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Tuesday, 07 December 21
GLOBAL SHIPPING OUTLOOK TURNS STABLE FROM POSITIVE ON THE BACK OF PEAKING EARNINGS DURING 2021 - MOODY'S
 The outlook for the global shipping industry is changed to stable from positive for the next 12 to 18 months due to demand slightly outstripping supply, Moody’s Investors Service said in a report published today.
Moody’s outlook change is driven by tough comparisons with the very strong cash flows generated this year rather than a deteriorating business environment. Indeed, business and financial conditions will remain solid, but they are unlikely to get better than they already are today.
“Earnings for container and dry bulk carriers are at record levels; however, we expect earnings to fall from their 2021 peak but remain high,” said Daniel Harlid, a Vice President – Senior Analyst at Moody’s and the author of the report. “Still, limited deliveries of new vessels next year will help keep freight rates at elevated levels.”
Demand for goods and commodities remain high and will stay robust in 2022. Growth rates have most likely peaked and will start to decelerate next year. Record high profitability and cash flow generation have been used to pay down debt.
Capital spending of shipping companies will continue to increase. Therefore, Moody’s expects orders for newer and more energy-efficient ships to continue to be a theme during 2022, as shipping companies prepare for stricter environmental regulations that will gradually be phased in from 2023.
Source: Moody’s
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Friday, 21 January 22
CHINA'S POWER TRADING TARIFFS TO RISE IN 2022 - FITCH RATINGS
Rising trading volume and higher-than-benchmark tariffs in the 2022 bilateral contracts signed between Chinese power generation companies (gencos) ...
Thursday, 20 January 22
CHINESE COAL JUMPS OVER 6% ON PRE-HOLIDAY SUPPLY WORRY - REUTERS
China’s thermal coal futures soared more than 6% on Wednesday, hitting a level last seen in late November as investors grew concerned over ti ...
Thursday, 20 January 22
VIETNAM: COAL SECTOR SEES POSITIVE PROSPECT IN 2022 - VNA
With many signs of rising demand for coal in various economic sectors in 2022, the Vietnam National Coal – Mineral Industries Group (Vinacomi ...
Wednesday, 19 January 22
MARKET INSIGHT - INTERMODAL
Since the beginning of the year, we have been witnessing the BDI correcting downwards with sizable drops across all segments. Latest similar levels ...
Sunday, 09 January 22
INDONESIA MINISTER SAYS 'EMERGENCY OVER' ON COAL SUPPLY CRUNCH - REUTERS
Indonesia’s power emergency which has triggered a coal export ban is over but the government will still continue to discuss policies in this ...
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- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- CNBM International Corporation - China
- Ministry of Transport, Egypt
- GN Power Mariveles Coal Plant, Philippines
- Orica Mining Services - Indonesia
- Bulk Trading Sa - Switzerland
- Petron Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- Energy Link Ltd, New Zealand
- Eastern Energy - Thailand
- Kapuas Tunggal Persada - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Coal Association
- Grasim Industreis Ltd - India
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Attock Cement Pakistan Limited
- The Treasury - Australian Government
- India Bulls Power Limited - India
- Sindya Power Generating Company Private Ltd
- Karbindo Abesyapradhi - Indoneisa
- Pendopo Energi Batubara - Indonesia
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Jaiprakash Power Ventures ltd
- Lanco Infratech Ltd - India
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- Rio Tinto Coal - Australia
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- Deloitte Consulting - India
- Central Electricity Authority - India
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Baramulti Group, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Riau Bara Harum - Indonesia
- Heidelberg Cement - Germany
- Eastern Coal Council - USA
- GAC Shipping (India) Pvt Ltd
- Kepco SPC Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Savvy Resources Ltd - HongKong
- Directorate General of MIneral and Coal - Indonesia
- IEA Clean Coal Centre - UK
- Coalindo Energy - Indonesia
- Indian Oil Corporation Limited
- Merrill Lynch Commodities Europe
- Thiess Contractors Indonesia
- Parry Sugars Refinery, India
- Indian Energy Exchange, India
- Port Waratah Coal Services - Australia
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- Electricity Authority, New Zealand
- Larsen & Toubro Limited - India
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- Aditya Birla Group - India
- MS Steel International - UAE
- PTC India Limited - India
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
- Essar Steel Hazira Ltd - India
- ASAPP Information Group - India
- Commonwealth Bank - Australia
- Planning Commission, India
- Wilmar Investment Holdings
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Latin American Coal - Colombia
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- Power Finance Corporation Ltd., India
- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- Wood Mackenzie - Singapore
- Dalmia Cement Bharat India
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Independent Power Producers Association of India
- Cigading International Bulk Terminal - Indonesia
- Mercator Lines Limited - India
- Standard Chartered Bank - UAE
- Maheswari Brothers Coal Limited - India
- Ministry of Finance - Indonesia
- OPG Power Generation Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- White Energy Company Limited
- Chamber of Mines of South Africa
- ICICI Bank Limited - India
- Meenaskhi Energy Private Limited - India
- Timah Investasi Mineral - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Agrawal Coal Company - India
- Kobexindo Tractors - Indoneisa
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bangladesh Power Developement Board
- Altura Mining Limited, Indonesia
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Makarim & Taira - Indonesia
- Mintek Dendrill Indonesia
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Ministry of Mines - Canada
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- The University of Queensland
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- Neyveli Lignite Corporation Ltd, - India
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Marubeni Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Global Business Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- GVK Power & Infra Limited - India
- Bhushan Steel Limited - India
- Cement Manufacturers Association - India
- South Luzon Thermal Energy Corporation
- Ceylon Electricity Board - Sri Lanka
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- New Zealand Coal & Carbon
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- McConnell Dowell - Australia
- Straits Asia Resources Limited - Singapore
- Directorate Of Revenue Intelligence - India
- Kumho Petrochemical, South Korea
- London Commodity Brokers - England
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bharathi Cement Corporation - India
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Xindia Steels Limited - India
- Interocean Group of Companies - India
- Bhatia International Limited - India
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Videocon Industries ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- Parliament of New Zealand
- Energy Development Corp, Philippines
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Intertek Mineral Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- San Jose City I Power Corp, Philippines
- Mjunction Services Limited - India
- Alfred C Toepfer International GmbH - Germany
- Uttam Galva Steels Limited - India
- Romanian Commodities Exchange
- Coastal Gujarat Power Limited - India
- Coal and Oil Company - UAE
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