvt Ltd
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Xindia Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Semirara Mining Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Kideco Jaya Agung - Indonesia
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
- Petron Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Alfred C Toepfer International GmbH - Germany
- Coal and Oil Company - UAE
- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Ministry of Mines - Canada
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- PowerSource Philippines DevCo
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- Mjunction Services Limited - India
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