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Thursday, 10 June 21
INDONESIA COAL EARNINGS RECOVERY TO SLOW AFTER STRONG 1Q - FITCH RATINGS
 Fitch Ratings expects the recovery in operating and financial performance of Indonesian coal miners and coal contractors to slow during rest of 2021, after a strong showing in 1Q21. We expect some decline in average selling prices (ASP) in the coming months, after they peaked in 1Q21, but ASP should still be 20% higher in 2021 than 2020.
Sales volumes so far in 2021 have been better than we expected, as Indonesian coal prices significantly recovered in 1Q21, averaging 45% higher than in 2020. However, production volumes are likely to remain in line with our expectations, and return to pre-pandemic levels for most coal miners in 2021. Overall coal imports from China were similar to historical trends in January-April 2021.
Source: Fitch Ratings
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Wednesday, 16 June 21
MARKET INSIGHT - INTERMODAL
“While approaching the second half of the year and summer season is just around the corner, COVID vaccination programs are steadily moving fo ...
Monday, 14 June 21
'WISHFUL THINKING': WHY CHINA NEEDS AUSTRALIAN IRON ORE FOR 'MANY YEARS' TO COME - YAHOO FINANCE AU
A “wintry period”.
That’s what’s expected to happen to Australia’s economy “when” China st ...
Sunday, 13 June 21
COAL AND LNG’S SURGE IN ASIA PLAYS INTO RENEWABLE ENERGY HANDS - REUTERS
Liquefied natural gas (LNG) and thermal coal prices in Asia have been roaring ahead in recent months amid strong demand, but while welcome news for ...
Friday, 11 June 21
5 REASONS GLOBAL SHIPPING COSTS WILL CONTINUE TO RISE - ING
No short-term relief
Shipping costs have been growing strongly since the autumn of 2020, but the first months of this year have seen a new surg ...
Friday, 11 June 21
ASIA COAL PRICES SURGE, BUT CHINA-AUSTRALIA DISPUTE MEANS RALLY IS UNEVEN - REUTERS
Thermal coal prices across Asia have surged to multi-year highs amid strong demand and some supply constraints, but some types of the fuel have don ...
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- Bhoruka Overseas - Indonesia
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- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Bukit Makmur.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- CIMB Investment Bank - Malaysia
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Rashtriya Ispat Nigam Limited - India
- Aboitiz Power Corporation - Philippines
- Semirara Mining Corp, Philippines
- Larsen & Toubro Limited - India
- Meralco Power Generation, Philippines
- Malabar Cements Ltd - India
- McConnell Dowell - Australia
- Straits Asia Resources Limited - Singapore
- Thai Mozambique Logistica
- Carbofer General Trading SA - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- OPG Power Generation Pvt Ltd - India
- Mercator Lines Limited - India
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Electricity Generating Authority of Thailand
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- IEA Clean Coal Centre - UK
- Petrochimia International Co. Ltd.- Taiwan
- White Energy Company Limited
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- ASAPP Information Group - India
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- CNBM International Corporation - China
- European Bulk Services B.V. - Netherlands
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- Georgia Ports Authority, United States
- Port Waratah Coal Services - Australia
- Coastal Gujarat Power Limited - India
- MS Steel International - UAE
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- Coal and Oil Company - UAE
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- Minerals Council of Australia
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- Kepco SPC Power Corporation, Philippines
- Planning Commission, India
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- Goldman Sachs - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
- Uttam Galva Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Mintek Dendrill Indonesia
- Aditya Birla Group - India
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- ICICI Bank Limited - India
- Asmin Koalindo Tuhup - Indonesia
- New Zealand Coal & Carbon
- Interocean Group of Companies - India
- Kobexindo Tractors - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Savvy Resources Ltd - HongKong
- PowerSource Philippines DevCo
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- India Bulls Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Kumho Petrochemical, South Korea
- Vedanta Resources Plc - India
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- LBH Netherlands Bv - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement - Thailand
- Baramulti Group, Indonesia
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- Xindia Steels Limited - India
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- SMG Consultants - Indonesia
- Central Electricity Authority - India
- Chamber of Mines of South Africa
- The University of Queensland
- Mercuria Energy - Indonesia
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- Parry Sugars Refinery, India
- VISA Power Limited - India
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Global Coal Blending Company Limited - Australia
- Dalmia Cement Bharat India
- Eastern Coal Council - USA
- Banpu Public Company Limited - Thailand
- Orica Mining Services - Indonesia
- Samtan Co., Ltd - South Korea
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- Toyota Tsusho Corporation, Japan
- Thiess Contractors Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Heidelberg Cement - Germany
- Sindya Power Generating Company Private Ltd
- Meenaskhi Energy Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- International Coal Ventures Pvt Ltd - India
- London Commodity Brokers - England
- Pendopo Energi Batubara - Indonesia
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Ind-Barath Power Infra Limited - India
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Power Finance Corporation Ltd., India
- Directorate General of MIneral and Coal - Indonesia
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- Makarim & Taira - Indonesia
- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- Bayan Resources Tbk. - Indonesia
- GAC Shipping (India) Pvt Ltd
- Indian Oil Corporation Limited
- Africa Commodities Group - South Africa
- Globalindo Alam Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Marubeni Corporation - India
- Ministry of Finance - Indonesia
- Price Waterhouse Coopers - Russia
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- San Jose City I Power Corp, Philippines
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Indika Energy - Indonesia
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- PTC India Limited - India
- Edison Trading Spa - Italy
- Vijayanagar Sugar Pvt Ltd - India
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Attock Cement Pakistan Limited
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