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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, 02 September 22
INDONESIA COAL PRICE REFERENCE SLIPS SLIGHTLY IN SEPTEMBER 2022
COALspot.com: Indonesian Coal Price Reference for September delivery drops 0.74 per cent month on month.
The Indonesian Coal Price R ...
Friday, 02 September 22
ABM INVESTAMA BUYS 30% GEMS SHARES FOR US$ 420 MILLION
PT ABM Investama Tbk through its indirect subsidiary, bought a 30% stake in the PT Golden Energy Mines Tbk for US$ 420 million or around Rp 6.2 tri ...
Wednesday, 31 August 22
MARKET INSIGHT - INTERMODAL
Scorching temperatures and extremely dry conditions during the Northern hemisphere summer have been drying crops. Yield prospects have subsided in ...
Tuesday, 23 August 22
HIGH COAL PRICES COULD BOOST INDONESIA'S ENERGY TRANSITION - IEEFA
Global coal prices have reached an all-time high as countries stop purchasing Russian coal amidst the Russia-Ukraine conflict. Indonesian coal comp ...
Tuesday, 23 August 22
A COMBINED US$6.8-BILLION CASH BALANCE OF INDONESIAN COAL COMPANIES COULD PROVIDE FOR TIMELY INVESTMENTS IN GREEN TRANSITION - IEEFA
A combined US$6.8-billion cash balance of Indonesian coal companies could provide for timely investments in green transition
The opp ...
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- Meenaskhi Energy Private Limited - India
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Port Waratah Coal Services - Australia
- Binh Thuan Hamico - Vietnam
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Thai Mozambique Logistica
- Bhoruka Overseas - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Star Paper Mills Limited - India
- Mercator Lines Limited - India
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- Tamil Nadu electricity Board
- IEA Clean Coal Centre - UK
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- PTC India Limited - India
- Bhatia International Limited - India
- Antam Resourcindo - Indonesia
- Renaissance Capital - South Africa
- Meralco Power Generation, Philippines
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- South Luzon Thermal Energy Corporation
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- London Commodity Brokers - England
- Deloitte Consulting - India
- Parliament of New Zealand
- Posco Energy - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- Medco Energi Mining Internasional
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Power Finance Corporation Ltd., India
- Sarangani Energy Corporation, Philippines
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- Standard Chartered Bank - UAE
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- White Energy Company Limited
- Australian Commodity Traders Exchange
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- ASAPP Information Group - India
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Borneo Indobara - Indonesia
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Kumho Petrochemical, South Korea
- LBH Netherlands Bv - Netherlands
- Lanco Infratech Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Aditya Birla Group - India
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- Kobexindo Tractors - Indoneisa
- Therma Luzon, Inc, Philippines
- Sojitz Corporation - Japan
- TNB Fuel Sdn Bhd - Malaysia
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- Independent Power Producers Association of India
- San Jose City I Power Corp, Philippines
- Sical Logistics Limited - India
- Tata Chemicals Ltd - India
- Vedanta Resources Plc - India
- Cement Manufacturers Association - India
- Larsen & Toubro Limited - India
- Jindal Steel & Power Ltd - India
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Chamber of Mines of South Africa
- Straits Asia Resources Limited - Singapore
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Carbofer General Trading SA - India
- Gujarat Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Central Java Power - Indonesia
- Iligan Light & Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Electricity Authority, New Zealand
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- Oldendorff Carriers - Singapore
- Kapuas Tunggal Persada - Indonesia
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- Mjunction Services Limited - India
- Marubeni Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Simpson Spence & Young - Indonesia
- Siam City Cement - Thailand
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Indian Energy Exchange, India
- Goldman Sachs - Singapore
- Madhucon Powers Ltd - India
- International Coal Ventures Pvt Ltd - India
- SMG Consultants - Indonesia
- CNBM International Corporation - China
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Mercuria Energy - Indonesia
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- Billiton Holdings Pty Ltd - Australia
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Samtan Co., Ltd - South Korea
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indogreen Group - Indonesia
- Ind-Barath Power Infra Limited - India
- Neyveli Lignite Corporation Ltd, - India
- GVK Power & Infra Limited - India
- VISA Power Limited - India
- Romanian Commodities Exchange
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Ministry of Mines - Canada
- Pendopo Energi Batubara - Indonesia
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- The Treasury - Australian Government
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Economic Council, Georgia
- Kartika Selabumi Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Altura Mining Limited, Indonesia
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Global Green Power PLC Corporation, Philippines
- The University of Queensland
- Coalindo Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Australian Coal Association
- Energy Development Corp, Philippines
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Orica Mining Services - Indonesia
- Bayan Resources Tbk. - Indonesia
- GMR Energy Limited - India
- Maheswari Brothers Coal Limited - India
- Vizag Seaport Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Planning Commission, India
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