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Tuesday, 18 February 20
ADARO REMAINS POSITIVE ON THE LONG-TERM FUNDAMENTALS OF COAL MARKET SUPPORTED BY THE SOUTHEAST ASIA AND SOUTH ASIA REGION
 The global seaborne thermal coal market in 2019 was faced with macro and industry challenges which pushed international coal prices to decline y-o-y. Slowing global economy, uncertainty over government policies, US-China trade tension, and lower LNG prices were among the factors that impinged on the market in 2019, said Adaro in its Quarterly Activities Report Fourth Quarter of 2019.
According the one th elargest coal miner in Indoneisa, global manufacturing PMI ended at 50.1 -reflecting marginal expansion -as the market remained cautious of the lackluster global economy. Electricity demand and coal consumption of China and India have also been impacted.
China’s y-o-y power generation growth declinedto 5.4% from 6.2% in 2018, with coastal provinces only growing by 3%, whereas India’s 11M19 y-o-y coal-fired generation has dropped by 2.3%.
Adaro Energy Quarterly Activities Report Fourth Quarter of 2019 further noted that, in addition, coal prices have declined with average GlobalCoal Newcastle (gCN) price in 2019 dropping to US$77.74 per tonne, reflecting a decline of 28% y-o-y.Despite the price pressure, the global trade of seaborne thermal coal has increased beyond 1 billion tonnes. Demand for Indonesian sub-bituminous coal from Southeast Asian countries like Vietnam, Malaysia and the Philippines increased due to robust electricity demand along with the increase in new coal-fired power plants capacity.
Adaro Energy Quarterly Activities Report Fourth Quarter of 2019 noted that, the demand from Indonesian domestic market has also increased significantly by 20%, with industrial sector as one of the greatest contributors to the domestic demand growth. Moreover, Indonesia’s coal production reached a record 610 Mt in 2019 in response to the growing appetite towards Indonesian coal.
Adaro says," We remain positive on the long-term fundamentals of coal market supported by the Southeast Asia and South Asia region as these regions pursue economic development and improve their power sector".
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Wednesday, 11 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.07 PCT - XINHUA
China Taiyuan coal transaction price index stood at 133.16 points Monday, up 0.07 percent week on week.
The index, released by China ...
Wednesday, 11 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
On the 4th of September the Baltic Dry Index marked its highest level for 2019, reaching 2,518 points, while the rest of the dry indices also recor ...
Tuesday, 10 March 20
SHIPPING MARKET ANALYSIS
It might be already overstated, but it seems to be important to point out once again how peculiar the current circumstances are.
Before the st ...
Tuesday, 10 March 20
EIA FORECASTS U.S ELECTRIC POWER SECTOR DEMAND FOR COAL WILL FALL BY 81 MMST (15%) IN 2020
EIA forecasts that U.S. coal production will total 595 million short tons (MMst) in 2020, down 95 MMst (14%) from 2019. According to EIA's Shor ...
Tuesday, 10 March 20
CORONAVIRUS: DEMAND DOWNGRADES FOR BULK COMMODITIES - WOOD MACKENZIE
The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Our global experts are monitoring the impac ...
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- New Zealand Coal & Carbon
- Sree Jayajothi Cements Limited - India
- Gujarat Sidhee Cement - India
- Indo Tambangraya Megah - Indonesia
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Eastern Coal Council - USA
- IHS Mccloskey Coal Group - USA
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Bahari Cakrawala Sebuku - Indonesia
- Kaltim Prima Coal - Indonesia
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- Anglo American - United Kingdom
- PTC India Limited - India
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- Jindal Steel & Power Ltd - India
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- Latin American Coal - Colombia
- Bulk Trading Sa - Switzerland
- Petron Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Orica Mining Services - Indonesia
- Deloitte Consulting - India
- Coastal Gujarat Power Limited - India
- The Treasury - Australian Government
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- Renaissance Capital - South Africa
- SN Aboitiz Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- Posco Energy - South Korea
- Carbofer General Trading SA - India
- Toyota Tsusho Corporation, Japan
- AsiaOL BioFuels Corp., Philippines
- Intertek Mineral Services - Indonesia
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- Essar Steel Hazira Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Planning Commission, India
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Interocean Group of Companies - India
- Singapore Mercantile Exchange
- Mercator Lines Limited - India
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Antam Resourcindo - Indonesia
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Coal and Oil Company - UAE
- GVK Power & Infra Limited - India
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Borneo Indobara - Indonesia
- Baramulti Group, Indonesia
- Barasentosa Lestari - Indonesia
- CNBM International Corporation - China
- Thiess Contractors Indonesia
- Georgia Ports Authority, United States
- PNOC Exploration Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sakthi Sugars Limited - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Simpson Spence & Young - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Sical Logistics Limited - India
- Vizag Seaport Private Limited - India
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- Bhatia International Limited - India
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Savvy Resources Ltd - HongKong
- Rio Tinto Coal - Australia
- McConnell Dowell - Australia
- Karbindo Abesyapradhi - Indoneisa
- SMC Global Power, Philippines
- GN Power Mariveles Coal Plant, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Bhushan Steel Limited - India
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- Minerals Council of Australia
- Mjunction Services Limited - India
- ASAPP Information Group - India
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- London Commodity Brokers - England
- Bayan Resources Tbk. - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The State Trading Corporation of India Ltd
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Trasteel International SA, Italy
- Madhucon Powers Ltd - India
- Global Green Power PLC Corporation, Philippines
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- Eastern Energy - Thailand
- White Energy Company Limited
- Coalindo Energy - Indonesia
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- Krishnapatnam Port Company Ltd. - India
- Bangladesh Power Developement Board
- Meralco Power Generation, Philippines
- Makarim & Taira - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- The University of Queensland
- Salva Resources Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Port Waratah Coal Services - Australia
- Cigading International Bulk Terminal - Indonesia
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Pendopo Energi Batubara - Indonesia
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- Kumho Petrochemical, South Korea
- Therma Luzon, Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Standard Chartered Bank - UAE
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Sojitz Corporation - Japan
- Alfred C Toepfer International GmbH - Germany
- Independent Power Producers Association of India
- Parliament of New Zealand
- Wilmar Investment Holdings
- San Jose City I Power Corp, Philippines
- Ministry of Finance - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Power Finance Corporation Ltd., India
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- VISA Power Limited - India
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Chamber of Mines of South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- MS Steel International - UAE
- Semirara Mining Corp, Philippines
- Siam City Cement - Thailand
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
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