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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 August 18
COAL PRODUCTION AT 37.11 PERCENT OF FULL-YEAR TARGET - THE JAKARTA POST
Indonesian coal production was recorded at 180 million tons on Wednesday, or 37.11 percent of the government’s 485 million target this year.
...
Thursday, 16 August 18
OIL MARKET HIGHLIGHTS - OPEC
Crude Oil Price Movements
In July, the OPEC Reference Basket increased marginally by 5¢ m-o-m to settle at $73.27/b. Oil futures saw mixed ...
Tuesday, 14 August 18
THE CAPESIZE MARKET HAS SHOWN A TREMENDOUS COURSE DURING THE PAST 12 MONTHS - THOMAS CHASAPIS
The Capesize market has shown a tremendous course during the past 12 months, having quickly climbed out of the “hole that it had found itself ...
Monday, 13 August 18
A 50,200 DWT FIXED DELIVERY SINGAPORE TRIP VIA INDONESIA REDELIVERY CHINA IN THE LOW $10,000S - THE BALTIC BRIEFING
Capesize
Expectations of a further push in the market were largely unfulfilled last week as rates come under pressure in Asia as the North Atla ...
Friday, 10 August 18
U.S. COAL PRODUCTION TO DECLINE BY 1.8% IN 2019 BECAUSE COAL EXPORTS AND COAL CONSUMPTION ARE BOTH FORECAST TO DECREASE - EIA
EIA forecasts U.S. coal production will decline by 1.1% to 766 million short tons (MMst) in 2018 despite a 5.7% (6 MMst) increase in coal exports.
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Showing 1646 to 1650 news of total 6871 |
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- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- The Treasury - Australian Government
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Dalmia Cement Bharat India
- SN Aboitiz Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- Antam Resourcindo - Indonesia
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
- Indogreen Group - Indonesia
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- Rio Tinto Coal - Australia
- Ministry of Transport, Egypt
- Holcim Trading Pte Ltd - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Krishnapatnam Port Company Ltd. - India
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Larsen & Toubro Limited - India
- Billiton Holdings Pty Ltd - Australia
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Savvy Resources Ltd - HongKong
- Bhatia International Limited - India
- India Bulls Power Limited - India
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- Miang Besar Coal Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Petron Corporation, Philippines
- Essar Steel Hazira Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Jorong Barutama Greston.PT - Indonesia
- Xindia Steels Limited - India
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Rashtriya Ispat Nigam Limited - India
- Parliament of New Zealand
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Aditya Birla Group - India
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- Chettinad Cement Corporation Ltd - India
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Banpu Public Company Limited - Thailand
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- TeaM Sual Corporation - Philippines
- Indika Energy - Indonesia
- Electricity Generating Authority of Thailand
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Central Java Power - Indonesia
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- Globalindo Alam Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Bangladesh Power Developement Board
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Ceylon Electricity Board - Sri Lanka
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Baiduri Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- Eastern Energy - Thailand
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Vedanta Resources Plc - India
- IEA Clean Coal Centre - UK
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Thai Mozambique Logistica
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- Independent Power Producers Association of India
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Indonesian Coal Mining Association
- Orica Mining Services - Indonesia
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Minerals Council of Australia
- Mintek Dendrill Indonesia
- Global Green Power PLC Corporation, Philippines
- Power Finance Corporation Ltd., India
- Eastern Coal Council - USA
- London Commodity Brokers - England
- Posco Energy - South Korea
- Kobexindo Tractors - Indoneisa
- ASAPP Information Group - India
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- Anglo American - United Kingdom
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Coal and Oil Company - UAE
- Samtan Co., Ltd - South Korea
- Port Waratah Coal Services - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Siam City Cement PLC, Thailand
- Oldendorff Carriers - Singapore
- South Luzon Thermal Energy Corporation
- The State Trading Corporation of India Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- European Bulk Services B.V. - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- Merrill Lynch Commodities Europe
- VISA Power Limited - India
- San Jose City I Power Corp, Philippines
- Sical Logistics Limited - India
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- GMR Energy Limited - India
- Pendopo Energi Batubara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Energy Development Corp, Philippines
- Medco Energi Mining Internasional
- Ministry of Mines - Canada
- Coalindo Energy - Indonesia
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Bhushan Steel Limited - India
- Sakthi Sugars Limited - India
- Indian Oil Corporation Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Binh Thuan Hamico - Vietnam
- Goldman Sachs - Singapore
- Indo Tambangraya Megah - Indonesia
- Electricity Authority, New Zealand
- Directorate Of Revenue Intelligence - India
- Sinarmas Energy and Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- GAC Shipping (India) Pvt Ltd
- Riau Bara Harum - Indonesia
- Tata Chemicals Ltd - India
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- Africa Commodities Group - South Africa
- LBH Netherlands Bv - Netherlands
- SMG Consultants - Indonesia
- Attock Cement Pakistan Limited
- Vijayanagar Sugar Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Altura Mining Limited, Indonesia
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- GVK Power & Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Baramulti Group, Indonesia
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- SMC Global Power, Philippines
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Economic Council, Georgia
- Ministry of Finance - Indonesia
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