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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, 17 February 22
MAJOR INSTITUTIONS PROVIDED OVER $1.5 TRLN TO COAL SECTOR IN 2019-2021, SAYS NGO GROUP - REUTERS
Financial institutions channelled more than $1.5 trillion into the coal industry in loans and underwriting from January 2019 to November 2021, even ...
Thursday, 17 February 22
APAC THERMAL COAL PRICES TO EASE ON END OF INDONESIA EXPORT BAN - FITCH RATINGS
Fitch Ratings-Shanghai/Singapore-14 February 2022: APAC thermal coal prices are likely to come under pressure in the near term due to seasonally we ...
Tuesday, 15 February 22
IS ANOTHER COAL SHORTAGE CRISIS LOOMING OVER INDIA? - BUSINESS STANDARD
In December last year, the Federation of Indian Mineral Industries (FIMI) shot off a letter to the Prime Minister claiming that the coal crisis was ...
Tuesday, 15 February 22
THERMAL COAL'S RECORD PRICE RUN MAY END UP ITS OWN WORST ENEMY - REUTERS
The price of benchmark Australian thermal coal rose last week to trade near record highs, providing a short-term boost to producers but increasing ...
Thursday, 10 February 22
INDONESIA: COAL EXPORT BAN - SKULD
Indonesia's coal export ban in the light of force majeure and off-hire clauses
In January 2022, Indonesia, the world's biggest exporte ...
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- Larsen & Toubro Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Sidhee Cement - India
- Sinarmas Energy and Mining - Indonesia
- Jindal Steel & Power Ltd - India
- CIMB Investment Bank - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Standard Chartered Bank - UAE
- Thiess Contractors Indonesia
- Orica Australia Pty. Ltd.
- Indian Oil Corporation Limited
- Ministry of Transport, Egypt
- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Xindia Steels Limited - India
- Port Waratah Coal Services - Australia
- Altura Mining Limited, Indonesia
- Rio Tinto Coal - Australia
- CNBM International Corporation - China
- Marubeni Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
- Vizag Seaport Private Limited - India
- Independent Power Producers Association of India
- European Bulk Services B.V. - Netherlands
- Bulk Trading Sa - Switzerland
- GMR Energy Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Therma Luzon, Inc, Philippines
- Posco Energy - South Korea
- Bharathi Cement Corporation - India
- MS Steel International - UAE
- Central Java Power - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Coalindo Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Mintek Dendrill Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- Orica Mining Services - Indonesia
- Kobexindo Tractors - Indoneisa
- Commonwealth Bank - Australia
- Latin American Coal - Colombia
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Central Electricity Authority - India
- Cement Manufacturers Association - India
- Indo Tambangraya Megah - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Grasim Industreis Ltd - India
- New Zealand Coal & Carbon
- Petrochimia International Co. Ltd.- Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Essar Steel Hazira Ltd - India
- Planning Commission, India
- Africa Commodities Group - South Africa
- Malabar Cements Ltd - India
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- Sindya Power Generating Company Private Ltd
- Vedanta Resources Plc - India
- Renaissance Capital - South Africa
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Goldman Sachs - Singapore
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- Electricity Generating Authority of Thailand
- Intertek Mineral Services - Indonesia
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- Minerals Council of Australia
- Trasteel International SA, Italy
- Mjunction Services Limited - India
- Jorong Barutama Greston.PT - Indonesia
- GVK Power & Infra Limited - India
- Australian Coal Association
- Simpson Spence & Young - Indonesia
- Aboitiz Power Corporation - Philippines
- The State Trading Corporation of India Ltd
- Samtan Co., Ltd - South Korea
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- Kideco Jaya Agung - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Meralco Power Generation, Philippines
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Bhoruka Overseas - Indonesia
- Timah Investasi Mineral - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Indika Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Aditya Birla Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- Metalloyd Limited - United Kingdom
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Energy Development Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- LBH Netherlands Bv - Netherlands
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Siam City Cement - Thailand
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Neyveli Lignite Corporation Ltd, - India
- Eastern Coal Council - USA
- Meenaskhi Energy Private Limited - India
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- Chamber of Mines of South Africa
- Kumho Petrochemical, South Korea
- Oldendorff Carriers - Singapore
- Australian Commodity Traders Exchange
- Straits Asia Resources Limited - Singapore
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- London Commodity Brokers - England
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- Coal and Oil Company - UAE
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Videocon Industries ltd - India
- Mercuria Energy - Indonesia
- Wood Mackenzie - Singapore
- TeaM Sual Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Sarangani Energy Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- PTC India Limited - India
- Coastal Gujarat Power Limited - India
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- Tata Chemicals Ltd - India
- Bayan Resources Tbk. - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- Binh Thuan Hamico - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Indogreen Group - Indonesia
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Star Paper Mills Limited - India
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- SMG Consultants - Indonesia
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