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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, 19 December 18
GLOBAL SHIPPING SCOUTS FOR FUTURE GROWTH - PETER SAND, BIMCO
Where do we go to find economic growth that spurs shipping demand in the next five years? According to the International Monetary Fund (IMF), we sh ...
Wednesday, 19 December 18
SHIPPING MARKET INSIGHT - INTERMODAL
As another year is coming to an end, it is interesting to look at the main shipping markets and how these performed compared to 2017.
&nb ...
Tuesday, 18 December 18
COAL DEMAND WILL REMAIN STEADY THROUGH 2023, INTERNATIONAL ENERGY AGENCY SAYS - TOM DICHRISTOPHER, CNBC
Coal consumption is on the rise but will remain roughly stable over the next five years, the International Energy Agency forecasts.
...
Tuesday, 18 December 18
DRY BULK: IN ABSOLUTE TERMS, ALL MAIN SIZE SEGMENTS SAW THEIR ACTUAL VOLATILITY FIGURES DECREASE - ALLIED
Since the beginning of 2016, when the dry bulk market reached its absolute bottom, freight rates have been ever since on an upward trajectory. Taki ...
Tuesday, 18 December 18
COAL OUTLOOK BULLISH DESPITE WEAK CHINESE IMPORT DATA - HEREN, ICIS
Coal prices may appreciate over the remainder of 2018 even despite recent data showing falling imports from the world’s largest producer and ...
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Showing 1521 to 1525 news of total 6871 |
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- Marubeni Corporation - India
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Jindal Steel & Power Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- PNOC Exploration Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- Minerals Council of Australia
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining Corp, Philippines
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- CNBM International Corporation - China
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- Kumho Petrochemical, South Korea
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Renaissance Capital - South Africa
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Petron Corporation, Philippines
- Siam City Cement - Thailand
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate General of MIneral and Coal - Indonesia
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Ministry of Finance - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Price Waterhouse Coopers - Russia
- Riau Bara Harum - Indonesia
- Coastal Gujarat Power Limited - India
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Coalindo Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Indika Energy - Indonesia
- London Commodity Brokers - England
- Sojitz Corporation - Japan
- Bhatia International Limited - India
- IHS Mccloskey Coal Group - USA
- Mercator Lines Limited - India
- Singapore Mercantile Exchange
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- McConnell Dowell - Australia
- Deloitte Consulting - India
- Ministry of Transport, Egypt
- The Treasury - Australian Government
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Mintek Dendrill Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Sindya Power Generating Company Private Ltd
- Metalloyd Limited - United Kingdom
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Bharathi Cement Corporation - India
- Directorate Of Revenue Intelligence - India
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Uttam Galva Steels Limited - India
- Interocean Group of Companies - India
- Power Finance Corporation Ltd., India
- Electricity Generating Authority of Thailand
- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Aditya Birla Group - India
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- Videocon Industries ltd - India
- Tamil Nadu electricity Board
- Semirara Mining and Power Corporation, Philippines
- White Energy Company Limited
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Rashtriya Ispat Nigam Limited - India
- Global Coal Blending Company Limited - Australia
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Coal Council - USA
- TeaM Sual Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GMR Energy Limited - India
- OPG Power Generation Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Commonwealth Bank - Australia
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- Africa Commodities Group - South Africa
- Maheswari Brothers Coal Limited - India
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- Rio Tinto Coal - Australia
- Kartika Selabumi Mining - Indonesia
- The University of Queensland
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- The State Trading Corporation of India Ltd
- Sakthi Sugars Limited - India
- Global Green Power PLC Corporation, Philippines
- Standard Chartered Bank - UAE
- Borneo Indobara - Indonesia
- Grasim Industreis Ltd - India
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- Attock Cement Pakistan Limited
- Goldman Sachs - Singapore
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Star Paper Mills Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- Central Java Power - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- ICICI Bank Limited - India
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Australian Coal Association
- New Zealand Coal & Carbon
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Krishnapatnam Port Company Ltd. - India
- GVK Power & Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Agrawal Coal Company - India
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- Wood Mackenzie - Singapore
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
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