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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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Sunday, 13 December 20
LONGSTANDING DOWNSIDE RISKS TO TRADE OUTLOOK - BALTIC EXCHANGE
The OECD has attempted to put a positive spin on the trade message emanating from its latest economic outlook, released last week.
The ...
Sunday, 13 December 20
INDONESIA COAL OUTPUT AT 514 MILLION TONNES THIS YEAR, 2021 TARGET UNCHANGED - REUTERS
Indonesia coal output in the period to Dec. 10 stood at 514.2 million tonnes, official data from the energy ministry’s website showed.
&n ...
Thursday, 10 December 20
MALAYSIA'S CIMB ANNOUNCES COAL FINANCING PHASE-OUT BY 2040 AS ASIA'S FOSSIL FUEL DIVESTMENT DRIVE ACCELERATES - IEEFA
The first emerging markets bank to announce a progressive coal exit policy
Malaysia’s CIMB Group Holdings (CIMB) has announced ...
Wednesday, 09 December 20
MARKET INSIGHT - INTERMODAL
Heading towards the end of a difficult year and with the entire planet under the shadow of the covid-19 virus, it is interesting to proceed with a ...
Tuesday, 08 December 20
MARKET ANALYSIS - ALLIED SHIPPING
It is now undisputed that oil consumption for 2020 will post a considerable drop, as demand for several petroleum products has plummeted since the ...
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- Medco Energi Mining Internasional
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Madhucon Powers Ltd - India
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Banpu Public Company Limited - Thailand
- Romanian Commodities Exchange
- Bukit Makmur.PT - Indonesia
- Mintek Dendrill Indonesia
- Georgia Ports Authority, United States
- TNB Fuel Sdn Bhd - Malaysia
- Mercator Lines Limited - India
- Australian Coal Association
- Borneo Indobara - Indonesia
- India Bulls Power Limited - India
- Binh Thuan Hamico - Vietnam
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Lanco Infratech Ltd - India
- Timah Investasi Mineral - Indoneisa
- Electricity Authority, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- Indika Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Indian Oil Corporation Limited
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Simpson Spence & Young - Indonesia
- New Zealand Coal & Carbon
- Grasim Industreis Ltd - India
- Marubeni Corporation - India
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- Meralco Power Generation, Philippines
- London Commodity Brokers - England
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- GVK Power & Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Orica Mining Services - Indonesia
- Electricity Generating Authority of Thailand
- Parliament of New Zealand
- Kapuas Tunggal Persada - Indonesia
- Singapore Mercantile Exchange
- Krishnapatnam Port Company Ltd. - India
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- CIMB Investment Bank - Malaysia
- Xindia Steels Limited - India
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Samtan Co., Ltd - South Korea
- Price Waterhouse Coopers - Russia
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Energy Link Ltd, New Zealand
- Karaikal Port Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Renaissance Capital - South Africa
- Ministry of Finance - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Bangladesh Power Developement Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Central Electricity Authority - India
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Vedanta Resources Plc - India
- Aboitiz Power Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- SMG Consultants - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Wilmar Investment Holdings
- Eastern Energy - Thailand
- SN Aboitiz Power Inc, Philippines
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- Jindal Steel & Power Ltd - India
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Toyota Tsusho Corporation, Japan
- Mjunction Services Limited - India
- Sinarmas Energy and Mining - Indonesia
- Vizag Seaport Private Limited - India
- McConnell Dowell - Australia
- Oldendorff Carriers - Singapore
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Merrill Lynch Commodities Europe
- Ministry of Mines - Canada
- Petrochimia International Co. Ltd.- Taiwan
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- European Bulk Services B.V. - Netherlands
- OPG Power Generation Pvt Ltd - India
- The Treasury - Australian Government
- Independent Power Producers Association of India
- Tamil Nadu electricity Board
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- Planning Commission, India
- Baramulti Group, Indonesia
- Gujarat Sidhee Cement - India
- Africa Commodities Group - South Africa
- Indian Energy Exchange, India
- Siam City Cement - Thailand
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- LBH Netherlands Bv - Netherlands
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Economic Council, Georgia
- Jaiprakash Power Ventures ltd
- Salva Resources Pvt Ltd - India
- Coal and Oil Company - UAE
- Billiton Holdings Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Bhushan Steel Limited - India
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- Port Waratah Coal Services - Australia
- Barasentosa Lestari - Indonesia
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- Bhatia International Limited - India
- GAC Shipping (India) Pvt Ltd
- Thiess Contractors Indonesia
- Uttam Galva Steels Limited - India
- SMC Global Power, Philippines
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Coastal Gujarat Power Limited - India
- Wood Mackenzie - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Meenaskhi Energy Private Limited - India
- Kobexindo Tractors - Indoneisa
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Jorong Barutama Greston.PT - Indonesia
- Trasteel International SA, Italy
- Directorate General of MIneral and Coal - Indonesia
- Kaltim Prima Coal - Indonesia
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- Latin American Coal - Colombia
- Anglo American - United Kingdom
- Eastern Coal Council - USA
- Karbindo Abesyapradhi - Indoneisa
- IEA Clean Coal Centre - UK
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Pendopo Energi Batubara - Indonesia
- Ministry of Transport, Egypt
- Chamber of Mines of South Africa
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Agrawal Coal Company - India
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kideco Jaya Agung - Indonesia
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