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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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Sunday, 21 August 22
COAL-RICH POLAND FACES WINTER OF ENERGY DISCONTENT - DW
Poland uses 10 million tons of coal a year to heat households — a whopping 87% of all coal consumed in EU homes in 2019, according to the War ...
Saturday, 20 August 22
KOSPO TO IMPORT 240000 MT OF MIN 4400 KCAL/KG NCV STEAM COAL FOR OCTOBER;LOADING FROM RUSSIAN PORTS NOT ALLOWED
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 240,000 MT of min 4,400kcal/kg to max. 4,999 kcal/kg NC ...
Wednesday, 17 August 22
INDIAN COMPANIES SWAPPING DOLLAR FOR ASIAN CURRENCIES TO BUY RUSSIAN COAL - REUTERS
Indian companies are using Asian currencies more often to pay for Russian coal imports, according to customs documents and industry sources, avoidi ...
Wednesday, 17 August 22
LNG: MAJOR INVESTMENT AND EXPANSION PHASE, DOUBLING OF LIQUEFACTION CAPACITY BY 2028 PROJECTED - CLARKSONS
Clarksons Research have released the latest version of their long standing annual review, LNG Trade & Transport, on to Shipping Intelligence Ne ...
Wednesday, 17 August 22
UNAFFORDABLE LNG PRICES UNDERMINE RAPID DEMAND GROWTH FORECASTS IN KEY ASIAN MARKETS - IEEFA
Sustained high prices may accelerate downward pressures on Asian LNG demand, clouding long-term industry outlooks
The global liquefi ...
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- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Coastal Gujarat Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- European Bulk Services B.V. - Netherlands
- Commonwealth Bank - Australia
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Wood Mackenzie - Singapore
- Minerals Council of Australia
- Eastern Energy - Thailand
- Aditya Birla Group - India
- White Energy Company Limited
- Leighton Contractors Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Electricity Generating Authority of Thailand
- Global Business Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- IEA Clean Coal Centre - UK
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- Karaikal Port Pvt Ltd - India
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Rashtriya Ispat Nigam Limited - India
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Economic Council, Georgia
- Petron Corporation, Philippines
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- Alfred C Toepfer International GmbH - Germany
- Kaltim Prima Coal - Indonesia
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- Oldendorff Carriers - Singapore
- Central Electricity Authority - India
- Vizag Seaport Private Limited - India
- Iligan Light & Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- SMG Consultants - Indonesia
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Deloitte Consulting - India
- SMC Global Power, Philippines
- Kideco Jaya Agung - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- CIMB Investment Bank - Malaysia
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Star Paper Mills Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Directorate Of Revenue Intelligence - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercator Lines Limited - India
- Metalloyd Limited - United Kingdom
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- Romanian Commodities Exchange
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- MS Steel International - UAE
- Medco Energi Mining Internasional
- Sree Jayajothi Cements Limited - India
- South Luzon Thermal Energy Corporation
- Asmin Koalindo Tuhup - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- OPG Power Generation Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Central Java Power - Indonesia
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- Parry Sugars Refinery, India
- Gujarat Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- Mercuria Energy - Indonesia
- India Bulls Power Limited - India
- Energy Development Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Petrochimia International Co. Ltd.- Taiwan
- Australian Commodity Traders Exchange
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- ASAPP Information Group - India
- Parliament of New Zealand
- PNOC Exploration Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Bhoruka Overseas - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- TeaM Sual Corporation - Philippines
- Goldman Sachs - Singapore
- Tata Chemicals Ltd - India
- Larsen & Toubro Limited - India
- Xindia Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Kartika Selabumi Mining - Indonesia
- Posco Energy - South Korea
- Latin American Coal - Colombia
- Mjunction Services Limited - India
- Sarangani Energy Corporation, Philippines
- VISA Power Limited - India
- PowerSource Philippines DevCo
- GVK Power & Infra Limited - India
- Essar Steel Hazira Ltd - India
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- Indika Energy - Indonesia
- Thai Mozambique Logistica
- Indian Energy Exchange, India
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- Carbofer General Trading SA - India
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Kapuas Tunggal Persada - Indonesia
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- The State Trading Corporation of India Ltd
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- Samtan Co., Ltd - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- Riau Bara Harum - Indonesia
- Sindya Power Generating Company Private Ltd
- Bangladesh Power Developement Board
- Bhatia International Limited - India
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Makarim & Taira - Indonesia
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- Ministry of Transport, Egypt
- Grasim Industreis Ltd - India
- SN Aboitiz Power Inc, Philippines
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- Baramulti Group, Indonesia
- Chamber of Mines of South Africa
- Jindal Steel & Power Ltd - India
- Vedanta Resources Plc - India
- Power Finance Corporation Ltd., India
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Trasteel International SA, Italy
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- Planning Commission, India
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- Therma Luzon, Inc, Philippines
- Simpson Spence & Young - Indonesia
- Kumho Petrochemical, South Korea
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