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Thursday, 08 October 20
GLIMMER OF LIGHT FOR COAL, BUT SHORT TERM - FNARENA
Is coal on the rebound? Demand appears stronger and supply reductions have underpinned a tightening market. Certainly, the Newcastle thermal coal price has been reinvigorated, with Morgan Stanley noting a recent rally generated by an increase in spot buying from Chinese end-users.
The thermal price, having been around US$50/t since early May, has risen to US$55.50/t. Still, the broker assesses developments in China are somewhat confusing.
Customs authorities in Shanghai are contemplating a ban on coal discharging in the final months of the year while some in southern China have secured additional clearance quotas. China is aiming to limit coal imports but domestic production is also constrained because of the clampdown on illegal output.
This has generally tightened the market. Power generation from coal for key importers such as India, Japan and South Korea is returning to normal, although high inventory could limit the level of winter stockpiling in the broker’s view.
Meanwhile, Glencore is curtailing supply in Australia and in June, Morgan Stanley points out, almost half seaborne coal exporters were loss-making, although this has reduced to around 15% at the spot price. Hence, a lapse in supply discipline and a quick return of curtailed capacity could put the recent recovery at risk.
On the metallurgical (coking) coal front, Australia’s hard coking coal price has risen to US$139/t, also sustained by Chinese buying and a recovery in steel production. India’s steel production is almost back to normal, Morgan Stanley observes, although coal imports have not kept up with output.
The broker believes a floor is settling under both coal pricing systems but favours metallurgical over thermal coal as there is a more robust recovery in demand, less inventory around, and potential for seasonal supply disruptions ahead.
Short-Term
So, what about the weather? The Australian Bureau of Meteorology has assessed a La Niña event now prevails in the Pacific Ocean. This signals higher rainfall on the eastern seaboard over the next few months.
As the number of tropical cyclones is also likely to increase, this brings the focus of risk to the largely metallurgical coal basins of Queensland. Credit Suisse assesses a risk of price spikes for coal in the event of supply disruptions and insufficient inventory, given improving demand.
While Australian coal producers are better equipped to deal with severe weather these days, having invested in mitigation, the extent and location of events are difficult to predict adequately.
The Bowen Basin coalfields are the most exposed to severe rain events from tropical cyclones, Credit Suisse notes, while further west base metals operations could be hampered by disruptions to Queensland rail networks. Hence, steel mills and coal traders are likely to be watching the weather closely, to ensure they are ready in terms of sourcing required volumes of metallurgical coal.
Source: FNArena
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Friday, 06 November 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 05 November 20
THE INDONESIA COAL PRICE REFERENCE RISES FOR SECOND CONSECUTIVE MONTH
COALspot.com: The Indonesia Coal Price Reference rose for a 2nd month by 9.24% month on month. The Indonesia Coal Price Reference for the month of ...
Wednesday, 04 November 20
PHILIPPINES COAL MORATORIUM HIGHLIGHTS DRAMATIC PIVOT TO RENEWABLE ENERGY INVESTMENT FOR LOWER PRICES AND POWER SYSTEM RESILIENCE - IEEFA
Policymakers and industry leaders ready to embrace new energy technologies
The Department of Energy’s call for a moratorium on ...
Wednesday, 04 November 20
FOREIGN INVESTORS FACE TOUGH TIMES CLOSING VIETNAM’S REMAINING COAL POWER DEALS - IEEFA
Project bankability at risk as new regulations threaten usual contractual terms
Foreign investors will face higher-than-usual risks ...
Wednesday, 04 November 20
MARKET INSIGHT - INTERMODAL
As the end of the year approaches, one would definitely notice that the newbuilding orderbook for bulk carriers is significantly smaller compared t ...
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- Anglo American - United Kingdom
- Indogreen Group - Indonesia
- Ministry of Transport, Egypt
- Goldman Sachs - Singapore
- IHS Mccloskey Coal Group - USA
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- European Bulk Services B.V. - Netherlands
- Toyota Tsusho Corporation, Japan
- Billiton Holdings Pty Ltd - Australia
- Wilmar Investment Holdings
- Chamber of Mines of South Africa
- Malabar Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Sojitz Corporation - Japan
- Chettinad Cement Corporation Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- Bukit Baiduri Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Metalloyd Limited - United Kingdom
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- Georgia Ports Authority, United States
- Singapore Mercantile Exchange
- Bulk Trading Sa - Switzerland
- Indika Energy - Indonesia
- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- Economic Council, Georgia
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- Energy Link Ltd, New Zealand
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- Mjunction Services Limited - India
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Indian Oil Corporation Limited
- Kideco Jaya Agung - Indonesia
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- Port Waratah Coal Services - Australia
- International Coal Ventures Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- Indonesian Coal Mining Association
- Minerals Council of Australia
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- Planning Commission, India
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Rio Tinto Coal - Australia
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Romanian Commodities Exchange
- Parliament of New Zealand
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- Parry Sugars Refinery, India
- Trasteel International SA, Italy
- GMR Energy Limited - India
- New Zealand Coal & Carbon
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Latin American Coal - Colombia
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Leighton Contractors Pty Ltd - Australia
- Videocon Industries ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- Grasim Industreis Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Energy - Thailand
- Vedanta Resources Plc - India
- Electricity Authority, New Zealand
- Central Java Power - Indonesia
- The Treasury - Australian Government
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- TeaM Sual Corporation - Philippines
- Dalmia Cement Bharat India
- San Jose City I Power Corp, Philippines
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
- Asmin Koalindo Tuhup - Indonesia
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- London Commodity Brokers - England
- Neyveli Lignite Corporation Ltd, - India
- PetroVietnam Power Coal Import and Supply Company
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Bhushan Steel Limited - India
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- Ministry of Mines - Canada
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- Maharashtra Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- OPG Power Generation Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Africa Commodities Group - South Africa
- Rashtriya Ispat Nigam Limited - India
- Australian Coal Association
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Baramulti Group, Indonesia
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- IEA Clean Coal Centre - UK
- Siam City Cement - Thailand
- Mercuria Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Vizag Seaport Private Limited - India
- The University of Queensland
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Marubeni Corporation - India
- Deloitte Consulting - India
- Global Business Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Sical Logistics Limited - India
- Kobexindo Tractors - Indoneisa
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- CIMB Investment Bank - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Indian Energy Exchange, India
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karbindo Abesyapradhi - Indoneisa
- ICICI Bank Limited - India
- Global Coal Blending Company Limited - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Renaissance Capital - South Africa
- CNBM International Corporation - China
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Attock Cement Pakistan Limited
- Standard Chartered Bank - UAE
- Energy Development Corp, Philippines
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- The State Trading Corporation of India Ltd
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Orica Mining Services - Indonesia
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Lanco Infratech Ltd - India
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