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Wednesday, 19 August 20
U.S. COAL STOCKPILES STEADILY INCREASE AFTER REACHING LOWEST LEVEL IN A DECADE IN 2019 - EIA
 After reaching their lowest level in more than a decade in March 2019, U.S. coal stockpiles steadily increased to 152 million tons in April 2020, recovering to levels not seen in three years. Total U.S. coal stockpiles have increased as coal-fired generation has fallen to a 42-year low.
Coal power plants generally stockpile much more coal than they consume in a month. Coal consumed by power plants in the United States follows the seasonal pattern in overall electricity generation; coal consumption is typically highest in the summer and winter months. Because coal-fired power plants are consuming more coal in the warmest summer months and coldest winter months, coal stocks at power plants are often at their lowest in August and February.
In addition to surveying coal stockpile levels, the U.S. Energy Information Administration (EIA) also calculates how long these stockpiles would last, assuming the power plants receive no additional coal. This value, known as days of burn, considers each plant’s current stockpile level and its estimated consumption rate in coming months. In April 2020, U.S. coal power plants had, on average, about 114 days of burn.
Because coal-fired power plants use different types of coal, EIA tracks days of burn based on coal rank. The two main types of coal used for electricity generation in the United States are bituminous coal, which is mostly produced in states such as West Virginia, Illinois, and Pennsylvania, and subbituminous coal, which is mostly produced in Wyoming.
For bituminous coal-fired power plants, most of which are located in the eastern United States, the average number of days of burn reached 122 days in April 2020. For subbituminous coal-fired power plants, largely located in the Midwest and West, the average number of days of burn was slightly lower at 105 days in April 2020.
EIA expects coal stockpiles to remain relatively steady through 2021, according to forecasts in EIA’s August 2020 Short-Term Energy Outlook. EIA expects coal to drop from providing the second-largest share of the U.S. electricity generation mix in 2019 to the fourth-largest share in 2020, displaced by both nuclear and renewable generation. In 2020, EIA forecasts that coal will provide 683 million megawatthours, or 18% of total electricity generation—less than natural gas at 1,510 million megawatthours (40%), nuclear at 795 million megawatthours (21%), and renewables at 756 million megawatthours (20%).
To provide that electricity, EIA expects the U.S. power sector will consume about 377 million short tons of coal. If realized, this amount of coal consumed by the U.S. power sector in 2020 would be the lowest since 1972. EIA expects coal-fired electricity generation to reclaim a small portion of generation share in 2021, averaging 22% for the year, less than natural gas (35%) but more than nuclear (21%) and on par with renewables (22%).
Principal contributor: Rosalyn Berry
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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
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?
...
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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- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Sarangani Energy Corporation, Philippines
- Singapore Mercantile Exchange
- IHS Mccloskey Coal Group - USA
- Latin American Coal - Colombia
- Electricity Authority, New Zealand
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Bhatia International Limited - India
- Miang Besar Coal Terminal - Indonesia
- Malabar Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Siam City Cement PLC, Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- GVK Power & Infra Limited - India
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Interocean Group of Companies - India
- Gujarat Sidhee Cement - India
- Rio Tinto Coal - Australia
- Central Java Power - Indonesia
- Rashtriya Ispat Nigam Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Mintek Dendrill Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Heidelberg Cement - Germany
- Kumho Petrochemical, South Korea
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meralco Power Generation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Energy Development Corp, Philippines
- Larsen & Toubro Limited - India
- Straits Asia Resources Limited - Singapore
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Anglo American - United Kingdom
- Global Business Power Corporation, Philippines
- Medco Energi Mining Internasional
- Aboitiz Power Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Thai Mozambique Logistica
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Globalindo Alam Lestari - Indonesia
- Wood Mackenzie - Singapore
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Sojitz Corporation - Japan
- VISA Power Limited - India
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- SMG Consultants - Indonesia
- LBH Netherlands Bv - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Savvy Resources Ltd - HongKong
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Sakthi Sugars Limited - India
- Semirara Mining and Power Corporation, Philippines
- PowerSource Philippines DevCo
- Banpu Public Company Limited - Thailand
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement - Thailand
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Attock Cement Pakistan Limited
- Bhoruka Overseas - Indonesia
- Indian Oil Corporation Limited
- Altura Mining Limited, Indonesia
- ICICI Bank Limited - India
- Australian Coal Association
- Romanian Commodities Exchange
- Maheswari Brothers Coal Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- Oldendorff Carriers - Singapore
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- Madhucon Powers Ltd - India
- Wilmar Investment Holdings
- Cement Manufacturers Association - India
- CIMB Investment Bank - Malaysia
- PTC India Limited - India
- Standard Chartered Bank - UAE
- Mjunction Services Limited - India
- London Commodity Brokers - England
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- Vedanta Resources Plc - India
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Karaikal Port Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Energy Link Ltd, New Zealand
- Dalmia Cement Bharat India
- Minerals Council of Australia
- The Treasury - Australian Government
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Agrawal Coal Company - India
- Power Finance Corporation Ltd., India
- PNOC Exploration Corporation - Philippines
- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Coal and Oil Company - UAE
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Binh Thuan Hamico - Vietnam
- Makarim & Taira - Indonesia
- Metalloyd Limited - United Kingdom
- MS Steel International - UAE
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Georgia Ports Authority, United States
- CNBM International Corporation - China
- Indonesian Coal Mining Association
- The State Trading Corporation of India Ltd
- Ambuja Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Toyota Tsusho Corporation, Japan
- Samtan Co., Ltd - South Korea
- Grasim Industreis Ltd - India
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Edison Trading Spa - Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chamber of Mines of South Africa
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kaltim Prima Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Bukit Makmur.PT - Indonesia
- New Zealand Coal & Carbon
- Baramulti Group, Indonesia
- Economic Council, Georgia
- Jaiprakash Power Ventures ltd
- South Luzon Thermal Energy Corporation
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Parry Sugars Refinery, India
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Indika Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Eastern Energy - Thailand
- Therma Luzon, Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Tata Chemicals Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- The University of Queensland
- Thiess Contractors Indonesia
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- White Energy Company Limited
- Sinarmas Energy and Mining - Indonesia
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