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Wednesday, 16 December 20
INDONESIAN COAL RECOVERING - FITCH
 Commenting on Indonesian coal, Fitch Ratings, the Indonesian 4,200 kcal index has begun to recover, improving to over USD 29 in November compared to its historic lows recorded in August this year.
Fitch Ratings expects the price to continue to recover in 2021, due to the expected rise in import demand and improved sentiment following a coal trade pact between Indonesia and China.
According to Fitch, mining contractors are also likely to benefit from rising prices as their service rates tend to follow coal prices.
Fitch expects Indonesian coal prices to benefit from rising overseas demand, better supply discipline and improved trading sentiment with its largest coal importer China, Fitch’s Indonesia and Australia Data Snap shot shows.
Fitch considers the recent trade pact between Indonesia and China’s coal trading bodies, for over USD1.5 billion of coal trade over the next three years, to be largely symbolic as historical trade volumes have been higher. Nevertheless, Fitch thinks this could help with the sentiment for Indonesian coal prices. Indonesia’s coal exports fell by around 14% yoy in January-October2020, with most of the decline occurring in 2H20.
According to Fitch, the plant load factors (PLF) of coal-based thermal power plants in India improved to 55.5% in October 2020 after power demand returned to growth. The coal-fired plants were hit badly with PLFs falling well below 50% in April-September 2020 when power demand fell sharply and the "must-run"status of renewable power producers limited curtailments for the latter.
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Sunday, 13 December 20
LONGSTANDING DOWNSIDE RISKS TO TRADE OUTLOOK - BALTIC EXCHANGE
The OECD has attempted to put a positive spin on the trade message emanating from its latest economic outlook, released last week.
The ...
Sunday, 13 December 20
INDONESIA COAL OUTPUT AT 514 MILLION TONNES THIS YEAR, 2021 TARGET UNCHANGED - REUTERS
Indonesia coal output in the period to Dec. 10 stood at 514.2 million tonnes, official data from the energy ministry’s website showed.
&n ...
Thursday, 10 December 20
MALAYSIA'S CIMB ANNOUNCES COAL FINANCING PHASE-OUT BY 2040 AS ASIA'S FOSSIL FUEL DIVESTMENT DRIVE ACCELERATES - IEEFA
The first emerging markets bank to announce a progressive coal exit policy
Malaysia’s CIMB Group Holdings (CIMB) has announced ...
Wednesday, 09 December 20
MARKET INSIGHT - INTERMODAL
Heading towards the end of a difficult year and with the entire planet under the shadow of the covid-19 virus, it is interesting to proceed with a ...
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 ...
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- Riau Bara Harum - Indonesia
- International Coal Ventures Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Orica Mining Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Karbindo Abesyapradhi - Indoneisa
- ICICI Bank Limited - India
- GMR Energy Limited - India
- Singapore Mercantile Exchange
- Ministry of Transport, Egypt
- Offshore Bulk Terminal Pte Ltd, Singapore
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Bharathi Cement Corporation - India
- Medco Energi Mining Internasional
- White Energy Company Limited
- Sree Jayajothi Cements Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- Interocean Group of Companies - India
- Simpson Spence & Young - Indonesia
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Dalmia Cement Bharat India
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- Pipit Mutiara Jaya. PT, Indonesia
- The University of Queensland
- Port Waratah Coal Services - Australia
- VISA Power Limited - India
- Formosa Plastics Group - Taiwan
- Price Waterhouse Coopers - Russia
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Altura Mining Limited, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Makarim & Taira - Indonesia
- Indian Energy Exchange, India
- Sakthi Sugars Limited - India
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Goldman Sachs - Singapore
- Bhoruka Overseas - Indonesia
- OPG Power Generation Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- The State Trading Corporation of India Ltd
- Eastern Energy - Thailand
- Indian Oil Corporation Limited
- Bangladesh Power Developement Board
- Minerals Council of Australia
- Siam City Cement - Thailand
- Directorate Of Revenue Intelligence - India
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Generating Authority of Thailand
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- London Commodity Brokers - England
- Central Java Power - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- Parliament of New Zealand
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Rio Tinto Coal - Australia
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- Thai Mozambique Logistica
- Jindal Steel & Power Ltd - India
- Edison Trading Spa - Italy
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Sical Logistics Limited - India
- Cement Manufacturers Association - India
- Sindya Power Generating Company Private Ltd
- Meralco Power Generation, Philippines
- Planning Commission, India
- The Treasury - Australian Government
- Bank of Tokyo Mitsubishi UFJ Ltd
- Georgia Ports Authority, United States
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Mintek Dendrill Indonesia
- Borneo Indobara - Indonesia
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- Africa Commodities Group - South Africa
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- Bukit Baiduri Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Carbofer General Trading SA - India
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- MS Steel International - UAE
- Intertek Mineral Services - Indonesia
- Merrill Lynch Commodities Europe
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- GVK Power & Infra Limited - India
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Baramulti Group, Indonesia
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Attock Cement Pakistan Limited
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- CNBM International Corporation - China
- Lanco Infratech Ltd - India
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Videocon Industries ltd - India
- Ceylon Electricity Board - Sri Lanka
- Power Finance Corporation Ltd., India
- Standard Chartered Bank - UAE
- Eastern Coal Council - USA
- Ambuja Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Manunggal Multi Energi - Indonesia
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Maharashtra Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Wood Mackenzie - Singapore
- LBH Netherlands Bv - Netherlands
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bulk Trading Sa - Switzerland
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- Australian Commodity Traders Exchange
- CIMB Investment Bank - Malaysia
- New Zealand Coal & Carbon
- Gujarat Mineral Development Corp Ltd - India
- San Jose City I Power Corp, Philippines
- Economic Council, Georgia
- Salva Resources Pvt Ltd - India
- Vizag Seaport Private Limited - India
- PNOC Exploration Corporation - Philippines
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Grasim Industreis Ltd - India
- Savvy Resources Ltd - HongKong
- Bukit Asam (Persero) Tbk - Indonesia
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
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