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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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Wednesday, 24 July 19
COAL'S DEMISE QUICKENS IN EUROPE AS MARKET SHIFT IDLES PLANTS - BLOOMBERG
Commodity markets are stripping away the case for coal in Europe, moving quicker than government efforts to close the most polluting power plants.
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Monday, 22 July 19
SUPRAMAX: THE ASIAN ARENA SAW INCREASED ACTIVITY AND STRONGER NUMBERS BEING CONCLUDED; INDONESIAN ROUNDS REMAINED FIRM - BALTIC BRIEFING
Capesize
Another week of gains as the Atlantic basin continues to be pressurised on tonnage and Brazilian cargoes keep up a steady flow. The Ca ...
Thursday, 18 July 19
WORLD TRADE IN HARD COAL ROSE BY 4.7% IN 2018 - GERMANY COAL IMPORTERS ASSOCIATION
World Trade in Hard Coal Rose by 4.7% in 2018
Hard Coal Can Prevent Stress in the Electric Power System in Germany
• Sharp decl ...
Wednesday, 17 July 19
MARKET INSIGHT - INTERMODAL
The Strait of Hormuz is one of the most important waterways in the world, connecting crude producers in the Middle East with key markets in the res ...
Tuesday, 16 July 19
KING COAL RULES IN JAPAN AS POWER UTILITIES IN THRALL TO LOW-COST FUEL - REUTERS
Japanese utilities will rely on the return of coal-fired power plants from maintenance to meet peak electricity demand this summer, highlighting th ...
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- Sindya Power Generating Company Private Ltd
- Directorate Of Revenue Intelligence - India
- Posco Energy - South Korea
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Jindal Steel & Power Ltd - India
- Georgia Ports Authority, United States
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- Aditya Birla Group - India
- Africa Commodities Group - South Africa
- Sree Jayajothi Cements Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bayan Resources Tbk. - Indonesia
- The Treasury - Australian Government
- Siam City Cement PLC, Thailand
- Sojitz Corporation - Japan
- Attock Cement Pakistan Limited
- Bukit Asam (Persero) Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- ICICI Bank Limited - India
- Australian Coal Association
- Manunggal Multi Energi - Indonesia
- Renaissance Capital - South Africa
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Gujarat Sidhee Cement - India
- Marubeni Corporation - India
- Latin American Coal - Colombia
- GN Power Mariveles Coal Plant, Philippines
- Mercator Lines Limited - India
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- Ministry of Mines - Canada
- Petron Corporation, Philippines
- Bhushan Steel Limited - India
- Coal and Oil Company - UAE
- IHS Mccloskey Coal Group - USA
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- Gujarat Mineral Development Corp Ltd - India
- Lanco Infratech Ltd - India
- Jaiprakash Power Ventures ltd
- Alfred C Toepfer International GmbH - Germany
- Kideco Jaya Agung - Indonesia
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- Essar Steel Hazira Ltd - India
- South Luzon Thermal Energy Corporation
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Miang Besar Coal Terminal - Indonesia
- Dalmia Cement Bharat India
- Thai Mozambique Logistica
- Bank of Tokyo Mitsubishi UFJ Ltd
- Banpu Public Company Limited - Thailand
- Timah Investasi Mineral - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- MS Steel International - UAE
- Rashtriya Ispat Nigam Limited - India
- Commonwealth Bank - Australia
- The University of Queensland
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Globalindo Alam Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Goldman Sachs - Singapore
- ASAPP Information Group - India
- Simpson Spence & Young - Indonesia
- Central Java Power - Indonesia
- Tata Chemicals Ltd - India
- Barasentosa Lestari - Indonesia
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Anglo American - United Kingdom
- Medco Energi Mining Internasional
- Siam City Cement - Thailand
- Parry Sugars Refinery, India
- Indian Energy Exchange, India
- Petrochimia International Co. Ltd.- Taiwan
- Mintek Dendrill Indonesia
- Eastern Energy - Thailand
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- Chamber of Mines of South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thiess Contractors Indonesia
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
- Iligan Light & Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Baramulti Group, Indonesia
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Carbofer General Trading SA - India
- Deloitte Consulting - India
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- Singapore Mercantile Exchange
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- Kalimantan Lumbung Energi - Indonesia
- Sakthi Sugars Limited - India
- Savvy Resources Ltd - HongKong
- LBH Netherlands Bv - Netherlands
- Heidelberg Cement - Germany
- GMR Energy Limited - India
- Wilmar Investment Holdings
- McConnell Dowell - Australia
- Binh Thuan Hamico - Vietnam
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Mercuria Energy - Indonesia
- Eastern Coal Council - USA
- PTC India Limited - India
- Indonesian Coal Mining Association
- CIMB Investment Bank - Malaysia
- Kaltim Prima Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- New Zealand Coal & Carbon
- Kohat Cement Company Ltd. - Pakistan
- White Energy Company Limited
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Global Coal Blending Company Limited - Australia
- VISA Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Vedanta Resources Plc - India
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
- Star Paper Mills Limited - India
- Videocon Industries ltd - India
- Global Green Power PLC Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Electricity Generating Authority of Thailand
- Bukit Baiduri Energy - Indonesia
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- SMG Consultants - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Economic Council, Georgia
- Indian Oil Corporation Limited
- Salva Resources Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- Uttam Galva Steels Limited - India
- Power Finance Corporation Ltd., India
- Planning Commission, India
- Energy Development Corp, Philippines
- Mjunction Services Limited - India
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Krishnapatnam Port Company Ltd. - India
- GAC Shipping (India) Pvt Ltd
- San Jose City I Power Corp, Philippines
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