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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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- Global Coal Blending Company Limited - Australia
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- Sarangani Energy Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Indogreen Group - Indonesia
- Minerals Council of Australia
- Anglo American - United Kingdom
- Manunggal Multi Energi - Indonesia
- Indian Energy Exchange, India
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- GMR Energy Limited - India
- Malabar Cements Ltd - India
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Bulk Trading Sa - Switzerland
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- Alfred C Toepfer International GmbH - Germany
- Cigading International Bulk Terminal - Indonesia
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- Standard Chartered Bank - UAE
- Borneo Indobara - Indonesia
- Electricity Generating Authority of Thailand
- Meralco Power Generation, Philippines
- Bukit Makmur.PT - Indonesia
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- IHS Mccloskey Coal Group - USA
- Energy Development Corp, Philippines
- Salva Resources Pvt Ltd - India
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Aditya Birla Group - India
- GN Power Mariveles Coal Plant, Philippines
- Coal and Oil Company - UAE
- Commonwealth Bank - Australia
- Interocean Group of Companies - India
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Iligan Light & Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Tamil Nadu electricity Board
- Bhatia International Limited - India
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- Bharathi Cement Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Transport, Egypt
- Wood Mackenzie - Singapore
- Coalindo Energy - Indonesia
- Ambuja Cements Ltd - India
- Semirara Mining Corp, Philippines
- Power Finance Corporation Ltd., India
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- India Bulls Power Limited - India
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- Miang Besar Coal Terminal - Indonesia
- Africa Commodities Group - South Africa
- The University of Queensland
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Deloitte Consulting - India
- Medco Energi Mining Internasional
- Pendopo Energi Batubara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Java Power - Indonesia
- Metalloyd Limited - United Kingdom
- Madhucon Powers Ltd - India
- Attock Cement Pakistan Limited
- Gujarat Sidhee Cement - India
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Pipit Mutiara Jaya. PT, Indonesia
- Global Green Power PLC Corporation, Philippines
- Merrill Lynch Commodities Europe
- OPG Power Generation Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Petron Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Uttam Galva Steels Limited - India
- Kepco SPC Power Corporation, Philippines
- Indian Oil Corporation Limited
- White Energy Company Limited
- Grasim Industreis Ltd - India
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Heidelberg Cement - Germany
- Edison Trading Spa - Italy
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Renaissance Capital - South Africa
- Essar Steel Hazira Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
- Indika Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Oldendorff Carriers - Singapore
- Energy Link Ltd, New Zealand
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- The State Trading Corporation of India Ltd
- CIMB Investment Bank - Malaysia
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- International Coal Ventures Pvt Ltd - India
- Vedanta Resources Plc - India
- IEA Clean Coal Centre - UK
- PTC India Limited - India
- Electricity Authority, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- ASAPP Information Group - India
- Chamber of Mines of South Africa
- Sical Logistics Limited - India
- Eastern Energy - Thailand
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- PowerSource Philippines DevCo
- Planning Commission, India
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Star Paper Mills Limited - India
- ICICI Bank Limited - India
- Mjunction Services Limited - India
- GAC Shipping (India) Pvt Ltd
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Mines - Canada
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Economic Council, Georgia
- Sree Jayajothi Cements Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Trasteel International SA, Italy
- Intertek Mineral Services - Indonesia
- Antam Resourcindo - Indonesia
- Xindia Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Thai Mozambique Logistica
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Carbofer General Trading SA - India
- Rio Tinto Coal - Australia
- Krishnapatnam Port Company Ltd. - India
- Sindya Power Generating Company Private Ltd
- Siam City Cement PLC, Thailand
- Sinarmas Energy and Mining - Indonesia
- Bhushan Steel Limited - India
- Cement Manufacturers Association - India
- New Zealand Coal & Carbon
- Bangladesh Power Developement Board
- Kobexindo Tractors - Indoneisa
- Sakthi Sugars Limited - India
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- Jorong Barutama Greston.PT - Indonesia
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Barasentosa Lestari - Indonesia
- Orica Mining Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- SMG Consultants - Indonesia
- European Bulk Services B.V. - Netherlands
- Mercuria Energy - Indonesia
- Tata Chemicals Ltd - India
- San Jose City I Power Corp, Philippines
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