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Friday, 22 July 22
YANCOAL AUSTRALIA CUTS 2022 COAL OUTPUT VIEW AS FLOODS, COVID BITE - REUTERS
Coal miner Yancoal Australia Ltd YAL.AX cut its 2022 output forecast on Wednesday, signalling a hit from higher-than-expected rainfall, COVID-19-led labour shortages and cost pressures.
This month, torrential rain has pounded New South Wales (NSW) state, where several of Yancoal’s key projects are, forcing thousands of people to evacuate and leaving mining operations in limbo.
It comes at a time when inflation around the world is surging in the aftermath of the Russia-Ukraine crisis and as the company said it needs to revise a longwall mining sequence at its Moolarben project in NSW to preserve an Aboriginal heritage site.
Yancoal, which is subject to a potential takeover by China’s Yankuang Energy 600188.SS, 1171.HK, said it now expects 31-33 million tonnes (Mt) of attributable saleable coal production for the full year, down from an earlier forecast of 35-38 Mt.
It produced 15.5 Mt of attributable saleable coal in the first half, 11% lower than a year earlier.
Still, Yancoal and its peers stand to benefit from supercharged prices of coal due to sanctions on Russia after its invasion of Ukraine and as buyers in Europe look for alternate sources of the commodity.
The company said its average realised price in the first half was $314 per tonne, more than thrice the $94 per tonne it booked a year earlier. Peer Whitehaven Coal WHC.AX on Monday forecast record core earnings for the coming year.
Source: Reuters
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Friday, 20 August 21
ARE WE LOOKING AT THE NEXT DRY BULK SUPER CYCLE? IS IT EVEN A CYCLE? - BIMCO
Throughout the first half of the year, talk of a new dry bulk super cycle has been on many lips as commodity prices have soared to multi-year highs ...
Friday, 20 August 21
BIMCO'S SHIPPING NUMBER OF THE WEEK: CHINESE IRON ORE IMPORTS FALL TO 14-MONTH LOW IN JULY - PETER SAND
Chinese iron ore imports fell to 88.5 million tonnes in July, the lowest level since May 2020. The fall in July means that accumulated imports are ...
Friday, 20 August 21
SOARING DEMAND FOR THE WORLD’S LEAST-LIKED COMMODITY SEES THERMAL COAL PRICES JUMP 106% THIS YEAR - CNBC
Soaring electricity demand, infrastructure woes and a surge in global gas prices have triggered an extraordinary rally for the world’s least ...
Friday, 20 August 21
CHINA’S IRON ORE IMPORTS CONTRACTED YEAR-ON-YEAR BY 2% IN 2018 AND GREW YEAR-ON-YEAR BY ONLY 1% IN 2019 - COMMODORE RESEARCH
Examining the last ten years of China’s crude steel output and iron ore imports shows that China’s iron ore imports have stayed r ...
Friday, 13 August 21
INDONESIA’S COAL EXPORTS TO JAPAN DECLINED BY -26.3% YOY TO 11.9 MLN TONNES IN THE FIRST 7 MONTHS OF 2021; STILL THE SECOND LARGEST SOURCE FOR JAPAN’S COAL IMPORTS IS INDONESIA - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade. Total global loadings in the 12 months of 2020 were down -12.7% year-on-yea ...
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- Parliament of New Zealand
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Coal and Oil Company - UAE
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- Global Business Power Corporation, Philippines
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- Karaikal Port Pvt Ltd - India
- PowerSource Philippines DevCo
- GMR Energy Limited - India
- Kobexindo Tractors - Indoneisa
- Port Waratah Coal Services - Australia
- Chamber of Mines of South Africa
- Altura Mining Limited, Indonesia
- International Coal Ventures Pvt Ltd - India
- Grasim Industreis Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- The Treasury - Australian Government
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Power Finance Corporation Ltd., India
- Sinarmas Energy and Mining - Indonesia
- IEA Clean Coal Centre - UK
- The University of Queensland
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bharathi Cement Corporation - India
- Global Green Power PLC Corporation, Philippines
- Merrill Lynch Commodities Europe
- Wilmar Investment Holdings
- Bangladesh Power Developement Board
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Ind-Barath Power Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- IHS Mccloskey Coal Group - USA
- Sical Logistics Limited - India
- Miang Besar Coal Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Siam City Cement - Thailand
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Standard Chartered Bank - UAE
- Formosa Plastics Group - Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- ICICI Bank Limited - India
- Ambuja Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- White Energy Company Limited
- Bukit Makmur.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- CNBM International Corporation - China
- SMC Global Power, Philippines
- The State Trading Corporation of India Ltd
- Electricity Authority, New Zealand
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- Bhoruka Overseas - Indonesia
- Essar Steel Hazira Ltd - India
- CIMB Investment Bank - Malaysia
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Australian Commodity Traders Exchange
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Xindia Steels Limited - India
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- Planning Commission, India
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Economic Council, Georgia
- Interocean Group of Companies - India
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- Marubeni Corporation - India
- Star Paper Mills Limited - India
- Kepco SPC Power Corporation, Philippines
- PTC India Limited - India
- Africa Commodities Group - South Africa
- GVK Power & Infra Limited - India
- Aboitiz Power Corporation - Philippines
- Mercuria Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Baramulti Group, Indonesia
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Aditya Birla Group - India
- Makarim & Taira - Indonesia
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- ASAPP Information Group - India
- Meralco Power Generation, Philippines
- Thai Mozambique Logistica
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- Bahari Cakrawala Sebuku - Indonesia
- Malabar Cements Ltd - India
- MS Steel International - UAE
- Cement Manufacturers Association - India
- Intertek Mineral Services - Indonesia
- Vedanta Resources Plc - India
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- Chettinad Cement Corporation Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Cigading International Bulk Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Larsen & Toubro Limited - India
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Bayan Resources Tbk. - Indonesia
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- GAC Shipping (India) Pvt Ltd
- Indonesian Coal Mining Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Attock Cement Pakistan Limited
- European Bulk Services B.V. - Netherlands
- Agrawal Coal Company - India
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- Bulk Trading Sa - Switzerland
- Jindal Steel & Power Ltd - India
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- Anglo American - United Kingdom
- Eastern Energy - Thailand
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Commonwealth Bank - Australia
- Indika Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Tata Chemicals Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Trasteel International SA, Italy
- Singapore Mercantile Exchange
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Salva Resources Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Therma Luzon, Inc, Philippines
- Medco Energi Mining Internasional
- Bukit Baiduri Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Eastern Coal Council - USA
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