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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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Wednesday, 21 October 20
INDIA: THE COMMERCIALISATION OF COAL BLOCKS WILL BENEFIT THE ECONOMY - HINDU BUSINESS LINE
As the government of India receives 76 bids for 23 coal mines against the 38 up on auction, what does this commercialisation of coal block allocati ...
Wednesday, 21 October 20
MARKET INSIGHT - INTERMODAL
The second wave of COVID-19 is now a reality; offices are closing again, and stricter rules and regulations are being implemented in public spaces. ...
Tuesday, 20 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.82 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.49 points Monday, up 0.82 percent week on week.
The index, released by China ...
Tuesday, 20 October 20
BIMCO 'SHIPLEASE' TERM SHEET - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The ever-growing importance of sale and leaseback transactions as an alternative to financing ships by way of loan, makes ...
Friday, 16 October 20
KOMIPO ON BEHALF OF K GENCO'S INVITED BIDS FOR TOTAL 715,000 MT MIN. 5,700 NAR COAL FOR DECEMBER
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 715,000& ...
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- Malabar Cements Ltd - India
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- McConnell Dowell - Australia
- Leighton Contractors Pty Ltd - Australia
- Marubeni Corporation - India
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
- Bukit Makmur.PT - Indonesia
- Rio Tinto Coal - Australia
- Sojitz Corporation - Japan
- Iligan Light & Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Minerals Council of Australia
- ICICI Bank Limited - India
- Latin American Coal - Colombia
- Siam City Cement PLC, Thailand
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- Star Paper Mills Limited - India
- Electricity Generating Authority of Thailand
- Bhoruka Overseas - Indonesia
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Larsen & Toubro Limited - India
- Ind-Barath Power Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Thiess Contractors Indonesia
- Independent Power Producers Association of India
- Vizag Seaport Private Limited - India
- Goldman Sachs - Singapore
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Price Waterhouse Coopers - Russia
- ASAPP Information Group - India
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Meenaskhi Energy Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Mjunction Services Limited - India
- Singapore Mercantile Exchange
- PTC India Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- Cigading International Bulk Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bulk Trading Sa - Switzerland
- Ministry of Mines - Canada
- Grasim Industreis Ltd - India
- Sakthi Sugars Limited - India
- Maheswari Brothers Coal Limited - India
- Edison Trading Spa - Italy
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Indo Tambangraya Megah - Indonesia
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Global Green Power PLC Corporation, Philippines
- Aditya Birla Group - India
- Chamber of Mines of South Africa
- Sical Logistics Limited - India
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- San Jose City I Power Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Eastern Coal Council - USA
- Posco Energy - South Korea
- Romanian Commodities Exchange
- Merrill Lynch Commodities Europe
- Sarangani Energy Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Banpu Public Company Limited - Thailand
- Dalmia Cement Bharat India
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- Agrawal Coal Company - India
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Sindya Power Generating Company Private Ltd
- International Coal Ventures Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- Kapuas Tunggal Persada - Indonesia
- TeaM Sual Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- GVK Power & Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Attock Cement Pakistan Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Riau Bara Harum - Indonesia
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Carbofer General Trading SA - India
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- SMG Consultants - Indonesia
- Kumho Petrochemical, South Korea
- Savvy Resources Ltd - HongKong
- The University of Queensland
- South Luzon Thermal Energy Corporation
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Directorate Of Revenue Intelligence - India
- Economic Council, Georgia
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Semirara Mining Corp, Philippines
- Siam City Cement - Thailand
- Trasteel International SA, Italy
- PetroVietnam Power Coal Import and Supply Company
- Planning Commission, India
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- India Bulls Power Limited - India
- Straits Asia Resources Limited - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- Port Waratah Coal Services - Australia
- Australian Coal Association
- VISA Power Limited - India
- IHS Mccloskey Coal Group - USA
- Interocean Group of Companies - India
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Madhucon Powers Ltd - India
- Central Java Power - Indonesia
- Ministry of Transport, Egypt
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Coastal Gujarat Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GN Power Mariveles Coal Plant, Philippines
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