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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 $94 per tonne it booked a year earlier. Peer Whitehaven Coal WHC.AX on Monday forecast record core earnings for the coming year.
Source: Reuters
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Thursday, 27 May 21
CHINA POWER DEMAND EXCEEDS PRE-COVID-19 LEVELS; THERMAL OUTPUT STRONG - FITCH RATINGS
Rising Consumption: Total power consumption rose by 21.2% yoy to 1,921.9GWh in 1Q21 due to the fast recovery of China’s economy, after a drop ...
Thursday, 27 May 21
CHINA'S POWER DEMAND EXCEEDS PRE-PANDEMIC LEVELS; RENEWABLES TO DRIVE DEVELOPMENT - FITCH RATINGS
China's power consumption exceeded the pre-Covid-19 levels in 1Q21 due to the country's fast economic recovery, with strong output from the ...
Wednesday, 26 May 21
THE INDONESIA COAL PRICE REFERENCE FOR MAY 2021 SETTLES AT US$ 89.74 PER TON
COALspot.com: The Indonesia coal price reference for May 2021 settles at US$ 89.74 per ton FOB vessel.
The Indonesia coal pric ...
Wednesday, 26 May 21
MARKET INSIGHT - INTERMODAL
Last year crude tankers’ newbuilding contracting activity was devastated by the economic effects of the Covid-19 pandemic and the cloud of un ...
Wednesday, 26 May 21
NEW POWER AND ENERGY MASTER PLAN MUST BE DESIGNED IN BANGLADESH'S BEST INTERESTS, NOT JAPAN'S - IEEFA
JICA must deliver a low or zero emissions plan as promised, not fund Matarbari 2 coal plant
Clear understandings from the Bangladesh ...
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- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- MS Steel International - UAE
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
- Oldendorff Carriers - Singapore
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- OPG Power Generation Pvt Ltd - India
- Larsen & Toubro Limited - India
- Indika Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Carbofer General Trading SA - India
- India Bulls Power Limited - India
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- CIMB Investment Bank - Malaysia
- Port Waratah Coal Services - Australia
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Indogreen Group - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Renaissance Capital - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Finance - Indonesia
- IHS Mccloskey Coal Group - USA
- Metalloyd Limited - United Kingdom
- Price Waterhouse Coopers - Russia
- Ceylon Electricity Board - Sri Lanka
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- Timah Investasi Mineral - Indoneisa
- Planning Commission, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- Barasentosa Lestari - Indonesia
- Chamber of Mines of South Africa
- Sinarmas Energy and Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- Borneo Indobara - Indonesia
- Ministry of Mines - Canada
- Orica Australia Pty. Ltd.
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- Dalmia Cement Bharat India
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Power Finance Corporation Ltd., India
- Directorate Of Revenue Intelligence - India
- Latin American Coal - Colombia
- TeaM Sual Corporation - Philippines
- Energy Development Corp, Philippines
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- Central Electricity Authority - India
- Karaikal Port Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- ICICI Bank Limited - India
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Ambuja Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- South Luzon Thermal Energy Corporation
- The Treasury - Australian Government
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- San Jose City I Power Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PNOC Exploration Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- Central Java Power - Indonesia
- Orica Mining Services - Indonesia
- Jindal Steel & Power Ltd - India
- Economic Council, Georgia
- Bhushan Steel Limited - India
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- Coal and Oil Company - UAE
- Bukit Baiduri Energy - Indonesia
- Samtan Co., Ltd - South Korea
- GMR Energy Limited - India
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Chettinad Cement Corporation Ltd - India
- Coalindo Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The University of Queensland
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Bukit Makmur.PT - Indonesia
- Posco Energy - South Korea
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Aditya Birla Group - India
- Krishnapatnam Port Company Ltd. - India
- Indo Tambangraya Megah - Indonesia
- Intertek Mineral Services - Indonesia
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Riau Bara Harum - Indonesia
- Bharathi Cement Corporation - India
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Thiess Contractors Indonesia
- Mercator Lines Limited - India
- Binh Thuan Hamico - Vietnam
- IEA Clean Coal Centre - UK
- Thai Mozambique Logistica
- VISA Power Limited - India
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- Eastern Coal Council - USA
- Therma Luzon, Inc, Philippines
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Standard Chartered Bank - UAE
- Ind-Barath Power Infra Limited - India
- The State Trading Corporation of India Ltd
- Sakthi Sugars Limited - India
- Parliament of New Zealand
- Gujarat Mineral Development Corp Ltd - India
- LBH Netherlands Bv - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Authority, New Zealand
- White Energy Company Limited
- Rio Tinto Coal - Australia
- Banpu Public Company Limited - Thailand
- Grasim Industreis Ltd - India
- Semirara Mining and Power Corporation, Philippines
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Deloitte Consulting - India
- Agrawal Coal Company - India
- Alfred C Toepfer International GmbH - Germany
- Bayan Resources Tbk. - Indonesia
- Aboitiz Power Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Manunggal Multi Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Edison Trading Spa - Italy
- Global Business Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
- Savvy Resources Ltd - HongKong
- PetroVietnam Power Coal Import and Supply Company
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Sarangani Energy Corporation, Philippines
- New Zealand Coal & Carbon
- Kalimantan Lumbung Energi - Indonesia
- Lanco Infratech Ltd - India
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Semirara Mining Corp, Philippines
- Commonwealth Bank - Australia
- Energy Link Ltd, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indonesian Coal Mining Association
- Bhatia International Limited - India
- Singapore Mercantile Exchange
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Eastern Energy - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Star Paper Mills Limited - India
- Kaltim Prima Coal - Indonesia
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