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Friday, 20 August 21
CHINA’S IRON ORE IMPORTS CONTRACTED YEAR-ON-YEAR BY 2% IN 2018 AND GREW YEAR-ON-YEAR BY ONLY 1% IN 2019 - COMMODORE RESEARCH
 Examining the last ten years of China’s crude steel output and iron ore imports shows that China’s iron ore imports have stayed resilient during each year where China’s crude steel output growth came under notable pressure, Commodore Research reported in its August report.
Commodore Research further noted, last decade began with China’s crude steel output growing year-on-year by 9% in 2011, and iron ore imports that year grew year-on-year by a robust 11%. However, 2012 then saw crude steel output grow year-on-year by only 3%, but iron ore imports that year still grew year-on-year by 9%. 2013 saw strong growth in both crude steel output and iron ore imports (each grew by 10%), but then 2014 saw crude steel production grow year-on-year by 5%. However, iron ore imports in 2014 still grew year-on-year by 13%. 2015 then saw China’s crude steel output contract year-on-year by 2%, but iron ore imports that year still grew year-on-year by 2%.
2016 then saw crude steel output grow year-on-year by only 1%, but iron ore imports that year grew year-on-year by 8%. 2017 saw the same growth in both crude steel output and iron ore imports (each grew year-on-year by 5%).
As we have been stressing in our work since we started our consultancy in 2010, Commodore Research said, it is global iron ore production that dictates China’s iron ore import volume. China has long remained content to purchase as much iron ore that exporters want to sell China (as imports are much higher quality than iron ore mined in China). Year after year has continued to show that China’s actual iron ore import demand remains resilient even when crude steel output growth comes under pressure. 2018 and 2019 would then go on to see weakness in iron ore imports, but this was not due to weakness in crude steel output. China’s iron ore imports contracted year-on-year by 2% in 2018 and grew year-on-year by only 1% in 2019, but crude steel output grew year-on-year by 10% in 2018 and by 7% in 2019. It was not weakness in steel output that led to two years of iron ore import weakness.
Global iron ore production was not finding significant growth at this time following years of weakness in iron ore prices, and overall global iron ore production was also hit further in 2019 after Vale’s dam collapse in January 2019 (which ended up curtailing Vale’s production). 2020 then ended up seeing China’s crude steel output grow year-on-year by 6% and iron ore imports grow year-on-year by 9%.
Overall, year after year has continued to show that China’s actual iron ore import demand remains resilient even if steel output experiences low growth or even contracts.
During the last ten years, Commodore Research said, there have been three years where China’s crude steel output grew by less than 5% (2012, 2015, and 2016) — and during all of these years China’s annual iron ore imports set new records. This historical fact is not making its way into market consensus. The Chinese government never comes out and states that iron ore imports can find strength even during years where steel output comes under pressure, but this is exactly what history has continued to show. Consuming as much imported iron ore as possible (at the expense of domestically mined iron ore) remains in the very best interest of China’s environment — and fortunately for the Chinese steel sector, the price of iron ore cargoes are now much more attractive.
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Sunday, 11 July 21
ROBUST CHINA COAL DEMAND AMID AUSTRALIA IMPORT BAN FUELS PRICE RALLY - REUTERS
Seaborne coal has become a quiet winner among energy commodities, lacking the attention of higher-profile crude oil and liquefied natural gas (LNG) ...
Saturday, 10 July 21
OVERESTIMATED LCOES OF COAL-FIRED POWER PLANTS CREATE A FINANCIAL BUBBLE - IEEFA
Massive stranded asset risk detrimentally affects the financial and power distribution
India’s future coal-fired power project pipeline ...
Friday, 09 July 21
EIA FORECASTS COAL’S GENERATION SHARE IN U.S TO RISE FROM 20% IN 2020 TO 24% THIS YEAR BUT TO FALL TO 22% NEXT YEAR
The July Short-Term Energy Outlook (STEO) of EIA remains subject to heightened levels of uncertainty related to the ongoing economic recovery from ...
Friday, 09 July 21
KOREA SOUTH-EAST POWER CO., LTD. INVITES BIDS FOR 1.86 MILLION TONS OF COAL OF 5600 & 4000 NCV COAL FOR THREE YEARS
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 280,000 – 300,000 MT of Min. ...
Friday, 09 July 21
CAN WE EXPECT AFFORDABLE POWER SUPPLY BY REPLACING COAL BASED POWER WITH LNG? - FINANCIAL EXPRESS
Bangladesh government’s recent decision to cancel the contracts for 10 coal fired power plants in late June 2021 has invited interest in the ...
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- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- Star Paper Mills Limited - India
- Latin American Coal - Colombia
- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- Wood Mackenzie - Singapore
- IHS Mccloskey Coal Group - USA
- Petron Corporation, Philippines
- Eastern Coal Council - USA
- Videocon Industries ltd - India
- Bangladesh Power Developement Board
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- ICICI Bank Limited - India
- Coal and Oil Company - UAE
- Directorate Of Revenue Intelligence - India
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Mercuria Energy - Indonesia
- Heidelberg Cement - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- The University of Queensland
- Planning Commission, India
- Xindia Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- Mintek Dendrill Indonesia
- Toyota Tsusho Corporation, Japan
- Attock Cement Pakistan Limited
- Iligan Light & Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Borneo Indobara - Indonesia
- Straits Asia Resources Limited - Singapore
- Sarangani Energy Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- Carbofer General Trading SA - India
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Coalindo Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Meralco Power Generation, Philippines
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kobexindo Tractors - Indoneisa
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Ministry of Transport, Egypt
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Thai Mozambique Logistica
- Energy Link Ltd, New Zealand
- Deloitte Consulting - India
- India Bulls Power Limited - India
- Goldman Sachs - Singapore
- Karaikal Port Pvt Ltd - India
- White Energy Company Limited
- Global Business Power Corporation, Philippines
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- GVK Power & Infra Limited - India
- Aboitiz Power Corporation - Philippines
- MS Steel International - UAE
- Australian Coal Association
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- Sojitz Corporation - Japan
- Meenaskhi Energy Private Limited - India
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Renaissance Capital - South Africa
- San Jose City I Power Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- SMG Consultants - Indonesia
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- London Commodity Brokers - England
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Oldendorff Carriers - Singapore
- Bhoruka Overseas - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- Energy Development Corp, Philippines
- Medco Energi Mining Internasional
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- PowerSource Philippines DevCo
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- TeaM Sual Corporation - Philippines
- Aditya Birla Group - India
- PTC India Limited - India
- Simpson Spence & Young - Indonesia
- Electricity Authority, New Zealand
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Standard Chartered Bank - UAE
- Formosa Plastics Group - Taiwan
- Jaiprakash Power Ventures ltd
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Mjunction Services Limited - India
- Barasentosa Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- Ministry of Finance - Indonesia
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Antam Resourcindo - Indonesia
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- Globalindo Alam Lestari - Indonesia
- Trasteel International SA, Italy
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Coal Blending Company Limited - Australia
- Billiton Holdings Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Parry Sugars Refinery, India
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Dalmia Cement Bharat India
- Kumho Petrochemical, South Korea
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Ambuja Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Singapore Mercantile Exchange
- Siam City Cement PLC, Thailand
- New Zealand Coal & Carbon
- Manunggal Multi Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- IEA Clean Coal Centre - UK
- Independent Power Producers Association of India
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Sical Logistics Limited - India
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
- Merrill Lynch Commodities Europe
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- SN Aboitiz Power Inc, Philippines
- Georgia Ports Authority, United States
- Holcim Trading Pte Ltd - Singapore
- Leighton Contractors Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- ASAPP Information Group - India
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Mercator Lines Limited - India
- Cement Manufacturers Association - India
- Central Electricity Authority - India
- Baramulti Group, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tamil Nadu electricity Board
- Bhatia International Limited - India
- Maharashtra Electricity Regulatory Commission - India
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