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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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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 ...
Saturday, 16 October 21
DESPITE HIGHER COAL PRICES, U.S. COAL RECOVERY LOOKS WEAK BY MOST MEASURES - IEEFA
U.S. coal sector is locked into a long-term sectoral decline
Coal prices have surged to the highest level in years in the U.S., and have soare ...
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- Meralco Power Generation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- Tata Chemicals Ltd - India
- Kepco SPC Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Siam City Cement PLC, Thailand
- Latin American Coal - Colombia
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- Carbofer General Trading SA - India
- Rashtriya Ispat Nigam Limited - India
- Renaissance Capital - South Africa
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- San Jose City I Power Corp, Philippines
- Thai Mozambique Logistica
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Minerals Council of Australia
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- Thiess Contractors Indonesia
- Uttam Galva Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Bharathi Cement Corporation - India
- Australian Coal Association
- Gujarat Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Indika Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Xindia Steels Limited - India
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- Straits Asia Resources Limited - Singapore
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- Mintek Dendrill Indonesia
- Merrill Lynch Commodities Europe
- Bulk Trading Sa - Switzerland
- The State Trading Corporation of India Ltd
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Jindal Steel & Power Ltd - India
- Directorate Of Revenue Intelligence - India
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Globalindo Alam Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- CIMB Investment Bank - Malaysia
- Energy Development Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- Baramulti Group, Indonesia
- ASAPP Information Group - India
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Cement Manufacturers Association - India
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Indonesian Coal Mining Association
- SMG Consultants - Indonesia
- Sree Jayajothi Cements Limited - India
- Commonwealth Bank - Australia
- Chettinad Cement Corporation Ltd - India
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- Tamil Nadu electricity Board
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- GVK Power & Infra Limited - India
- Ministry of Mines - Canada
- Goldman Sachs - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Singapore Mercantile Exchange
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Bhoruka Overseas - Indonesia
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- Economic Council, Georgia
- Mercator Lines Limited - India
- Sindya Power Generating Company Private Ltd
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- Semirara Mining Corp, Philippines
- Indian Oil Corporation Limited
- Dalmia Cement Bharat India
- The Treasury - Australian Government
- Karaikal Port Pvt Ltd - India
- New Zealand Coal & Carbon
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- Gujarat Sidhee Cement - India
- Leighton Contractors Pty Ltd - Australia
- Wilmar Investment Holdings
- Planning Commission, India
- Anglo American - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Romanian Commodities Exchange
- IHS Mccloskey Coal Group - USA
- Riau Bara Harum - Indonesia
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Manunggal Multi Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Altura Mining Limited, Indonesia
- ICICI Bank Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- Australian Commodity Traders Exchange
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Jaiprakash Power Ventures ltd
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- Georgia Ports Authority, United States
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Sical Logistics Limited - India
- Barasentosa Lestari - Indonesia
- The University of Queensland
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Wood Mackenzie - Singapore
- MS Steel International - UAE
- London Commodity Brokers - England
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Salva Resources Pvt Ltd - India
- Posco Energy - South Korea
- Indo Tambangraya Megah - Indonesia
- Malabar Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Coastal Gujarat Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Bangladesh Power Developement Board
- Kapuas Tunggal Persada - Indonesia
- Savvy Resources Ltd - HongKong
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Sarangani Energy Corporation, Philippines
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
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