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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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Thursday, 10 September 20
DRY BULK SHIPPING: CHINA'S DEMAND KEEPING THE DRY BULK MARKET GOING - PETER SAND | BIMCO
Overview
An impressive recovery in Chinese dry bulk imports has protected the industry from the effects of falling demand in the rest of the wo ...
Thursday, 10 September 20
TANKER SHIPPING: FREIGHT RATES BACK AT LOSS-MAKING LEVELS AFTER 12 VERY PROFITABLE MONTHS - BIMCO
Overview
A stunningly strong 12 months for the tanker shipping industry is now being replaced by lower freight rates, as lower oil product ...
Thursday, 10 September 20
INDIA'S COAL IMPORTS STUMBLE IN AUGUST, RAISING RISK OF SLOW RECOVERY - REFINITIV | BANCHERO COSTA
After posting a mild recovery in July, India's coal imports have stumbled in August as the South Asian nation battles to restart it ...
Thursday, 10 September 20
THE FIRST 8 MONTHS OF 2020, INDONESIA EXPORTED 217.4 MLN TONNES OF COAL BASED ON REFINITIV - BANCHERO COSTA
The coal market has been hit by a weaker global economy as a result of COVID-19 pandemic and falling industrial electricity demand  ...
Wednesday, 09 September 20
MARKET INSIGHT - INTERMODAL
The uneventful summer lull which is coming to an end soon has left its stigma on the newbuilding market, which has already been devastated by the g ...
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- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Grasim Industreis Ltd - India
- Sree Jayajothi Cements Limited - India
- Ceylon Electricity Board - Sri Lanka
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Billiton Holdings Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Planning Commission, India
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Vizag Seaport Private Limited - India
- White Energy Company Limited
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- Oldendorff Carriers - Singapore
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- Xindia Steels Limited - India
- ASAPP Information Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- Mjunction Services Limited - India
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Ministry of Transport, Egypt
- Anglo American - United Kingdom
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Sakthi Sugars Limited - India
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Business Power Corporation, Philippines
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indo Tambangraya Megah - Indonesia
- CNBM International Corporation - China
- Economic Council, Georgia
- TeaM Sual Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Globalindo Alam Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Wilmar Investment Holdings
- South Luzon Thermal Energy Corporation
- McConnell Dowell - Australia
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- LBH Netherlands Bv - Netherlands
- Riau Bara Harum - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kepco SPC Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Carbofer General Trading SA - India
- Bukit Makmur.PT - Indonesia
- Merrill Lynch Commodities Europe
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Uttam Galva Steels Limited - India
- Latin American Coal - Colombia
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- European Bulk Services B.V. - Netherlands
- Kideco Jaya Agung - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- Meenaskhi Energy Private Limited - India
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Indogreen Group - Indonesia
- Agrawal Coal Company - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercator Lines Limited - India
- Ministry of Finance - Indonesia
- Larsen & Toubro Limited - India
- Minerals Council of Australia
- Karbindo Abesyapradhi - Indoneisa
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Parliament of New Zealand
- Attock Cement Pakistan Limited
- Australian Coal Association
- Eastern Energy - Thailand
- Edison Trading Spa - Italy
- Jorong Barutama Greston.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Indian Oil Corporation Limited
- Port Waratah Coal Services - Australia
- Orica Mining Services - Indonesia
- Ministry of Mines - Canada
- ICICI Bank Limited - India
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Goldman Sachs - Singapore
- Indonesian Coal Mining Association
- Baramulti Group, Indonesia
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Iligan Light & Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- GMR Energy Limited - India
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Kumho Petrochemical, South Korea
- Directorate Of Revenue Intelligence - India
- Medco Energi Mining Internasional
- Thai Mozambique Logistica
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Makarim & Taira - Indonesia
- Binh Thuan Hamico - Vietnam
- The University of Queensland
- Thiess Contractors Indonesia
- VISA Power Limited - India
- Manunggal Multi Energi - Indonesia
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Central Electricity Authority - India
- Indian Energy Exchange, India
- Wood Mackenzie - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- Ind-Barath Power Infra Limited - India
- Aditya Birla Group - India
- Kobexindo Tractors - Indoneisa
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- Parry Sugars Refinery, India
- Bhatia International Limited - India
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Chettinad Cement Corporation Ltd - India
- Straits Asia Resources Limited - Singapore
- Gujarat Sidhee Cement - India
- Renaissance Capital - South Africa
- Star Paper Mills Limited - India
- Maheswari Brothers Coal Limited - India
- Trasteel International SA, Italy
- Bulk Trading Sa - Switzerland
- Heidelberg Cement - Germany
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- PNOC Exploration Corporation - Philippines
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- PTC India Limited - India
- The State Trading Corporation of India Ltd
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Commonwealth Bank - Australia
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Essar Steel Hazira Ltd - India
- PowerSource Philippines DevCo
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
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