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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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Tuesday, 19 February 19
FAST DEPLETING COAL RESERVES COULD PUSH UP ENERGY PRICES, CAUTIONS EXPERT - THE HINDU BUSINESS LINE
The fast depletion of coal, a strategic resource and India’s fuel of choice currently, has huge implications for energy costs, according to K ...
Monday, 18 February 19
INDIA'S COAL IMPORT FALLS TO 17.25 MT IN JANUARY - PTI
Coal imports saw a decline in January FY 2019 to 17.25 MT from 19.59 MT in the same month of the previous fiscal, according to a report by mjunctio ...
Monday, 18 February 19
THE ROLE OF COAL IN INDIA'S ENERGY AMBITIONS - WCA
India is the world’s second most populous country and figures among the world’s most rapidly growing economies.
The Sout ...
Saturday, 16 February 19
COALTRANS CHINA 2019, CHINA'S LARGEST COAL INDUSTRY GATHERING
Press Release: Coaltrans China 2019 | With the import ban likely to be lifted, it’s time for you to meet your potentia ...
Wednesday, 13 February 19
MALAYSIA WAS THE REGION'S LARGEST COAL IMPORTER WITH 34 MT IN 2018, UP 25% Y-O-Y
Although coal market in 2018 started with strong prices, starting in the beginning of the second half of 2018, the international spot prices for co ...
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- Posco Energy - South Korea
- Cigading International Bulk Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Economic Council, Georgia
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Planning Commission, India
- Global Green Power PLC Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Standard Chartered Bank - UAE
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Agrawal Coal Company - India
- Coastal Gujarat Power Limited - India
- Georgia Ports Authority, United States
- AsiaOL BioFuels Corp., Philippines
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- TeaM Sual Corporation - Philippines
- Central Java Power - Indonesia
- White Energy Company Limited
- Central Electricity Authority - India
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- GMR Energy Limited - India
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Bhatia International Limited - India
- Bharathi Cement Corporation - India
- Attock Cement Pakistan Limited
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- Trasteel International SA, Italy
- Sinarmas Energy and Mining - Indonesia
- Parliament of New Zealand
- Kideco Jaya Agung - Indonesia
- Iligan Light & Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Lanco Infratech Ltd - India
- Kumho Petrochemical, South Korea
- Goldman Sachs - Singapore
- Thai Mozambique Logistica
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- Semirara Mining and Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- Power Finance Corporation Ltd., India
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- Bhoruka Overseas - Indonesia
- The State Trading Corporation of India Ltd
- Jindal Steel & Power Ltd - India
- Altura Mining Limited, Indonesia
- Globalindo Alam Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- Port Waratah Coal Services - Australia
- Interocean Group of Companies - India
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Australian Coal Association
- Anglo American - United Kingdom
- Bangladesh Power Developement Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Authority, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- Chamber of Mines of South Africa
- Rio Tinto Coal - Australia
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Global Coal Blending Company Limited - Australia
- Aditya Birla Group - India
- VISA Power Limited - India
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Global Business Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- Pendopo Energi Batubara - Indonesia
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Oldendorff Carriers - Singapore
- Videocon Industries ltd - India
- Electricity Generating Authority of Thailand
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Cement Manufacturers Association - India
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bayan Resources Tbk. - Indonesia
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Manunggal Multi Energi - Indonesia
- Larsen & Toubro Limited - India
- Latin American Coal - Colombia
- Malabar Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Billiton Holdings Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- Singapore Mercantile Exchange
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- Eastern Coal Council - USA
- TNB Fuel Sdn Bhd - Malaysia
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- Tamil Nadu electricity Board
- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- South Luzon Thermal Energy Corporation
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Minerals Council of Australia
- Chettinad Cement Corporation Ltd - India
- Carbofer General Trading SA - India
- Energy Link Ltd, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Vedanta Resources Plc - India
- Ministry of Finance - Indonesia
- Riau Bara Harum - Indonesia
- Timah Investasi Mineral - Indoneisa
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- New Zealand Coal & Carbon
- Banpu Public Company Limited - Thailand
- Grasim Industreis Ltd - India
- Australian Commodity Traders Exchange
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- The Treasury - Australian Government
- SMC Global Power, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Heidelberg Cement - Germany
- Baramulti Group, Indonesia
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- Parry Sugars Refinery, India
- Ministry of Mines - Canada
- Marubeni Corporation - India
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