We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 02 November 20
PHILIPPINES GOVERNMENT SAYS NO TO NEW COAL PLANT PROPOSALS - IEEFA | 24 PILIPINAS
The Duterte administration will no longer accept proposals to construct new coal power plants, a dramatic shift in energy policy that counts on dec ...
Sunday, 01 November 20
GRADUAL RECOVERY FOR INDONESIAN COAL FROM 4Q20; RISKS REMAIN - FITCH RATINGS
Fitch Ratings expects the credit metrics of Indonesian coal miners and coal contractors to improve from 4Q20 with the recovery in volumes and price ...
Wednesday, 28 October 20
BIODIESEL - NEW FUELS, NEW CHALLENGES - GARD | DNV GL
KNOWLEDGE TO ELEVATE
One of numerous possible ways to comply with the IMO’s strategy on the reduction of greenhouse gas (GHG) emissions ...
Wednesday, 28 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.94 points Monday, up 0.35 percent week on week.
The index, released by China ...
Wednesday, 28 October 20
MARKET INSIGHT - INTERMODAL
The global strive towards eco-friendliness and environmental sustainability in the shipping industry is mounting. There are currently almost 200 co ...
|
|
|
Showing 746 to 750 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- ICICI Bank Limited - India
- Thiess Contractors Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kohat Cement Company Ltd. - Pakistan
- ASAPP Information Group - India
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Therma Luzon, Inc, Philippines
- Mercator Lines Limited - India
- MS Steel International - UAE
- Ambuja Cements Ltd - India
- The Treasury - Australian Government
- Minerals Council of Australia
- Banpu Public Company Limited - Thailand
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- Petrochimia International Co. Ltd.- Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Renaissance Capital - South Africa
- New Zealand Coal & Carbon
- Alfred C Toepfer International GmbH - Germany
- White Energy Company Limited
- OPG Power Generation Pvt Ltd - India
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- CNBM International Corporation - China
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Deloitte Consulting - India
- Georgia Ports Authority, United States
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- Orica Australia Pty. Ltd.
- GN Power Mariveles Coal Plant, Philippines
- Global Green Power PLC Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Parry Sugars Refinery, India
- Agrawal Coal Company - India
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Kumho Petrochemical, South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Romanian Commodities Exchange
- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Economic Council, Georgia
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- Indian Oil Corporation Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bhushan Steel Limited - India
- Marubeni Corporation - India
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- SN Aboitiz Power Inc, Philippines
- Electricity Authority, New Zealand
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- South Luzon Thermal Energy Corporation
- Kapuas Tunggal Persada - Indonesia
- Simpson Spence & Young - Indonesia
- Bhatia International Limited - India
- Siam City Cement PLC, Thailand
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- Straits Asia Resources Limited - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- Bharathi Cement Corporation - India
- SMC Global Power, Philippines
- Bangladesh Power Developement Board
- GMR Energy Limited - India
- IEA Clean Coal Centre - UK
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- Eastern Coal Council - USA
- Rashtriya Ispat Nigam Limited - India
- AsiaOL BioFuels Corp., Philippines
- Central Electricity Authority - India
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Thai Mozambique Logistica
- London Commodity Brokers - England
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Parliament of New Zealand
- Ministry of Transport, Egypt
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- Electricity Generating Authority of Thailand
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Mercuria Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- Binh Thuan Hamico - Vietnam
- Global Business Power Corporation, Philippines
- Latin American Coal - Colombia
- Larsen & Toubro Limited - India
- Antam Resourcindo - Indonesia
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
- Coal and Oil Company - UAE
- Uttam Galva Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Siam City Cement - Thailand
- Bhoruka Overseas - Indonesia
- Gujarat Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- CIMB Investment Bank - Malaysia
- Indika Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- SMG Consultants - Indonesia
- Grasim Industreis Ltd - India
- Salva Resources Pvt Ltd - India
- Trasteel International SA, Italy
- Formosa Plastics Group - Taiwan
- Malabar Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Barasentosa Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Power Finance Corporation Ltd., India
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- PNOC Exploration Corporation - Philippines
- Videocon Industries ltd - India
- Petron Corporation, Philippines
- The University of Queensland
- Coalindo Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Bukit Makmur.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- Sakthi Sugars Limited - India
- Kartika Selabumi Mining - Indonesia
- Meralco Power Generation, Philippines
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Maheswari Brothers Coal Limited - India
- Indo Tambangraya Megah - Indonesia
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Indian Energy Exchange, India
- Central Java Power - Indonesia
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- Meenaskhi Energy Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
|
| |
| |
|
