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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, 09 September 19
ULTRAMAX: ASIA A 58,000-TONNER FIXED DELIVERY FUZHOU, VIA INDONESIA, REDELIVERY CHINA, AT $12,800
Capesize
0px The market reached new heights this week as the 5TC topped $38,014, a level not seen in the sector since 2013. Fridays 5TC closed ...
Wednesday, 04 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
For yet another time, the market seems to have its own drivers. After a very disappointing first half, the recent recovery in the shipping market i ...
Tuesday, 20 August 19
NORDEN HAS BEEN AWARDED A 3-YEAR CONTRACT FOR THE TRANSPORTATION OF COAL FROM INDONESIA TO HONG KONG
NORDEN has been awarded a 3-year contract with a power company in Hong Kong for the transportation of coal from Indonesia to Hong Kong.
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Tuesday, 20 August 19
THE AUGUST 2019 INDONESIAN COAL PRICE REFERENCE POSTS THE FIRST MONTHLY GAIN SINCE AUGUST 2018
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Monday, 19 August 19
INDONESIAN COAL RUNS, A 82,000DWT SHIP WAS FIXED DELIVERY CHINA VIA INDONESIA, REDELIVERY JAPAN, IN THE MID $16,000S - BALTIC BRIEFING
Capesize
The Capesize market was buoyant in both basins this week, posting gains across the board. After bottoming out the previous week, rates ...
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Showing 1346 to 1350 news of total 6871 |
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- Mercuria Energy - Indonesia
- Tata Chemicals Ltd - India
- Oldendorff Carriers - Singapore
- Semirara Mining Corp, Philippines
- Orica Australia Pty. Ltd.
- PetroVietnam Power Coal Import and Supply Company
- Makarim & Taira - Indonesia
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- Bayan Resources Tbk. - Indonesia
- PowerSource Philippines DevCo
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- Star Paper Mills Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- Australian Commodity Traders Exchange
- Formosa Plastics Group - Taiwan
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bhatia International Limited - India
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- Meenaskhi Energy Private Limited - India
- Ministry of Transport, Egypt
- Borneo Indobara - Indonesia
- India Bulls Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Aboitiz Power Corporation - Philippines
- Indonesian Coal Mining Association
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- SMC Global Power, Philippines
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Ind-Barath Power Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Kumho Petrochemical, South Korea
- Indika Energy - Indonesia
- Siam City Cement - Thailand
- Siam City Cement PLC, Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Central Electricity Authority - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Latin American Coal - Colombia
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Port Waratah Coal Services - Australia
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
- Lanco Infratech Ltd - India
- Global Coal Blending Company Limited - Australia
- Carbofer General Trading SA - India
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- Leighton Contractors Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- PNOC Exploration Corporation - Philippines
- Chamber of Mines of South Africa
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Interocean Group of Companies - India
- Madhucon Powers Ltd - India
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- Riau Bara Harum - Indonesia
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Parry Sugars Refinery, India
- Thiess Contractors Indonesia
- Samtan Co., Ltd - South Korea
- Dalmia Cement Bharat India
- Grasim Industreis Ltd - India
- Vedanta Resources Plc - India
- Jaiprakash Power Ventures ltd
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- London Commodity Brokers - England
- Asmin Koalindo Tuhup - Indonesia
- Parliament of New Zealand
- Cigading International Bulk Terminal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Mintek Dendrill Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Neyveli Lignite Corporation Ltd, - India
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- PTC India Limited - India
- Aditya Birla Group - India
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Georgia Ports Authority, United States
- Sojitz Corporation - Japan
- Alfred C Toepfer International GmbH - Germany
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Bukit Makmur.PT - Indonesia
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- CNBM International Corporation - China
- Sree Jayajothi Cements Limited - India
- ASAPP Information Group - India
- GAC Shipping (India) Pvt Ltd
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- New Zealand Coal & Carbon
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- Attock Cement Pakistan Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Kapuas Tunggal Persada - Indonesia
- Economic Council, Georgia
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- SMG Consultants - Indonesia
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Central Java Power - Indonesia
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- White Energy Company Limited
- Barasentosa Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- The Treasury - Australian Government
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Singapore Mercantile Exchange
- Australian Coal Association
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- IEA Clean Coal Centre - UK
- The State Trading Corporation of India Ltd
- VISA Power Limited - India
- Videocon Industries ltd - India
- Larsen & Toubro Limited - India
- Energy Link Ltd, New Zealand
- Petron Corporation, Philippines
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- Wood Mackenzie - Singapore
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Minerals Council of Australia
- Kepco SPC Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Therma Luzon, Inc, Philippines
- Deloitte Consulting - India
- Planning Commission, India
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- Indogreen Group - Indonesia
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Electricity Authority, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Indian Energy Exchange, India
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
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