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Friday, 31 July 20
PANDEMIC SENDING SOUTH AFRICAN COAL INDUSTRY TO EARLIER GRAVE - IEEFA
 Could South Africa’s coal export industry, one of the largest in the world, be about to take a severe hit from the coronavirus?
A short-term plunge in export demand was always on the cards, given the lockdowns in key coal-consuming markets such as India, Pakistan, Europe and South Korea. And, in the longer term, South Africa’s thermal coal export industry has for some time been facing the reality of permanent decline, according to the Institute for Energy Economics and Financial Analysis.
But now there is speculation that the coal industry may, more quickly than anyone anticipated, become one of the casualties of a post-pandemic new world order.
What has a virus got to do with the consumption of coal? According to a report published this week by the BBC’s Chief Environment Correspondent, Justin Rowlatt, keeping much of the world’s population at home has led to an unprecedented fall in energy demand, including demand for electricity.
This has, in turn, revealed the underlying vulnerability of coal — the fuel that powered the creation of the modern world.
“Like a tide withdrawing, the crisis has exposed just how fragile the financial foundations of this dirtiest of all fossil fuels have become,” Rowlatt says. “Some industry observers are even saying that coal may never recover from the pandemic.” [Mike Simpson]
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Saturday, 01 August 20
SHIP SHAPE - OUCH: FIS
Thursday afternoon saw a report that US GDP in Q2 shrank by 32.9%. Now this may have beaten expectations, but it’s a bit like saying that you ...
Saturday, 01 August 20
ASIA HOPE FOR LONG-TERM OIL DEMAND - BALTIC BRIEFING
Oil demand in Asia Pacific might be expected to plunge 1.8m barrels per day (bpd) this year, but there are still strong prospects for growth over t ...
Friday, 31 July 20
SHORT-TERM IMPACT ON THE CHEMICAL SHIPPING MARKET IF THE INDIA-CHINA DISPUTE ESCALATES - DREWRY
Due to the India-China dispute, the threat of deteriorating trade relations between the two countries has become real. Meanwhile, we expect freight ...
Friday, 31 July 20
PANAMAX: THE PERIOD MARKET REMAINS QUIET WITH FEW FIXTURES REPORTED - FEARNLEYS
Capesize
After weeks of dropping rates, there are finally some resistance for the Capes. Pacific rounds improving to upper15,000s by the middle ...
Friday, 31 July 20
BOTSWANA PLANS MORE COAL-FIRED POWER AS AFRICAN SOLAR ACCELERATES - IEEFA
An African economic leader like Botswana should embrace solar to reduce subsidies and tariff hikes
As Sub-Saharan solar ambition has ...
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- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Ministry of Mines - Canada
- Ministry of Finance - Indonesia
- Indonesian Coal Mining Association
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- Siam City Cement - Thailand
- Singapore Mercantile Exchange
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- South Luzon Thermal Energy Corporation
- GVK Power & Infra Limited - India
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- Salva Resources Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Port Waratah Coal Services - Australia
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Formosa Plastics Group - Taiwan
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Coastal Gujarat Power Limited - India
- Trasteel International SA, Italy
- India Bulls Power Limited - India
- Sojitz Corporation - Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Carbofer General Trading SA - India
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Grasim Industreis Ltd - India
- Savvy Resources Ltd - HongKong
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- SMG Consultants - Indonesia
- Global Business Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Economic Council, Georgia
- Ambuja Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Tata Chemicals Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Standard Chartered Bank - UAE
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- New Zealand Coal & Carbon
- PNOC Exploration Corporation - Philippines
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- Wood Mackenzie - Singapore
- White Energy Company Limited
- TNB Fuel Sdn Bhd - Malaysia
- Deloitte Consulting - India
- ICICI Bank Limited - India
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- Thiess Contractors Indonesia
- Oldendorff Carriers - Singapore
- Attock Cement Pakistan Limited
- Lanco Infratech Ltd - India
- Kumho Petrochemical, South Korea
- VISA Power Limited - India
- Parry Sugars Refinery, India
- Kobexindo Tractors - Indoneisa
- Ind-Barath Power Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- Riau Bara Harum - Indonesia
- Manunggal Multi Energi - Indonesia
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Global Green Power PLC Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Electricity Authority, New Zealand
- Minerals Council of Australia
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Marubeni Corporation - India
- Bhatia International Limited - India
- Videocon Industries ltd - India
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- PTC India Limited - India
- Larsen & Toubro Limited - India
- Jindal Steel & Power Ltd - India
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Aboitiz Power Corporation - Philippines
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Tamil Nadu electricity Board
- Cigading International Bulk Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Xindia Steels Limited - India
- Makarim & Taira - Indonesia
- Directorate Of Revenue Intelligence - India
- Sindya Power Generating Company Private Ltd
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Ministry of Transport, Egypt
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- Vijayanagar Sugar Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Australian Coal Association
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- The University of Queensland
- Mjunction Services Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- McConnell Dowell - Australia
- Kideco Jaya Agung - Indonesia
- Toyota Tsusho Corporation, Japan
- CNBM International Corporation - China
- OPG Power Generation Pvt Ltd - India
- Altura Mining Limited, Indonesia
- International Coal Ventures Pvt Ltd - India
- Renaissance Capital - South Africa
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- Mintek Dendrill Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Directorate General of MIneral and Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- European Bulk Services B.V. - Netherlands
- Agrawal Coal Company - India
- Semirara Mining and Power Corporation, Philippines
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- Indo Tambangraya Megah - Indonesia
- CIMB Investment Bank - Malaysia
- Coal and Oil Company - UAE
- Price Waterhouse Coopers - Russia
- Planning Commission, India
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- Petron Corporation, Philippines
- Baramulti Group, Indonesia
- Eastern Energy - Thailand
- Australian Commodity Traders Exchange
- Banpu Public Company Limited - Thailand
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Anglo American - United Kingdom
- Kaltim Prima Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Romanian Commodities Exchange
- Energy Link Ltd, New Zealand
- Siam City Cement PLC, Thailand
- Dalmia Cement Bharat India
- Sakthi Sugars Limited - India
- Malabar Cements Ltd - India
- Georgia Ports Authority, United States
- IEA Clean Coal Centre - UK
- Barasentosa Lestari - Indonesia
- Indogreen Group - Indonesia
- Aditya Birla Group - India
- Karbindo Abesyapradhi - Indoneisa
- SMC Global Power, Philippines
- AsiaOL BioFuels Corp., Philippines
- Indian Oil Corporation Limited
- Gujarat Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Madhucon Powers Ltd - India
- Eastern Coal Council - USA
- Jaiprakash Power Ventures ltd
- Merrill Lynch Commodities Europe
- Sinarmas Energy and Mining - Indonesia
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Rashtriya Ispat Nigam Limited - India
- San Jose City I Power Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Bayan Resources Tbk. - Indonesia
- Latin American Coal - Colombia
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