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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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Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
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- Uttam Galva Steels Limited - India
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- PNOC Exploration Corporation - Philippines
- Romanian Commodities Exchange
- Sakthi Sugars Limited - India
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Goldman Sachs - Singapore
- Australian Coal Association
- Merrill Lynch Commodities Europe
- Larsen & Toubro Limited - India
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Bukit Baiduri Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Coal and Oil Company - UAE
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- Borneo Indobara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- CNBM International Corporation - China
- Global Green Power PLC Corporation, Philippines
- The University of Queensland
- Videocon Industries ltd - India
- Aboitiz Power Corporation - Philippines
- Latin American Coal - Colombia
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- Krishnapatnam Port Company Ltd. - India
- Bhushan Steel Limited - India
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Binh Thuan Hamico - Vietnam
- European Bulk Services B.V. - Netherlands
- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- IEA Clean Coal Centre - UK
- Kapuas Tunggal Persada - Indonesia
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Carbofer General Trading SA - India
- Energy Development Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- Australian Commodity Traders Exchange
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- SN Aboitiz Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- Posco Energy - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Thai Mozambique Logistica
- Salva Resources Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Power Finance Corporation Ltd., India
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Edison Trading Spa - Italy
- Sinarmas Energy and Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Indian Oil Corporation Limited
- Malabar Cements Ltd - India
- Siam City Cement - Thailand
- Coastal Gujarat Power Limited - India
- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- New Zealand Coal & Carbon
- Metalloyd Limited - United Kingdom
- Bharathi Cement Corporation - India
- Mercuria Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Cement Manufacturers Association - India
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Global Business Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Sidhee Cement - India
- Vizag Seaport Private Limited - India
- Maheswari Brothers Coal Limited - India
- Altura Mining Limited, Indonesia
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Jaiprakash Power Ventures ltd
- Samtan Co., Ltd - South Korea
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Xindia Steels Limited - India
- Minerals Council of Australia
- PTC India Limited - India
- Ambuja Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Star Paper Mills Limited - India
- Karaikal Port Pvt Ltd - India
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- Formosa Plastics Group - Taiwan
- Attock Cement Pakistan Limited
- Directorate Of Revenue Intelligence - India
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Indogreen Group - Indonesia
- Parry Sugars Refinery, India
- Banpu Public Company Limited - Thailand
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Parliament of New Zealand
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- Eastern Energy - Thailand
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Tata Chemicals Ltd - India
- Bangladesh Power Developement Board
- Leighton Contractors Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- London Commodity Brokers - England
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- Planning Commission, India
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- India Bulls Power Limited - India
- Tamil Nadu electricity Board
- GMR Energy Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Oldendorff Carriers - Singapore
- Meralco Power Generation, Philippines
- Renaissance Capital - South Africa
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Neyveli Lignite Corporation Ltd, - India
- Globalindo Alam Lestari - Indonesia
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- GVK Power & Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- ASAPP Information Group - India
- White Energy Company Limited
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Indian Energy Exchange, India
- The State Trading Corporation of India Ltd
- Orica Mining Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cigading International Bulk Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- Riau Bara Harum - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- Petron Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Essar Steel Hazira Ltd - India
- Therma Luzon, Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
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