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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 $94 per tonne it booked a year earlier. Peer Whitehaven Coal WHC.AX on Monday forecast record core earnings for the coming year.
Source: Reuters
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Thursday, 08 July 21
STRONGEST HALF YEAR FOR SHIPPING MARKETS SINCE 2008 - CLARKSONS
A year on from peak trade disruption, we update our half year report for the shipping industry profiling a strong recovery and some exceptional ind ...
Tuesday, 06 July 21
INDONESIA COAL PRICE REFERENCE RISES TO 112 MONTHS HIGH IN JULY 2021; 121.15% HIGHER COMPARED TO THAT IN JULY 2020 PRICE
COALspot.com: The Indonesia coal price reference for July 2021 fixed at US$ 115.35 per ton FOB vessel.
The Indonesia coal price referenc ...
Tuesday, 06 July 21
INDONESIAN COAL EXPORTS FELL BY 37% YOY IN 1Q21 DUE TO ADVERSE WEATHER CONDITIONS - FITCH RATINGS
Chinese coal imports declined by 25% yoy in 5M21as a result of both restrictions on Australian coal and the high base in 2020. Import volume in Jan ...
Tuesday, 06 July 21
INDONESIAN 4,200 INDEX HAS ALSO INCREASED TO OVER USD50 PER TONNE SINCE MAY THIS YEAR REFLECTING STRONG CHINESE IMPORT DEMAND - FITCH RATINGS
Price Surge Since March
APAC thermal coal has resumed its price surge since March this year. The benchmark Newcastle 6,000kcal/kg grade c ...
Thursday, 01 July 21
WHY INDIA’S SOLAR POWER TARIFFS ARE CLIMBING AFTER HITTING RECORD LOWS LAST YEAR - IEEFA
What’s behind the recent increase?
Solar tariffs are deflationary. Prices have fallen by 75% in seven years in India, and in 2 ...
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- Chettinad Cement Corporation Ltd - India
- PNOC Exploration Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- Wood Mackenzie - Singapore
- San Jose City I Power Corp, Philippines
- Independent Power Producers Association of India
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Coastal Gujarat Power Limited - India
- Bukit Makmur.PT - Indonesia
- The University of Queensland
- LBH Netherlands Bv - Netherlands
- PowerSource Philippines DevCo
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- Rio Tinto Coal - Australia
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- SMG Consultants - Indonesia
- Directorate Of Revenue Intelligence - India
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- OPG Power Generation Pvt Ltd - India
- Parry Sugars Refinery, India
- CNBM International Corporation - China
- Indogreen Group - Indonesia
- Energy Link Ltd, New Zealand
- Standard Chartered Bank - UAE
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Kideco Jaya Agung - Indonesia
- Australian Commodity Traders Exchange
- Metalloyd Limited - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Jaiprakash Power Ventures ltd
- Ministry of Mines - Canada
- Eastern Energy - Thailand
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Africa Commodities Group - South Africa
- Ministry of Transport, Egypt
- Offshore Bulk Terminal Pte Ltd, Singapore
- London Commodity Brokers - England
- Binh Thuan Hamico - Vietnam
- Parliament of New Zealand
- Cigading International Bulk Terminal - Indonesia
- Indika Energy - Indonesia
- Romanian Commodities Exchange
- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Mjunction Services Limited - India
- Makarim & Taira - Indonesia
- Borneo Indobara - Indonesia
- Anglo American - United Kingdom
- Indo Tambangraya Megah - Indonesia
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Uttam Galva Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Larsen & Toubro Limited - India
- Tamil Nadu electricity Board
- Malabar Cements Ltd - India
- Heidelberg Cement - Germany
- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- Price Waterhouse Coopers - Russia
- Straits Asia Resources Limited - Singapore
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Karbindo Abesyapradhi - Indoneisa
- Indonesian Coal Mining Association
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- Ministry of Finance - Indonesia
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- Gujarat Sidhee Cement - India
- Merrill Lynch Commodities Europe
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Pendopo Energi Batubara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Orica Australia Pty. Ltd.
- ASAPP Information Group - India
- Aditya Birla Group - India
- White Energy Company Limited
- Kepco SPC Power Corporation, Philippines
- Baramulti Group, Indonesia
- Simpson Spence & Young - Indonesia
- Bharathi Cement Corporation - India
- Essar Steel Hazira Ltd - India
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Medco Energi Mining Internasional
- Altura Mining Limited, Indonesia
- Central Electricity Authority - India
- TeaM Sual Corporation - Philippines
- GVK Power & Infra Limited - India
- Port Waratah Coal Services - Australia
- Sojitz Corporation - Japan
- Videocon Industries ltd - India
- Krishnapatnam Port Company Ltd. - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Globalindo Alam Lestari - Indonesia
- Siam City Cement - Thailand
- Maheswari Brothers Coal Limited - India
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Savvy Resources Ltd - HongKong
- Kaltim Prima Coal - Indonesia
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Interocean Group of Companies - India
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- VISA Power Limited - India
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Star Paper Mills Limited - India
- Ambuja Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IEA Clean Coal Centre - UK
- Singapore Mercantile Exchange
- Intertek Mineral Services - Indonesia
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Minerals Council of Australia
- Australian Coal Association
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Indian Energy Exchange, India
- Wilmar Investment Holdings
- Planning Commission, India
- Chamber of Mines of South Africa
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- Bhoruka Overseas - Indonesia
- Antam Resourcindo - Indonesia
- PTC India Limited - India
- Kartika Selabumi Mining - Indonesia
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Sarangani Energy Corporation, Philippines
- Carbofer General Trading SA - India
- Thiess Contractors Indonesia
- Sical Logistics Limited - India
- Electricity Authority, New Zealand
- Lanco Infratech Ltd - India
- GMR Energy Limited - India
- Indian Oil Corporation Limited
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
- Grasim Industreis Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
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