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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.
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Wednesday, 20 October 21
CHINA COAL HITS RECORD HIGH AMID TIGHT SUPPLIES - REUTERS
China coal prices hit a record high on Tuesday buoyed by a widening power crunch and cold weather despite Beijing’s efforts to bolster supply ...
Wednesday, 20 October 21
MARKET INSIGHT - INTERMODAL
IMO 2020, Ballast Water Treatment regulations, Green Recycling, GHG emissions, EEXI, CII, ETS, Fit for 55, Carbon price/levy, the Poseidon Principl ...
Tuesday, 19 October 21
SPONGE IRON SECTOR MIGHT REPORT NEGATIVE GROWTH DUE TO COAL CRISIS: SIMA - PTI
The domestic sponge iron industry might report a negative growth in the ongoing December quarter “if the shortage of coal is allowed to conti ...
Tuesday, 19 October 21
COAL INDIA, THE FALL GUY FOR POWER CRISIS - INDIA EXPRESS
The post-Covid economic recovery has led to a major increase in the demand for power, both in India and globally. In India, coal-based power plants ...
Saturday, 16 October 21
SOLAR INSTALLATION SURGE PUTS INDIA ON TRACK TO CAP COAL-FIRED POWER AS EARLY AS 2024 - IEEFA
Recent increase in solar power installations could push coal to peak sooner than expected
If India keeps installing solar capacity a ...
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- Riau Bara Harum - Indonesia
- Australian Coal Association
- Jorong Barutama Greston.PT - Indonesia
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Gujarat Sidhee Cement - India
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Tata Chemicals Ltd - India
- Orica Mining Services - Indonesia
- Makarim & Taira - Indonesia
- Maheswari Brothers Coal Limited - India
- CIMB Investment Bank - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Rio Tinto Coal - Australia
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- PowerSource Philippines DevCo
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Xindia Steels Limited - India
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Metalloyd Limited - United Kingdom
- Simpson Spence & Young - Indonesia
- Indogreen Group - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kohat Cement Company Ltd. - Pakistan
- Samtan Co., Ltd - South Korea
- Attock Cement Pakistan Limited
- Sree Jayajothi Cements Limited - India
- Banpu Public Company Limited - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Mercuria Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Edison Trading Spa - Italy
- Mjunction Services Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bhatia International Limited - India
- Mintek Dendrill Indonesia
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Sindya Power Generating Company Private Ltd
- Coalindo Energy - Indonesia
- GVK Power & Infra Limited - India
- TeaM Sual Corporation - Philippines
- Sakthi Sugars Limited - India
- Jaiprakash Power Ventures ltd
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- CNBM International Corporation - China
- Star Paper Mills Limited - India
- Eastern Energy - Thailand
- Price Waterhouse Coopers - Russia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- Kumho Petrochemical, South Korea
- Global Coal Blending Company Limited - Australia
- Deloitte Consulting - India
- Central Java Power - Indonesia
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Energy Link Ltd, New Zealand
- Kapuas Tunggal Persada - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- Timah Investasi Mineral - Indoneisa
- Karaikal Port Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Kepco SPC Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- Posco Energy - South Korea
- PNOC Exploration Corporation - Philippines
- Wood Mackenzie - Singapore
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Medco Energi Mining Internasional
- Vizag Seaport Private Limited - India
- Coal and Oil Company - UAE
- Miang Besar Coal Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Meralco Power Generation, Philippines
- White Energy Company Limited
- San Jose City I Power Corp, Philippines
- PTC India Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Marubeni Corporation - India
- Aboitiz Power Corporation - Philippines
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- Georgia Ports Authority, United States
- Siam City Cement - Thailand
- Electricity Authority, New Zealand
- Merrill Lynch Commodities Europe
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Thai Mozambique Logistica
- Renaissance Capital - South Africa
- London Commodity Brokers - England
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- Billiton Holdings Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Parliament of New Zealand
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- Larsen & Toubro Limited - India
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Toyota Tsusho Corporation, Japan
- Global Green Power PLC Corporation, Philippines
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chettinad Cement Corporation Ltd - India
- Eastern Coal Council - USA
- European Bulk Services B.V. - Netherlands
- Mercator Lines Limited - India
- New Zealand Coal & Carbon
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Bhushan Steel Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Goldman Sachs - Singapore
- Planning Commission, India
- GMR Energy Limited - India
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Aditya Birla Group - India
- Tamil Nadu electricity Board
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement PLC, Thailand
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Altura Mining Limited, Indonesia
- ASAPP Information Group - India
- The University of Queensland
- GAC Shipping (India) Pvt Ltd
- Videocon Industries ltd - India
- Bulk Trading Sa - Switzerland
- Bhoruka Overseas - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Madhucon Powers Ltd - India
- Carbofer General Trading SA - India
- SMC Global Power, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- Romanian Commodities Exchange
- The Treasury - Australian Government
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