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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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Monday, 18 April 22
DEMAND FOR THERMAL COAL TO RISE DUE TO INCREASE IN ELECTRICITY DEMAND: INDIAN COAL MINISTRY - PTI
Coal block allocatees have a golden opportunity to augment production as the demand for thermal coal will rise due to an increase in electricity de ...
Tuesday, 05 April 22
INDONESIAN COAL PRICE REFERENCE HITS RECORD ABOVE $288
COALspot.com: Indonesian Coal Price Reference for April in a steep climb from March 2022.
As expected, Russia – Ukraine war dr ...
Thursday, 31 March 22
CHINA STATE PLANNER ASKS COAL INDEX PROVIDERS TO RECTIFY IRREGULARITIES - REUTERS
China’s state planner has asked some major coal price index providers to rectify “severe irregularities” it had identified in the ...
Thursday, 31 March 22
IMPORTED COAL PRICES TO JUMP 55% IN APR-JUN, IMPACT INDIAN FIRMS: ICRA - LIVEMINT
Supply disruption owing to the Russia-Ukraine conflict could push the price of imported coal by 45-55% in Q1FY23 compared to the previous quarter, ...
Thursday, 31 March 22
CHINA'S COAL OUTPUT SET FOR MODERATE GROWTH IN 2022 - INDUSTRY BODY - REUTERS
China is expected to see its coal output to grow further in 2022 after hitting a record last year, an industry body forecast on Wednesday, as the c ...
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- Rio Tinto Coal - Australia
- Africa Commodities Group - South Africa
- Tata Chemicals Ltd - India
- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Metalloyd Limited - United Kingdom
- Ambuja Cements Ltd - India
- Trasteel International SA, Italy
- Price Waterhouse Coopers - Russia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- The University of Queensland
- Australian Commodity Traders Exchange
- Uttam Galva Steels Limited - India
- Indika Energy - Indonesia
- The Treasury - Australian Government
- MS Steel International - UAE
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Mjunction Services Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Globalindo Alam Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Salva Resources Pvt Ltd - India
- Mercator Lines Limited - India
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Energy Development Corp, Philippines
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- Petron Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- Altura Mining Limited, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Karaikal Port Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Barasentosa Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Deloitte Consulting - India
- Australian Coal Association
- Bukit Baiduri Energy - Indonesia
- Planning Commission, India
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Merrill Lynch Commodities Europe
- Pipit Mutiara Jaya. PT, Indonesia
- Samtan Co., Ltd - South Korea
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- Bhatia International Limited - India
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- Economic Council, Georgia
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Eastern Energy - Thailand
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Mercuria Energy - Indonesia
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Coal and Oil Company - UAE
- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Agrawal Coal Company - India
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Wilmar Investment Holdings
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- PTC India Limited - India
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- Manunggal Multi Energi - Indonesia
- Vedanta Resources Plc - India
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Meenaskhi Energy Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- European Bulk Services B.V. - Netherlands
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- Standard Chartered Bank - UAE
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- Petrochimia International Co. Ltd.- Taiwan
- Tamil Nadu electricity Board
- Parry Sugars Refinery, India
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- Power Finance Corporation Ltd., India
- Pendopo Energi Batubara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Malabar Cements Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Parliament of New Zealand
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- Electricity Authority, New Zealand
- Commonwealth Bank - Australia
- Antam Resourcindo - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kumho Petrochemical, South Korea
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indonesian Coal Mining Association
- Bharathi Cement Corporation - India
- Orica Mining Services - Indonesia
- GMR Energy Limited - India
- Alfred C Toepfer International GmbH - Germany
- Therma Luzon, Inc, Philippines
- Coastal Gujarat Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Sakthi Sugars Limited - India
- Xindia Steels Limited - India
- Savvy Resources Ltd - HongKong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- TeaM Sual Corporation - Philippines
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- Simpson Spence & Young - Indonesia
- GAC Shipping (India) Pvt Ltd
- Billiton Holdings Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- Goldman Sachs - Singapore
- AsiaOL BioFuels Corp., Philippines
- Singapore Mercantile Exchange
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Videocon Industries ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- Madhucon Powers Ltd - India
- Aditya Birla Group - India
- Ministry of Transport, Egypt
- Bhushan Steel Limited - India
- Baramulti Group, Indonesia
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- Meralco Power Generation, Philippines
- Interocean Group of Companies - India
- VISA Power Limited - India
- Jindal Steel & Power Ltd - India
- Formosa Plastics Group - Taiwan
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- The State Trading Corporation of India Ltd
- Borneo Indobara - Indonesia
- SMC Global Power, Philippines
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- Lanco Infratech Ltd - India
- Indo Tambangraya Megah - Indonesia
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- India Bulls Power Limited - India
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
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