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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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Sunday, 15 September 19
SUPRAMAX / ULTRAMAX: MORE STEMS WERE NOTICED GOING TO VIETNAM FROM INDONESIA - BALTIC BRIEFING
Capesize
Overall it was a negative week for the Capesize market, with many routes losing ground. A limited amount of time charter appeare ...
Wednesday, 11 September 19
THE INDONESIAN COAL PRICE REFERENCE FELL HEAVILY IN SEPTEMBER
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 11 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
We are going through one of the rare instances where we see optimism building in the dry bulk industry and, as the momentum is still going, the bel ...
Monday, 09 September 19
INDIAN COMPANIES READY TO INVEST IN DEVELOPMENT OF NEW COAL DEPOSITS IN RUSSIA'S YAKUTIA - TASS
Indian metallurgical companies, which received trial batches of coal from Kolmar mining company, are satisfied with the quality of the products and ...
Monday, 09 September 19
COLOMBIA COAL OUTPUT DOWN YEAR-ON-YEAR IN 2ND QUARTER - REUTERS
Colombia, the world’s fifth-largest exporter of coal, produced 18.9 million tonnes of the fuel in the second quarter, down 4.5% from the same ...
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- PNOC Exploration Corporation - Philippines
- ICICI Bank Limited - India
- Eastern Energy - Thailand
- European Bulk Services B.V. - Netherlands
- Mercator Lines Limited - India
- Indian Energy Exchange, India
- Star Paper Mills Limited - India
- GMR Energy Limited - India
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Agrawal Coal Company - India
- Krishnapatnam Port Company Ltd. - India
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Edison Trading Spa - Italy
- Kartika Selabumi Mining - Indonesia
- Gujarat Sidhee Cement - India
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Kapuas Tunggal Persada - Indonesia
- Toyota Tsusho Corporation, Japan
- Grasim Industreis Ltd - India
- Kumho Petrochemical, South Korea
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- Vedanta Resources Plc - India
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- International Coal Ventures Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Merrill Lynch Commodities Europe
- Meenaskhi Energy Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Posco Energy - South Korea
- Africa Commodities Group - South Africa
- Bangladesh Power Developement Board
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- Semirara Mining Corp, Philippines
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Ind-Barath Power Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Georgia Ports Authority, United States
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- Antam Resourcindo - Indonesia
- Cement Manufacturers Association - India
- TNB Fuel Sdn Bhd - Malaysia
- Jindal Steel & Power Ltd - India
- Karaikal Port Pvt Ltd - India
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- South Luzon Thermal Energy Corporation
- Sarangani Energy Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Bukit Makmur.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- Mercuria Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- Barasentosa Lestari - Indonesia
- CNBM International Corporation - China
- Bhushan Steel Limited - India
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Petron Corporation, Philippines
- Thai Mozambique Logistica
- Rio Tinto Coal - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Sojitz Corporation - Japan
- Port Waratah Coal Services - Australia
- PTC India Limited - India
- Oldendorff Carriers - Singapore
- Bukit Baiduri Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Mjunction Services Limited - India
- Tamil Nadu electricity Board
- Carbofer General Trading SA - India
- Deloitte Consulting - India
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- Therma Luzon, Inc, Philippines
- GVK Power & Infra Limited - India
- Intertek Mineral Services - Indonesia
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Eastern Coal Council - USA
- Karbindo Abesyapradhi - Indoneisa
- Chamber of Mines of South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Minerals Council of Australia
- Bhoruka Overseas - Indonesia
- Videocon Industries ltd - India
- Heidelberg Cement - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Attock Cement Pakistan Limited
- Altura Mining Limited, Indonesia
- Coalindo Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- Trasteel International SA, Italy
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- Asmin Koalindo Tuhup - Indonesia
- MS Steel International - UAE
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- Neyveli Lignite Corporation Ltd, - India
- Global Coal Blending Company Limited - Australia
- Indo Tambangraya Megah - Indonesia
- Coal and Oil Company - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Salva Resources Pvt Ltd - India
- Renaissance Capital - South Africa
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Singapore Mercantile Exchange
- Orica Australia Pty. Ltd.
- Metalloyd Limited - United Kingdom
- Meralco Power Generation, Philippines
- Tata Chemicals Ltd - India
- Independent Power Producers Association of India
- Siam City Cement - Thailand
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Dalmia Cement Bharat India
- Price Waterhouse Coopers - Russia
- Goldman Sachs - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bulk Trading Sa - Switzerland
- Medco Energi Mining Internasional
- Leighton Contractors Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Indogreen Group - Indonesia
- OPG Power Generation Pvt Ltd - India
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Indika Energy - Indonesia
- New Zealand Coal & Carbon
- Ministry of Finance - Indonesia
- Thiess Contractors Indonesia
- Bhatia International Limited - India
- Sakthi Sugars Limited - India
- ASAPP Information Group - India
- Riau Bara Harum - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
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