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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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Tuesday, 23 March 21
LOWER WHOLESALE PRICES PUT PRESSURE ON AUSTRALIAN ENERGY RETAILERS - FITCH RATINGS
Fitch Ratings expects the low wholesale energy prices in the Australian National Energy Market to persist through to 2022, which will affect electr ...
Tuesday, 23 March 21
SCRUBBER-FITTED SHIPS NEARLY DOUBLE AS FUEL SPREAD SETTLES AT $118 PER MT - PETER SAND
As the lion’s share of the world fleet replaced high-sulphur fuel oil (HSFO) with low-sulphur fuel oil (LFSO) as a mean of propulsion to be c ...
Tuesday, 23 March 21
CHINA'S COAL OUTPUT EDGES UP IN FIRST TWO MONTHS - XINHUA
China’s raw coal output rose 25 percent year on year to 620 million tonnes in the first two months of 2021, official data showed.
...
Wednesday, 17 March 21
MARKET INSIGHT - INTERMODAL
Shipping market players are familiar with the inverse correlation between the freight market and demolition activity i.e. when the market picks up ...
Friday, 12 March 21
INDIA SHOULD FOCUS ON REDUCING COAL POWER GENERATION INSTEAD OF CAPACITY - IEEFA
Nearly half of existing coal power in India is more expensive than new renewable power
To get to its ambitious climate targets, Indi ...
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- Edison Trading Spa - Italy
- ICICI Bank Limited - India
- Attock Cement Pakistan Limited
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- Planning Commission, India
- Indonesian Coal Mining Association
- Pipit Mutiara Jaya. PT, Indonesia
- Chamber of Mines of South Africa
- Jorong Barutama Greston.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Directorate Of Revenue Intelligence - India
- Petrochimia International Co. Ltd.- Taiwan
- Energy Development Corp, Philippines
- Vizag Seaport Private Limited - India
- Metalloyd Limited - United Kingdom
- MS Steel International - UAE
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Medco Energi Mining Internasional
- Siam City Cement PLC, Thailand
- Altura Mining Limited, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Orica Australia Pty. Ltd.
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- Electricity Generating Authority of Thailand
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- VISA Power Limited - India
- Mjunction Services Limited - India
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Eastern Coal Council - USA
- Coastal Gujarat Power Limited - India
- Goldman Sachs - Singapore
- Kaltim Prima Coal - Indonesia
- Kumho Petrochemical, South Korea
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- Singapore Mercantile Exchange
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Vedanta Resources Plc - India
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Sojitz Corporation - Japan
- Global Coal Blending Company Limited - Australia
- Therma Luzon, Inc, Philippines
- Latin American Coal - Colombia
- ASAPP Information Group - India
- Wilmar Investment Holdings
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Jaiprakash Power Ventures ltd
- Gujarat Sidhee Cement - India
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Neyveli Lignite Corporation Ltd, - India
- Timah Investasi Mineral - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Bulk Trading Sa - Switzerland
- Dalmia Cement Bharat India
- Price Waterhouse Coopers - Russia
- Straits Asia Resources Limited - Singapore
- Binh Thuan Hamico - Vietnam
- IEA Clean Coal Centre - UK
- Bayan Resources Tbk. - Indonesia
- Interocean Group of Companies - India
- Economic Council, Georgia
- OPG Power Generation Pvt Ltd - India
- Aditya Birla Group - India
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Central Java Power - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sindya Power Generating Company Private Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Finance - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- The University of Queensland
- Commonwealth Bank - Australia
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Australian Commodity Traders Exchange
- Deloitte Consulting - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- Malabar Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ambuja Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Renaissance Capital - South Africa
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- PNOC Exploration Corporation - Philippines
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- Bahari Cakrawala Sebuku - Indonesia
- Iligan Light & Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Tata Chemicals Ltd - India
- Lanco Infratech Ltd - India
- Central Electricity Authority - India
- Sarangani Energy Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- GVK Power & Infra Limited - India
- CNBM International Corporation - China
- Parliament of New Zealand
- Energy Link Ltd, New Zealand
- Mercator Lines Limited - India
- Africa Commodities Group - South Africa
- Agrawal Coal Company - India
- Australian Coal Association
- Ministry of Transport, Egypt
- Merrill Lynch Commodities Europe
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- SN Aboitiz Power Inc, Philippines
- Indian Energy Exchange, India
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- SMC Global Power, Philippines
- Siam City Cement - Thailand
- Intertek Mineral Services - Indonesia
- Karaikal Port Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Eastern Energy - Thailand
- New Zealand Coal & Carbon
- Savvy Resources Ltd - HongKong
- Baramulti Group, Indonesia
- Indian Oil Corporation Limited
- AsiaOL BioFuels Corp., Philippines
- Oldendorff Carriers - Singapore
- Independent Power Producers Association of India
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Samtan Co., Ltd - South Korea
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