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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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Wednesday, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
Wednesday, 05 January 22
INDONESIA WARNS COAL SUPPLY CRUNCH NOT OVER AS CHINA PRICES RALLY - REUTERS
Indonesia has warned that its coal supply situation remains critical, ahead of Wednesday’s (Jan 5) review of its export ban, unnerving global ...
Tuesday, 28 December 21
INDIA'S ADANI NEARS FIRST COAL SHIPMENT FROM SHUNNED AUSTRALIAN MINE - REUTERS
India’s Adani Group ADEL.NS is preparing to ship the first coal cargo from Australia’s most controversial mine, after battling a seven- ...
Thursday, 23 December 21
COAL TO STAY AS MAJOR SOURCE OF ENERGY IN FORESEEABLE FUTURE: JOSHI - BUSINESS STANDARD
Coal will stay as a major source of energy in the foreseeable future as it is an affordable source of energy with substantial reserve, Parliament w ...
Thursday, 23 December 21
ANNUAL U.S. COAL-FIRED ELECTRICITY GENERATION WILL INCREASE FOR THE FIRST TIME SINCE 2014 - EIA
From December 20 through December 30, Today in Energy will feature some of our favorite articles from 2021. Today’s article was originally pu ...
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- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Petron Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- Kobexindo Tractors - Indoneisa
- Iligan Light & Power Inc, Philippines
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- Thiess Contractors Indonesia
- Bukit Baiduri Energy - Indonesia
- Indian Oil Corporation Limited
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sojitz Corporation - Japan
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- AsiaOL BioFuels Corp., Philippines
- Lanco Infratech Ltd - India
- Chettinad Cement Corporation Ltd - India
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Star Paper Mills Limited - India
- Rio Tinto Coal - Australia
- PNOC Exploration Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- GAC Shipping (India) Pvt Ltd
- PTC India Limited - India
- Parry Sugars Refinery, India
- Chamber of Mines of South Africa
- Therma Luzon, Inc, Philippines
- Bangladesh Power Developement Board
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Metalloyd Limited - United Kingdom
- Indian Energy Exchange, India
- The University of Queensland
- Coalindo Energy - Indonesia
- Bulk Trading Sa - Switzerland
- VISA Power Limited - India
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- Billiton Holdings Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Savvy Resources Ltd - HongKong
- Petrochimia International Co. Ltd.- Taiwan
- Attock Cement Pakistan Limited
- Africa Commodities Group - South Africa
- Borneo Indobara - Indonesia
- Vizag Seaport Private Limited - India
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Australian Commodity Traders Exchange
- Economic Council, Georgia
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Latin American Coal - Colombia
- Romanian Commodities Exchange
- Madhucon Powers Ltd - India
- PowerSource Philippines DevCo
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Mintek Dendrill Indonesia
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Mercator Lines Limited - India
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- Posco Energy - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Directorate Of Revenue Intelligence - India
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kumho Petrochemical, South Korea
- Vedanta Resources Plc - India
- Central Electricity Authority - India
- Globalindo Alam Lestari - Indonesia
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Renaissance Capital - South Africa
- Coastal Gujarat Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Indika Energy - Indonesia
- Sical Logistics Limited - India
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Singapore Mercantile Exchange
- Semirara Mining and Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Grasim Industreis Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
- Anglo American - United Kingdom
- Kepco SPC Power Corporation, Philippines
- Bhushan Steel Limited - India
- Directorate General of MIneral and Coal - Indonesia
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Global Green Power PLC Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- McConnell Dowell - Australia
- Heidelberg Cement - Germany
- Maharashtra Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Sarangani Energy Corporation, Philippines
- Orica Australia Pty. Ltd.
- Vijayanagar Sugar Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- CNBM International Corporation - China
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Medco Energi Mining Internasional
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- IEA Clean Coal Centre - UK
- Goldman Sachs - Singapore
- Semirara Mining Corp, Philippines
- Xindia Steels Limited - India
- Intertek Mineral Services - Indonesia
- Baramulti Group, Indonesia
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- ASAPP Information Group - India
- Minerals Council of Australia
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- IHS Mccloskey Coal Group - USA
- Bukit Asam (Persero) Tbk - Indonesia
- Rashtriya Ispat Nigam Limited - India
- European Bulk Services B.V. - Netherlands
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Thai Mozambique Logistica
- Carbofer General Trading SA - India
- Tata Chemicals Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Toyota Tsusho Corporation, Japan
- Bhatia International Limited - India
- San Jose City I Power Corp, Philippines
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- Krishnapatnam Port Company Ltd. - India
- Binh Thuan Hamico - Vietnam
- Commonwealth Bank - Australia
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- Uttam Galva Steels Limited - India
- Salva Resources Pvt Ltd - India
- Independent Power Producers Association of India
- Essar Steel Hazira Ltd - India
- Global Business Power Corporation, Philippines
- Planning Commission, India
- Eastern Energy - Thailand
- Energy Development Corp, Philippines
- Edison Trading Spa - Italy
- Manunggal Multi Energi - Indonesia
- Sakthi Sugars Limited - India
- Parliament of New Zealand
- Electricity Authority, New Zealand
- Makarim & Taira - Indonesia
- Coal and Oil Company - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indonesian Coal Mining Association
- Deloitte Consulting - India
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