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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 tight supply ahead of a national holiday when coal mines typically slow operations or shut down.
The most-active thermal coal futures contract on the Zhengzhou Commodity Exchange CZCcv1 traded up 6.6% at 774.8 yuan ($122.06) a tonne.
The rally is in line with the upward trend on the spot market, with benchmark prices for 5,500 kilocal coal at northern ports having gained 18% so this year to 935 yuan a tonne as of Tuesday, data tracked by China Coal Transportation and Distribution (CCTD) showed.
“Despite steady operations at big coal mines, a few small-sized mines have shut down for holiday in the major mining province of Shaanxi,” said analysts from Huatai Futures said in a note, adding that supply was tight at ports.
Private firms in China, including coal mines, typically shut down one week or more ahead of the Lunar New Year, kicking off on January 30 this year and when hundreds of millions of workers travel back to their hometowns.
Coal inventories at coastal ports fell to their lowest level since early October at 47.82 million tonnes this week, CCTD data showed, although the current level remains higher than the same period last year of 44.89 million tonnes.
Meanwhile, a cold snap is expected to hit northern China during the week of Lunar New Year celebration, which could drive up coal consumption at utilities.
In the near term, power plants have strong incentives to build up stockpiles as domestic coal output tends to drop sharply in the first quarter while a partial ban on coal exports from Indonesia remains in place, said the Huatai analysts.
Indonesia, the world’s biggest thermal coal exporter, implemented a ban on Jan.1 to avoid widespread coal outage but has since then allowed 48 coal vessels to depart.
However, analysts and traders expect consumption from industrial users to ease as the holiday approaches, and China’s government can also order state-owned mines to maintain normal output during the Lunar New Year.
Source: Reuters
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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
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 ...
Wednesday, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
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- Kalimantan Lumbung Energi - Indonesia
- Posco Energy - South Korea
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Aditya Birla Group - India
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Malabar Cements Ltd - India
- Electricity Generating Authority of Thailand
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vizag Seaport Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Heidelberg Cement - Germany
- Global Business Power Corporation, Philippines
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining Corp, Philippines
- Price Waterhouse Coopers - Russia
- Rio Tinto Coal - Australia
- VISA Power Limited - India
- White Energy Company Limited
- Maharashtra Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Thai Mozambique Logistica
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- Baramulti Group, Indonesia
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- Planning Commission, India
- Latin American Coal - Colombia
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- Pipit Mutiara Jaya. PT, Indonesia
- PTC India Limited - India
- Energy Development Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- ASAPP Information Group - India
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Thiess Contractors Indonesia
- Kapuas Tunggal Persada - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- SMG Consultants - Indonesia
- TeaM Sual Corporation - Philippines
- Carbofer General Trading SA - India
- Grasim Industreis Ltd - India
- Edison Trading Spa - Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Tamil Nadu electricity Board
- PowerSource Philippines DevCo
- Gujarat Mineral Development Corp Ltd - India
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Dalmia Cement Bharat India
- Global Coal Blending Company Limited - Australia
- Vedanta Resources Plc - India
- Jindal Steel & Power Ltd - India
- Ambuja Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- SMC Global Power, Philippines
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- Goldman Sachs - Singapore
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- Sojitz Corporation - Japan
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Indonesian Coal Mining Association
- Sree Jayajothi Cements Limited - India
- South Luzon Thermal Energy Corporation
- Singapore Mercantile Exchange
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Wood Mackenzie - Singapore
- Australian Coal Association
- CNBM International Corporation - China
- Alfred C Toepfer International GmbH - Germany
- Merrill Lynch Commodities Europe
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- Romanian Commodities Exchange
- Savvy Resources Ltd - HongKong
- PNOC Exploration Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- IEA Clean Coal Centre - UK
- Port Waratah Coal Services - Australia
- Bukit Makmur.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Minerals Council of Australia
- Maheswari Brothers Coal Limited - India
- Oldendorff Carriers - Singapore
- Intertek Mineral Services - Indonesia
- Commonwealth Bank - Australia
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- The University of Queensland
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Central Java Power - Indonesia
- Kartika Selabumi Mining - Indonesia
- Eastern Coal Council - USA
- Mintek Dendrill Indonesia
- Therma Luzon, Inc, Philippines
- Simpson Spence & Young - Indonesia
- Coal and Oil Company - UAE
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- Wilmar Investment Holdings
- Orica Australia Pty. Ltd.
- Offshore Bulk Terminal Pte Ltd, Singapore
- GAC Shipping (India) Pvt Ltd
- Indika Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Sarangani Energy Corporation, Philippines
- Makarim & Taira - Indonesia
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Sindya Power Generating Company Private Ltd
- Africa Commodities Group - South Africa
- International Coal Ventures Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- ICICI Bank Limited - India
- Interocean Group of Companies - India
- Meenaskhi Energy Private Limited - India
- Tata Chemicals Ltd - India
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- GMR Energy Limited - India
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- Ministry of Mines - Canada
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Chamber of Mines of South Africa
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Chettinad Cement Corporation Ltd - India
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sakthi Sugars Limited - India
- Holcim Trading Pte Ltd - Singapore
- Directorate Of Revenue Intelligence - India
- Lanco Infratech Ltd - India
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- Economic Council, Georgia
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- Essar Steel Hazira Ltd - India
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
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