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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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Monday, 01 November 21
COAL PRICES HAVE FURTHER ROOM TO DROP: TOP ECONOMIC PLANNER - GLOBAL TIMES
China’s top economic planner said coal prices have further room to drop on Friday, as the most traded coal futures dropped to below 1,000 yua ...
Saturday, 30 October 21
CHINA'S COAL PRICES SEE BIGGEST WEEKLY FALL IN MORE THAN 5 YEARS - REUTERS
China’s coal futures prices saw their biggest fall in more than five years after the powerful state planner said there is still room to adjus ...
Saturday, 30 October 21
G-20 LEADERS PREPARE STATEMENT TO STOP FUNDING FOREIGN COAL PLANTS - BLOOMBERG
Leaders of the Group of 20 wealthy economies are preparing to pledge to stop funding foreign coal-fired plants, but are still wrangling over climat ...
Thursday, 28 October 21
CANADA BAN ON SHIPPING COAL WOULD EQUAL SCRAPPING AS MANY AS 3 MILLION CARS - IEEFA
Canada ban on shipping coal would equal scrapping as many as 3 million cars
Change in Canadian policy could have major implications ...
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 ...
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- Energy Link Ltd, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- Krishnapatnam Port Company Ltd. - India
- Holcim Trading Pte Ltd - Singapore
- Port Waratah Coal Services - Australia
- Straits Asia Resources Limited - Singapore
- Romanian Commodities Exchange
- Gujarat Sidhee Cement - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Thiess Contractors Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Ministry of Mines - Canada
- Carbofer General Trading SA - India
- Renaissance Capital - South Africa
- Chamber of Mines of South Africa
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- Australian Coal Association
- Salva Resources Pvt Ltd - India
- The State Trading Corporation of India Ltd
- PNOC Exploration Corporation - Philippines
- Anglo American - United Kingdom
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Manunggal Multi Energi - Indonesia
- PTC India Limited - India
- Xindia Steels Limited - India
- Altura Mining Limited, Indonesia
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Orica Australia Pty. Ltd.
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Maheswari Brothers Coal Limited - India
- Bhatia International Limited - India
- ASAPP Information Group - India
- Leighton Contractors Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- Parry Sugars Refinery, India
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- Bulk Trading Sa - Switzerland
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- CIMB Investment Bank - Malaysia
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Bhushan Steel Limited - India
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Global Coal Blending Company Limited - Australia
- Meralco Power Generation, Philippines
- Lanco Infratech Ltd - India
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- Energy Development Corp, Philippines
- GMR Energy Limited - India
- Jindal Steel & Power Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Georgia Ports Authority, United States
- Planning Commission, India
- Ambuja Cements Ltd - India
- Wood Mackenzie - Singapore
- Madhucon Powers Ltd - India
- Semirara Mining and Power Corporation, Philippines
- New Zealand Coal & Carbon
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- ICICI Bank Limited - India
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- Vedanta Resources Plc - India
- India Bulls Power Limited - India
- Meenaskhi Energy Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Globalindo Alam Lestari - Indonesia
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Oldendorff Carriers - Singapore
- White Energy Company Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement - Thailand
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Deloitte Consulting - India
- Vijayanagar Sugar Pvt Ltd - India
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Central Electricity Authority - India
- European Bulk Services B.V. - Netherlands
- Iligan Light & Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Interocean Group of Companies - India
- Aboitiz Power Corporation - Philippines
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- Indogreen Group - Indonesia
- Grasim Industreis Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Power Finance Corporation Ltd., India
- Electricity Authority, New Zealand
- McConnell Dowell - Australia
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Sical Logistics Limited - India
- London Commodity Brokers - England
- Ministry of Finance - Indonesia
- Central Java Power - Indonesia
- Ceylon Electricity Board - Sri Lanka
- PowerSource Philippines DevCo
- Antam Resourcindo - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
- SMC Global Power, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Tamil Nadu electricity Board
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Merrill Lynch Commodities Europe
- GVK Power & Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Indian Energy Exchange, India
- Kideco Jaya Agung - Indonesia
- San Jose City I Power Corp, Philippines
- Orica Mining Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Riau Bara Harum - Indonesia
- Edison Trading Spa - Italy
- Commonwealth Bank - Australia
- Rio Tinto Coal - Australia
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Directorate General of MIneral and Coal - Indonesia
- Larsen & Toubro Limited - India
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Aditya Birla Group - India
- Mercator Lines Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- Kepco SPC Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- Pipit Mutiara Jaya. PT, Indonesia
- Barasentosa Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
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