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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, 25 January 24
THE RED SEA ESCALATION IMPLICATIONS ON GLOBAL SEABORNE TRADE - MARIA BERTZELETOU
In recent days, discussions have intensified about the potential impact on the seaborne trade and ton-miles due to the evolving dynamics of market ...
Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
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- Sojitz Corporation - Japan
- The University of Queensland
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- Power Finance Corporation Ltd., India
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Bulk Trading Sa - Switzerland
- Kumho Petrochemical, South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Jindal Steel & Power Ltd - India
- Altura Mining Limited, Indonesia
- Bukit Makmur.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- San Jose City I Power Corp, Philippines
- ASAPP Information Group - India
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Jaiprakash Power Ventures ltd
- Carbofer General Trading SA - India
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Bangladesh Power Developement Board
- Kalimantan Lumbung Energi - Indonesia
- Sical Logistics Limited - India
- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sakthi Sugars Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Thai Mozambique Logistica
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Planning Commission, India
- European Bulk Services B.V. - Netherlands
- Parry Sugars Refinery, India
- Africa Commodities Group - South Africa
- Samtan Co., Ltd - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Ambuja Cements Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Electricity Generating Authority of Thailand
- Mercuria Energy - Indonesia
- Bhushan Steel Limited - India
- PTC India Limited - India
- Aditya Birla Group - India
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Commonwealth Bank - Australia
- Edison Trading Spa - Italy
- Meenaskhi Energy Private Limited - India
- Indian Oil Corporation Limited
- Marubeni Corporation - India
- Xindia Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- CNBM International Corporation - China
- Semirara Mining Corp, Philippines
- Latin American Coal - Colombia
- Vizag Seaport Private Limited - India
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Agrawal Coal Company - India
- Karaikal Port Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Sindya Power Generating Company Private Ltd
- PowerSource Philippines DevCo
- Australian Coal Association
- MS Steel International - UAE
- Indonesian Coal Mining Association
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- Standard Chartered Bank - UAE
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Holcim Trading Pte Ltd - Singapore
- Coastal Gujarat Power Limited - India
- McConnell Dowell - Australia
- Deloitte Consulting - India
- Pipit Mutiara Jaya. PT, Indonesia
- GVK Power & Infra Limited - India
- Tamil Nadu electricity Board
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- Semirara Mining and Power Corporation, Philippines
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Mineral Development Corp Ltd - India
- Borneo Indobara - Indonesia
- Mjunction Services Limited - India
- Global Coal Blending Company Limited - Australia
- Kideco Jaya Agung - Indonesia
- Ind-Barath Power Infra Limited - India
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Baramulti Group, Indonesia
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kaltim Prima Coal - Indonesia
- Vedanta Resources Plc - India
- Eastern Energy - Thailand
- Siam City Cement PLC, Thailand
- Uttam Galva Steels Limited - India
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Economic Council, Georgia
- Posco Energy - South Korea
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- GMR Energy Limited - India
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- IHS Mccloskey Coal Group - USA
- Neyveli Lignite Corporation Ltd, - India
- IEA Clean Coal Centre - UK
- Energy Development Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Interocean Group of Companies - India
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- Bhatia International Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- Manunggal Multi Energi - Indonesia
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- SMC Global Power, Philippines
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- Iligan Light & Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Banpu Public Company Limited - Thailand
- Global Green Power PLC Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Central Java Power - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- Jorong Barutama Greston.PT - Indonesia
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- SN Aboitiz Power Inc, Philippines
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Wood Mackenzie - Singapore
- Mintek Dendrill Indonesia
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- Medco Energi Mining Internasional
- Makarim & Taira - Indonesia
- Salva Resources Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- Minerals Council of Australia
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
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