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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, 29 December 20
CHINA COKING COAL FUTURES RISE FOR THIRD DAY ON SUPPLY WORRIES - REUTERS
Chinese coking coal futures extended gains into a third session on Monday, jumping as much as 6.2% as lower imports, sliding inventories and mines ...
Wednesday, 23 December 20
COKING COAL'S DECLINE LIKELY TO FOLLOW THE PATH OF THERMAL COAL’S PROGRESSIVE DEMISE - IEEFA
Technology disruption the likely theme of global energy markets in 2021
There has been a growing tsunami of climate commitment annou ...
Wednesday, 23 December 20
MARKET INSIGHT - INTERMODAL
As we all know, China forges more steel than the rest of the world combined, and even during this unprecedented pandemic, the nation is set to brea ...
Tuesday, 22 December 20
2021 DRY BULK OUTLOOK - SUPPLY GROWTH - TORVALD KLAVENESS
In the first article in the series we mentioned that dry bulk freight was in a super cycle between 2001 and 2008. The growth in global yard capacit ...
Tuesday, 22 December 20
INDIA'S COAL DEMAND IS SET TO EXPAND DESPITE PLUMMETING IN 2020 - IEA
Coal consumption in India amounted to 979 Mt in 2019, with the largest share being thermal coal (including lignite) for electricity generation (687 ...
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- Bhoruka Overseas - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Renaissance Capital - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- Merrill Lynch Commodities Europe
- Madhucon Powers Ltd - India
- Toyota Tsusho Corporation, Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- Uttam Galva Steels Limited - India
- Meralco Power Generation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Singapore Mercantile Exchange
- Aboitiz Power Corporation - Philippines
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- GVK Power & Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Marubeni Corporation - India
- Deloitte Consulting - India
- GMR Energy Limited - India
- Indian Oil Corporation Limited
- Georgia Ports Authority, United States
- Sindya Power Generating Company Private Ltd
- Independent Power Producers Association of India
- Asmin Koalindo Tuhup - Indonesia
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- VISA Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- Electricity Generating Authority of Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- PowerSource Philippines DevCo
- New Zealand Coal & Carbon
- Commonwealth Bank - Australia
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Wilmar Investment Holdings
- Coastal Gujarat Power Limited - India
- Maheswari Brothers Coal Limited - India
- Petron Corporation, Philippines
- MS Steel International - UAE
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Planning Commission, India
- Petrochimia International Co. Ltd.- Taiwan
- Cement Manufacturers Association - India
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Mining Services - Indonesia
- Kobexindo Tractors - Indoneisa
- Siam City Cement - Thailand
- Meenaskhi Energy Private Limited - India
- Bhatia International Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Price Waterhouse Coopers - Russia
- PTC India Limited - India
- Energy Link Ltd, New Zealand
- Coal and Oil Company - UAE
- Jaiprakash Power Ventures ltd
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- Mjunction Services Limited - India
- Kapuas Tunggal Persada - Indonesia
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- Tamil Nadu electricity Board
- Rio Tinto Coal - Australia
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- Borneo Indobara - Indonesia
- Energy Development Corp, Philippines
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- SMC Global Power, Philippines
- Kideco Jaya Agung - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sical Logistics Limited - India
- Orica Australia Pty. Ltd.
- Australian Coal Association
- IHS Mccloskey Coal Group - USA
- The Treasury - Australian Government
- Indogreen Group - Indonesia
- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- Chettinad Cement Corporation Ltd - India
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- Siam City Cement PLC, Thailand
- Ministry of Mines - Canada
- Oldendorff Carriers - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Economic Council, Georgia
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- Romanian Commodities Exchange
- Malabar Cements Ltd - India
- Central Java Power - Indonesia
- Aditya Birla Group - India
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Karaikal Port Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Vedanta Resources Plc - India
- Bukit Makmur.PT - Indonesia
- Dalmia Cement Bharat India
- Thiess Contractors Indonesia
- Straits Asia Resources Limited - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- Metalloyd Limited - United Kingdom
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Globalindo Alam Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sarangani Energy Corporation, Philippines
- The University of Queensland
- Miang Besar Coal Terminal - Indonesia
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- International Coal Ventures Pvt Ltd - India
- Semirara Mining Corp, Philippines
- ICICI Bank Limited - India
- PNOC Exploration Corporation - Philippines
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- Chamber of Mines of South Africa
- Mercuria Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Baramulti Group, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Agrawal Coal Company - India
- Altura Mining Limited, Indonesia
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- McConnell Dowell - Australia
- CIMB Investment Bank - Malaysia
- ASAPP Information Group - India
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- Latin American Coal - Colombia
- Mintek Dendrill Indonesia
- Makarim & Taira - Indonesia
- Barasentosa Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bahari Cakrawala Sebuku - Indonesia
- SMG Consultants - Indonesia
- Banpu Public Company Limited - Thailand
- Global Business Power Corporation, Philippines
- Carbofer General Trading SA - India
- White Energy Company Limited
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- Vijayanagar Sugar Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Intertek Mineral Services - Indonesia
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