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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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Friday, 22 October 21
HARD COAL REMAINS AN IMPORTANT FACTOR FOR SECURITY OF SUPPLY - COAL IMPORTERS ASSOCIATION, GERMANY
- Hard coal remains an important factor for security of supply
- Increase of around 35% in hard-coal-fired power generation in the first three ...
Wednesday, 20 October 21
CHINA'S COAL SHORTAGE TO EASE IN COMING MONTHS, INDUSTRY BODY SAYS - REUTERS
China’s coal shortage will likely ease in coming months, with domestic production and imports already showing signs of picking up, a coal ind ...
Wednesday, 20 October 21
CHINA'S RAW COAL OUTPUT DROPS IN SEPTEMBER - XINHUA
China’s raw coal output dropped 0.9 percent year on year to 330 million tonnes last month, data from the National Bureau of Statistics (NBS) ...
Wednesday, 20 October 21
OVER-RELIANCE ON COAL IN OUR POWER MIX HURTING INDIA - LIVEMINT
In spite of the renewables push, coal still accounts for about 50% of India’s installed power capacity. That means a simultaneous demand and ...
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 ...
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- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- SN Aboitiz Power Inc, Philippines
- White Energy Company Limited
- India Bulls Power Limited - India
- Parliament of New Zealand
- Heidelberg Cement - Germany
- Gujarat Mineral Development Corp Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Tamil Nadu electricity Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- Global Green Power PLC Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Price Waterhouse Coopers - Russia
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Maheswari Brothers Coal Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vedanta Resources Plc - India
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- Directorate General of MIneral and Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- Altura Mining Limited, Indonesia
- Renaissance Capital - South Africa
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- Bhatia International Limited - India
- Jaiprakash Power Ventures ltd
- Attock Cement Pakistan Limited
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- PTC India Limited - India
- Grasim Industreis Ltd - India
- Sree Jayajothi Cements Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Rio Tinto Coal - Australia
- Africa Commodities Group - South Africa
- PNOC Exploration Corporation - Philippines
- Indika Energy - Indonesia
- Commonwealth Bank - Australia
- MS Steel International - UAE
- ASAPP Information Group - India
- Chettinad Cement Corporation Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- Ministry of Finance - Indonesia
- IEA Clean Coal Centre - UK
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Bhushan Steel Limited - India
- Mintek Dendrill Indonesia
- Dalmia Cement Bharat India
- Ministry of Transport, Egypt
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Aditya Birla Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Sarangani Energy Corporation, Philippines
- Energy Link Ltd, New Zealand
- Kideco Jaya Agung - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Banpu Public Company Limited - Thailand
- Georgia Ports Authority, United States
- South Luzon Thermal Energy Corporation
- Eastern Coal Council - USA
- Ministry of Mines - Canada
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Interocean Group of Companies - India
- Carbofer General Trading SA - India
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Eastern Energy - Thailand
- Coalindo Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Lanco Infratech Ltd - India
- Coastal Gujarat Power Limited - India
- Deloitte Consulting - India
- Sindya Power Generating Company Private Ltd
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Barasentosa Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Straits Asia Resources Limited - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Central Java Power - Indonesia
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Videocon Industries ltd - India
- Cement Manufacturers Association - India
- Trasteel International SA, Italy
- Parry Sugars Refinery, India
- Meralco Power Generation, Philippines
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Oldendorff Carriers - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Baramulti Group, Indonesia
- London Commodity Brokers - England
- Energy Development Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Karaikal Port Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- Indonesian Coal Mining Association
- SMC Global Power, Philippines
- Standard Chartered Bank - UAE
- Larsen & Toubro Limited - India
- Electricity Authority, New Zealand
- Siam City Cement - Thailand
- Orica Australia Pty. Ltd.
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- Australian Coal Association
- Makarim & Taira - Indonesia
- Bharathi Cement Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Coal Blending Company Limited - Australia
- Samtan Co., Ltd - South Korea
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- New Zealand Coal & Carbon
- Pendopo Energi Batubara - Indonesia
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- Mercuria Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Economic Council, Georgia
- Kepco SPC Power Corporation, Philippines
- Central Electricity Authority - India
- Wilmar Investment Holdings
- Minerals Council of Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- The Treasury - Australian Government
- Vizag Seaport Private Limited - India
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Metalloyd Limited - United Kingdom
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Latin American Coal - Colombia
- Directorate Of Revenue Intelligence - India
- Electricity Generating Authority of Thailand
- Karbindo Abesyapradhi - Indoneisa
- Bangladesh Power Developement Board
- Ind-Barath Power Infra Limited - India
- Bukit Makmur.PT - Indonesia
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