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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, 06 October 22
COAL INDIA ASKED TO ENHANCE SUPPLY TO THERMAL POWER PLANTS - IANS
With the festival season round the corner, Coal India Ltd. has been directed by the government to scale up dispatch to thermal power plants.
&n ...
Wednesday, 05 October 22
BUNKER PRICES DOWN AGAIN; IS THERE MORE TO COME? - INTEGR8 FUELS
It’s the economy…..”
VLSFO prices are now back to levels at the start of this year. After all the extremes of thi ...
Wednesday, 05 October 22
MARKET INSIGHT - INTERMODAL
Amid the looming western sanctions on Russia, the country is challenged to pivot its energy markets away from Europe and toward the East. Yet, Russ ...
Tuesday, 04 October 22
A REMARKABLE SHIFT IN FORTUNES HAS BEEN NOTED IN THE CRUDE OIL TANKER MARKETS - ALLIED SHIPPING
A remarkable shift in fortunes has been noted in the crude oil tanker markets over the past month, yet despite these shifts being seemingly in thei ...
Tuesday, 04 October 22
OIL PRICES COULD SOON RETURN TO $100 AS OPEC+ CONSIDERS ‘HISTORIC’ CUT, ANALYSTS SAY - CNBC
An influential alliance of some of the world’s most powerful oil producers is reportedly considering their largest output cut since the start ...
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Showing 216 to 220 news of total 6871 |
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- AsiaOL BioFuels Corp., Philippines
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Transport, Egypt
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- ICICI Bank Limited - India
- PowerSource Philippines DevCo
- New Zealand Coal & Carbon
- Oldendorff Carriers - Singapore
- Ministry of Finance - Indonesia
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wilmar Investment Holdings
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- Mintek Dendrill Indonesia
- Minerals Council of Australia
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Electricity Generating Authority of Thailand
- Siam City Cement - Thailand
- Chettinad Cement Corporation Ltd - India
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- Mercuria Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Thai Mozambique Logistica
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Marubeni Corporation - India
- SMG Consultants - Indonesia
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Essar Steel Hazira Ltd - India
- Sojitz Corporation - Japan
- Simpson Spence & Young - Indonesia
- Makarim & Taira - Indonesia
- Sree Jayajothi Cements Limited - India
- Bhatia International Limited - India
- Sarangani Energy Corporation, Philippines
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- GVK Power & Infra Limited - India
- Star Paper Mills Limited - India
- Formosa Plastics Group - Taiwan
- Indika Energy - Indonesia
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Madhucon Powers Ltd - India
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Sical Logistics Limited - India
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Posco Energy - South Korea
- Chamber of Mines of South Africa
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- Heidelberg Cement - Germany
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- Australian Commodity Traders Exchange
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
- ASAPP Information Group - India
- Globalindo Alam Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Attock Cement Pakistan Limited
- Romanian Commodities Exchange
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Standard Chartered Bank - UAE
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- Vijayanagar Sugar Pvt Ltd - India
- Baramulti Group, Indonesia
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Pendopo Energi Batubara - Indonesia
- LBH Netherlands Bv - Netherlands
- Economic Council, Georgia
- PTC India Limited - India
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- Australian Coal Association
- Central Electricity Authority - India
- Kalimantan Lumbung Energi - Indonesia
- The University of Queensland
- Meenaskhi Energy Private Limited - India
- Bukit Makmur.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Singapore Mercantile Exchange
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Altura Mining Limited, Indonesia
- Commonwealth Bank - Australia
- The Treasury - Australian Government
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Tamil Nadu electricity Board
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- MS Steel International - UAE
- TeaM Sual Corporation - Philippines
- Indian Energy Exchange, India
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- San Jose City I Power Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Savvy Resources Ltd - HongKong
- Electricity Authority, New Zealand
- CIMB Investment Bank - Malaysia
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- Intertek Mineral Services - Indonesia
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Deloitte Consulting - India
- Indo Tambangraya Megah - Indonesia
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Mjunction Services Limited - India
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Jaiprakash Power Ventures ltd
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Africa Commodities Group - South Africa
- Port Waratah Coal Services - Australia
- Karaikal Port Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- Siam City Cement PLC, Thailand
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