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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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Wednesday, 14 June 17
HANDYSIZES AND PANAMAXES ENJOY THE TIGHTEST SUPPLY - PANOS TSILINGIRIS
The dry and the tanker shipping segments have dissimilar exposure to supply-driven opportunity (or risk). While the vintage (i.e., over 15 years ol ...
Tuesday, 13 June 17
THE TANKER FREIGHT MARKET IS STILL UNDER PRESSURE - GEORGE LAZARIDIS
News of U.S. inventory decline has hit the market by surprise with prices of the commodity showing some quick revival as OPEC continues to push wit ...
Monday, 12 June 17
THE BALTIC DRY INDEX TOOK A POSITIVE STEP
COALspot.com: The Freight market incline this past week compared to the previous week, as BDI, Cape and Panamax indexes show a positive trend week ...
Friday, 09 June 17
U.S WEEKLY COAL OUTPUT WAS FLAT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15 million short tonnes ...
Wednesday, 07 June 17
INDO HBA INDEX SEE LARGEST DROP SINCE FEBRUARY 2017
COALspot.com: Indonesian coal benchmark price decline 9.96% in June, government data showed.
The benchmark price of Indonesian thermal coal de ...
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Showing 2026 to 2030 news of total 6871 |
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- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- Riau Bara Harum - Indonesia
- Sree Jayajothi Cements Limited - India
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- Indogreen Group - Indonesia
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Intertek Mineral Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Eastern Coal Council - USA
- AsiaOL BioFuels Corp., Philippines
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- Indian Oil Corporation Limited
- Australian Commodity Traders Exchange
- Iligan Light & Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- VISA Power Limited - India
- McConnell Dowell - Australia
- Rio Tinto Coal - Australia
- Therma Luzon, Inc, Philippines
- Medco Energi Mining Internasional
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Mines - Canada
- Electricity Generating Authority of Thailand
- Interocean Group of Companies - India
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- Orica Australia Pty. Ltd.
- Ind-Barath Power Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Makarim & Taira - Indonesia
- Price Waterhouse Coopers - Russia
- PTC India Limited - India
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- OPG Power Generation Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- Siam City Cement PLC, Thailand
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Indian Energy Exchange, India
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Romanian Commodities Exchange
- Global Business Power Corporation, Philippines
- Xindia Steels Limited - India
- Coal and Oil Company - UAE
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Bhushan Steel Limited - India
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- Parliament of New Zealand
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Ministry of Transport, Egypt
- Attock Cement Pakistan Limited
- Aditya Birla Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Wilmar Investment Holdings
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- PowerSource Philippines DevCo
- Global Coal Blending Company Limited - Australia
- Semirara Mining and Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Altura Mining Limited, Indonesia
- Energy Development Corp, Philippines
- Salva Resources Pvt Ltd - India
- MS Steel International - UAE
- Standard Chartered Bank - UAE
- Holcim Trading Pte Ltd - Singapore
- Samtan Co., Ltd - South Korea
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- Meralco Power Generation, Philippines
- Australian Coal Association
- Toyota Tsusho Corporation, Japan
- Metalloyd Limited - United Kingdom
- London Commodity Brokers - England
- Wood Mackenzie - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- New Zealand Coal & Carbon
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Heidelberg Cement - Germany
- Baramulti Group, Indonesia
- San Jose City I Power Corp, Philippines
- Renaissance Capital - South Africa
- GMR Energy Limited - India
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Gujarat Sidhee Cement - India
- Antam Resourcindo - Indonesia
- Jindal Steel & Power Ltd - India
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- Posco Energy - South Korea
- Semirara Mining Corp, Philippines
- Commonwealth Bank - Australia
- Indo Tambangraya Megah - Indonesia
- Maheswari Brothers Coal Limited - India
- Vedanta Resources Plc - India
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- India Bulls Power Limited - India
- Ministry of Finance - Indonesia
- Siam City Cement - Thailand
- Malabar Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Deloitte Consulting - India
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Videocon Industries ltd - India
- SMG Consultants - Indonesia
- Kideco Jaya Agung - Indonesia
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- TeaM Sual Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- Central Java Power - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Mercator Lines Limited - India
- Electricity Authority, New Zealand
- Essar Steel Hazira Ltd - India
- Bayan Resources Tbk. - Indonesia
- The State Trading Corporation of India Ltd
- ASAPP Information Group - India
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Miang Besar Coal Terminal - Indonesia
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Kepco SPC Power Corporation, Philippines
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