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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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Thursday, 16 May 19
SUPRAMAX: INDO/CHINA COAL RV TRADING AROUND US$ 9,000 BSS S.CHINA DELIVERY - FEARNLEYS
Capesize
This volatile segment is trying to find a clear direction from the present US$ 12,000/day earnings for standard units says Fearnleys W ...
Wednesday, 15 May 19
SHIPPING MARKET INSIGHT - THEODORE NTALAKOS
Modern warfare - Trade wars & sanctions
As of May 1st, the U.S. has ended waivers to the sanctions that had allowed the top buyers of Irani ...
Monday, 13 May 19
INDONESIAN COAL PRICE REFERENCE CONTINUES TO FALL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Monday, 13 May 19
SUPRAMAX: SOUTHEAST ASIA THE MARKET SAW BETTER DEMAND - BALTIC BRIEFING
Cape
The market continued its rollercoaster ride last week opening with negative sentiment, but turning around in dramatic fashion by the week& ...
Thursday, 09 May 19
DEEP OFFSHORE SOUTHEAST ASIA CONGRESS 2019
Deep Offshore Southeast Asia Congress 2019
Event Date:2-3th July. 2019t
Location: Jakarta, Indonesia
Sarawak Shell Berhad (S ...
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- Siam City Cement PLC, Thailand
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
- Mjunction Services Limited - India
- Dalmia Cement Bharat India
- Global Green Power PLC Corporation, Philippines
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- Indian Energy Exchange, India
- Gujarat Sidhee Cement - India
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Sree Jayajothi Cements Limited - India
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- ASAPP Information Group - India
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- The Treasury - Australian Government
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Vedanta Resources Plc - India
- Independent Power Producers Association of India
- Energy Development Corp, Philippines
- Orica Mining Services - Indonesia
- Bhoruka Overseas - Indonesia
- IHS Mccloskey Coal Group - USA
- Minerals Council of Australia
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Australian Coal Association
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Maharashtra Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- GMR Energy Limited - India
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- Economic Council, Georgia
- Georgia Ports Authority, United States
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- MS Steel International - UAE
- Videocon Industries ltd - India
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Kohat Cement Company Ltd. - Pakistan
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- McConnell Dowell - Australia
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- GVK Power & Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- Planning Commission, India
- Mercuria Energy - Indonesia
- London Commodity Brokers - England
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Romanian Commodities Exchange
- CNBM International Corporation - China
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Billiton Holdings Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Sojitz Corporation - Japan
- Energy Link Ltd, New Zealand
- Makarim & Taira - Indonesia
- Wilmar Investment Holdings
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Bharathi Cement Corporation - India
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- Thiess Contractors Indonesia
- India Bulls Power Limited - India
- Orica Australia Pty. Ltd.
- Ministry of Transport, Egypt
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Commonwealth Bank - Australia
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Australian Commodity Traders Exchange
- Sindya Power Generating Company Private Ltd
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- Chamber of Mines of South Africa
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- Singapore Mercantile Exchange
- Goldman Sachs - Singapore
- White Energy Company Limited
- PetroVietnam Power Coal Import and Supply Company
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Agrawal Coal Company - India
- Deloitte Consulting - India
- Vizag Seaport Private Limited - India
- Globalindo Alam Lestari - Indonesia
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- SMC Global Power, Philippines
- Therma Luzon, Inc, Philippines
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Semirara Mining Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- Bulk Trading Sa - Switzerland
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- Coastal Gujarat Power Limited - India
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- Jaiprakash Power Ventures ltd
- Xindia Steels Limited - India
- Kumho Petrochemical, South Korea
- Binh Thuan Hamico - Vietnam
- Interocean Group of Companies - India
- Indika Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Sinarmas Energy and Mining - Indonesia
- Central Electricity Authority - India
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Thai Mozambique Logistica
- Anglo American - United Kingdom
- PowerSource Philippines DevCo
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Aboitiz Power Corporation - Philippines
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Oldendorff Carriers - Singapore
- Merrill Lynch Commodities Europe
- Intertek Mineral Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Toyota Tsusho Corporation, Japan
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