We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Wednesday, 08 September 21
FITCH RATINGS RAISES THERMAL COAL PRICE ASSUMPTIONS ON TIGHT SUPPLY
 Fitch Ratings has increased all its Qinhuangdao 5,500kcal/kg price assumptions and short- and medium-term Newcastle 6,000kcal/kg price assumptions due to thermal coal supply constraints in China.
Chinese regulations further tightening the mine safety requirements implemented earlier this year have reduced thermal coal production in the country despite strong demand driven by the economic recovery. Thermal power generation increased in China in January to July by 13.2% yoy, while non-power coal consumption increased by 7.7% yoy, causing rapid increases in coal prices. Coal inventories have been declining, even though import volumes increased in June and July.
The government has launched some mitigating actions, including re-opening open-pit mines capable of producing 67 million tonnes of coal per year, approving new production capacities and requesting mines increase production volumes. These measures, and seasonally weaker demand in September and October, should help moderate prices from the current high levels; however, we expect average domestic prices for 2021 to be higher than in our previous price deck.
Our increased price assumptions for the Chinese benchmark in 2022 and thereafter reflect structurally tighter supply, lower incentives to invest in new coal mines and an emerging trend of local governments and mining companies closing older coal mines in order to meet carbon-reduction targets. Furthermore, the central government has demonstrated its tolerance of high coal prices, while local governments in coal-producing regions are motivated to keep supply relatively tight.
The stronger domestic prices in China have also affected seaborne prices, despite China’s ban on coal imports from Australia. Trade flows have adjusted as a result, with China now importing more coal from Russia, Indonesia and other countries, with Australia now exporting more to India and Korea. We therefore have increased our 2021–2023 Newcastle 6,000kcal/kg assumptions. We have kept longer-term price assumptions for the Australian benchmark unchanged. We anticipate that pressures to reduce coal power generation in many key markets consuming Australian coal will eventually lessen coal demand and help normalise the seaborne prices.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 26 October 21
CHINA'S COAL-RICH SHANXI BEEFS UP COAL PRODUCTION - XINHUA
Major coal producers in north China’s Shanxi Province, a leading coal-producing region of the country, have beefed up production to ensure en ...
Tuesday, 26 October 21
ENERGY CRISIS SHOWS COAL IS AN EXPENSIVE AND UNRELIABLE SOURCE OF ELECTRICITY GENERATION - IEEFA
Any knee-jerk reaction that urges more investment in coal completely misses the point
India is teetering on the brink of joining a growing glo ...
Tuesday, 26 October 21
CHINA TO INVESTIGATE ENERGY INDEX PROVIDERS IN BID TO TAME COAL PRICES - REUTERS
China said on Monday it will investigate energy price index providers as it urged coal industry participants to “strictly” meet contrac ...
Tuesday, 26 October 21
THERE IS PLENTY OF COAL AND GAS IN THE WORLD BUT A VOLATILE MARKET IS NOBODY'S FRIEND - IEEFA
Gas will be winding its way out of the energy system
Gas prices are continuing to surge around the world. The cost of gas is at unpr ...
Tuesday, 26 October 21
AUSTRALIA EXPORTED 51.6 MLN TONNES OF COAL TO INDIA IN FIRST 10 MONTHS, 19% OF ALL AUSTRALIAN COAL EXPORTS; CHINA WAS THE DESTINATION FOR JUST 0.7% - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade. In 2021 things started pretty badly, but we are seeing increasing signs of ...
|
|
|
Showing 431 to 435 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Semirara Mining and Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- OPG Power Generation Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- The State Trading Corporation of India Ltd
- PTC India Limited - India
- Edison Trading Spa - Italy
- Heidelberg Cement - Germany
- Australian Commodity Traders Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Ministry of Mines - Canada
- Neyveli Lignite Corporation Ltd, - India
- Uttam Galva Steels Limited - India
- Lanco Infratech Ltd - India
- VISA Power Limited - India
- Planning Commission, India
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- Aditya Birla Group - India
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- Samtan Co., Ltd - South Korea
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Vizag Seaport Private Limited - India
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- SN Aboitiz Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Deloitte Consulting - India
- IEA Clean Coal Centre - UK
- TNB Fuel Sdn Bhd - Malaysia
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- European Bulk Services B.V. - Netherlands
- Bangladesh Power Developement Board
- Gujarat Mineral Development Corp Ltd - India
- Sarangani Energy Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Grasim Industreis Ltd - India
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Merrill Lynch Commodities Europe
- Price Waterhouse Coopers - Russia
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- Bhoruka Overseas - Indonesia
- Oldendorff Carriers - Singapore
- ASAPP Information Group - India
- Coastal Gujarat Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Makarim & Taira - Indonesia
- South Luzon Thermal Energy Corporation
- Renaissance Capital - South Africa
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Central Java Power - Indonesia
- Bhatia International Limited - India
- Barasentosa Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- Global Business Power Corporation, Philippines
- London Commodity Brokers - England
- Eastern Energy - Thailand
- Kepco SPC Power Corporation, Philippines
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Cigading International Bulk Terminal - Indonesia
- The University of Queensland
- Formosa Plastics Group - Taiwan
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- Standard Chartered Bank - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Thai Mozambique Logistica
- The Treasury - Australian Government
- India Bulls Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Star Paper Mills Limited - India
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- PNOC Exploration Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- Interocean Group of Companies - India
- Posco Energy - South Korea
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Ambuja Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- Indonesian Coal Mining Association
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Central Electricity Authority - India
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- Billiton Holdings Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Wood Mackenzie - Singapore
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Energy Development Corp, Philippines
- Minerals Council of Australia
- Miang Besar Coal Terminal - Indonesia
- Power Finance Corporation Ltd., India
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- PowerSource Philippines DevCo
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- Indian Energy Exchange, India
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Parry Sugars Refinery, India
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Australian Coal Association
- Goldman Sachs - Singapore
- Energy Link Ltd, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Petron Corporation, Philippines
- Eastern Coal Council - USA
- Directorate General of MIneral and Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Dalmia Cement Bharat India
- Mercator Lines Limited - India
- Savvy Resources Ltd - HongKong
- Madhucon Powers Ltd - India
- Carbofer General Trading SA - India
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- Baramulti Group, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- GMR Energy Limited - India
- Karaikal Port Pvt Ltd - India
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- Manunggal Multi Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- Chettinad Cement Corporation Ltd - India
- SMG Consultants - Indonesia
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- Kobexindo Tractors - Indoneisa
- Kumho Petrochemical, South Korea
- Bukit Baiduri Energy - Indonesia
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Metalloyd Limited - United Kingdom
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- IHS Mccloskey Coal Group - USA
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
|
| |
| |
|