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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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Friday, 18 May 18
INDONESIA'S SAMARINDA ANCHORAGE COAL LOADING ACTIVITIES WERE RESUMED YESTERDAY AT 4PM LOCAL TIME
Samarinda Anchorage coal loading activities were resumed yesterday at 4PM local time.
Local fishermen in Samarinda Anchorage have been demonst ...
Wednesday, 16 May 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Half-way through the second quarter of the year and as the Posidonia week approaches everyone is getting ready for this unique gathering that besid ...
Thursday, 10 May 18
PRIVATE POWER PRODUCERS NEED A 'POWERFUL PUSH' - PRADEEP MITTAL
- PLF of the Private Sector in the country (Coal and Lignite based) for FY 2017-18 (till Dec 2017) is 56%.
- 51 GW of stressed assets (Thermal &a ...
Tuesday, 08 May 18
BUMA SIGNED OVER US$1 BILLION WORTH OF NEW CONTRACT WITH PT INDONESIA PRATAMA
PT Delta Dunia Makmur Tbk. announced that its subsidiary, PT Bukit Makmur Mandiri Utama, has entered into mining services contracts with PT Indones ...
Monday, 07 May 18
BENCHMARK PRICE OF INDONESIAN THERMAL COAL DROPPED BACK BELOW $90 A TON THIS MONTH
COALspot.com: According to latest ministerial decree No. 1812 K/30/MEM/2018 dated 3 May 2018, the Indonesian Coal Price Reference (HBA) decline 5.5 ...
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Showing 1721 to 1725 news of total 6871 |
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- Trasteel International SA, Italy
- Australian Coal Association
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Independent Power Producers Association of India
- VISA Power Limited - India
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Indogreen Group - Indonesia
- Merrill Lynch Commodities Europe
- Cigading International Bulk Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- Cement Manufacturers Association - India
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
- Salva Resources Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Eastern Coal Council - USA
- MS Steel International - UAE
- Port Waratah Coal Services - Australia
- Oldendorff Carriers - Singapore
- Krishnapatnam Port Company Ltd. - India
- Thiess Contractors Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bulk Trading Sa - Switzerland
- Attock Cement Pakistan Limited
- PetroVietnam Power Coal Import and Supply Company
- CNBM International Corporation - China
- Global Business Power Corporation, Philippines
- Heidelberg Cement - Germany
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Electricity Authority, New Zealand
- CIMB Investment Bank - Malaysia
- Kobexindo Tractors - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Larsen & Toubro Limited - India
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- Kalimantan Lumbung Energi - Indonesia
- Bhushan Steel Limited - India
- Rio Tinto Coal - Australia
- Xindia Steels Limited - India
- Central Electricity Authority - India
- Pendopo Energi Batubara - Indonesia
- The University of Queensland
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- Anglo American - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- International Coal Ventures Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Sarangani Energy Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Grasim Industreis Ltd - India
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
- Coastal Gujarat Power Limited - India
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- Kideco Jaya Agung - Indonesia
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- Siam City Cement PLC, Thailand
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- Mjunction Services Limited - India
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- Meralco Power Generation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- TeaM Sual Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Energy Exchange, India
- Ministry of Mines - Canada
- Jorong Barutama Greston.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- Iligan Light & Power Inc, Philippines
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Parry Sugars Refinery, India
- Ministry of Finance - Indonesia
- Wilmar Investment Holdings
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Tata Chemicals Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- SMC Global Power, Philippines
- Bayan Resources Tbk. - Indonesia
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- Parliament of New Zealand
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Antam Resourcindo - Indonesia
- LBH Netherlands Bv - Netherlands
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- McConnell Dowell - Australia
- Marubeni Corporation - India
- Formosa Plastics Group - Taiwan
- Energy Development Corp, Philippines
- Indonesian Coal Mining Association
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- India Bulls Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Ind-Barath Power Infra Limited - India
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- Simpson Spence & Young - Indonesia
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Lanco Infratech Ltd - India
- Bhatia International Limited - India
- GAC Shipping (India) Pvt Ltd
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- PTC India Limited - India
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- Goldman Sachs - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Singapore Mercantile Exchange
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Global Green Power PLC Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- Bharathi Cement Corporation - India
- Deloitte Consulting - India
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
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