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Monday, 16 December 19
THE OUTLOOK FOR U.S. THERMAL COAL IS INCREASINGLY STRESSED - MOODY'S
 - Slowing global economic growth, trade tensions will continue to exert influence
- Coal's secular decline will persist in 2020
Moody's Investors Service maintains negative 2020 outlooks for the US coal and US steel industries and a stable outlook for the global base metals sector, amid slowing economic growth and trade frictions, the rating agency says in its annual report.
The stable outlook for global base metals is driven by supply/demand fundamentals despite weaker GDP rates and lower Purchasing Managers Indexes (PMIs). However, a challenging macro operating environment warrants some caution for the sector.
"Geopolitical and economic concerns as well as trade tensions will once again overshadow the global base metals markets in 2020, continuing the pressures experienced as 2019 as deceleration in global economies took hold," says Carol Cowan, Moody's Senior Vice President. "ESG considerations will also continue to increase in visibility, demanding more transparency and improvement from the industry."
Moody's negative outlook for the US steel industry reflects its expectation that weaker fundamentals will hold in 2020, prices will not rebound significantly and planned new capacity will weigh on market sentiment.
"It's a tale of 2 steels – EAF producers will continue to benefit from lower scrap costs, helping mitigate lower realized steel prices, while blast furnace producers will continue to face higher iron ore costs and likely-increasing costs related to environmental compliance," says Cowan.
Meanwhile, Moody's expects US coal producers' cumulative EBITDA to decline by more than 3% over the next 12 months, due to a substantive decrease in export prices in 2019 among other factors.
"The outlook for thermal coal is increasingly stressed, with ESG factors weighing heavily on demand from utilities," says Benjamin Nelson, Moody's VP-Senior Credit Officer. "Our long-term outlook for North American thermal coal calls for a substantial volume reduction over the next decade, driven by utilities switching to natural gas, where we expect prices will remain low, and renewable energy, which still benefit from government subsidies."
Moody's outlooks for 2020 consider fundamental credit conditions that will affect sectors for the next 12-18 months.
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Friday, 06 September 24
REBOUND IN OIL DEMAND COULD LIFT MARKET IN LATTER HALF OF 2024 - BIMCO
Supply/demand
Based on a strong second half demand, the supply/balance is forecast to strengthen in 2024 but weaken slightly in 2025 as n ...
Friday, 06 September 24
GLOBAL SEABORNE LNG TRADE HAS CONTINUED TO INCREASE LAST YEAR - BANCHERO COSTA
Global seaborne LNG trade has continued to increase last year, helped also by the events in Ukraine which forced Europe to diversify away from Russ ...
Wednesday, 28 August 24
SEABORNE COAL IMPORTS INTO INDIA INCREASED BY +9.9% Y-O-Y TO 146.6 MLN T - BANCHERO COSTA
Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels said Banchero Costa Research in its lates ...
Tuesday, 06 August 24
EXERCISE CAUTION WITH AMMONIA SWITCH - BALTIC EXCHANGE
A new study from the Massachusetts Institute of Technology (MIT) has thrown a spanner into the plan to transition ships from diesel fuel to ammonia ...
Friday, 02 August 24
ENERGY MARKET DEVELOPMENTS: COAL AND NATURAL GAS PRICES REACH RECORD HIGHS - WORLD BANK
The recent surge in natural gas and coal prices has been so swift that the main benchmarks were roughly three times higher in 2022Q2 compared to a ...
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- Essar Steel Hazira Ltd - India
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Baramulti Group, Indonesia
- CIMB Investment Bank - Malaysia
- European Bulk Services B.V. - Netherlands
- Posco Energy - South Korea
- Bangladesh Power Developement Board
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- Standard Chartered Bank - UAE
- Indian Energy Exchange, India
- Eastern Energy - Thailand
- Maheswari Brothers Coal Limited - India
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Bharathi Cement Corporation - India
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- Barasentosa Lestari - Indonesia
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- The University of Queensland
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- Krishnapatnam Port Company Ltd. - India
- Kalimantan Lumbung Energi - Indonesia
- Bulk Trading Sa - Switzerland
- Uttam Galva Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- Price Waterhouse Coopers - Russia
- Thai Mozambique Logistica
- Eastern Coal Council - USA
- PTC India Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Parry Sugars Refinery, India
- Aditya Birla Group - India
- Lanco Infratech Ltd - India
- Africa Commodities Group - South Africa
- Coal and Oil Company - UAE
- Iligan Light & Power Inc, Philippines
- Cement Manufacturers Association - India
- Planning Commission, India
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Kobexindo Tractors - Indoneisa
- Trasteel International SA, Italy
- Bahari Cakrawala Sebuku - Indonesia
- India Bulls Power Limited - India
- McConnell Dowell - Australia
- London Commodity Brokers - England
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- San Jose City I Power Corp, Philippines
- Heidelberg Cement - Germany
- Kapuas Tunggal Persada - Indonesia
- Ministry of Mines - Canada
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Renaissance Capital - South Africa
- Indogreen Group - Indonesia
- Kaltim Prima Coal - Indonesia
- Latin American Coal - Colombia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meralco Power Generation, Philippines
- Energy Development Corp, Philippines
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- Vedanta Resources Plc - India
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Merrill Lynch Commodities Europe
- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Mintek Dendrill Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- New Zealand Coal & Carbon
- CNBM International Corporation - China
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- Kideco Jaya Agung - Indonesia
- PNOC Exploration Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Intertek Mineral Services - Indonesia
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Commonwealth Bank - Australia
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- Semirara Mining and Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Sinarmas Energy and Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Aboitiz Power Corporation - Philippines
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- Electricity Authority, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Pendopo Energi Batubara - Indonesia
- Australian Coal Association
- Ministry of Finance - Indonesia
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- MS Steel International - UAE
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Xindia Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Interocean Group of Companies - India
- Minerals Council of Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- LBH Netherlands Bv - Netherlands
- Bhushan Steel Limited - India
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- Edison Trading Spa - Italy
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Romanian Commodities Exchange
- Ministry of Transport, Egypt
- Medco Energi Mining Internasional
- Oldendorff Carriers - Singapore
- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- TeaM Sual Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indonesian Coal Mining Association
- Economic Council, Georgia
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- Therma Luzon, Inc, Philippines
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Holcim Trading Pte Ltd - Singapore
- Leighton Contractors Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- IEA Clean Coal Centre - UK
- Vijayanagar Sugar Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- PowerSource Philippines DevCo
- Kumho Petrochemical, South Korea
- Mjunction Services Limited - India
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- VISA Power Limited - India
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Energy Link Ltd, New Zealand
- SMC Global Power, Philippines
- Ind-Barath Power Infra Limited - India
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- Semirara Mining Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
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