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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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Monday, 21 December 20
A REBOUND IN GLOBAL COAL DEMAND IN 2021 IS SET TO BE SHORT-LIVED, BUT NO IMMEDIATE DECLINE IN SIGHT - IEA
After a major drop in recent years, global coal demand is forecast to rise by 2.6% in 2021 before flattening out to 2025
A global ec ...
Friday, 18 December 20
AUSTRALIA PM WARNS OF ‘LOSE-LOSE’ IN ANY CHINA COAL SHIFT - REUTERS
Australian Prime Minister Scott Morrison said any shift by China away from importing high quality Australian coal would be a “lose-lose&rdquo ...
Friday, 18 December 20
BIG OIL AND COAL EXPORTERS FACE RECKONING AS PARIS AGREEMENT TURNS FIVE - CNA
On Dec 12, more than 70 global leaders came together at the UN’s Climate Ambition Summit, marking the fifth anniversary of the Paris Agreemen ...
Friday, 18 December 20
SOUTH AFRICAN COAL EXPORTERS LARGELY DEPENDENT ON THE ASIAN MARKETS - BANCHERO COSTA
South Africa is the fourth largest exporter of coal in the world, after Australia, Indonesia and Russia. In calendar 2019 the country exported a to ...
Thursday, 17 December 20
CHINA'S BAN IS LESS OF A THREAT TO AUSTRALIA'S COAL INDUSTRY THAN INTERNATIONAL CLIMATE AMBITION - IEEFA
Australian coal exporters will survive this near-term political fight but there are longterm structural headwinds
The decision by Ch ...
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- Global Coal Blending Company Limited - Australia
- VISA Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Holcim Trading Pte Ltd - Singapore
- Krishnapatnam Port Company Ltd. - India
- Bukit Asam (Persero) Tbk - Indonesia
- MS Steel International - UAE
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- Leighton Contractors Pty Ltd - Australia
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Thai Mozambique Logistica
- Bukit Baiduri Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Madhucon Powers Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Salva Resources Pvt Ltd - India
- Tata Chemicals Ltd - India
- South Luzon Thermal Energy Corporation
- Makarim & Taira - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Latin American Coal - Colombia
- Borneo Indobara - Indonesia
- Binh Thuan Hamico - Vietnam
- Kumho Petrochemical, South Korea
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- Trasteel International SA, Italy
- PTC India Limited - India
- SMG Consultants - Indonesia
- Electricity Generating Authority of Thailand
- Independent Power Producers Association of India
- Miang Besar Coal Terminal - Indonesia
- Romanian Commodities Exchange
- Goldman Sachs - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coalindo Energy - Indonesia
- Indogreen Group - Indonesia
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Parliament of New Zealand
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- International Coal Ventures Pvt Ltd - India
- Commonwealth Bank - Australia
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement - Thailand
- Straits Asia Resources Limited - Singapore
- Merrill Lynch Commodities Europe
- Samtan Co., Ltd - South Korea
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Anglo American - United Kingdom
- Deloitte Consulting - India
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Rio Tinto Coal - Australia
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Semirara Mining Corp, Philippines
- Planning Commission, India
- Mjunction Services Limited - India
- Riau Bara Harum - Indonesia
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- Bharathi Cement Corporation - India
- CIMB Investment Bank - Malaysia
- Carbofer General Trading SA - India
- Kideco Jaya Agung - Indonesia
- Therma Luzon, Inc, Philippines
- Indian Oil Corporation Limited
- Petron Corporation, Philippines
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Central Java Power - Indonesia
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- McConnell Dowell - Australia
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- Sindya Power Generating Company Private Ltd
- LBH Netherlands Bv - Netherlands
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- Coal and Oil Company - UAE
- Indika Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- Ministry of Finance - Indonesia
- Global Business Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Kalimantan Lumbung Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Wilmar Investment Holdings
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- GAC Shipping (India) Pvt Ltd
- Globalindo Alam Lestari - Indonesia
- Eastern Coal Council - USA
- Sakthi Sugars Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- India Bulls Power Limited - India
- Posco Energy - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- Orica Australia Pty. Ltd.
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- London Commodity Brokers - England
- Energy Development Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Jindal Steel & Power Ltd - India
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- Maheswari Brothers Coal Limited - India
- Coastal Gujarat Power Limited - India
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- Manunggal Multi Energi - Indonesia
- The University of Queensland
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Mercator Lines Limited - India
- Formosa Plastics Group - Taiwan
- ICICI Bank Limited - India
- Interocean Group of Companies - India
- Edison Trading Spa - Italy
- ASAPP Information Group - India
- Ambuja Cements Ltd - India
- Ind-Barath Power Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
- Oldendorff Carriers - Singapore
- Vizag Seaport Private Limited - India
- Meralco Power Generation, Philippines
- Central Electricity Authority - India
- Marubeni Corporation - India
- IEA Clean Coal Centre - UK
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- Australian Coal Association
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Lanco Infratech Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- San Jose City I Power Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Dalmia Cement Bharat India
- White Energy Company Limited
- Chettinad Cement Corporation Ltd - India
- Kaltim Prima Coal - Indonesia
- Eastern Energy - Thailand
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
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