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Friday, 29 October 21
APAC THERMAL COAL SUPPLY TO REMAIN TIGHT AS WINTER LOOMS - FITCH RATINGS
 APAC thermal coal prices have surged, hitting historically high levels. The benchmark Newcastle 6,000kcal/kg grade coal reached USD228/tonne in mid-October, roughly triple the price from December. Fitch Ratings says in a new report that the high prices are largely driven by tight supply across the region and low inventory levels in China and India, along with strong natural gas prices as an alternative energy source. Major Asian countries' imports increased by 1.5% yoy in 8M21, although China's imports declined by 3.7% yoy in 9M21 with metallurgical coal more affected than thermal.
China's benchmark Qinhuangdao 5,500kcal/kg coal price has tripled so far this year, reaching around CNY2,300/tonne in mid-October and gaining over 100% since only September. Domestic production marginally picked up 1.2% qoq in 3Q21 as August-September output rebounded to 33.5 million tonnes (mt) per month from 31.4mt in July. Demand has remained strong, too. Thermal power generation rose by 11.9% in 9M21 on the economic recovery, strong exports and lack of growth in hydropower.
China has raised the production quota of 153 mines since September. These mines can contribute an incremental 50mt or more in 4Q21. Production increased above 11.60mt on 18 October, the highest level this year, from an average 11.14mt a day in September. Still, supply could remain tight in 4Q21, as daily production in November-December could be little more than 1.0mt higher than September from past experience. The National Development and Reform Commission (NDRC) has also flagged its intention to intervene on prices.
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Tuesday, 16 November 21
INDONESIA’S 2022 COAL USE FOR POWER GENERATION SET TO RISE 3% - REUTERS
Indonesia’s coal consumption for power generation is likely to rise by 3.1% next year compared to 2021, the head of the country’s state ...
Tuesday, 16 November 21
CHINA'S MONTHLY COAL OUTPUT RISES TO HIGHEST SINCE MARCH 2015 - REUTERS
China’s October coal output rose to the highest since at least March 2015, after Beijing approved a raft of coal mine expansions to tame reco ...
Friday, 12 November 21
RUSSIA-INDIA COKING COAL DEAL UNLIKELY TO IMPACT PANAMAX SHIPPING - DREWRY
Russia and India have recently entered into an agreement whereby Russia will supply up to 40 million tonnes of coking coal to India every year. Dre ...
Friday, 12 November 21
ASIA COAL POWER PIPELINE TO SHRINK BY TWO THIRDS AFTER CHINA FINANCE CUT - REUTERS
Asia’s pipeline of proposed coal-fired power plants is expected to shrink from 65 gigawatts to 22 gigawatts following China’s pledge to ...
Friday, 12 November 21
INDONESIAN COAL PRICE REFERENCE TOPS $215 A TON; THE HIGHEST COAL PRICE IN HISTORY
COALspot.com: Indonesian Coal Price Reference in a steep climb for most of second half of 2021 as it reached a pinnacle of $215.01 in November 2021 ...
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- Attock Cement Pakistan Limited
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Minerals Council of Australia
- Ceylon Electricity Board - Sri Lanka
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- Banpu Public Company Limited - Thailand
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- Meralco Power Generation, Philippines
- Ambuja Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Bayan Resources Tbk. - Indonesia
- European Bulk Services B.V. - Netherlands
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Therma Luzon, Inc, Philippines
- Simpson Spence & Young - Indonesia
- Globalindo Alam Lestari - Indonesia
- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- ICICI Bank Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Power Finance Corporation Ltd., India
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Kapuas Tunggal Persada - Indonesia
- Meenaskhi Energy Private Limited - India
- Jindal Steel & Power Ltd - India
- Chettinad Cement Corporation Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Essar Steel Hazira Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- McConnell Dowell - Australia
- IHS Mccloskey Coal Group - USA
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Gujarat Mineral Development Corp Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Malabar Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- Georgia Ports Authority, United States
- Standard Chartered Bank - UAE
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- Wilmar Investment Holdings
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Sindya Power Generating Company Private Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Commodity Traders Exchange
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Xindia Steels Limited - India
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Heidelberg Cement - Germany
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Africa Commodities Group - South Africa
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Sree Jayajothi Cements Limited - India
- Oldendorff Carriers - Singapore
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- SN Aboitiz Power Inc, Philippines
- PTC India Limited - India
- IEA Clean Coal Centre - UK
- PetroVietnam Power Coal Import and Supply Company
- Energy Link Ltd, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- Planning Commission, India
- Indo Tambangraya Megah - Indonesia
- Orica Australia Pty. Ltd.
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Coal and Oil Company - UAE
- Australian Coal Association
- Eastern Coal Council - USA
- Romanian Commodities Exchange
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- LBH Netherlands Bv - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Indonesian Coal Mining Association
- The University of Queensland
- Metalloyd Limited - United Kingdom
- Edison Trading Spa - Italy
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Thai Mozambique Logistica
- Borneo Indobara - Indonesia
- Coastal Gujarat Power Limited - India
- Makarim & Taira - Indonesia
- Carbofer General Trading SA - India
- Bukit Asam (Persero) Tbk - Indonesia
- MS Steel International - UAE
- Central Electricity Authority - India
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
- Medco Energi Mining Internasional
- Mjunction Services Limited - India
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Kepco SPC Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- San Jose City I Power Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Siam City Cement - Thailand
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- Baramulti Group, Indonesia
- Uttam Galva Steels Limited - India
- Tamil Nadu electricity Board
- Salva Resources Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Maheswari Brothers Coal Limited - India
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
- Parliament of New Zealand
- Bhoruka Overseas - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Port Waratah Coal Services - Australia
- Aboitiz Power Corporation - Philippines
- PowerSource Philippines DevCo
- New Zealand Coal & Carbon
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- Straits Asia Resources Limited - Singapore
- Karaikal Port Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bhatia International Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bharathi Cement Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Directorate Of Revenue Intelligence - India
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
- Economic Council, Georgia
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
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