We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 11 October 21
COAL ABANDONMENT IN POWER GENERATION PROMOTED GAS DEMAND GROWTH IN EUROPE - TOP MANAGER: TASS
Accelerated abandonment of coal in power generation and the overall recovery of economic activity facilitated gas demand growth in Europe and led t ...
Saturday, 09 October 21
CHINA POWER CUTS: COAL MINERS ORDERED TO BOOST OUTPUT, SAY REPORTS - BBC
Beijing has reportedly ordered China’s coal mines to boost output as an energy shortage across the country has seen millions of homes and bus ...
Friday, 08 October 21
SEPTEMBER CRUDE OIL TANKER DEMOLISHING HITS 39-MONTHS HIGH AT 1.9M DWT - PETER SAND
Has the lid finally come off for crude oil tanker demolition in 2021? If judged by the 1.9m DWT of capacity that was removed in September, the answ ...
Friday, 08 October 21
COAL SHORTAGE MAY LEAD TO RISE IN STEEL PRICES IN COMING MONTHS: JSPL MD - PTI
Steel prices are expected to increase in the coming months as companies are buying coal at three times the rates a month ago, said a top industry e ...
Wednesday, 06 October 21
INDONESIA COAL PRICE REFERENCE: ANOTHER MONTH, ANOTHER RALLY
COALspot.com: Indonesian Coal Price Reference in a steep climb for most of second and third quarters of 2021 as it reached a pinnacle of $161.63 Oc ...
|
|
|
Showing 466 to 470 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- PTC India Limited - India
- Aboitiz Power Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Videocon Industries ltd - India
- Heidelberg Cement - Germany
- Indika Energy - Indonesia
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- VISA Power Limited - India
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Merrill Lynch Commodities Europe
- Attock Cement Pakistan Limited
- Electricity Authority, New Zealand
- GVK Power & Infra Limited - India
- Renaissance Capital - South Africa
- Barasentosa Lestari - Indonesia
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- GAC Shipping (India) Pvt Ltd
- Borneo Indobara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Kumho Petrochemical, South Korea
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- Gujarat Sidhee Cement - India
- Indo Tambangraya Megah - Indonesia
- Bhoruka Overseas - Indonesia
- CNBM International Corporation - China
- CIMB Investment Bank - Malaysia
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- SMC Global Power, Philippines
- Simpson Spence & Young - Indonesia
- Eastern Energy - Thailand
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Price Waterhouse Coopers - Russia
- Bulk Trading Sa - Switzerland
- Global Green Power PLC Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Semirara Mining and Power Corporation, Philippines
- Bangladesh Power Developement Board
- The University of Queensland
- Makarim & Taira - Indonesia
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Savvy Resources Ltd - HongKong
- Globalindo Alam Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- Sical Logistics Limited - India
- Ministry of Transport, Egypt
- Parliament of New Zealand
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Medco Energi Mining Internasional
- MS Steel International - UAE
- Deloitte Consulting - India
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- SN Aboitiz Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Ind-Barath Power Infra Limited - India
- San Jose City I Power Corp, Philippines
- Carbofer General Trading SA - India
- Straits Asia Resources Limited - Singapore
- Salva Resources Pvt Ltd - India
- Eastern Coal Council - USA
- Uttam Galva Steels Limited - India
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- Directorate Of Revenue Intelligence - India
- Chamber of Mines of South Africa
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Altura Mining Limited, Indonesia
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Star Paper Mills Limited - India
- Mercuria Energy - Indonesia
- Mercator Lines Limited - India
- Posco Energy - South Korea
- Indonesian Coal Mining Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Siam City Cement - Thailand
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- GMR Energy Limited - India
- Energy Development Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Coastal Gujarat Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indian Oil Corporation Limited
- Gujarat Mineral Development Corp Ltd - India
- International Coal Ventures Pvt Ltd - India
- Agrawal Coal Company - India
- Coalindo Energy - Indonesia
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- Jindal Steel & Power Ltd - India
- ASAPP Information Group - India
- Global Coal Blending Company Limited - Australia
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Energy Link Ltd, New Zealand
- Bharathi Cement Corporation - India
- Sakthi Sugars Limited - India
- London Commodity Brokers - England
- Larsen & Toubro Limited - India
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- Bukit Makmur.PT - Indonesia
- Georgia Ports Authority, United States
- The State Trading Corporation of India Ltd
- Kideco Jaya Agung - Indonesia
- Kartika Selabumi Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Thai Mozambique Logistica
- Vedanta Resources Plc - India
- PetroVietnam Power Coal Import and Supply Company
- Central Electricity Authority - India
- Madhucon Powers Ltd - India
- Planning Commission, India
- Indian Energy Exchange, India
- Interocean Group of Companies - India
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- Economic Council, Georgia
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- IHS Mccloskey Coal Group - USA
- Ambuja Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Bukit Asam (Persero) Tbk - Indonesia
- McConnell Dowell - Australia
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- Aditya Birla Group - India
- Ministry of Mines - Canada
- GN Power Mariveles Coal Plant, Philippines
- Miang Besar Coal Terminal - Indonesia
- Australian Coal Association
- Anglo American - United Kingdom
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- Cigading International Bulk Terminal - Indonesia
- India Bulls Power Limited - India
- SMG Consultants - Indonesia
- The Treasury - Australian Government
- Commonwealth Bank - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Riau Bara Harum - Indonesia
- Coal and Oil Company - UAE
- LBH Netherlands Bv - Netherlands
- Australian Commodity Traders Exchange
- Singapore Mercantile Exchange
- Bukit Baiduri Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- TeaM Sual Corporation - Philippines
- Sojitz Corporation - Japan
- Grasim Industreis Ltd - India
- Minerals Council of Australia
- Kepco SPC Power Corporation, Philippines
|
| |
| |
|
