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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, 22 August 18
KOMIPO INVITES BIDS FOR 480K TONS OF BITUMINOUS COAL FOR BORYEONG POWER PLANT & SHIN BORYEONG POWER PLANTS
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 480,000 mt of min. 5700 NAR coal of Australian origi ...
Wednesday, 22 August 18
SHIPPING MARKET INSIGHT - GEORGE PANAGOPOULOS
During the most quite week of the summer period we witnessed a trade war between United States and Turkey. A battle, which started with the arrest ...
Monday, 20 August 18
SUPRAMAX: OVERALL IT WAS A POSITIVE WEEK FOR THE BSI INDEX WITH GAINS MADE - THE BALTIC BRIEFING
Capesize
A week of largely unfulfilled expectations with holidays again curbing activity. Rates remained essentially healthy, but despite bad wea ...
Friday, 17 August 18
DO ARBITRATION AGREEMENTS IN BILLS OF LADING BIND THEIR HOLDERS? - WFW
KNOWLEDGE TO ELEVATE
Bills of lading are a crucial part of the security package traditionally sought by trade finance providers.
...
Friday, 17 August 18
MALAYSIA'S MANJUNG 4 - WORLD COAL ASSOCIATION
According to the IEA’s Energy Access Outlook 2017 report, nearly all of those who gained access to electricity worldwide in the last 16 years ...
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- Singapore Mercantile Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Mining Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- San Jose City I Power Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement - Thailand
- Baramulti Group, Indonesia
- Heidelberg Cement - Germany
- Standard Chartered Bank - UAE
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- Pipit Mutiara Jaya. PT, Indonesia
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Bhatia International Limited - India
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- Jaiprakash Power Ventures ltd
- Indo Tambangraya Megah - Indonesia
- Bukit Makmur.PT - Indonesia
- Indika Energy - Indonesia
- Bhushan Steel Limited - India
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- McConnell Dowell - Australia
- Videocon Industries ltd - India
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- Cement Manufacturers Association - India
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- ASAPP Information Group - India
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Australia Pty. Ltd.
- Samtan Co., Ltd - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Australian Coal Association
- Gujarat Mineral Development Corp Ltd - India
- OPG Power Generation Pvt Ltd - India
- Georgia Ports Authority, United States
- Marubeni Corporation - India
- Eastern Coal Council - USA
- Anglo American - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Latin American Coal - Colombia
- Tata Chemicals Ltd - India
- CNBM International Corporation - China
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Xindia Steels Limited - India
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Cigading International Bulk Terminal - Indonesia
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- White Energy Company Limited
- Therma Luzon, Inc, Philippines
- Medco Energi Mining Internasional
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Meenaskhi Energy Private Limited - India
- Minerals Council of Australia
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- Savvy Resources Ltd - HongKong
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Kobexindo Tractors - Indoneisa
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parliament of New Zealand
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- LBH Netherlands Bv - Netherlands
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Global Green Power PLC Corporation, Philippines
- London Commodity Brokers - England
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Gujarat Sidhee Cement - India
- Rashtriya Ispat Nigam Limited - India
- Manunggal Multi Energi - Indonesia
- Sakthi Sugars Limited - India
- Sojitz Corporation - Japan
- Oldendorff Carriers - Singapore
- Siam City Cement PLC, Thailand
- Global Business Power Corporation, Philippines
- Aditya Birla Group - India
- Deloitte Consulting - India
- SMG Consultants - Indonesia
- Mercuria Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Romanian Commodities Exchange
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Indian Oil Corporation Limited
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- European Bulk Services B.V. - Netherlands
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Chamber of Mines of South Africa
- Planning Commission, India
- Riau Bara Harum - Indonesia
- Kartika Selabumi Mining - Indonesia
- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- PowerSource Philippines DevCo
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Eastern Energy - Thailand
- Bulk Trading Sa - Switzerland
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Larsen & Toubro Limited - India
- Dalmia Cement Bharat India
- Maheswari Brothers Coal Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- Sarangani Energy Corporation, Philippines
- Madhucon Powers Ltd - India
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indonesian Coal Mining Association
- Globalindo Alam Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Carbofer General Trading SA - India
- Vijayanagar Sugar Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- The State Trading Corporation of India Ltd
- PetroVietnam Power Coal Import and Supply Company
- South Luzon Thermal Energy Corporation
- Kaltim Prima Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Bahari Cakrawala Sebuku - Indonesia
- Mjunction Services Limited - India
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Posco Energy - South Korea
- PTC India Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
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