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Wednesday, 02 December 20
GLOBAL MINING SECTOR OUTLOOK STABLE DUE TO CHINA'S RECOVERY - FITCH RATINGS
 China’s post-pandemic economic recovery and sizeable infrastructure-focused government stimulus boosted global metals and mining prices, helping to stabilise Fitch Ratings’ expectations for the sector’s performance in 2021. Risks of pandemic-related supply disruptions and slower-than-forecast economic growth will linger next year, but their impact on the sector will be moderate compared with the downturn in 1H20.
Improved demand in the metals and mining sector was primarily driven by a quick recovery in China, fuelled by significant government investments in infrastructure as well as monetary policies that support construction, although a full economic recovery in other regions will take longer. Our stable sector outlook reflects favourable conditions in several important markets, such as iron ore, copper and aluminium. We expect prices to moderate in 2021 and align closer with market fundamentals. Supply-demand dynamics for individual commodities will evolve, reflecting economic growth in various regions and potential supply disruptions driven by pandemic-related restrictions or weather conditions.
Iron ore and gold miners will continue to benefit from robust demand and cash flow generation in 2021. Increasing supply from Brazil is key for reducing the global market deficit, which could be delayed, leading to some upside potential for our price assumptions. We expect the copper and nickel markets to be broadly balanced in the medium term. Demand for nickel, which is used in batteries, could be boosted by the European green recovery pledges that introduce tax breaks and purchase incentives for electric vehicles.
Commodities such as aluminium, zinc, metallurgical coal and thermal coal will remain over-supplied in the near term. Prudent financial policies that could help mitigate emerging risks are key for the ratings in these segments.
Source: Fitch Ratings
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Tuesday, 08 December 20
MARKET ANALYSIS - ALLIED SHIPPING
It is now undisputed that oil consumption for 2020 will post a considerable drop, as demand for several petroleum products has plummeted since the ...
Tuesday, 08 December 20
PANAMAX: THE OVERALL MARKET SEEMS TO BE UNDER NEGATIVE PRESSURE - ALLIED
Capesize
A rather indifferent week for the Capesize market, with BCI 5TC figure finishing the week with slight losses of 0.8%. The Atlantic enj ...
Friday, 04 December 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 ...
Friday, 04 December 20
THE INDONESIA COAL PRICE REFERENCE REACHES THREE MONTH HIGH ON IMPROVING DEMAND OUTLOOK
COALspot.com: The Indonesia Coal Price Reference reaches three month high on improving demand outlook . The Indonesia Coal Price Reference rose by& ...
Wednesday, 02 December 20
INDONESIA CONSIDERING CLOSING 3,400MW SURALAYA COAL PLANT - THE JAKARTA POST
The government is considering to shut down the aging Suralaya coal-fired power plant (PLTU) in Cilegon, Banten, and replace it with green energy, a ...
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Showing 716 to 720 news of total 6871 |
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- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- Indogreen Group - Indonesia
- CIMB Investment Bank - Malaysia
- Gujarat Sidhee Cement - India
- Tamil Nadu electricity Board
- Deloitte Consulting - India
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Indonesian Coal Mining Association
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Aboitiz Power Corporation - Philippines
- PTC India Limited - India
- Orica Australia Pty. Ltd.
- Ambuja Cements Ltd - India
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- ICICI Bank Limited - India
- New Zealand Coal & Carbon
- Antam Resourcindo - Indonesia
- Bhoruka Overseas - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- Timah Investasi Mineral - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Wilmar Investment Holdings
- Mercuria Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Eastern Energy - Thailand
- Sarangani Energy Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- SMC Global Power, Philippines
- Vedanta Resources Plc - India
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Baramulti Group, Indonesia
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Savvy Resources Ltd - HongKong
- Toyota Tsusho Corporation, Japan
- Siam City Cement - Thailand
- Rio Tinto Coal - Australia
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Simpson Spence & Young - Indonesia
- Electricity Authority, New Zealand
- Lanco Infratech Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Coalindo Energy - Indonesia
- The State Trading Corporation of India Ltd
- Mintek Dendrill Indonesia
- Wood Mackenzie - Singapore
- Ceylon Electricity Board - Sri Lanka
- Tata Chemicals Ltd - India
- Kartika Selabumi Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Energy Link Ltd, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- Kobexindo Tractors - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Agrawal Coal Company - India
- Mercator Lines Limited - India
- Alfred C Toepfer International GmbH - Germany
- Jaiprakash Power Ventures ltd
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- European Bulk Services B.V. - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Standard Chartered Bank - UAE
- Maheswari Brothers Coal Limited - India
- Central Electricity Authority - India
- PowerSource Philippines DevCo
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Videocon Industries ltd - India
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Chettinad Cement Corporation Ltd - India
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- McConnell Dowell - Australia
- Energy Development Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Merrill Lynch Commodities Europe
- Posco Energy - South Korea
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Carbofer General Trading SA - India
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Economic Council, Georgia
- Binh Thuan Hamico - Vietnam
- Coal and Oil Company - UAE
- Parliament of New Zealand
- Central Java Power - Indonesia
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Chamber of Mines of South Africa
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Edison Trading Spa - Italy
- Therma Luzon, Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- Pendopo Energi Batubara - Indonesia
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- VISA Power Limited - India
- Ministry of Finance - Indonesia
- Latin American Coal - Colombia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- Global Green Power PLC Corporation, Philippines
- Australian Commodity Traders Exchange
- Meenaskhi Energy Private Limited - India
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Attock Cement Pakistan Limited
- Leighton Contractors Pty Ltd - Australia
- Grasim Industreis Ltd - India
- TeaM Sual Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Romanian Commodities Exchange
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- GVK Power & Infra Limited - India
- Medco Energi Mining Internasional
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
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