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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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Wednesday, 14 October 20
MARKET INSIGHT - INTERMODAL
The tanker market has experienced severe freight rate and asset value declines over the past 5 months. A potential market upturn may arise in the c ...
Friday, 09 October 20
INDIA'S COAL IMPORTS IMPROVE SOMEWHAT, BUT RECOVERY IS UNEVEN - REUTERS
India’s coal imports, depressed by the impact of coronavirus this year, regained ground in September, but in an uneven uptick – shipmen ...
Thursday, 08 October 20
CHINA'S COAL IMPORTS FROM INDONESIA DECLINED 16.4% Y-O-Y, TO 80.2 MLN TONNES IN THE FIRST 9 MONTHS OF 2020 - BANCHERO COSTA
China's coal imports boomed in 2019, surprising many who had expected the government would clamp down strictly on shipments.
...
Thursday, 08 October 20
GLIMMER OF LIGHT FOR COAL, BUT SHORT TERM - FNARENA
Is coal on the rebound? Demand appears stronger and supply reductions have underpinned a tightening market. Certainly, the Newcastle thermal coal p ...
Wednesday, 07 October 20
U.S. COAL PRODUCTION TO DECREASE BY 26 PERCENT IN 2020 COMPARED TO 2019 - EIA
EIA expects total U.S. coal production in 2020 to be 525 million short tons (MMst), compared with 705 MMst in 2019, a 26% decrease.
COVID-19 a ...
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- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- Borneo Indobara - Indonesia
- Chamber of Mines of South Africa
- Salva Resources Pvt Ltd - India
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Grasim Industreis Ltd - India
- Makarim & Taira - Indonesia
- Kumho Petrochemical, South Korea
- Interocean Group of Companies - India
- PTC India Limited - India
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- Medco Energi Mining Internasional
- London Commodity Brokers - England
- Energy Link Ltd, New Zealand
- Gujarat Sidhee Cement - India
- Pendopo Energi Batubara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- Alfred C Toepfer International GmbH - Germany
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Sindya Power Generating Company Private Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Therma Luzon, Inc, Philippines
- PowerSource Philippines DevCo
- Larsen & Toubro Limited - India
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Banpu Public Company Limited - Thailand
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Australian Commodity Traders Exchange
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Parliament of New Zealand
- Planning Commission, India
- Kobexindo Tractors - Indoneisa
- Simpson Spence & Young - Indonesia
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Coastal Gujarat Power Limited - India
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Orica Australia Pty. Ltd.
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Neyveli Lignite Corporation Ltd, - India
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- Antam Resourcindo - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- Electricity Authority, New Zealand
- Petron Corporation, Philippines
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Indogreen Group - Indonesia
- Georgia Ports Authority, United States
- GAC Shipping (India) Pvt Ltd
- Sakthi Sugars Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bukit Makmur.PT - Indonesia
- Siam City Cement - Thailand
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Sree Jayajothi Cements Limited - India
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- Aditya Birla Group - India
- SMC Global Power, Philippines
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Eastern Coal Council - USA
- New Zealand Coal & Carbon
- Sical Logistics Limited - India
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Rio Tinto Coal - Australia
- India Bulls Power Limited - India
- Metalloyd Limited - United Kingdom
- Ministry of Finance - Indonesia
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- GMR Energy Limited - India
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- The State Trading Corporation of India Ltd
- Singapore Mercantile Exchange
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- Oldendorff Carriers - Singapore
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Lanco Infratech Ltd - India
- Economic Council, Georgia
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- Formosa Plastics Group - Taiwan
- Mercator Lines Limited - India
- Goldman Sachs - Singapore
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Carbofer General Trading SA - India
- Manunggal Multi Energi - Indonesia
- Bhushan Steel Limited - India
- Wood Mackenzie - Singapore
- VISA Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhatia International Limited - India
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Australian Coal Association
- International Coal Ventures Pvt Ltd - India
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Malabar Cements Ltd - India
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- PNOC Exploration Corporation - Philippines
- CNBM International Corporation - China
- White Energy Company Limited
- TNB Fuel Sdn Bhd - Malaysia
- IHS Mccloskey Coal Group - USA
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bukit Baiduri Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- South Luzon Thermal Energy Corporation
- The University of Queensland
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- AsiaOL BioFuels Corp., Philippines
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- Iligan Light & Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Videocon Industries ltd - India
- Jorong Barutama Greston.PT - Indonesia
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